U.S. GROWTH STRATEGY'S QUARTERLY RETURNS
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Quarters
Portfolio
SP Growth
Excess Return
1996 Q18.48%4.33%4.15%
1996 Q27.62%7.01%0.61%
1996 Q35.14%3.52%1.62%
1996 Q410.19%7.27%2.92%
1997 Q1-1.98%3.57%-5.56%
1997 Q220.02%20.28%-0.26%
1997 Q313.80%5.87%7.92%
1997 Q4-6.62%3.52%-10.14%
1998 Q118.59%16.26%2.33%
1998 Q26.62%5.86%0.77%
1998 Q3-9.38%-7.24%-2.14%
1998 Q429.80%24.53%5.27%
1999 Q16.26%6.88%-0.62%
1999 Q219.24%3.83%15.41%
1999 Q34.75%-3.49%8.24%
1999 Q455.15%19.74%35.41%
2000 Q144.48%4.11%40.37%
2000 Q2-3.88%-1.47%-2.42%
2000 Q36.39%-8.79%15.18%
2000 Q4-4.77%-16.72%11.96%
2001 Q1-1.05%-17.41%16.36%
2001 Q20.47%7.71%-7.25%
2001 Q3-7.32%-13.20%5.89%
2001 Q411.09%13.03%-1.94%
2002 Q17.48%-0.79%8.27%
2002 Q2-2.55%-16.26%13.70%
2002 Q3-5.47%-14.12%8.65%
2002 Q42.30%14.55%-12.25%
2003 Q15.43%-0.83%6.26%
2003 Q211.32%12.17%-0.85%
2003 Q39.37%2.75%6.62%
2003 Q416.29%9.93%6.36%
2004 Q11.89%0.02%1.87%
2004 Q2-3.49%2.69%-6.18%
2004 Q38.96%-4.78%13.74%
2004 Q49.68%8.51%1.18%
2005 Q19.61%-1.86%11.47%
2005 Q27.80%0.14%7.66%
2005 Q328.11%3.78%24.33%
2005 Q4-4.07%1.98%-6.05%
2006 Q17.79%2.61%5.17%
2006 Q2-3.27%-3.46%0.19%
2006 Q3-3.35%6.06%-9.42%
2006 Q410.26%5.65%4.61%
2007 Q15.66%-0.09%5.75%
2007 Q211.46%6.63%4.84%
2007 Q37.71%3.76%3.95%
2007 Q46.92%-1.28%8.19%
2008 Q1-2.72%-9.92%7.20%
2008 Q236.74%2.05%34.69%
2008 Q3-38.62%-11.24%-27.38%
2008 Q4-19.24%-20.24%1.00%
2009 Q1-9.55%-6.18%-3.37%
2009 Q220.21%14.60%5.61%
2009 Q324.63%13.56%11.07%
2009 Q42.74%7.76%-5.02%
2010 Q16.21%3.71%2.50%
2010 Q2-10.70%-11.28%0.58%
2010 Q38.57%12.63%-4.06%
2010 Q414.53%11.02%3.51%
2011 Q118.08%5.07%13.01%
2011 Q2-4.51%1.64%-6.14%
2011 Q3-20.94%-11.56%-9.37%
2011 Q410.26%10.81%-0.55%
2012 Q18.90%12.27%-3.36%
2012 Q2-4.92%-2.05%-2.88%
2012 Q310.10%6.40%3.70%
2012 Q43.22%-2.04%5.26%
2013 Q111.57%9.33%2.24%
2013 Q2-0.20%2.48%-2.68%
2013 Q313.55%6.60%6.95%
2013 Q48.85%11.15%-2.30%
2014 Q1-1.67%1.39%-3.07%
2014 Q25.82%5.82%0.00%
2014 Q3-5.18%1.92%-7.10%
2014 Q48.12%5.06%3.06%
2015 Q16.28%2.47%3.81%
2015 Q2-2.00%0.31%-2.32%
2015 Q3-1.90%-4.83%2.93%
2015 Q47.88%7.86%0.01%
2016 Q12.44%0.53%1.91%
2016 Q27.24%1.01%6.23%
2016 Q31.99%4.76%-2.77%
2016 Q40.15%0.48%-0.33%
2017 Q12.94%8.53%-5.59%
2017 Q27.07%4.42%2.65%
2017 Q39.95%5.29%4.66%
2017 Q46.84%6.80%0.04%
2018 Q110.55%1.93%8.62%

       
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