Historical and Year-to-Date Performance
|
Multi-Strategy Global Macro
2013 Year-to-Date Net Monthly Performance
|
| Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sept |
Oct |
Nov |
Dec |
| 4.93% |
-1.81% |
2.71% |
0.30% |
- |
- |
- |
- |
- |
- |
- |
- |
|
***Past performance not indicative of future results***
|
|
Income Generator
2013 Year-to-Date Net Monthly Performance
|
| Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sept |
Oct |
Nov |
Dec |
| 3.63% |
0.83% |
2.47% |
-0.07% |
- |
- |
- |
- |
- |
- |
- |
- |
|
HFRX Multi-Strategy Global Macro Index
2013 Year-to-Date Monthly Performance
|
| Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sept |
Oct |
Nov |
Dec |
| 0.35% |
0.37% |
-0.07% |
TBD |
- |
- |
- |
- |
- |
- |
- |
- |
|
S&P 500
2013 Year-to-Date Monthly Performance
|
| Jan |
Feb |
Mar |
Apr |
May |
Jun |
Jul |
Aug |
Sept |
Oct |
Nov |
Dec |
| 6.10% |
1.11% |
3.60% |
1.81% |
- |
- |
- |
- |
- |
- |
- |
- |
| Historical Returns vs. HFRX Macro Index & S&P 500 |
| Year |
Multi-Strategy Global Macro |
Income Generator |
HFRX Multi-Strategy Macro Index
|
S&P 500 |
| 2007* |
42.21% |
- |
11.05% |
3.53% |
| 2008* |
44.50% |
- |
-2.92% |
-38.49% |
| 2009* |
11.15% |
- |
16.17% |
23.45% |
| 2010* |
11.80% |
9.98% |
4.15% |
12.78% |
| 2011 |
7.55% |
0.37% |
-0.33% |
0.00% |
| 2012 |
2.33% |
3.96% |
5.20% |
13.41% |
| Average Annual Return |
19.92% |
4.77% |
5.55% |
2.45% |
| Cumulative Return |
119.54% |
14.31% |
33.32% |
14.68% |
| Best Month |
June '08 18.36% |
Dec '11 3.64% |
May '09 6.23% |
April '09 9.39% |
| Worst Month |
Aug '11 -7.61% |
Aug '11 -2.41% |
March '08 -3.62% |
October '08 -16.94% |
All numbers are net of fees. Axios Capital Advisors utilizes the Modified Dietz Method to calculate NAV.
|
