The returns for our models below can be compared to the returns of the S&P 500:
S&P 500 2013 Year-End Return: 26.80% (Since 1/9/13)
S&P 500 2014 YTD Return: 4.07% (As of 5/30/14)
S&P 500 Inception Return: 32.00% (Inception of our models – 1/9/13)
*Calculations do not include dividends/splits. Source: Yahoo! Finance Historical S&P 500 (^GSPC) Daily Closing Prices, non-adjusted.
As of the close of business on May 30th, 2014 the JSI Fund Models have performed as follows:
The JSI Select Fund
Objective: Speculative Growth
Strategy: Unconstrained absolute return. Recent focus has been on active long/short technical trading of equity index futures. Designed for more aggressive accredited investors and institutions seeking outsized and absolute return relative to the market.
2013 Year-End Return: +69.49% (Since 1/9/13)
2014 YTD Return: +16.86% (As of 5/30/14)
Inception Return: +98.07% (Inception 1/9/13)
The JSI Worldwide Opportunity Fund
Objective: Growth and Income
Strategy: Active long/short technical trading, primarily of individual equities and ETFs with occasional short-term tactical exposure in various futures markets. Designed for wealth managers and individual accredited investors looking for actively managed accounts.
2013 Year-End Return: +24.49% (Since 1/9/13)
2014 YTD Return: + 4.21% (As of 5/30/14)
Inception Return: +29.72% (Inception 1/9/13)
Note: These models represent hypothetical returns on strategies we will be introducing in the future. These opportunities would only be for investors with the assets to responsibly take on the higher risks often associated with investing in managed futures and hedge funds. We must be able to verify that you are an accredited investor with a net worth of at least $2M excluding your primary residence, and you must meet the requirement for a Qualified Eligible Person, as defined by the Commodities Exchange Act. If you meet these criteria, we can provide you with the Interactive Brokers Paper Account Activity Statements for both model accounts since inception, as well as additional materials describing our goals, strategy, performance and risk/return profile with regard to these model strategies.
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