Stratford Capital Management, Inc.

Equity Index Program

Year-to-Date
N/A
Minimum Investment
100,000
Management Fee 2.00%
Performance Fee 20.00%
Annualized Volatility 39.45%
Sharpe (RFR=1%) 0.53
CAROR 16.37%
Assets 727,279
Worst Drawdown -35.31
S&P Correlation -0.30

Summary

Stratford Capital Management's Equity Index Program is a short term discretionary program based on the fundamentals of U.S. equity indicies.