Earnings Acceleration Stock Index (EASI)

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Performance of EASI Tactical Growth Index, updated as of Jul 02, 2020

Index1 Year2 Year3 Year4 Year5 YearSince Inception
EASI Tactical Growth Index-13.7%-6.6%20.5%52.8%51.3%321.9%
S&P500® (SPX)6.6%20.1%36.8%61.3%66.9%245.9%
 Annualized Performance
EASI Tactical Growth Index-13.7%-3.4%6.4%11.2%8.6%15.8%
S&P500® (SPX)6.6%9.6%11.0%12.7%10.8%13.5%

Calendar year Performance of EASI Tactical Growth Index, updated as of Jul 02, 2020

EASI Tactical Growth Index-18.4%13.3%6.3%36.7%17.4%8.2%10.7%53.1%22.0%1.2%
S&P500® (SPX)-2.1%31.5%-4.4%21.8%12.0%1.4%13.7%32.4%16.0%2.1%


The EASI Tactical Growth Index was launched on February 27, 2017. Index values between September 10, 2010 and February 27, 2017 have been calculated pursuant to a back-tested methodology (i.e. calculations of how the index might have performed over that time period had the index existed) with an initial index value level of 100. There are frequently material differences between back-tested performance and actual results. Index returns do not reflect payment of any sales charges or fees an investor may pay to purchase securities underlying the Index or investment funds that are intended to track the performance of the Index, the imposition of which would cause actual and back-tested performance to be lower than the performance shown. Past performance of the Index, whether actual or back-tested, is not an indication or guarantee of future results. All Index values have been calculated by Solactive AG (See additional disclaimer below).

The Standard & Poor’s 500 Stock Index (“S&P 500 Index") is an unmanaged index generally representative of the U.S. stock market. Index returns do not reflect fees, commissions or other expenses of investing. Investors may not make direct investment into any index.


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