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Home of the BullRider Buy/Write Hedge Fund

 

The BullRider B/W Hedge Fund (symbol BRHF) attempts to outperform the S&P-500 index with significantly less volatility by using a Buy/Write strategy to hedge an equity portfolio.  The  inception date is 12/11/2008 at $100.00 per share.  Actual performance to date, compared with the benchmark S&P-500 ETF SPY, is shown in the following table.   This hedge fund is fully subscribed and is not open to new investors. 

 

 

 

 

BRHF

%G/L

S&P-500

12/11/2008

$100.00

-

-

12/31/2008

$102.47

2.47%

0.95%

1/31/2009

$97.53

-2.46%

-7.34%

2/27/2009

$91.98

-8.02%

-17.30%

3/31/2009

$100.73

0.73%

-10.41%

4/30/2009

$106.97

6.97%

-1.50%

5/31/2009

$111.52

11.52%

4.25%

6/30/2009

$114.41

14.42%

4.19%

7/31/2009

$121.06

21.06%

11.96%

8/31/2009

$121.90

21.90%

16.09%

9/30/2009

$125.87

25.87%

20.21%

10/31/2009

$121.87

21.87%

17.90%

11/30/2009

$129.70

29.70%

25.16%

12/31/2009

$132.83

32.83%

27.55%

 

 

29.63%

26.35%
 

2010 - YTD
 

BRHF

%G/L

S&P-500

1/31/2010

$129.10

-2.81%

-3.63%

2/28/2010

$134.03

0.90%

-0.63%

3/31/2010

$138.39

4.19%

4.99%

4/30/2010

$140.86

6.05%

6.62%

5/31/2010

$131.77

-0.80%

-1.86%'

6/30/2010

$126.80

-4.54%

-6.93%

7/31/2010

$134.16

1.00%

-0.58%

8/31/2010

$129.55

-2.47%

-5.05%

9/30/2010

$139.28

4.85%

3.45%

10/31/2010

$144.37

8.69%

7.41%

11/30/2010

$148.85

9.80%

7.41%

12/31/2010

$152.56

14.86%

13.99%
 

2011 - YTD
 

BRHF

%G/L

S&P-500

1/31/2011

$156.13

2.33%

2.34%

2/28/2011

$159.31

4.42%

5.88%

3/31/2011

$159.71

4.69%

5.90%

4/29/2011

$163.53

7.19%

8.96%

5/31/2011

$163.28

7.03%

7.74%

6/30/2011

$160.05

4.91%

5.82%

7/31/2011

$156.67

2.69%

3.80%

8/31/2011

$148.07

-2.95%

-1.90%

9/30/2011

$145.18

-4.82%

-8.72%

10/31/2011

$157.80

3.43%

1.25%

11/30/2011

$158.07

3.61%

0.84%

12/31/2011

$160.22

5.02%

1.89%
 

2012 - YTD
 

BRHF

%G/L

S&P-500

1/31/2012

$166.59

3.97%

4.64%

2/29/2012

$174.50

8.91%

9.18%

3/31/2012

$180.29

12.52%

12.69%

4/30/2012

$178.77

11.57%

11.94%

5/31/2012

$165.34

5.22%

5.97%

6/30/2012

$171.87

10.15%

9.49%

7/31/2012

$177.97

11.08%

10.78%

8/31/2012

$183.23

14.36%

13.55%

9/28/2012

$183.96

14.82%

15.81%

10/31/2012

$181.72

13.42%

14.31%

11/30/2012

183.20

14.96%

14.36%

12/31/2012

185.46

15.75%

15.98%
 

 

 

 
       

                    
 

Total Return Since Fund Inception - 12/11/2008

  
  BullRider = 85.5% vs. S&P 500 (SPY) = 72.7%  
    (as of 12/31/2012)    

 

For daily results or more information email - bullrider@thomark.com