facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search
Net Performance
Month2016201720182019
January -  0.88%-0.66%12.11%
February -  1.65%0.25%0.75%
March -  2.08%1.53%1.79%
April1.77%0.20%2.41%3.24%
May3.74%0.70%0.42%0.99%
June2.01%1.98%0.71%0.93%
July2.28%0.70%2.12%
August2.92%-0.35%1.95%
September0.98%-0.01%-1.81%
October-1.06%1.49%-0.15%
November0.30%-0.08%-2.54%
December2.30%1.37%-4.18%
YTD Return16.23%11.09%-0.15%20.99%
YTD Standard Deviation1.36%0.80%1.93%4.03%
April 2016 to Date Return16.23%29.12%28.93%55.99%
April 2016 to Date Standard Deviation1.36%1.14%1.59%2.34%
April 2016 to Date Annualized Return22.21%15.73%9.68%14.66%
April 2016 to Date Risk Free Rate1.35%1.35%
April 2016 to Date Annualized Volatility5.52%8.10%
Management Fees: 2% of Beginning Equity
No Performance Fee
Net return = after management and performance fees
April 2016 to Date Net Return Standard Deviation2.34%
S&P 500 TR Standard Deviation0.00%

No Posts Found