Monday, May 25, 2009

Performance Review - May 22

Below are the results of the 3 primary portfolios offered by Stone Fox Capital. Each portfolio continues to beat the SP500 since inception as tracked by 3rd party marketocracy.com. See the links to the portfolios on the right hand side under the Portfolio Management column.

Hedged Growth

This fund continues to maintain its sizeable gains since inception on 10/1/08 of 26%. It has handily beat the market in down markets and slightly outperformed in up markets.


MTD QTD YTD
SFCHG 2.13% 10.78% 2.48%
S&P 500 1.86% 11.61% -0.68%
DOW 1.34% 8.78% -5.69%
Nasdaq -1.47% 10.69% 7.29%



Net Payout Yield


MTD QTD YTD
SFCNP 3.28% 15.31% 0.85%
S&P 500 1.86% 11.61% -0.68%
DOW 1.34% 8.78% -5.69%
Nasdaq -1.47% 10.69% 7.29%



Growth

The Growth fund continues to impress this year. It's outperformed every major average significantly and is nearly 24% above the SP500 YTD and over 42% the last 6 months. The fund is now up 6.2% since inception.


MTD QTD YTD
SFCG 9.00% 35.21% 23.09%
S&P 500 1.86% 11.61% -0.68%
DOW 1.34% 8.78% -5.69%
Nasdaq -1.47% 10.69% 7.29%

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