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.
Net Payout Yield
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.
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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