Performance Review
Quick review of the fund performances for each period versus the major indexes as reported on marketocracy.com
Hedged Growth
This portfolio is up 7.3% since inception versus the 18.6% loss of the S&P500. Outperforming the index by 25.9% and over 26.0% when eliminating the higher fees assumed on the site.
Net Payout Yield
This portfolio is down 23.9% since inception versus the 31.0% loss of the S&P500. Outperforming the index by 7.0% since 3/1/07 when eliminating the higher fees assumed on the site.
Capital Growth
This portfolio is down 26% since inception versus the 29.2% loss of the S&P500. Outperforming the index by 3.2% and closer to 4% when eliminating the higher fees assumed on the site.
Hedged Growth
This portfolio is up 7.3% since inception versus the 18.6% loss of the S&P500. Outperforming the index by 25.9% and over 26.0% when eliminating the higher fees assumed on the site.
Today | MTD | QTD | YTD | ||
---|---|---|---|---|---|
SFCHG | 0.00% | 6.57% | 15.60% | 6.94% | |
S&P 500 | 2.41% | 6.52% | 16.72% | 3.87% | |
DOW | 1.96% | 4.98% | 12.69% | -2.30% | |
Nasdaq | 1.33% | 1.26% | 13.76% | 10.27% |
Net Payout Yield
This portfolio is down 23.9% since inception versus the 31.0% loss of the S&P500. Outperforming the index by 7.0% since 3/1/07 when eliminating the higher fees assumed on the site.
Today | MTD | QTD | YTD | ||
---|---|---|---|---|---|
SFCNP | -3.97% | 7.33% | 19.83% | 4.81% | |
S&P 500 | 2.41% | 6.52% | 16.72% | 3.87% | |
DOW | 1.96% | 4.98% | 12.69% | -2.30% | |
Nasdaq | 1.33% | 1.26% | 13.76% | 10.27% |
Capital Growth
This portfolio is down 26% since inception versus the 29.2% loss of the S&P500. Outperforming the index by 3.2% and closer to 4% when eliminating the higher fees assumed on the site.
Today | MTD | QTD | YTD | ||
---|---|---|---|---|---|
SFCG | 0.00% | 10.69% | 37.32% | 25.01% | |
S&P 500 | 2.41% | 6.52% | 16.72% | 3.87% | |
DOW | 1.96% | 4.98% | 12.69% | -2.30% | |
Nasdaq | 1.33% | 1.26% | 13.76% | 10.27% |
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