IB Net Payout Yields Model

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.



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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