After a wild year that saw the market drop nearly 30%, Stone Fox is pleased to report that our Growth Portfolio outperformed the market by over 10.5%. The figure below includes 2% fees while Stone Fox only charges 1% hence the difference. Considering the Growth Portfolio typically outperforms in up markets it is encouraging that it did relatively well this last year. In fact, over the last 3-6 month periods it is up 30% more then the market.
In real terms though, it was a disappointing year as nobody wants to lose 19% of their money no matter what the market does. We look forward to a much better 2nd year though it's started off just like last year considering the markets dropped 3% today. Lets just hope this isn't a repeat of last year.
| RETURNS | | Last Week | -1.17% | | Last Month | 7.57% | | Last 3 Months | 52.41% | | Last 6 Months | 35.44% | | Last 12 Months | -19.98% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -19.98% | | (Annualized) | -19.93% | |
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| | S&P500 RETURNS | | Last Week | -2.62% | | Last Month | 2.16% | | Last 3 Months | 20.60% | | Last 6 Months | 5.25% | | Last 12 Months | -29.53% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -29.53% | | (Annualized) | -29.46% | |
| | | RETURNS VS S&P500 | | Last Week | 1.46% | | Last Month | 5.41% | | Last 3 Months | 31.82% | | Last 6 Months | 30.19% | | Last 12 Months | 9.55% | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | 9.55% | | (Annualized) | 9.53% | | |
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