Thursday, September 17, 2009

Performance Review: Growth Portfolio Positive

The Growth Portfolio has now turned positive since the tracking was launched on June 19th last year. During this time period the SP500 is still down nearly 18%. On a annualized basis the portfolio is now outperforming by over 17%.

Its been a very long roughly 16 months now and the total performance isn't that much to write home about, but the relative performance has been spectacular especially the last 6 months. Having survived the downturn slightly worse then the market, Stone Fox Capital has been able to pick typical fast growth companies to outshine the market lately. The Portfolio is up 95% the last 6 months.



RETURNS
Last Week 9.31%
Last Month 17.79%
Last 3 Months 29.62%
Last 6 Months 94.82%
Last 12 Months 21.03%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 2.29%
(Annualized) 1.83%
S&P500 RETURNS
Last Week 3.45%
Last Month 9.29%
Last 3 Months 16.99%
Last 6 Months 40.65%
Last 12 Months -9.54%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception -17.81%
(Annualized) -14.56%
RETURNS VS S&P500
Last Week 5.86%
Last Month 8.50%
Last 3 Months 12.63%
Last 6 Months 54.17%
Last 12 Months 30.57%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 20.10%
(Annualized) 16.39%

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