MRR Crescent MidCap Portfolio 4/8/2020 - 5/10/2021
Performance Chart
Inception Date04/08/20
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Week) 05/10/21
Ranking SystemConservative
Total Market Value (inc. Cash)$163,044.24
Cash$9,585.43
Number of Positions9
Total Return63.04%
Benchmark Return52.31%
Active Return10.74%
Annualized Return56.74%
Annual Turnover68.92%
Max Drawdown-18.46%
Overall Winners (15/26) 57.69%
Sharpe Ratio2.15
Correlation with S&P 500 ($SP500)0.70