Web Site Crescent Midcap Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Week) 05/10/21
Ranking SystemConservative
Total Market Value (inc. Cash)$38,221,346.35
Cash$16,440.71
Number of Positions9
Total Return38,121.35%
Benchmark Return240.74%
Active Return37,880.61%
Annualized Return30.48%
Annual Turnover126.33%
Max Drawdown-29.52%
Overall Winners (215/352) 61.08%
Sharpe Ratio1.30
Correlation with S&P 500 ($SP500)0.39