Web Site Growth Stocks Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight
Last Rebalanced (Every Week) 05/10/21
Ranking SystemBalanced4
Total Market Value (inc. Cash)$9,165,122.86
Cash$1,021.38
Number of Positions9
Total Return9,065.12%
Benchmark Return240.74%
Active Return8,824.39%
Annualized Return22.40%
Annual Turnover110.32%
Max Drawdown-21.25%
Overall Winners (189/313) 60.38%
Sharpe Ratio1.37
Correlation with S&P 500 ($SP500)0.52