Web Site Hopewell Midcap Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Week) 05/10/21
Ranking SystemGrowth Stocks
Total Market Value (inc. Cash)$38,727,993.53
Cash$18,495.46
Number of Positions10
Total Return38,627.99%
Benchmark Return240.74%
Active Return38,387.26%
Annualized Return30.55%
Annual Turnover154.07%
Max Drawdown-24.34%
Overall Winners (251/421) 59.62%
Sharpe Ratio1.28
Correlation with S&P 500 ($SP500)0.40