Web Site Small Cap Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Day) 05/11/21
Ranking SystemDynamic
Total Market Value (inc. Cash)$3,045,876,724.64
Cash$214,707,848.96
Number of Positions10
Total Return3,045,776.72%
Benchmark Return240.74%
Active Return3,045,535.99%
Annualized Return58.71%
Annual Turnover475.98%
Max Drawdown-23.49%
Overall Winners (482/1161) 41.52%
Sharpe Ratio1.73
Correlation with S&P 500 ($SP500)0.32