Web Site Crescent Midcap Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Week) 11/01/21
Ranking SystemConservative
Total Market Value (inc. Cash)$43,667,761.35
Cash$24,974.02
Number of Positions10
Total Return43,567.76%
Benchmark Return280.73%
Active Return43,287.03%
Annualized Return30.49%
Annual Turnover169.38%
Max Drawdown-28.67%
Overall Winners (223/461) 48.37%
Sharpe Ratio1.22
Correlation with S&P 500 ($SP500)0.38