Web Site Crescent Midcap Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Week) 04/04/22
Ranking SystemConservative
Total Market Value (inc. Cash)20,578,295.50
Cash6,410.57
Number of Positions10
Total Return20,478.30%
Benchmark Return265.13%
Active Return20,213.17%
Annualized Return25.73%
Annual Turnover124.75%
Max Drawdown-28.27%
Overall Winners (207/375) 55.20%
Sharpe Ratio1.07
Correlation with S&P 500 ($SP500)0.39