| Web Site Hopewell Midcap Display | |
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| Inception Date | 01/02/99 |
| Sizing Method | % Portfolio Weight (OLD) |
| Last Rebalanced (Every Week) | 04/04/22 |
| Ranking System | Growth Stocks |
| Total Market Value (inc. Cash) | 33,695,695.28 |
| Cash | 10,893.53 |
| Number of Positions | 10 |
| Total Return | 33,595.70% |
| Benchmark Return | 265.13% |
| Active Return | 33,330.57% |
| Annualized Return | 28.43% |
| Annual Turnover | 134.59% |
| Max Drawdown | -24.22% |
| Overall Winners | (222/394) 56.35% |
| Sharpe Ratio | 1.20 |
| Correlation with S&P 500 ($SP500) | 0.41 |