Web Site Hopewell Midcap Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Week) 04/04/22
Ranking SystemGrowth Stocks
Total Market Value (inc. Cash)33,695,695.28
Cash10,893.53
Number of Positions10
Total Return33,595.70%
Benchmark Return265.13%
Active Return33,330.57%
Annualized Return28.43%
Annual Turnover134.59%
Max Drawdown-24.22%
Overall Winners (222/394) 56.35%
Sharpe Ratio1.20
Correlation with S&P 500 ($SP500)0.41