Web Site Kennedy Minor Stocks Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight
Last Rebalanced (Every Week) 04/04/22
Ranking SystemMontana1
Total Market Value (inc. Cash)18,797,203.53
Cash7,838.12
Number of Positions10
Total Return18,697.20%
Benchmark Return567.10%
Active Return18,130.11%
Annualized Return25.24%
Annual Turnover114.93%
Max Drawdown-25.54%
Overall Winners (215/346) 62.14%
Sharpe Ratio1.31
Correlation with S&P MidCap 400 ($MID)0.47