Web Site Microcap Portfolio Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Day) 04/11/22
Ranking SystemAggressive
Total Market Value (inc. Cash)664,352,172.64
Cash67,080,060.20
Number of Positions10
Total Return664,252.17%
Benchmark Return530.60%
Active Return663,721.57%
Annualized Return45.99%
Annual Turnover472.58%
Max Drawdown-28.11%
Overall Winners (549/1145) 47.95%
Sharpe Ratio1.59
Correlation with Russell 2000 (IWM)0.50