Web Site Robinson Minor Display |
|
Inception Date | 01/02/99 |
Sizing Method |
% Portfolio Weight |
Last Rebalanced (Every Week) |
04/04/22 |
Ranking System | Utah1 |
Total Market Value (inc. Cash) | 25,510,504.85 |
Cash | 370.31 |
Number of Positions | 10 |
Total Return | 25,410.50% |
Benchmark Return | 567.10% |
Active Return | 24,843.41% |
Annualized Return | 26.90% |
Annual Turnover | 110.36% |
Max Drawdown | -28.50% |
Overall Winners |
(220/341) 64.52%
|
Sharpe Ratio | 1.35 |
Correlation with S&P MidCap 400 ($MID) | 0.53 |