Web Site Small Cap Display
Performance Chart
Inception Date01/02/99
Sizing Method % Portfolio Weight (OLD)
Last Rebalanced (Every Day) 04/11/22
Ranking SystemDynamic1
Total Market Value (inc. Cash)3,575,581,841.48
Cash7,034.82
Number of Positions9
Total Return3,575,481.84%
Benchmark Return530.60%
Active Return3,574,951.24%
Annualized Return56.94%
Annual Turnover437.69%
Max Drawdown-26.15%
Overall Winners (496/1100) 45.09%
Sharpe Ratio1.70
Correlation with Russell 2000 (IWM)0.42