Web Site Midcap Display
Performance Chart
Inception Date01/02/99
Sizing Method Static Weight
Last Rebalanced (Every Week) 01/02/23
Ranking SystemValue
Total Market Value (inc. Cash)30,498,284.21
Cash201,254.79
Number of Positions10
Total Return30,398.28%
Benchmark Return519.51%
Active Return29,878.78%
Annualized Return26.90%
Annual Turnover260.22%
Max Drawdown-23.02%
Overall Winners (376/726) 51.79%
Sharpe Ratio1.33
Correlation with 0.48