Web Site Hopewell Midcap Display
Performance Chart
Inception Date01/02/99
Sizing Method Static Weight (OLD)
Last Rebalanced (Every Week) 01/02/23
Ranking SystemGrowth Stocks
Total Market Value (inc. Cash)30,820,071.62
Cash169,740.95
Number of Positions10
Total Return30,720.07%
Benchmark Return519.51%
Active Return30,200.57%
Annualized Return26.96%
Annual Turnover137.72%
Max Drawdown-23.18%
Overall Winners (238/414) 57.49%
Sharpe Ratio1.15
Correlation with 0.43