Web Site Hopewell Midcap Display |
|
Inception Date | 01/02/99 |
Sizing Method |
% Portfolio Weight (OLD) |
Last Rebalanced (Every Week) |
01/02/23 |
Ranking System | Growth Stocks |
Total Market Value (inc. Cash) | 30,820,071.62 |
Cash | 169,740.95 |
Number of Positions | 10 |
Total Return | 30,720.07% |
Benchmark Return | 519.51% |
Active Return | 30,200.57% |
Annualized Return | 26.96% |
Annual Turnover | 137.72% |
Max Drawdown | -23.18% |
Overall Winners |
(238/414) 57.49%
|
Sharpe Ratio | 1.15 |
Correlation with | 0.43 |