Web Site Minor Cap Display
Performance Chart
Inception Date01/02/99
Sizing Method Static Weight
Last Rebalanced (Every Week) 01/02/23
Ranking SystemMontana1
Total Market Value (inc. Cash)24,205,192.72
Cash25,661.81
Number of Positions10
Total Return24,105.19%
Benchmark Return552.61%
Active Return23,552.59%
Annualized Return25.69%
Annual Turnover119.43%
Max Drawdown-26.66%
Overall Winners (228/364) 62.64%
Sharpe Ratio1.34
Correlation with 0.48