| Web Site Microcap Portfolio Display | |
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| Inception Date | 01/02/99 |
| Sizing Method | % Portfolio Weight (OLD) |
| Last Rebalanced (Every Day) | 01/02/23 |
| Ranking System | Aggressive |
| Total Market Value (inc. Cash) | 419,590,055.25 |
| Cash | 380,235.51 |
| Number of Positions | 9 |
| Total Return | 419,490.06% |
| Benchmark Return | 391.26% |
| Active Return | 419,098.80% |
| Annualized Return | 41.54% |
| Annual Turnover | 476.79% |
| Max Drawdown | -31.96% |
| Overall Winners | (554/1191) 46.52% |
| Sharpe Ratio | 1.41 |
| Correlation with Russell Micro (IWC:USA) | 0.51 |