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Total Value: $3,439,020.38 Cash Value: -$7,611.32 Stock Value: $3,446,631.70 Shares: 100,000 Price: $34.39
Fund Performance for billyen   May 21, 2013
left curve  price history right curve
   
graph of fund vs. market indexes
BMMF m100 S&P 500 Nasdaq
    Graph Period: [7 Days] [30 Days] [90 Days] [6 Months] [1 Year] [2 Years] [3 Years]
[4 Years] [5 Years] [Since Inception]
     
left curve  fund information right curve
   
Fund Manager:    billyen Inception:    Oct 27, 2000
Description:
The S&Px2 fund invests in stocks that will show price appreciation twice that of the S&P 500. The stock selection process uses simple math formulas to pick stock. The stocks are then maintained using VERY disciplined fundamental & technical indicators. Then once a stock breaks the disciplines, the stock is then sold. This method can be applied to any and all sectors but, it's applied to all US listed stocks for this fund. The fund will also begin shorting stock, once Marketocracy allow this. Shorting will allow this fund to thrive in a bear market,as the math formula has a built-in asset allocation model.
     
left curve  Club Memberships right curve
   
Name Members  
CANSLIM 13 Overview 
Valueline 17% a year club 32 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 11%
Consumer Staples 7%
Health Care 21%
Industrials 6%
Information Technology 11%
Unclassified 45%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Mid Cap Value 5%
Small Cap Value 16%
Micro Cap Growth 21%
Micro Cap Value 6%
   
 
  Value Blend Growth  
Large 0% 0% 0% 0%
Medium 5% 0% 0% 5%
Small 16% 0% 0% 16%
Micro 6% 0% 21% 27%
  27% 0% 21%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 4.03%
Last Month 7.28%
Last 3 Months 14.70%
Last 6 Months 24.12%
Last 12 Months 30.15%
Last 2 Years 34.74%
Last 3 Years 100.54%
Last 5 Years 125.02%
Since Inception 243.90%
(Annualized) 10.32%
S&P500 RETURNS
Last Week 1.18%
Last Month 7.56%
Last 3 Months 10.99%
Last 6 Months 21.34%
Last 12 Months 29.74%
Last 2 Years 30.89%
Last 3 Years 63.65%
Last 5 Years 33.85%
Since Inception 54.30%
(Annualized) 3.51%
RETURNS VS S&P500
Last Week 2.85%
Last Month -0.28%
Last 3 Months 3.71%
Last 6 Months 2.78%
Last 12 Months 0.42%
Last 2 Years 3.86%
Last 3 Years 36.89%
Last 5 Years 91.17%
Since Inception 189.60%
(Annualized) 6.81%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2012 S&Px2 outperformed 55.7% of the other funds on our site.
     
    S&Px2 has been in the m100 (the list of the overall top 100 funds on our site) 16 times
     
   
ALL RANKINGS FOR S&Px2
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 31, 2001 N/C
Jun 30, 2001 N/C
Sep 30, 2001 N/C
Dec 31, 2001 7.9%
Mar 31, 2002 82.8% Q: Top Quartile
Jun 28, 2002 98.6% 96.0% Q: Top Quartile 94.3% Q: Top Quartile 77.4% Q: Top Quartile
Sep 30, 2002 N/C N/C N/C 78.0% Q: Top Quartile
Dec 31, 2002 68.4% 11.0% N/C 82.1% Q: Top Quartile N/C
Mar 31, 2003 90.7% 54.6% 19.6% 80.2% Q: Top Quartile N/C
Jun 30, 2003 88.8% 44.8% 47.5% 15.1% 62.0%
Sep 30, 2003 89.6% N/C N/C N/C N/C
Dec 31, 2003 27.8% 90.7% Q: Top Quartile N/C N/C N/C N/C
Mar 31, 2004 N/C 46.6% 81.4% Q: Top Quartile N/C N/C N/C
Jun 30, 2004 N/C 7.5% 7.6% N/C N/C N/C
Sep 30, 2004 77.7% 44.1% 13.7% 29.2% 17.7% N/C
Dec 31, 2004 48.3% 88.3% Q: Top Quartile 81.5% Q: Top Quartile 29.7% 51.0% N/C
Mar 31, 2005 7.2% 7.0% 21.1% 14.0% 22.2% N/C N/C
Jun 30, 2005 44.2% 77.6% Q: Top Quartile 12.6% 42.7% 30.3% N/C N/C
Sep 30, 2005 91.1% 90.9% Q: Top Quartile 92.7% Q: Top Quartile 76.0% Q: Top Quartile 54.7% 39.3% N/C
Dec 31, 2005 5.7% 7.5% 63.8% 22.2% 20.0% 38.1% N/C
Mar 31, 2006 56.0% 87.9% Q: Top Quartile 56.2% 85.3% Q: Top Quartile 39.9% 51.7% N/C
Jun 30, 2006 N/C N/C N/C N/C N/C N/C N/C
Sep 29, 2006 N/C N/C N/C N/C N/C N/C N/C
Dec 29, 2006 N/C N/C N/C N/C N/C N/C N/C
Mar 30, 2007 N/C N/C N/C N/C N/C N/C N/C
Jun 29, 2007 20.3% N/C N/C N/C N/C N/C N/C
Sep 28, 2007 93.1% 94.9% Q: Top Quartile N/C N/C N/C N/C N/C
Dec 31, 2007 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2008 N/C N/C N/C N/C N/C N/C N/C
Jun 30, 2008 N/C N/C N/C N/C N/C N/C N/C
Sep 30, 2008 N/C N/C N/C N/C N/C N/C N/C
Dec 31, 2008 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2009 1.7% N/C N/C N/C N/C N/C N/C
Jun 30, 2009 74.0% 51.6% N/C N/C N/C N/C N/C
Sep 30, 2009 96.5% 92.1% Q: Top Quartile 77.6% Q: Top Quartile N/C N/C N/C N/C
Dec 31, 2009 65.0% 66.7% 92.0% Q: Top Quartile N/C N/C N/C N/C
Mar 31, 2010 90.5% 95.1% Q: Top Quartile 94.8% Q: Top Quartile 89.1% Q: Top Quartile N/C N/C N/C
Jun 30, 2010 72.4% 70.7% 93.7% Q: Top Quartile 97.4% Q: Top Quartile N/C N/C N/C
Sep 30, 2010 94.9% 94.7% Q: Top Quartile 94.8% Q: Top Quartile 98.4% Q: Top Quartile N/C N/C N/C
Dec 31, 2010 2.7% 10.3% 65.0% 91.0% Q: Top Quartile N/C N/C N/C
Mar 31, 2011 99.8% #17 T: Top Ranked 96.4% Q: Top Quartile 98.5% Q: Top Quartile 97.9% Q: Top Quartile N/C N/C
Jun 30, 2011 19.6% 42.0% #82 T: Top Ranked 98.2% Q: Top Quartile 99.4% Q: Top Quartile N/C N/C
Sep 30, 2011 39.1% 48.6% 45.3% 95.6% Q: Top Quartile 99.5% Q: Top Quartile N/C N/C
Dec 31, 2011 10.0% 13.0% 24.3% 93.7% Q: Top Quartile 98.2% Q: Top Quartile N/C N/C
Mar 31, 2012 99.6% 99.3% Q: Top Quartile 91.9% Q: Top Quartile 82.0% Q: Top Quartile 99.4% Q: Top Quartile #99 T: Top Ranked N/C
Jun 30, 2012 5.6% 67.0% 99.5% Q: Top Quartile 87.0% Q: Top Quartile #90 T: Top Ranked #33 T: Top Ranked N/C
Sep 30, 2012 70.4% 47.3% 62.6% 92.7% Q: Top Quartile 98.7% Q: Top Quartile #39 T: Top Ranked N/C
Dec 31, 2012 11.6% 60.3% 55.7% 98.6% Q: Top Quartile #64 T: Top Ranked #58 T: Top Ranked N/C
     
    N/C = "Not Compliant", and means S&Px2 wasn't compliant for that period.
A blue star means S&Px2 was in the top 100 funds for that period.
A green star means S&Px2 was in the top 25%.
The numbers above are the percentage of compliant funds that S&Px2 beat in the given time period, unless it was in the top 100 for that period, in which case the number displays your rank.
     
left curve   alpha/beta vs. S&P500 right curve
   
For an explanation of alpha and beta, see the entry for "beta" in our glossary.
Alpha 7.69%
Beta 0.87
R-Squared 0.53
     
left curve   turnover right curve
   
Last Month 27.82%
Last 3 Months 63.22%
Last 6 Months 97.97%
Last 12 Months 196.11%
     
left curve  manager profile right curve
   
ABOUT billyen
Age: 33  Occupation: Channel Development Manager 
Other Interests : Movies, Baseball     
    [ for more information about billyen ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by billyen. It is a virtual fund on Marketocracy's website www.marketocracy.com that began with $1 million in cash and a Net Asset Value (NAV) of $10 per share.

Marketocracy is the only financial website where you can simulate running your own mutual fund and accurately compare your investing skill to professionally managed mutual funds and other investors. At Marketocracy, you can manage a $1 million virtual portfolio and make trades in an environment that mirrors the trading activity of the real stock market. Our portfolio management tools help you discover your investing strengths and weaknesses and help you become a better investor. You can try different investment strategies and styles to see what works best for you in a virtual environment first, before you invest your real money. It's a great place to learn, and a great place to prove your talent.

If your track record turns out to be one of the best, you will receive special privileges on our website and the best of the best get paid. If you're serious about investing or want to become a better investor, you'll want to signup for a free basic membership and start running your own fund.

    [ To signup for your own virtual fund click here ]
    Who is Marketocracy?

Marketocracy Data Services is a research company whose mission is to find the best investors in the world and then track, analyze, and evaluate their trading activity. The company's affiliate, Marketocracy Capital Management, is the investment advisor for the Marketocracy family of mutual funds and uses the research generated by Marketocracy Data Services.

    [ For more information about Marketocracy ]
   

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