[marketocracy]
username: password: forgot? | sign up
[get quote]
Total Value: $1,106,693.59 Cash Value: $182,822.19 Stock Value: $923,871.40 Shares: 100,000 Price: $11.07
Fund Performance for kogrady   June 18, 2013
left curve  price history right curve
   
graph of fund vs. market indexes
CHAG 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:    kogrady Inception:    Nov 15, 2004
Description:
Aggresive Growth
     
left curve  Club Memberships right curve
   
Name Members  
Contrarian's Corner 99 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 8%
Energy 16%
Financials 28%
Health Care 9%
Industrials 20%
Information Technology 9%
Materials 4%
Telecommunications 6%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 16%
Mid Cap Growth 39%
Mid Cap Value 6%
Small Cap Growth 3%
Small Cap Value 13%
Micro Cap Growth 12%
Micro Cap Blend 7%
Micro Cap Value 3%
   
 
  Value Blend Growth  
Large 0% 0% 16% 16%
Medium 6% 0% 39% 45%
Small 13% 0% 3% 16%
Micro 3% 7% 12% 22%
  22% 7% 70%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.53%
Last Month -7.21%
Last 3 Months 0.24%
Last 6 Months -3.17%
Last 12 Months 17.35%
Last 2 Years -13.13%
Last 3 Years -9.27%
Last 5 Years -34.87%
Since Inception 10.67%
(Annualized) 1.19%
S&P500 RETURNS
Last Week 1.62%
Last Month -0.77%
Last 3 Months 6.52%
Last 6 Months 15.62%
Last 12 Months 25.63%
Last 2 Years 35.82%
Last 3 Years 57.63%
Last 5 Years 37.53%
Since Inception 67.04%
(Annualized) 6.15%
RETURNS VS S&P500
Last Week -1.09%
Last Month -6.44%
Last 3 Months -6.29%
Last 6 Months -18.80%
Last 12 Months -8.28%
Last 2 Years -48.95%
Last 3 Years -66.90%
Last 5 Years -72.40%
Since Inception -56.37%
(Annualized) -4.96%
     
left curve  fund rankings right curve
    For the six month period ending March 31, 2013 CH Aggressive Growth outperformed 13.9% of the other funds on our site.
     
   
ALL RANKINGS FOR CH Aggressive Growth
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 31, 2005 N/C N/C
Jun 30, 2005 72.9% N/C N/C
Sep 30, 2005 75.7% 77.2% Q: Top Quartile N/C
Dec 31, 2005 67.7% 59.7% 78.0% Q: Top Quartile N/C
Mar 31, 2006 10.8% 78.8% Q: Top Quartile 80.0% Q: Top Quartile N/C
Jun 30, 2006 64.6% 18.7% 47.1% 71.0%
Sep 29, 2006 70.2% 63.8% 33.3% 61.9%
Dec 29, 2006 86.5% 93.2% Q: Top Quartile 93.5% Q: Top Quartile 82.1% Q: Top Quartile N/C
Mar 30, 2007 80.4% 36.0% 81.8% Q: Top Quartile 60.9% N/C
Jun 29, 2007 82.7% 88.4% Q: Top Quartile 76.2% Q: Top Quartile 94.1% Q: Top Quartile 89.2% Q: Top Quartile
Sep 28, 2007 97.0% 91.6% Q: Top Quartile 93.9% Q: Top Quartile 94.2% Q: Top Quartile 92.9% Q: Top Quartile
Dec 31, 2007 98.3% 98.7% Q: Top Quartile 98.6% Q: Top Quartile 97.5% Q: Top Quartile 97.5% Q: Top Quartile N/C
Mar 31, 2008 1.5% 4.3% 62.6% 87.9% Q: Top Quartile 87.5% Q: Top Quartile N/C
Jun 30, 2008 N/C N/C N/C N/C N/C N/C
Sep 30, 2008 16.6% 18.9% N/C N/C N/C N/C
Dec 31, 2008 94.1% 22.2% 16.7% N/C N/C N/C N/C
Mar 31, 2009 25.0% 51.1% 24.8% N/C N/C N/C N/C
Jun 30, 2009 N/C 91.5% Q: Top Quartile 86.5% Q: Top Quartile 29.0% N/C N/C N/C
Sep 30, 2009 96.6% 46.3% 83.5% Q: Top Quartile 63.5% N/C N/C N/C
Dec 31, 2009 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2010 69.5% 22.7% N/C N/C N/C N/C N/C
Jun 30, 2010 75.5% 29.2% 18.2% N/C N/C N/C N/C
Sep 30, 2010 69.1% 78.5% Q: Top Quartile 55.4% N/C N/C N/C N/C
Dec 31, 2010 86.9% 44.5% 65.1% 36.3% N/C N/C N/C
Mar 31, 2011 86.9% 16.8% 24.2% 32.9% N/C N/C N/C
Jun 30, 2011 39.4% 7.1% 5.4% 16.0% N/C N/C N/C
Sep 30, 2011 17.2% 7.9% 5.2% 2.2% N/C N/C N/C
Dec 31, 2011 9.7% 9.8% 3.3% 2.2% 2.2% N/C N/C
Mar 31, 2012 2.9% 36.8% 10.4% 2.3% 1.9% N/C N/C
Jun 30, 2012 86.4% 7.6% 6.8% 2.6% 1.9% N/C N/C
Sep 30, 2012 99.2% 98.1% Q: Top Quartile 51.3% 16.9% 2.6% 2.5% N/C
Dec 31, 2012 95.0% 73.2% 98.2% Q: Top Quartile 56.1% 4.0% 3.3% N/C
Mar 31, 2013 49.1% 5.5% 13.9% 21.1% 3.8% 2.5% N/C
     
    N/C = "Not Compliant", and means CH Aggressive Growth wasn't compliant for that period.
A blue star means CH Aggressive Growth was in the top 100 funds for that period.
A green star means CH Aggressive Growth was in the top 25%.
The numbers above are the percentage of compliant funds that CH Aggressive Growth 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 -4.55%
Beta 1.31
R-Squared 0.69
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 0.00%
     
left curve  manager profile right curve
   
ABOUT kogrady
Age: 49  Occupation: Investment management 
Other Interests : None     
    [ for more information about kogrady ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by kogrady. 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 ]
   

For information about Marketocracy Funds, click here. Or send email to funds@marketocracy.com

[ Take me to the funds website ]