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Total Value: $1,674,303.10 Cash Value: $515,118.13 Stock Value: $1,159,184.97 Shares: 100,000 Price: $16.74
Fund Performance for bb2692   December 18, 2014
left curve  price history right curve
   
graph of fund vs. market indexes
iTECH 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:    bb2692 Inception:    Oct 06, 2008
Description:
This fund is predominantly comprised of mid and small cap tech stocks.
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Information Technology 100%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Mid Cap Growth 10%
Mid Cap Blend 32%
Mid Cap Value 23%
Small Cap Blend 15%
Small Cap Value 9%
   
 
  Value Blend Growth  
Large 0% 0% 0% 0%
Medium 23% 32% 10% 65%
Small 9% 15% 0% 24%
Micro 0% 0% 0% 0%
  32% 47% 10%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.60%
Last Month 0.94%
Last 3 Months 3.85%
Last 6 Months 4.30%
Last 12 Months 2.83%
Last 2 Years 9.72%
Last 3 Years 14.00%
Last 5 Years 13.01%
Since Inception 64.19%
(Annualized) 8.32%
S&P500 RETURNS
Last Week 1.30%
Last Month 0.64%
Last 3 Months 3.05%
Last 6 Months 6.08%
Last 12 Months 16.21%
Last 2 Years 48.57%
Last 3 Years 82.41%
Last 5 Years 107.75%
Since Inception 123.53%
(Annualized) 13.84%
RETURNS VS S&P500
Last Week -0.70%
Last Month 0.30%
Last 3 Months 0.80%
Last 6 Months -1.78%
Last 12 Months -13.38%
Last 2 Years -38.85%
Last 3 Years -68.42%
Last 5 Years -94.74%
Since Inception -59.34%
(Annualized) -5.52%
     
left curve  fund rankings right curve
    For the six month period ending March 31, 2014 iTech Fund outperformed 1.4% of the other funds on our site.
     
   
ALL RANKINGS FOR iTech Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 31, 2009 93.4% 82.6% Q: Top Quartile
Jun 30, 2009 75.4% 78.4% Q: Top Quartile 88.4% Q: Top Quartile
Sep 30, 2009 79.5% 91.5% Q: Top Quartile 87.7% Q: Top Quartile
Dec 31, 2009 86.3% 97.8% Q: Top Quartile 97.9% Q: Top Quartile 96.7% Q: Top Quartile
Mar 31, 2010 25.3% 19.2% 85.5% Q: Top Quartile 91.0% Q: Top Quartile
Jun 30, 2010 62.0% 96.7% Q: Top Quartile 89.7% Q: Top Quartile 98.7% Q: Top Quartile
Sep 30, 2010 98.8% 98.7% Q: Top Quartile #87 T: Top Ranked #60 T: Top Ranked
Dec 31, 2010 8.9% 31.2% 90.8% Q: Top Quartile 96.2% Q: Top Quartile 98.5% Q: Top Quartile
Mar 31, 2011 0.7% 91.0% Q: Top Quartile 71.5% 98.8% Q: Top Quartile 98.4% Q: Top Quartile
Jun 30, 2011 4.1% 14.8% 57.8% 88.5% Q: Top Quartile 98.7% Q: Top Quartile
Sep 30, 2011 11.9% 2.4% 3.1% 3.6% 74.7%
Dec 31, 2011 8.9% 3.2% 0.7% 2.1% 14.2% 83.7% Q: Top Quartile
Mar 31, 2012 N/C 29.1% 3.6% 1.1% 15.5% 63.4%
Jun 30, 2012 N/C N/C N/C N/C N/C N/C
Sep 30, 2012 N/C N/C N/C N/C N/C N/C
Dec 31, 2012 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2013 12.4% 6.7% N/C N/C N/C N/C N/C
Jun 30, 2013 N/C 24.3% 9.8% N/C N/C N/C N/C
Sep 30, 2013 89.5% 96.0% Q: Top Quartile 84.1% Q: Top Quartile N/C N/C N/C N/C
Dec 31, 2013 57.4% 2.6% 35.6% 11.2% N/C N/C N/C
Mar 31, 2014 3.7% 12.1% 1.4% 17.3% N/C N/C N/C
     
    N/C = "Not Compliant", and means iTech Fund wasn't compliant for that period.
A blue star means iTech Fund was in the top 100 funds for that period.
A green star means iTech Fund was in the top 25%.
The numbers above are the percentage of compliant funds that iTech Fund 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 -4.68%
Beta 1.06
R-Squared 0.66
     
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 bb2692
Age: NOT AVAILABLE  Occupation: Stock analyst and blogger 
Other Interests : NOT AVAILABLE     
    [ for more information about bb2692 ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by bb2692. 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.

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