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Total Value: $1,217,988.18 Cash Value: $651,235.98 Stock Value: $566,752.20 Shares: 100,000 Price: $12.18
Fund Performance for joelm227   September 01, 2010
left curve  price history right curve
   
graph of fund vs. market indexes
JMF1 m100 S&P 500 DJIA 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:    joelm227 Inception:    Nov 13, 2004
Description:
Reasonable Runaways - - leveraging stable growth stocks across all sectors this fund focuses on top performing stocks with low Price/Sales ratios and employes disciplined/programatic selection and exit criteria based on a combination of company fundamentals, near and long term performance which balance risk, value, and market timing. The fund seeks to maintain a portfolio of 25 stocks at all times.
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 35%
Energy 6%
Financials 8%
Health Care 6%
Industrials 14%
Materials 26%
Unclassified 5%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 13%
Small Cap Growth 21%
Small Cap Value 11%
Micro Cap Growth 35%
Micro Cap Blend 7%
Micro Cap Value 13%
   
 
  Value Blend Growth  
Large 0% 0% 13% 13%
Medium 0% 0% 0% 0%
Small 11% 0% 21% 32%
Micro 13% 7% 35% 55%
  24% 7% 69%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 1.37%
Last Month -0.99%
Last 3 Months -4.00%
Last 6 Months -3.56%
Last 12 Months 4.19%
Last 2 Years -11.66%
Last 3 Years -17.03%
Last 5 Years -3.90%
Since Inception 21.80%
(Annualized) 3.46%
S&P500 RETURNS
Last Week 2.43%
Last Month -3.81%
Last 3 Months -1.54%
Last 6 Months -4.19%
Last 12 Months 10.46%
Last 2 Years -11.63%
Last 3 Years -21.54%
Last 5 Years -1.45%
Since Inception 2.86%
(Annualized) 0.49%
RETURNS VS S&P500
Last Week -1.06%
Last Month 2.82%
Last 3 Months -2.46%
Last 6 Months 0.62%
Last 12 Months -6.27%
Last 2 Years -0.04%
Last 3 Years 4.51%
Last 5 Years -2.44%
Since Inception 18.94%
(Annualized) 2.97%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR Reasonable Runaways Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 31, 2005 7.9% 74.4%
Jun 30, 2005 95.8% 73.8% 80.8% Q: Top Quartile
Sep 30, 2005 59.7% 69.6% 85.3% Q: Top Quartile
Dec 31, 2005 13.9% 7.0% 42.3% 77.9% Q: Top Quartile
Mar 31, 2006 93.2% 95.3% Q: Top Quartile 78.3% Q: Top Quartile 89.9% Q: Top Quartile
Jun 30, 2006 8.6% 8.3% 69.6% 60.1%
Sep 29, 2006 45.0% 54.5% 16.3% 32.8%
Dec 29, 2006 78.1% 85.6% Q: Top Quartile 81.6% Q: Top Quartile 82.9% Q: Top Quartile 85.9% Q: Top Quartile
Mar 30, 2007 52.3% 79.1% Q: Top Quartile 88.2% Q: Top Quartile 47.7% 87.6% Q: Top Quartile
Jun 29, 2007 2.5% 40.2% 63.2% 82.2% Q: Top Quartile 75.1% Q: Top Quartile
Sep 28, 2007 95.6% 42.5% 50.0% 75.0% Q: Top Quartile 64.9%
Dec 31, 2007 46.2% 16.1% 16.1% 30.3% 55.4% 69.8%
Mar 31, 2008 96.5% 83.3% Q: Top Quartile 45.9% 38.6% 39.2% 72.0%
Jun 30, 2008 98.5% 94.6% Q: Top Quartile 93.8% Q: Top Quartile 71.8% 82.9% Q: Top Quartile 80.4% Q: Top Quartile
Sep 30, 2008 73.8% 26.0% 80.6% Q: Top Quartile 59.6% 67.7% 57.2%
Dec 31, 2008 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2009 N/C N/C N/C N/C N/C N/C N/C
Jun 30, 2009 N/C N/C N/C N/C N/C N/C N/C
Sep 30, 2009 N/C N/C N/C N/C 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 N/C N/C N/C N/C N/C N/C N/C
Jun 30, 2010 N/C N/C N/C N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means Reasonable Runaways Fund wasn't compliant for that period.
A blue star means Reasonable Runaways Fund was in the top 100 funds for that period.
A green star means Reasonable Runaways Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Reasonable Runaways 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 3.28%
Beta 0.70
R-Squared 0.47
     
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 joelm227
Age: 51  Occupation: Independent Investor 
Other Interests : Brewing Beer, Bike Rides, Golf     
    [ for more information about joelm227 ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by joelm227. 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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