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Total Value: $1,332,257.15 Cash Value: $438.95 Stock Value: $1,331,818.20 Shares: 100,000 Price: $13.32
Fund Performance for wushuchris   May 22, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
GVF 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:    wushuchris Inception:    Aug 27, 2005
Description:
A general value fund that seeks capital appreciation through finding discrepancies between current valuation and the firm instrinsic value. DU
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 9%
Consumer Staples 8%
Energy 14%
Financials 8%
Health Care 8%
Industrials 27%
Materials 17%
Telecommunications 9%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 9%
Large Cap Value 8%
Mid Cap Growth 8%
Mid Cap Value 14%
Small Cap Growth 25%
Small Cap Blend 19%
Small Cap Value 8%
Micro Cap Blend 8%
   
 
  Value Blend Growth  
Large 8% 0% 9% 17%
Medium 14% 0% 8% 22%
Small 8% 19% 25% 52%
Micro 0% 8% 0% 8%
  30% 27% 42%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -1.90%
Last Month -2.97%
Last 3 Months -4.34%
Last 6 Months 9.69%
Last 12 Months 0.36%
Last 2 Years 26.18%
Last 3 Years 139.76%
Last 5 Years -0.54%
Since Inception 33.23%
(Annualized) 4.35%
S&P500 RETURNS
Last Week -1.01%
Last Month -4.28%
Last 3 Months -2.49%
Last 6 Months 14.57%
Last 12 Months 2.16%
Last 2 Years 26.21%
Last 3 Years 57.95%
Last 5 Years -2.62%
Since Inception 25.90%
(Annualized) 3.47%
RETURNS VS S&P500
Last Week -0.89%
Last Month 1.31%
Last 3 Months -1.85%
Last 6 Months -4.88%
Last 12 Months -1.80%
Last 2 Years -0.03%
Last 3 Years 81.81%
Last 5 Years 2.07%
Since Inception 7.33%
(Annualized) 0.87%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 Graham Value Fund outperformed 55.7% of the other funds on our site.
     
   
ALL RANKINGS FOR Graham Value Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Dec 31, 2005 6.9% N/C
Mar 31, 2006 94.6% 81.5% Q: Top Quartile N/C
Jun 30, 2006 95.8% 94.7% Q: Top Quartile 94.9% Q: Top Quartile
Sep 29, 2006 67.9% 41.8% 85.0% Q: Top Quartile N/C
Dec 29, 2006 1.7% 9.7% 17.9% 79.0% Q: Top Quartile
Mar 30, 2007 88.8% 93.6% Q: Top Quartile 82.9% Q: Top Quartile 92.4% Q: Top Quartile
Jun 29, 2007 96.6% 95.3% Q: Top Quartile 97.8% Q: Top Quartile 94.8% Q: Top Quartile
Sep 28, 2007 6.1% 2.6% 24.2% 52.9% N/C
Dec 31, 2007 95.7% 83.2% Q: Top Quartile 19.4% 70.6% 86.2% Q: Top Quartile
Mar 31, 2008 39.6% 18.5% 45.2% 30.0% 62.1%
Jun 30, 2008 26.0% 34.4% 14.2% 11.0% 37.5%
Sep 30, 2008 8.0% 34.0% 19.3% 22.7% 23.4% 40.5%
Dec 31, 2008 83.5% 32.0% 31.2% 15.5% 22.0% 38.9%
Mar 31, 2009 10.8% 11.4% 14.7% 11.7% 9.0% 20.0%
Jun 30, 2009 7.4% N/C N/C N/C N/C N/C
Sep 30, 2009 99.6% #2 T: Top Ranked N/C N/C N/C N/C N/C
Dec 31, 2009 8.9% 96.8% Q: Top Quartile #2 T: Top Ranked N/C N/C N/C N/C
Mar 31, 2010 N/C 14.7% 77.6% Q: Top Quartile N/C N/C N/C N/C
Jun 30, 2010 74.0% 63.4% 34.8% #3 T: Top Ranked N/C N/C N/C
Sep 30, 2010 72.9% 47.9% 61.0% 75.9% Q: Top Quartile N/C N/C N/C
Dec 31, 2010 76.6% 79.4% Q: Top Quartile 69.4% 58.1% N/C N/C N/C
Mar 31, 2011 59.8% 79.8% Q: Top Quartile 83.7% Q: Top Quartile 81.0% Q: Top Quartile N/C N/C N/C
Jun 30, 2011 96.8% 78.7% Q: Top Quartile 88.1% Q: Top Quartile 85.5% Q: Top Quartile #4 T: Top Ranked N/C N/C
Sep 30, 2011 12.2% 23.3% 37.3% 67.1% 78.2% Q: Top Quartile N/C N/C
Dec 31, 2011 36.0% 95.1% Q: Top Quartile 55.7% 76.7% Q: Top Quartile 76.7% Q: Top Quartile N/C N/C
     
    N/C = "Not Compliant", and means Graham Value Fund wasn't compliant for that period.
A blue star means Graham Value Fund was in the top 100 funds for that period.
A green star means Graham Value Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Graham Value 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 2.88%
Beta 1.12
R-Squared 0.55
     
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 wushuchris
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about wushuchris ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by wushuchris. 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.

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    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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