[marketocracy]
username: password: forgot? | sign up
[get quote]
Total Value: $2,967,831.19 Cash Value: -$16,212.00 Stock Value: $2,984,043.19 Shares: 100,000 Price: $29.68
Fund Performance for sectorfunds   May 22, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
00001 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:    sectorfunds Inception:    Mar 16, 2009
Description:
Nico's ideas
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 16%
Financials 15%
Industrials 19%
Information Technology 3%
Materials 13%
Telecommunications 5%
Unclassified 30%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 10%
Large Cap Blend 3%
Mid Cap Growth 29%
Small Cap Growth 24%
Small Cap Value 5%
   
 
  Value Blend Growth  
Large 0% 3% 10% 13%
Medium 0% 0% 29% 29%
Small 5% 0% 24% 29%
Micro 0% 0% 0% 0%
  5% 3% 63%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -2.42%
Last Month -10.03%
Last 3 Months -13.49%
Last 6 Months -5.23%
Last 12 Months -5.37%
Last 2 Years 2.33%
Last 3 Years 117.84%
Last 5 Years N/A
Since Inception 196.78%
(Annualized) 40.65%
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 N/A
Since Inception 86.68%
(Annualized) 21.62%
RETURNS VS S&P500
Last Week -1.41%
Last Month -5.75%
Last 3 Months -11.00%
Last 6 Months -19.80%
Last 12 Months -7.53%
Last 2 Years -23.88%
Last 3 Years 59.89%
Last 5 Years N/A
Since Inception 110.10%
(Annualized) 19.03%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 Nico Absolute Return outperformed 84.5% of the other funds on our site.
     
   
ALL RANKINGS FOR Nico Absolute Return
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Jun 30, 2009 10.6% 98.5% Q: Top Quartile
Sep 30, 2009 99.4% #73 T: Top Ranked #69 T: Top Ranked
Dec 31, 2009 99.9% #19 T: Top Ranked #7 T: Top Ranked
Mar 31, 2010 99.3% 97.9% Q: Top Quartile #11 T: Top Ranked #16 T: Top Ranked
Jun 30, 2010 54.9% 89.3% Q: Top Quartile 98.9% Q: Top Quartile #2 T: Top Ranked
Sep 30, 2010 92.1% 74.7% 93.1% Q: Top Quartile #9 T: Top Ranked
Dec 31, 2010 19.0% 26.0% 50.2% 95.1% Q: Top Quartile
Mar 31, 2011 5.7% 0.6% 1.4% 18.7% #29 T: Top Ranked
Jun 30, 2011 N/C 23.9% 1.9% 4.0% #73 T: Top Ranked
Sep 30, 2011 66.3% #21 T: Top Ranked #27 T: Top Ranked 98.7% Q: Top Quartile #5 T: Top Ranked
Dec 31, 2011 12.9% 0.2% 84.5% Q: Top Quartile 18.2% 69.8%
     
    N/C = "Not Compliant", and means Nico Absolute Return wasn't compliant for that period.
A blue star means Nico Absolute Return was in the top 100 funds for that period.
A green star means Nico Absolute Return was in the top 25%.
The numbers above are the percentage of compliant funds that Nico Absolute Return 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 15.76%
Beta 1.26
R-Squared 0.31
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 81.83%
     
left curve  manager profile right curve
   
ABOUT sectorfunds
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about sectorfunds ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by sectorfunds. 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 ]