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Total Value: $1,057,408.70 Cash Value: $31,726.01 Stock Value: $1,025,682.69 Shares: 100,000 Price: $10.57
Fund Performance for stonefoxcapital   September 01, 2010
left curve  price history right curve
   
graph of fund vs. market indexes
SFCG 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:    stonefoxcapital Inception:    Jun 19, 2008
Description:
Growth
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 13%
Energy 9%
Financials 22%
Health Care 8%
Industrials 14%
Information Technology 21%
Materials 5%
Telecommunications 5%
Unclassified 2%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 3%
Large Cap Blend 10%
Mid Cap Growth 14%
Mid Cap Blend 7%
Mid Cap Value 13%
Small Cap Growth 10%
Small Cap Blend 14%
Small Cap Value 9%
Micro Cap Growth 3%
Micro Cap Blend 5%
Micro Cap Value 4%
   
 
  Value Blend Growth  
Large 0% 10% 3% 13%
Medium 13% 7% 14% 34%
Small 9% 14% 10% 33%
Micro 4% 5% 3% 12%
  26% 36% 30%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 3.83%
Last Month -6.27%
Last 3 Months -2.28%
Last 6 Months -6.22%
Last 12 Months 20.19%
Last 2 Years 13.57%
Last 3 Years N/A
Last 5 Years N/A
Since Inception 5.37%
(Annualized) 2.40%
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 N/A
Last 5 Years N/A
Since Inception -15.30%
(Annualized) -7.25%
RETURNS VS S&P500
Last Week 1.40%
Last Month -2.47%
Last 3 Months -0.73%
Last 6 Months -2.04%
Last 12 Months 9.73%
Last 2 Years 25.20%
Last 3 Years N/A
Last 5 Years N/A
Since Inception 20.67%
(Annualized) 9.65%
     
left curve  fund rankings right curve
    For the six month period ending June 30, 2010 Stone Fox Capital Growth outperformed 49.6% of the other funds on our site.
     
   
ALL RANKINGS FOR Stone Fox Capital Growth
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Sep 30, 2008 27.4% 40.1%
Dec 31, 2008 88.8% 30.2% 33.7%
Mar 31, 2009 87.7% 33.4% 23.9%
Jun 30, 2009 93.0% 99.1% Q: Top Quartile 97.6% Q: Top Quartile 89.9% Q: Top Quartile
Sep 30, 2009 93.2% 94.5% Q: Top Quartile 99.0% Q: Top Quartile 98.5% Q: Top Quartile
Dec 31, 2009 76.1% 39.5% 90.3% Q: Top Quartile 97.9% Q: Top Quartile
Mar 31, 2010 91.2% 96.6% Q: Top Quartile 92.1% Q: Top Quartile 99.3% Q: Top Quartile
Jun 30, 2010 7.4% 7.2% 49.6% 85.4% Q: Top Quartile 95.7% Q: Top Quartile
     
    N/C = "Not Compliant", and means Stone Fox Capital Growth wasn't compliant for that period.
A blue star means Stone Fox Capital Growth was in the top 100 funds for that period.
A green star means Stone Fox Capital Growth was in the top 25%.
The numbers above are the percentage of compliant funds that Stone Fox Capital 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 16.87%
Beta 1.46
R-Squared 0.84
     
left curve   turnover right curve
   
Last Month 1.19%
Last 3 Months 5.60%
Last 6 Months 26.72%
Last 12 Months 49.62%
     
left curve  manager profile right curve
   
ABOUT stonefoxcapital
Age: 37  Occupation: Analyst 
Other Interests : NOT AVAILABLE     
    [ for more information about stonefoxcapital ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by stonefoxcapital. 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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