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Total Value: $2,580,061.38 Cash Value: $322,410.58 Stock Value: $2,257,650.80 Shares: 100,000 Price: $25.80
Fund Performance for rcw222   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
RCW 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:    rcw222 Inception:    Oct 04, 2002
Description:
This is an agressive growth/value mutual fund investing in whatever sectors of the market are most attractive. I'm a former Wall St. executive and have won prior stock picking contests, i.e. iexchange.com( # 1 among 11,300 entrants ). I do my own research and visit or directly talk with managements of some of the co.'s I invest in.
     
left curve  Club Memberships right curve
   
Name Members  
NYC Big Apple 57 Overview 
S&P 500 Club 87 Overview 
m100 380 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 45%
Financials 6%
Health Care 49%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Value 6%
Small Cap Growth 6%
Small Cap Blend 1%
Micro Cap Blend 62%
Micro Cap Value 25%
   
 
  Value Blend Growth  
Large 6% 0% 0% 6%
Medium 0% 0% 0% 0%
Small 0% 1% 6% 7%
Micro 25% 62% 0% 87%
  31% 63% 6%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -6.62%
Last Month -0.54%
Last 3 Months -3.68%
Last 6 Months 13.70%
Last 12 Months -6.44%
Last 2 Years -13.09%
Last 3 Years 38.87%
Last 5 Years -49.27%
Since Inception 160.10%
(Annualized) 10.42%
S&P500 RETURNS
Last Week -0.43%
Last Month -5.60%
Last 3 Months -2.76%
Last 6 Months 15.06%
Last 12 Months 2.42%
Last 2 Years 28.08%
Last 3 Years 58.22%
Last 5 Years -2.98%
Since Inception 99.88%
(Annualized) 7.45%
RETURNS VS S&P500
Last Week -6.19%
Last Month 5.06%
Last 3 Months -0.92%
Last 6 Months -1.36%
Last 12 Months -8.86%
Last 2 Years -41.17%
Last 3 Years -19.35%
Last 5 Years -46.30%
Since Inception 60.22%
(Annualized) 2.97%
     
left curve  fund rankings right curve
    RCW Visionary Growth/Value Fund has been in the m100 (the list of the overall top 100 funds on our site) 11 times
     
   
ALL RANKINGS FOR RCW Visionary Growth/Value Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Mar 31, 2003 99.9% #35 T: Top Ranked
Jun 30, 2003 66.0% #3 T: Top Ranked #1 T: Top Ranked
Sep 30, 2003 98.3% 79.5% Q: Top Quartile #24 T: Top Ranked
Dec 31, 2003 44.0% 96.6% Q: Top Quartile 94.2% Q: Top Quartile #3 T: Top Ranked
Mar 31, 2004 69.8% 84.5% Q: Top Quartile 96.3% Q: Top Quartile #24 T: Top Ranked
Jun 30, 2004 3.4% 1.2% 2.8% 36.0%
Sep 30, 2004 N/C 73.0% 4.4% 31.1%
Dec 31, 2004 1.6% 2.6% 13.3% 2.1% #52 T: Top Ranked
Mar 31, 2005 0.1% 0.4% 0.1% 0.2% 76.1% Q: Top Quartile
Jun 30, 2005 N/C 97.2% Q: Top Quartile 2.3% 2.0% 2.3%
Sep 30, 2005 11.4% 98.2% Q: Top Quartile 99.2% Q: Top Quartile 5.0% 10.4%
Dec 31, 2005 97.5% 99.1% Q: Top Quartile #48 T: Top Ranked 82.3% Q: Top Quartile 11.5% #53 T: Top Ranked
Mar 31, 2006 28.8% 99.3% Q: Top Quartile #67 T: Top Ranked #11 T: Top Ranked 54.9% #61 T: Top Ranked
Jun 30, 2006 4.0% 0.6% 67.4% 98.1% Q: Top Quartile 62.7% 59.4%
Sep 29, 2006 29.6% 9.8% 0.7% 81.2% Q: Top Quartile 21.8% 21.9%
Dec 29, 2006 N/C 99.4% Q: Top Quartile 88.3% Q: Top Quartile 89.1% Q: Top Quartile 89.1% Q: Top Quartile 31.4%
Mar 30, 2007 9.0% 55.8% 98.4% Q: Top Quartile 9.3% #68 T: Top Ranked 26.3%
Jun 29, 2007 0.8% 96.2% Q: Top Quartile 92.5% Q: Top Quartile 97.0% Q: Top Quartile 99.4% Q: Top Quartile 85.9% Q: Top Quartile
Sep 28, 2007 N/C 12.6% 63.4% 93.2% Q: Top Quartile 94.8% Q: Top Quartile 74.0%
Dec 31, 2007 61.4% 21.6% 13.2% 44.1% 69.7% 79.5% Q: Top Quartile #88 T: Top Ranked
Mar 31, 2008 N/C 0.2% 0.5% 4.2% 2.3% 77.7% Q: Top Quartile 86.4% Q: Top Quartile
Jun 30, 2008 37.6% 1.1% 0.2% 0.4% 3.3% 42.8% 9.9%
Sep 30, 2008 1.6% N/C N/C N/C N/C N/C N/C
Dec 31, 2008 98.6% N/C N/C N/C N/C N/C N/C
Mar 31, 2009 N/C 98.3% Q: Top Quartile N/C N/C N/C N/C N/C
Jun 30, 2009 71.0% N/C N/C N/C N/C N/C N/C
Sep 30, 2009 0.4% 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 7.0% 15.6% N/C N/C N/C N/C N/C
Sep 30, 2010 N/C N/C N/C N/C N/C N/C N/C
Dec 31, 2010 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2011 N/C N/C N/C N/C N/C N/C N/C
Jun 30, 2011 N/C N/C N/C N/C N/C N/C N/C
Sep 30, 2011 N/C N/C N/C N/C N/C N/C N/C
Dec 31, 2011 N/C N/C N/C N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means RCW Visionary Growth/Value Fund wasn't compliant for that period.
A blue star means RCW Visionary Growth/Value Fund was in the top 100 funds for that period.
A green star means RCW Visionary Growth/Value Fund was in the top 25%.
The numbers above are the percentage of compliant funds that RCW Visionary Growth/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 5.89%
Beta 1.61
R-Squared 0.39
     
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 rcw222
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : golf, thoroughbred racehorses     
    [ for more information about rcw222 ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by rcw222. 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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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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