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Total Value: $3,828,173.25 Cash Value: $7,418.70 Stock Value: $3,820,754.54 Shares: 100,000 Price: $38.28
Fund Performance for dhb   February 12, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
DHBXX 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:    dhb Inception:    Apr 06, 2009
Description:
Small cap E&P fund. Focused on unconventional oil projects, shale gas, and ultra-deep GOM shelf exploration. Concentrated investments - move the needle. Identify relative values within the E&P space.
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Energy 84%
Unclassified 16%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Mid Cap Value 2%
Small Cap Growth 23%
Small Cap Blend 7%
Small Cap Value 16%
Micro Cap Growth 9%
Micro Cap Value 29%
   
 
  Value Blend Growth  
Large 0% 0% 0% 0%
Medium 2% 0% 0% 2%
Small 16% 7% 23% 46%
Micro 29% 0% 9% 38%
  47% 7% 32%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.02%
Last Month 2.48%
Last 3 Months 6.40%
Last 6 Months 18.27%
Last 12 Months -8.82%
Last 2 Years 59.52%
Last 3 Years N/A
Last 5 Years N/A
Since Inception 286.27%
(Annualized) 60.61%
S&P500 RETURNS
Last Week -0.12%
Last Month 4.01%
Last 3 Months 6.80%
Last 6 Months 15.15%
Last 12 Months 3.73%
Last 2 Years 30.95%
Last 3 Years N/A
Last 5 Years N/A
Since Inception 70.53%
(Annualized) 20.58%
RETURNS VS S&P500
Last Week 0.14%
Last Month -1.53%
Last 3 Months -0.40%
Last 6 Months 3.12%
Last 12 Months -12.56%
Last 2 Years 28.56%
Last 3 Years N/A
Last 5 Years N/A
Since Inception 215.73%
(Annualized) 40.03%
     
left curve  fund rankings right curve
    For the six month period ending September 30, 2011 DHB outperformed .4% of the other funds on our site.
     
   
ALL RANKINGS FOR DHB
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Sep 30, 2009 99.8% 99.6% Q: Top Quartile
Dec 31, 2009 99.8% #46 T: Top Ranked #11 T: Top Ranked
Mar 31, 2010 0.7% 99.2% Q: Top Quartile #10 T: Top Ranked
Jun 30, 2010 89.6% 89.7% Q: Top Quartile 99.5% Q: Top Quartile #4 T: Top Ranked
Sep 30, 2010 90.6% 90.1% Q: Top Quartile 96.7% Q: Top Quartile #3 T: Top Ranked
Dec 31, 2010 94.2% #83 T: Top Ranked 99.5% Q: Top Quartile #14 T: Top Ranked
Mar 31, 2011 6.5% #45 T: Top Ranked #5 T: Top Ranked #7 T: Top Ranked
Jun 30, 2011 1.6% 0.2% 12.9% 96.8% Q: Top Quartile #2 T: Top Ranked
Sep 30, 2011 1.4% 4.6% 0.4% 32.9% #58 T: Top Ranked
     
    N/C = "Not Compliant", and means DHB wasn't compliant for that period.
A blue star means DHB was in the top 100 funds for that period.
A green star means DHB was in the top 25%.
The numbers above are the percentage of compliant funds that DHB 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 20.40%
Beta 1.80
R-Squared 0.61
     
left curve   turnover right curve
   
Last Month 2.36%
Last 3 Months 32.56%
Last 6 Months 106.81%
Last 12 Months 273.72%
     
left curve  manager profile right curve
   
ABOUT dhb
Age: 28  Occupation: Private Investor 
Other Interests : NOT AVAILABLE     
    [ for more information about dhb ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by dhb. 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 ]
   

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