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Total Value: $819,907.02 Cash Value: $107,268.00 Stock Value: $712,639.02 Shares: 100,000 Price: $8.20
Fund Performance for jrhallma   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
JMF 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:    jrhallma Inception:    Feb 24, 2008
Description:
New Fund
     
left curve  Club Memberships right curve
   
Name Members  
Value Club 45 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 3%
Energy 19%
Financials 3%
Industrials 14%
Information Technology 25%
Materials 9%
Telecommunications 3%
Unclassified 24%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 9%
Large Cap Value 22%
Mid Cap Growth 13%
Mid Cap Blend 9%
Mid Cap Value 15%
Micro Cap Blend 24%
Micro Cap Value 9%
   
 
  Value Blend Growth  
Large 22% 0% 9% 31%
Medium 15% 9% 13% 37%
Small 0% 0% 0% 0%
Micro 9% 24% 0% 33%
  46% 33% 22%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.48%
Last Month -7.60%
Last 3 Months -13.84%
Last 6 Months -1.25%
Last 12 Months -15.34%
Last 2 Years 6.79%
Last 3 Years 26.89%
Last 5 Years N/A
Since Inception -18.01%
(Annualized) -4.57%
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 N/A
Since Inception 7.10%
(Annualized) 1.63%
RETURNS VS S&P500
Last Week 0.91%
Last Month -2.00%
Last 3 Months -11.08%
Last 6 Months -16.31%
Last 12 Months -17.76%
Last 2 Years -21.29%
Last 3 Years -31.33%
Last 5 Years N/A
Since Inception -25.11%
(Annualized) -6.19%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 jrhallma's Mutual Fund outperformed 23.5% of the other funds on our site.
     
   
ALL RANKINGS FOR jrhallma's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Jun 30, 2008 38.4% 76.5% Q: Top Quartile
Sep 30, 2008 20.9% 20.2% 24.8%
Dec 31, 2008 79.7% 44.0% 26.3%
Mar 31, 2009 93.1% 70.5% 59.2% 41.9%
Jun 30, 2009 65.8% 73.8% 79.6% Q: Top Quartile 38.4%
Sep 30, 2009 77.9% 46.6% 65.0% 76.0% Q: Top Quartile
Dec 31, 2009 37.4% 30.9% 36.2% 68.4%
Mar 31, 2010 80.6% 64.8% 45.4% 60.8% 50.6%
Jun 30, 2010 24.4% 31.4% 41.6% 34.1% 30.9%
Sep 30, 2010 74.2% 85.5% Q: Top Quartile 67.0% 60.5% 75.9% Q: Top Quartile
Dec 31, 2010 93.3% 65.6% 81.2% Q: Top Quartile 74.1% 74.4%
Mar 31, 2011 98.5% 90.2% Q: Top Quartile 84.3% Q: Top Quartile 83.6% Q: Top Quartile 76.1% Q: Top Quartile 75.9% Q: Top Quartile
Jun 30, 2011 56.1% 19.7% 63.6% 81.9% Q: Top Quartile 64.4% 50.4%
Sep 30, 2011 8.2% 16.9% 14.7% 26.8% 38.7% 61.9%
Dec 31, 2011 8.5% 68.3% 23.5% 31.5% 50.1% 68.8%
     
    N/C = "Not Compliant", and means jrhallma's Mutual Fund wasn't compliant for that period.
A blue star means jrhallma's Mutual Fund was in the top 100 funds for that period.
A green star means jrhallma's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that jrhallma's Mutual 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 -5.17%
Beta 1.15
R-Squared 0.82
     
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 jrhallma
Age: 51  Occupation: Supervisor 
Other Interests : NOT AVAILABLE     
    [ for more information about jrhallma ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by jrhallma. 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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