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Total Value: $974,303.24 Cash Value: $22,934.33 Stock Value: $951,368.91 Shares: 100,000 Price: $9.74
Fund Performance for klooloola   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
KBH 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:    klooloola Inception:    Nov 15, 2006
Description:
buy and hold great businesses.
     
left curve  Club Memberships right curve
   
Name Members  
Insurancestocks 1 Overview 
Value Club 45 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 7%
Financials 79%
Industrials 8%
Unclassified 5%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 8%
Mid Cap Growth 34%
Mid Cap Blend 14%
Small Cap Blend 2%
Small Cap Value 7%
Micro Cap Growth 3%
Micro Cap Value 9%
   
 
  Value Blend Growth  
Large 0% 0% 8% 8%
Medium 0% 14% 34% 48%
Small 7% 2% 0% 9%
Micro 9% 0% 3% 12%
  16% 16% 45%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -1.60%
Last Month -1.89%
Last 3 Months -2.40%
Last 6 Months 11.52%
Last 12 Months -3.90%
Last 2 Years 16.59%
Last 3 Years 39.34%
Last 5 Years -12.42%
Since Inception -2.82%
(Annualized) -0.52%
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 6.32%
(Annualized) 1.12%
RETURNS VS S&P500
Last Week -1.17%
Last Month 3.71%
Last 3 Months 0.36%
Last 6 Months -3.54%
Last 12 Months -6.31%
Last 2 Years -11.49%
Last 3 Years -18.88%
Last 5 Years -9.44%
Since Inception -9.15%
(Annualized) -1.63%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 Berkshire clone outperformed 52.2% of the other funds on our site.
     
   
ALL RANKINGS FOR Berkshire clone
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Mar 30, 2007 42.4% 54.9%
Jun 29, 2007 38.5% 38.1% 44.7%
Sep 28, 2007 37.3% 72.2% 59.9%
Dec 31, 2007 65.9% 86.2% Q: Top Quartile 85.0% Q: Top Quartile 76.3% Q: Top Quartile
Mar 31, 2008 47.7% 58.8% 81.0% Q: Top Quartile 78.4% Q: Top Quartile
Jun 30, 2008 27.2% 13.4% 22.4% 57.7%
Sep 30, 2008 96.0% 82.4% Q: Top Quartile 59.8% 80.6% Q: Top Quartile
Dec 31, 2008 50.2% 28.5% 58.8% 43.2% 57.5%
Mar 31, 2009 22.2% 15.1% 15.2% 25.4% 41.4%
Jun 30, 2009 38.5% 29.4% 10.9% 32.6% 36.6%
Sep 30, 2009 25.0% 79.0% Q: Top Quartile 52.8% 9.4% 40.5%
Dec 31, 2009 37.6% 32.2% 65.9% 24.9% 19.1% 38.0%
Mar 31, 2010 29.3% 88.8% Q: Top Quartile 74.9% 62.0% 26.9% 49.0%
Jun 30, 2010 96.7% 55.1% 82.1% Q: Top Quartile 83.3% Q: Top Quartile 51.9% 57.0%
Sep 30, 2010 19.5% 23.5% 34.3% 56.2% 16.7% 44.2%
Dec 31, 2010 72.5% 28.6% 20.4% 52.7% 31.3% 20.8%
Mar 31, 2011 48.8% 67.2% 45.8% 36.6% 51.3% 21.3%
Jun 30, 2011 41.1% 30.8% 45.3% 24.3% 57.1% 37.8%
Sep 30, 2011 54.1% 50.4% 41.4% 33.9% 42.7% 16.7%
Dec 31, 2011 69.9% 53.1% 52.2% 46.8% 48.0% 28.7% 38.1%
     
    N/C = "Not Compliant", and means Berkshire clone wasn't compliant for that period.
A blue star means Berkshire clone was in the top 100 funds for that period.
A green star means Berkshire clone was in the top 25%.
The numbers above are the percentage of compliant funds that Berkshire clone 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 -1.19%
Beta 0.86
R-Squared 0.87
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 2.69%
Last 12 Months 2.69%
     
left curve  manager profile right curve
   
ABOUT klooloola
Age: 34  Occupation: Engineer 
Other Interests : science and medicine     
    [ for more information about klooloola ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by klooloola. 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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