[marketocracy]
username: password: forgot? | sign up
[get quote]
Total Value: $1,202,296.38 Cash Value: $67,638.56 Stock Value: $1,134,657.82 Shares: 100,000 Price: $12.02
Fund Performance for rd80   February 03, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
RKSLF 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:    rd80 Inception:    Jul 29, 2007
Description:
Russell Krull Strat Lab Open Fund
     
left curve  Club Memberships right curve
   
Name Members  
Strategy Lab Open 1722 Overview 
Strategy Lab Open Round 2 609 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 10%
Consumer Staples 17%
Energy 17%
Financials 8%
Health Care 9%
Industrials 15%
Information Technology 5%
Materials 6%
Telecommunications 7%
Utilities 6%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 7%
Large Cap Blend 6%
Large Cap Value 47%
Mid Cap Growth 5%
Mid Cap Blend 5%
Mid Cap Value 13%
Small Cap Growth 6%
Micro Cap Value 12%
   
 
  Value Blend Growth  
Large 47% 6% 7% 60%
Medium 13% 5% 5% 23%
Small 0% 0% 6% 6%
Micro 12% 0% 0% 12%
  72% 11% 18%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 2.60%
Last Month 3.33%
Last 3 Months 6.28%
Last 6 Months 14.17%
Last 12 Months 8.29%
Last 2 Years 30.08%
Last 3 Years 76.29%
Last 5 Years N/A
Since Inception 20.23%
(Annualized) 4.16%
S&P500 RETURNS
Last Week 2.22%
Last Month 5.44%
Last 3 Months 7.94%
Last 6 Months 13.41%
Last 12 Months 5.09%
Last 2 Years 27.72%
Last 3 Years 71.18%
Last 5 Years N/A
Since Inception 0.20%
(Annualized) 0.04%
RETURNS VS S&P500
Last Week 0.38%
Last Month -2.10%
Last 3 Months -1.66%
Last 6 Months 0.76%
Last 12 Months 3.19%
Last 2 Years 2.36%
Last 3 Years 5.11%
Last 5 Years N/A
Since Inception 20.03%
(Annualized) 4.11%
     
left curve  fund rankings right curve
    For the six month period ending September 30, 2011 RDK Strat Lab Open Fund outperformed 80.5% of the other funds on our site.
     
   
ALL RANKINGS FOR RDK Strat Lab Open Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Dec 31, 2007 72.4% 63.8%
Mar 31, 2008 89.0% 67.3% 73.5%
Jun 30, 2008 54.3% 74.9% 81.2% Q: Top Quartile
Sep 30, 2008 77.5% 75.3% Q: Top Quartile 94.8% Q: Top Quartile 94.8% Q: Top Quartile
Dec 31, 2008 63.5% 40.0% 61.5% 81.1% Q: Top Quartile
Mar 31, 2009 34.3% 14.2% 20.2% 57.1%
Jun 30, 2009 21.1% 56.1% 23.5% 45.5%
Sep 30, 2009 77.4% 80.0% Q: Top Quartile 68.9% 30.5% 86.3% Q: Top Quartile
Dec 31, 2009 23.8% 74.7% 84.5% Q: Top Quartile 50.7% 87.6% Q: Top Quartile
Mar 31, 2010 64.5% 21.9% 45.8% 64.7% 74.3%
Jun 30, 2010 60.1% 49.7% 31.0% 69.9% 56.0%
Sep 30, 2010 34.5% 87.0% Q: Top Quartile 81.9% Q: Top Quartile 74.2% 51.1% 88.5% Q: Top Quartile
Dec 31, 2010 85.0% 43.2% 72.8% 58.4% 54.1% 85.4% Q: Top Quartile
Mar 31, 2011 81.2% 56.9% 49.3% 69.9% 69.7% 80.5% Q: Top Quartile
Jun 30, 2011 59.9% 66.6% 65.7% 76.2% Q: Top Quartile 77.7% Q: Top Quartile 71.5%
Sep 30, 2011 76.4% 81.5% Q: Top Quartile 80.5% Q: Top Quartile 83.1% Q: Top Quartile 85.7% Q: Top Quartile 71.0% 92.1% Q: Top Quartile
     
    N/C = "Not Compliant", and means RDK Strat Lab Open Fund wasn't compliant for that period.
A blue star means RDK Strat Lab Open Fund was in the top 100 funds for that period.
A green star means RDK Strat Lab Open Fund was in the top 25%.
The numbers above are the percentage of compliant funds that RDK Strat Lab Open 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 4.04%
Beta 0.94
R-Squared 0.94
     
left curve   turnover right curve
   
Last Month 9.95%
Last 3 Months 14.27%
Last 6 Months 20.68%
Last 12 Months 46.41%
     
left curve  manager profile right curve
   
ABOUT rd80
Age: 51  Occupation: Engineer 
Other Interests : NOT AVAILABLE     
    [ for more information about rd80 ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by rd80. 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 ]
   

For information about Marketocracy Funds, click here. Or send email to funds@marketocracy.com

[ Take me to the funds website ]