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Total Value: $908,742.01 Cash Value: $399,494.26 Stock Value: $509,247.75 Shares: 100,000 Price: $9.09
Fund Performance for whipsaw   February 12, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
WMF 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:    whipsaw Inception:    Nov 27, 2006
Description:
Testing out some strategies.
     
left curve  Club Memberships right curve
   
Name Members  
Smart Investing 81 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Energy 9%
Financials 27%
Health Care 12%
Information Technology 26%
Telecommunications 25%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Value 14%
Mid Cap Growth 22%
Small Cap Value 12%
Micro Cap Blend 42%
Micro Cap Value 9%
   
 
  Value Blend Growth  
Large 14% 0% 0% 14%
Medium 0% 0% 22% 22%
Small 12% 0% 0% 12%
Micro 9% 42% 0% 51%
  35% 42% 22%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -0.45%
Last Month 0.83%
Last 3 Months -0.49%
Last 6 Months 1.68%
Last 12 Months -13.86%
Last 2 Years 2.61%
Last 3 Years 41.77%
Last 5 Years -20.25%
Since Inception -9.12%
(Annualized) -1.82%
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 73.09%
Last 5 Years 4.00%
Since Inception 8.65%
(Annualized) 1.61%
RETURNS VS S&P500
Last Week -0.33%
Last Month -3.19%
Last 3 Months -7.29%
Last 6 Months -13.47%
Last 12 Months -17.59%
Last 2 Years -28.34%
Last 3 Years -31.32%
Last 5 Years -24.25%
Since Inception -17.77%
(Annualized) -3.42%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR whipsaw's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 30, 2007 80.3% 90.1% Q: Top Quartile
Jun 29, 2007 11.0% 0.9% 9.3%
Sep 28, 2007 22.4% 17.1% 2.7%
Dec 31, 2007 82.1% 79.9% Q: Top Quartile 46.8% 24.6%
Mar 31, 2008 32.8% 56.7% 74.9% 14.9%
Jun 30, 2008 54.9% 43.7% 50.0% 47.2%
Sep 30, 2008 42.9% 51.4% 46.1% 67.5%
Dec 31, 2008 N/C N/C N/C N/C N/C
Mar 31, 2009 N/C N/C N/C N/C N/C
Jun 30, 2009 N/C N/C N/C N/C N/C
Sep 30, 2009 53.2% N/C N/C N/C N/C
Dec 31, 2009 94.3% 99.5% Q: Top Quartile N/C N/C N/C N/C
Mar 31, 2010 93.3% 99.3% Q: Top Quartile #19 T: Top Ranked N/C N/C N/C
Jun 30, 2010 54.4% 6.0% 76.8% Q: Top Quartile N/C N/C N/C
Sep 30, 2010 83.8% 92.9% Q: Top Quartile 36.8% 99.3% Q: Top Quartile 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
     
    N/C = "Not Compliant", and means whipsaw's Mutual Fund wasn't compliant for that period.
A blue star means whipsaw's Mutual Fund was in the top 100 funds for that period.
A green star means whipsaw's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that whipsaw'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 -2.63%
Beta 0.88
R-Squared 0.64
     
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 whipsaw
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about whipsaw ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by whipsaw. 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

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