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Total Value: $1,438,138.32 Cash Value: $4,319.34 Stock Value: $1,433,818.98 Shares: 100,000 Price: $14.38
Fund Performance for herc941   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
HMF 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:    herc941 Inception:    Mar 01, 2006
Description:
     
left curve  Club Memberships right curve
   
Name Members  
College Club 390 Overview 
IUP Spring 06 TC 11 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 5%
Consumer Staples 6%
Energy 24%
Financials 8%
Health Care 2%
Industrials 16%
Information Technology 37%
Telecommunications 2%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 24%
Large Cap Blend 26%
Large Cap Value 22%
Mid Cap Growth 12%
Mid Cap Blend 4%
Mid Cap Value 9%
Small Cap Value 1%
Micro Cap Value 3%
   
 
  Value Blend Growth  
Large 22% 26% 24% 72%
Medium 9% 4% 12% 25%
Small 1% 0% 0% 1%
Micro 3% 0% 0% 3%
  35% 30% 36%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.73%
Last Month -6.05%
Last 3 Months -7.42%
Last 6 Months 15.03%
Last 12 Months -2.84%
Last 2 Years 19.44%
Last 3 Years 49.06%
Last 5 Years 25.06%
Since Inception 43.81%
(Annualized) 6.00%
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 16.51%
(Annualized) 2.48%
RETURNS VS S&P500
Last Week 1.16%
Last Month -0.45%
Last 3 Months -4.66%
Last 6 Months -0.03%
Last 12 Months -5.26%
Last 2 Years -8.64%
Last 3 Years -9.16%
Last 5 Years 28.04%
Since Inception 27.30%
(Annualized) 3.52%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 herc941's Mutual Fund outperformed 36.4% of the other funds on our site.
     
   
ALL RANKINGS FOR herc941's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Jun 30, 2006 N/C N/C
Sep 29, 2006 N/C N/C N/C
Dec 29, 2006 50.2% 78.8% Q: Top Quartile N/C
Mar 30, 2007 91.4% 27.6% 56.9% N/C
Jun 29, 2007 77.0% 77.5% Q: Top Quartile 58.5% N/C
Sep 28, 2007 N/C N/C N/C N/C
Dec 31, 2007 N/C N/C N/C N/C
Mar 31, 2008 N/C N/C N/C N/C N/C
Jun 30, 2008 N/C N/C N/C N/C N/C
Sep 30, 2008 66.4% 50.3% N/C N/C N/C
Dec 31, 2008 28.8% 29.5% 39.2% N/C N/C
Mar 31, 2009 37.2% 45.8% 29.5% N/C N/C N/C
Jun 30, 2009 25.0% 92.1% Q: Top Quartile 85.7% Q: Top Quartile 67.4% N/C N/C
Sep 30, 2009 70.3% 91.5% Q: Top Quartile 94.1% Q: Top Quartile 90.1% Q: Top Quartile N/C N/C
Dec 31, 2009 18.2% 37.5% 85.0% Q: Top Quartile 89.4% Q: Top Quartile N/C N/C
Mar 31, 2010 83.2% 76.3% Q: Top Quartile 62.5% 93.3% Q: Top Quartile N/C N/C N/C
Jun 30, 2010 28.3% 7.2% 17.4% 57.6% 69.6% N/C N/C
Sep 30, 2010 74.8% 61.2% 10.3% 22.0% 75.5% Q: Top Quartile N/C N/C
Dec 31, 2010 77.1% 75.8% Q: Top Quartile 73.0% 43.9% 82.4% Q: Top Quartile N/C N/C
Mar 31, 2011 54.3% 85.8% Q: Top Quartile 85.1% Q: Top Quartile 52.2% 87.5% Q: Top Quartile N/C N/C
Jun 30, 2011 51.7% 27.2% 62.0% 74.5% 70.8% 80.6% Q: Top Quartile N/C
Sep 30, 2011 29.4% 32.8% 27.7% 53.2% 34.3% 75.5% Q: Top Quartile N/C
Dec 31, 2011 56.6% 56.3% 36.4% 42.4% 38.8% 83.5% Q: Top Quartile N/C
     
    N/C = "Not Compliant", and means herc941's Mutual Fund wasn't compliant for that period.
A blue star means herc941's Mutual Fund was in the top 100 funds for that period.
A green star means herc941's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that herc941'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 3.99%
Beta 1.19
R-Squared 0.86
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 0.31%
     
left curve  manager profile right curve
   
ABOUT herc941
Age: 22  Occupation: Statistician 
Other Interests : NOT AVAILABLE     
    [ for more information about herc941 ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by herc941. 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.

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