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Total Value: $1,104,791.97 Cash Value: $177,322.23 Stock Value: $927,469.74 Shares: 100,000 Price: $11.05
Fund Performance for benny   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
VF 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:    benny Inception:    Nov 03, 2004
Description:
This fund is invested in stocks that are value stocks. Looking for good stocks trading under book value or with a small multiple. Some of the stocks that might be included in this fund are stocks that may have been beaten down. I am looking for long term holds here. Im investing in Bud and Kep at the moment. Both stocks I think are trading at a very cheap price.
     
left curve  Club Memberships right curve
   
Name Members  
2 7 Overview 
Heavy Metal 34 Overview 
Oil Gas & Energy 26 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 14%
Consumer Staples 5%
Energy 45%
Financials 26%
Health Care 1%
Telecommunications 4%
Utilities 4%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 8%
Large Cap Value 12%
Mid Cap Growth 1%
Mid Cap Blend 15%
Mid Cap Value 6%
Micro Cap Growth 37%
Micro Cap Blend 4%
Micro Cap Value 18%
   
 
  Value Blend Growth  
Large 12% 0% 8% 20%
Medium 6% 15% 1% 22%
Small 0% 0% 0% 0%
Micro 18% 4% 37% 59%
  36% 19% 46%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -6.86%
Last Month -13.11%
Last 3 Months -8.71%
Last 6 Months 7.40%
Last 12 Months -16.13%
Last 2 Years 8.93%
Last 3 Years 46.47%
Last 5 Years -30.17%
Since Inception 10.48%
(Annualized) 1.33%
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 34.93%
(Annualized) 4.04%
RETURNS VS S&P500
Last Week -6.43%
Last Month -7.51%
Last 3 Months -5.95%
Last 6 Months -7.66%
Last 12 Months -18.54%
Last 2 Years -19.15%
Last 3 Years -11.75%
Last 5 Years -27.19%
Since Inception -24.45%
(Annualized) -2.72%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR The V Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Mar 31, 2005 2.0% 96.9% Q: Top Quartile
Jun 30, 2005 89.0% 1.5% 50.1%
Sep 30, 2005 90.2% 83.3% Q: Top Quartile 24.6%
Dec 31, 2005 9.6% 88.7% Q: Top Quartile 91.7% Q: Top Quartile 87.1% Q: Top Quartile
Mar 31, 2006 85.7% 88.0% Q: Top Quartile 93.9% Q: Top Quartile 76.6% Q: Top Quartile
Jun 30, 2006 5.9% 60.5% 89.2% Q: Top Quartile 94.5% Q: Top Quartile
Sep 29, 2006 89.1% 29.6% 42.1% 85.9% Q: Top Quartile
Dec 29, 2006 68.6% 29.5% 22.2% 72.2% 81.5% Q: Top Quartile
Mar 30, 2007 43.0% 8.4% 9.0% 19.0% 49.5%
Jun 29, 2007 93.8% 84.9% Q: Top Quartile 45.9% 29.9% 85.7% Q: Top Quartile
Sep 28, 2007 23.4% 3.0% 14.5% 6.6% 26.7%
Dec 31, 2007 79.4% 11.1% 3.7% 6.2% 12.7% 36.5%
Mar 31, 2008 67.1% 36.8% 14.6% 9.2% 7.7% 14.5%
Jun 30, 2008 42.5% 60.1% 52.0% 8.1% 7.1% 36.2%
Sep 30, 2008 21.5% 24.6% 20.6% 10.2% 3.5% 9.9%
Dec 31, 2008 20.7% 41.6% 29.0% 27.8% 6.4% 8.8%
Mar 31, 2009 19.6% 54.3% 45.3% 30.0% 9.7% 6.9%
Jun 30, 2009 90.6% 35.4% 44.6% 22.0% 4.5% 3.6%
Sep 30, 2009 71.7% 52.4% 40.7% 36.0% 8.0% 3.0%
Dec 31, 2009 82.1% 75.8% Q: Top Quartile 66.5% 54.2% 21.8% 4.7% 17.4%
Mar 31, 2010 97.7% 42.0% 64.1% 47.3% 22.4% 5.9% 6.6%
Jun 30, 2010 93.0% 98.4% Q: Top Quartile 97.6% Q: Top Quartile 95.6% Q: Top Quartile 58.2% 12.9% 36.9%
Sep 30, 2010 69.3% 20.1% 95.4% Q: Top Quartile 93.8% Q: Top Quartile 77.5% Q: Top Quartile 26.9% 20.4%
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
Dec 31, 2011 69.8% N/C N/C N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means The V Fund wasn't compliant for that period.
A blue star means The V Fund was in the top 100 funds for that period.
A green star means The V Fund was in the top 25%.
The numbers above are the percentage of compliant funds that The V 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 -0.02%
Beta 1.10
R-Squared 0.59
     
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 benny
Age: 24  Occupation: Investor/student 
Other Interests : NOT AVAILABLE     
    [ for more information about benny ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by benny. 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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