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Total Value: $1,408,482.67 Cash Value: $16,253.88 Stock Value: $1,392,228.78 Shares: 100,000 Price: $14.08
Fund Performance for d.m._ryan   March 10, 2010
left curve  price history right curve
   
graph of fund vs. market indexes
LPELE m100 S&P 500 DJIA 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:    d.m._ryan Inception:    Jun 24, 2009
Description:
This fund invests in companies with P/Es in or near the lowest quintile, a dividend yield at or near the S&P SPDR's, and with long-term return on shareholder's equity of 20% or more. Any stock with market cap of less than $500 million is excluded. "Long term" means a minimum of five years, as calculated by division of average net income into average shareholders' equity, and may mean as high as ten years. These stocks are "fallen angels," and are intended to be held until they're back in favor. The return on equity of foreign companies are usually calculated in their home currency and with home accounting principles.
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 6%
Consumer Staples 5%
Energy 41%
Financials 6%
Health Care 5%
Industrials 16%
Materials 8%
Telecommunications 9%
Utilities 4%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 3%
Large Cap Blend 3%
Large Cap Value 16%
Mid Cap Growth 2%
Mid Cap Value 17%
Small Cap Growth 3%
Small Cap Blend 3%
Small Cap Value 43%
Micro Cap Value 6%
   
 
  Value Blend Growth  
Large 16% 3% 3% 22%
Medium 17% 0% 2% 19%
Small 43% 3% 3% 49%
Micro 6% 0% 0% 6%
  82% 6% 8%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 2.73%
Last Month 11.61%
Last 3 Months 9.98%
Last 6 Months 15.07%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 41.64%
(Annualized) 63.03%
S&P500 RETURNS
Last Week 2.44%
Last Month 8.66%
Last 3 Months 4.44%
Last 6 Months 10.96%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 29.07%
(Annualized) 43.08%
RETURNS VS S&P500
Last Week 0.29%
Last Month 2.95%
Last 3 Months 5.54%
Last 6 Months 4.11%
Last 12 Months N/A
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 12.57%
(Annualized) 19.94%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2009 Low P/E Long Term Return On Equity Growth Fund outperformed 88.7% of the other funds on our site.
     
   
ALL RANKINGS FOR Low P/E Long Term Return On Equity Growth Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Sep 30, 2009 59.6% 85.8% Q: Top Quartile
Dec 31, 2009 52.5% 75.5% Q: Top Quartile 88.7% Q: Top Quartile
     
    N/C = "Not Compliant", and means Low P/E Long Term Return On Equity Growth Fund wasn't compliant for that period.
A blue star means Low P/E Long Term Return On Equity Growth Fund was in the top 100 funds for that period.
A green star means Low P/E Long Term Return On Equity Growth Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Low P/E Long Term Return On Equity Growth 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 -1.50%
Beta 1.46
R-Squared 0.75
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months N/A
     
left curve  manager profile right curve
   
ABOUT d.m._ryan
Age: 40  Occupation: Writer 
Other Interests : Politics     
    [ for more information about d.m._ryan ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by d.m._ryan. 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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