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Total Value: $1,069,473.58 Cash Value: $520,253.95 Stock Value: $549,219.63 Shares: 100,000 Price: $10.69
Fund Performance for yerc   February 13, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
YERC 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:    yerc Inception:    Dec 19, 2007
Description:
The YBPS Equity Research Club (YERC) aims to bring together MBA/graduate/medical students and postdocs, who have an interest in learning how to invest in biotech and pharma companies. The YERC works to bridge the gap between natural sciences and finance with a series of seminars and collaborative learning. This is our mock portfolio.
     
left curve  Club Memberships right curve
   
Name Members  
YERC (public) 3 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Health Care 100%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Blend 18%
Large Cap Value 58%
Mid Cap Blend 20%
Mid Cap Value 3%
Micro Cap Value 1%
   
 
  Value Blend Growth  
Large 58% 18% 0% 76%
Medium 3% 20% 0% 23%
Small 0% 0% 0% 0%
Micro 1% 0% 0% 1%
  62% 38% 0%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.28%
Last Month 6.27%
Last 3 Months 11.67%
Last 6 Months 7.41%
Last 12 Months 3.74%
Last 2 Years 11.12%
Last 3 Years 21.99%
Last 5 Years N/A
Since Inception 6.95%
(Annualized) 1.63%
S&P500 RETURNS
Last Week 0.62%
Last Month 5.02%
Last 3 Months 8.04%
Last 6 Months 14.44%
Last 12 Months 3.87%
Last 2 Years 30.92%
Last 3 Years 74.24%
Last 5 Years N/A
Since Inception 1.99%
(Annualized) 0.47%
RETURNS VS S&P500
Last Week -0.34%
Last Month 1.26%
Last 3 Months 3.64%
Last 6 Months -7.02%
Last 12 Months -0.14%
Last 2 Years -19.80%
Last 3 Years -52.25%
Last 5 Years N/A
Since Inception 4.96%
(Annualized) 1.15%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR YERC
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 31, 2008 N/C N/C
Jun 30, 2008 N/C N/C N/C
Sep 30, 2008 N/C N/C N/C
Dec 31, 2008 N/C N/C N/C N/C
Mar 31, 2009 N/C N/C N/C N/C
Jun 30, 2009 N/C N/C N/C N/C
Sep 30, 2009 N/C N/C N/C N/C
Dec 31, 2009 N/C N/C N/C N/C N/C
Mar 31, 2010 N/C N/C N/C N/C N/C
Jun 30, 2010 N/C N/C N/C N/C N/C
Sep 30, 2010 N/C N/C N/C N/C N/C
Dec 31, 2010 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
Jun 30, 2011 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 = "Not Compliant", and means YERC wasn't compliant for that period.
A blue star means YERC was in the top 100 funds for that period.
A green star means YERC was in the top 25%.
The numbers above are the percentage of compliant funds that YERC 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   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 yerc
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about yerc ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by yerc. 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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