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Total Value: $1,163,622.59 Cash Value: -$21,704.57 Stock Value: $1,185,327.16 Shares: 100,000 Price: $11.64
Fund Performance for jorisberghmans   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
JMF 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:    jorisberghmans Inception:    Oct 11, 2004
Description:
i will make much money
     
left curve  Club Memberships right curve
   
Name Members  
4EC05 41 Overview 
n00b 0 Overview 
noob pwnage 1 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 5%
Consumer Staples 2%
Energy 1%
Financials 4%
Health Care 1%
Industrials 16%
Information Technology 50%
Materials 21%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 11%
Large Cap Blend 28%
Large Cap Value 19%
Mid Cap Growth 2%
Mid Cap Blend 17%
Mid Cap Value 2%
Small Cap Growth 7%
Small Cap Value 6%
Micro Cap Blend 1%
Micro Cap Value 8%
   
 
  Value Blend Growth  
Large 19% 28% 11% 58%
Medium 2% 17% 2% 21%
Small 6% 0% 7% 13%
Micro 8% 1% 0% 9%
  35% 46% 20%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.24%
Last Month -5.90%
Last 3 Months -12.68%
Last 6 Months -0.49%
Last 12 Months -14.80%
Last 2 Years -8.59%
Last 3 Years 3.85%
Last 5 Years -25.98%
Since Inception 16.61%
(Annualized) 2.04%
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 37.32%
(Annualized) 4.25%
RETURNS VS S&P500
Last Week 0.67%
Last Month -0.29%
Last 3 Months -9.92%
Last 6 Months -15.55%
Last 12 Months -17.21%
Last 2 Years -36.67%
Last 3 Years -54.37%
Last 5 Years -23.01%
Since Inception -20.71%
(Annualized) -2.21%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR jorisberghmans's Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Mar 31, 2005 56.2% N/C
Jun 30, 2005 10.1% 77.3% Q: Top Quartile N/C
Sep 30, 2005 96.1% 85.4% Q: Top Quartile 88.6% Q: Top Quartile
Dec 31, 2005 55.4% 92.3% Q: Top Quartile N/C N/C
Mar 31, 2006 70.1% 73.3% 89.7% Q: Top Quartile 92.8% Q: Top Quartile
Jun 30, 2006 68.0% 40.0% 63.5% 90.5% Q: Top Quartile
Sep 29, 2006 29.2% 31.5% 31.2% 76.1% Q: Top Quartile
Dec 29, 2006 16.9% 52.5% 34.4% 43.7% N/C
Mar 30, 2007 21.0% 41.1% 45.8% 27.1% 83.4% Q: Top Quartile
Jun 29, 2007 29.5% 67.3% 57.7% 45.3% 83.8% Q: Top Quartile
Sep 28, 2007 94.3% 89.0% Q: Top Quartile 85.9% Q: Top Quartile 77.4% Q: Top Quartile 85.9% Q: Top Quartile
Dec 31, 2007 69.9% 88.6% Q: Top Quartile 92.5% Q: Top Quartile 87.7% Q: Top Quartile 82.9% Q: Top Quartile N/C
Mar 31, 2008 21.6% 22.5% 67.9% 85.6% Q: Top Quartile 69.8% 88.5% Q: Top Quartile
Jun 30, 2008 31.6% 27.0% 18.9% 66.9% 60.9% 81.2% Q: Top Quartile
Sep 30, 2008 45.2% 23.4% 8.6% 18.2% 37.8% 52.6%
Dec 31, 2008 94.4% 79.3% Q: Top Quartile 44.8% 28.6% 55.1% 52.2%
Mar 31, 2009 83.4% 78.8% Q: Top Quartile 89.5% Q: Top Quartile 49.0% 71.6% 57.7%
Jun 30, 2009 14.7% 55.6% 75.4% Q: Top Quartile 62.7% 74.5% 66.0%
Sep 30, 2009 78.3% 58.2% 56.8% 91.7% Q: Top Quartile 60.3% 74.9%
Dec 31, 2009 48.3% 90.8% Q: Top Quartile 81.5% Q: Top Quartile 81.9% Q: Top Quartile 56.1% 83.6% Q: Top Quartile N/C
Mar 31, 2010 23.8% 11.0% 52.8% 56.4% 55.3% 79.7% Q: Top Quartile 88.6% Q: Top Quartile
Jun 30, 2010 24.5% 12.1% 4.8% 27.1% 48.2% 62.6% 80.1% Q: Top Quartile
Sep 30, 2010 82.6% 65.4% 19.1% 27.2% 80.8% Q: Top Quartile 46.4% 73.9%
Dec 31, 2010 47.2% 65.4% 67.7% 15.5% 62.6% 33.7% 64.8%
Mar 31, 2011 13.2% 2.7% 13.3% 8.9% 26.4% 21.7% 39.5%
Jun 30, 2011 44.6% 9.9% 2.7% 9.4% 9.6% 23.8% 28.6%
Sep 30, 2011 39.4% 55.4% 30.6% 10.6% 10.9% 47.7% 37.1%
Dec 31, 2011 N/C N/C N/C N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means jorisberghmans's Mutual Fund wasn't compliant for that period.
A blue star means jorisberghmans's Mutual Fund was in the top 100 funds for that period.
A green star means jorisberghmans's Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that jorisberghmans'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 -1.72%
Beta 1.08
R-Squared 0.72
     
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 jorisberghmans
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about jorisberghmans ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by jorisberghmans. 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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