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Total Value: $1,765,949.00 Cash Value: -$1,596.13 Stock Value: $1,767,545.13 Shares: 100,000 Price: $17.66
Fund Performance for apreuss   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
Adsma 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:    apreuss Inception:    Jan 26, 2003
Description:
See other funds. Has been a flaship fund at some time, but I dont have any funds anymore on which I focus for longer time. I let them freely float, and shift my focus from time to time to any fund for opportunistic reasons. The other funds are then opportunistically traded.
     
left curve  Club Memberships right curve
   
Name Members  
0 1 Overview 
4 32 Overview 
GroupVenture.com 58 Overview 
IPO Watch 40 Overview 
Lord Black 13 Overview 
M Poster Castaway Fund 95 Overview 
Oil Gas & Energy 26 Overview 
Pacific Sanctum 1 Overview 
Pacific Sanctum 1 Overview 
S P E C U L A T O R S 16 Overview 
Social Equity (SRI) 3 Overview 
Technical Insight 47 Overview 
asian wall street 10 Overview 
m100 380 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 12%
Consumer Staples 9%
Energy 16%
Financials 4%
Health Care 25%
Industrials 7%
Information Technology 10%
Materials 8%
Utilities 5%
Unclassified 2%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 9%
Large Cap Blend 6%
Large Cap Value 4%
Mid Cap Growth 4%
Mid Cap Blend 17%
Mid Cap Value 5%
Small Cap Growth 2%
Small Cap Blend 23%
Small Cap Value 11%
Micro Cap Growth 5%
Micro Cap Blend 3%
Micro Cap Value 11%
   
 
  Value Blend Growth  
Large 4% 6% 9% 19%
Medium 5% 17% 4% 26%
Small 11% 23% 2% 36%
Micro 11% 3% 5% 19%
  31% 49% 20%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -0.22%
Last Month -0.76%
Last 3 Months -8.28%
Last 6 Months 7.04%
Last 12 Months -5.31%
Last 2 Years 31.82%
Last 3 Years 11.90%
Last 5 Years -23.51%
Since Inception 76.59%
(Annualized) 6.28%
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 84.76%
(Annualized) 6.80%
RETURNS VS S&P500
Last Week 0.21%
Last Month 4.84%
Last 3 Months -5.52%
Last 6 Months -8.02%
Last 12 Months -7.72%
Last 2 Years 3.74%
Last 3 Years -46.33%
Last 5 Years -20.53%
Since Inception -8.17%
(Annualized) -0.52%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 Fund Nr1 outperformed 61.2% of the other funds on our site.
     
   
ALL RANKINGS FOR Fund Nr1
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Jun 30, 2003 67.5% 54.1%
Sep 30, 2003 83.7% 55.1% 54.0%
Dec 31, 2003 54.5% 43.8% 49.0%
Mar 31, 2004 71.1% 82.9% Q: Top Quartile 70.0% 60.9%
Jun 30, 2004 70.8% 68.4% 86.1% Q: Top Quartile 72.6%
Sep 30, 2004 81.8% 79.5% Q: Top Quartile 78.5% Q: Top Quartile 80.7% Q: Top Quartile
Dec 31, 2004 95.1% 78.3% Q: Top Quartile 87.9% Q: Top Quartile 92.3% Q: Top Quartile
Mar 31, 2005 78.1% 85.9% Q: Top Quartile 92.0% Q: Top Quartile 92.6% Q: Top Quartile 85.8% Q: Top Quartile
Jun 30, 2005 97.5% 83.1% Q: Top Quartile 90.8% Q: Top Quartile 92.9% Q: Top Quartile 90.7% Q: Top Quartile
Sep 30, 2005 89.2% 88.1% Q: Top Quartile 92.5% Q: Top Quartile 95.8% Q: Top Quartile 94.2% Q: Top Quartile
Dec 31, 2005 50.6% 45.3% 84.1% Q: Top Quartile 93.7% Q: Top Quartile 96.5% Q: Top Quartile
Mar 31, 2006 75.8% 73.9% 69.9% 88.5% Q: Top Quartile 95.8% Q: Top Quartile 91.1% Q: Top Quartile
Jun 30, 2006 0.3% 2.6% 6.6% 37.8% 80.6% Q: Top Quartile 82.3% Q: Top Quartile
Sep 29, 2006 19.2% 20.3% 9.6% 17.3% 83.8% Q: Top Quartile 87.5% Q: Top Quartile
Dec 29, 2006 52.0% 56.1% 24.0% 17.2% 75.5% Q: Top Quartile 89.4% Q: Top Quartile
Mar 30, 2007 12.8% 64.4% 63.3% 15.6% 67.0% 86.6% Q: Top Quartile 83.4% Q: Top Quartile
Jun 29, 2007 22.1% 49.2% 58.5% 34.7% 57.3% 83.1% Q: Top Quartile 84.9% Q: Top Quartile
Sep 28, 2007 74.5% 31.2% 36.8% 50.9% 26.0% 75.4% Q: Top Quartile 82.7% Q: Top Quartile
Dec 31, 2007 14.6% 23.1% 23.1% 31.3% 19.9% 58.0% 78.7% Q: Top Quartile
Mar 31, 2008 87.6% N/C N/C N/C N/C N/C N/C
Jun 30, 2008 92.1% 71.0% N/C N/C N/C N/C N/C
Sep 30, 2008 73.7% 34.8% 45.5% N/C N/C N/C N/C
Dec 31, 2008 9.4% N/C N/C N/C N/C N/C N/C
Mar 31, 2009 N/C N/C N/C N/C N/C N/C N/C
Jun 30, 2009 3.8% 11.5% N/C N/C N/C N/C N/C
Sep 30, 2009 64.4% 1.0% 1.5% N/C N/C N/C N/C
Dec 31, 2009 49.9% 33.9% 2.1% N/C N/C N/C N/C
Mar 31, 2010 29.8% 15.0% 15.5% 1.7% N/C N/C N/C
Jun 30, 2010 89.3% 79.2% Q: Top Quartile 51.3% 3.8% N/C N/C N/C
Sep 30, 2010 72.0% 50.0% 77.0% Q: Top Quartile 43.1% N/C N/C N/C
Dec 31, 2010 85.8% 94.4% Q: Top Quartile 87.2% Q: Top Quartile 84.1% Q: Top Quartile N/C N/C N/C
Mar 31, 2011 70.6% 72.8% 91.9% Q: Top Quartile 92.2% Q: Top Quartile 19.8% N/C N/C
Jun 30, 2011 18.2% 60.7% 74.2% 89.2% Q: Top Quartile 35.8% N/C N/C
Sep 30, 2011 34.5% 39.8% 45.4% 88.7% Q: Top Quartile 77.1% Q: Top Quartile N/C N/C
Dec 31, 2011 24.0% 84.7% Q: Top Quartile 61.2% 69.4% 88.7% Q: Top Quartile N/C N/C
     
    N/C = "Not Compliant", and means Fund Nr1 wasn't compliant for that period.
A blue star means Fund Nr1 was in the top 100 funds for that period.
A green star means Fund Nr1 was in the top 25%.
The numbers above are the percentage of compliant funds that Fund Nr1 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 2.09%
Beta 0.70
R-Squared 0.41
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 9.20%
     
left curve  manager profile right curve
   
ABOUT apreuss
Age: 47  Occupation: PhD; investor, life scientist 
Other Interests : arm chair general     
    [ for more information about apreuss ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by apreuss. 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.

    [ For more information about Marketocracy ]
   

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