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Total Value: $978,250.79 Cash Value: $203,601.12 Stock Value: $774,649.67 Shares: 100,000 Price: $9.78
Fund Performance for sclauss   May 23, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
SMF1 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:    sclauss Inception:    Jun 24, 2007
Description:
New Fund 101 Don't know anything about stocks. Good way to learn from mistakes without real money.
     
left curve  Club Memberships right curve
   
Name Members  
College Club 390 Overview 
Inexperienced Investors 28 Overview 
Smart Investing 82 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 8%
Consumer Staples 24%
Energy 5%
Financials 1%
Industrials 16%
Information Technology 41%
Materials 3%
Telecommunications 1%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 15%
Large Cap Blend 47%
Large Cap Value 24%
Mid Cap Growth 2%
Mid Cap Blend 5%
Mid Cap Value 1%
Small Cap Blend 5%
Micro Cap Growth 1%
   
 
  Value Blend Growth  
Large 24% 47% 15% 86%
Medium 1% 5% 2% 8%
Small 0% 5% 0% 5%
Micro 0% 0% 1% 1%
  25% 57% 18%  
     
left curve   recent returns right curve
   
RETURNS
Last Week -0.21%
Last Month -2.04%
Last 3 Months -2.47%
Last 6 Months 9.90%
Last 12 Months 4.79%
Last 2 Years 22.28%
Last 3 Years 43.84%
Last 5 Years N/A
Since Inception -2.17%
(Annualized) -0.45%
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 N/A
Since Inception -2.27%
(Annualized) -0.47%
RETURNS VS S&P500
Last Week 0.22%
Last Month 3.57%
Last 3 Months 0.29%
Last 6 Months -5.16%
Last 12 Months 2.38%
Last 2 Years -5.80%
Last 3 Years -14.38%
Last 5 Years N/A
Since Inception 0.10%
(Annualized) 0.02%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 Steven's Mutual Fund 101 outperformed 95.3% of the other funds on our site.
     
   
ALL RANKINGS FOR Steven's Mutual Fund 101
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Sep 28, 2007 52.3% 62.6%
Dec 31, 2007 59.7% 47.1% 55.4%
Mar 31, 2008 76.3% 14.7% 20.7%
Jun 30, 2008 51.7% 58.3% 28.5% 38.3%
Sep 30, 2008 64.5% 53.4% 61.4% 34.5%
Dec 31, 2008 23.6% 89.9% Q: Top Quartile 77.4% Q: Top Quartile 66.5%
Mar 31, 2009 21.5% 72.4% 92.4% Q: Top Quartile 90.4% Q: Top Quartile
Jun 30, 2009 52.7% 15.9% 44.5% 79.6% Q: Top Quartile 64.7%
Sep 30, 2009 35.7% 25.0% 15.3% 74.9% 55.0%
Dec 31, 2009 26.9% 80.2% Q: Top Quartile 49.2% 45.3% 65.8%
Mar 31, 2010 32.5% 18.3% 47.4% 19.0% 77.0% Q: Top Quartile
Jun 30, 2010 64.9% 73.7% 48.3% 49.2% 76.7% Q: Top Quartile 63.9%
Sep 30, 2010 37.0% 46.6% 69.9% 64.2% 76.6% Q: Top Quartile 60.6%
Dec 31, 2010 42.3% 49.4% 46.8% 47.4% 45.1% 62.5%
Mar 31, 2011 24.5% 22.1% 31.5% 48.3% 25.3% 72.8%
Jun 30, 2011 43.4% 37.3% 21.7% 27.8% 33.6% 63.9% 48.5%
Sep 30, 2011 92.4% 97.0% Q: Top Quartile 90.1% Q: Top Quartile 85.5% Q: Top Quartile 82.9% Q: Top Quartile 87.4% Q: Top Quartile 74.6%
Dec 31, 2011 67.9% 36.4% 95.3% Q: Top Quartile 76.2% Q: Top Quartile 69.8% 62.9% 73.2%
     
    N/C = "Not Compliant", and means Steven's Mutual Fund 101 wasn't compliant for that period.
A blue star means Steven's Mutual Fund 101 was in the top 100 funds for that period.
A green star means Steven's Mutual Fund 101 was in the top 25%.
The numbers above are the percentage of compliant funds that Steven's Mutual Fund 101 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 -0.48%
Beta 0.71
R-Squared 0.87
     
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 sclauss
Age: 23  Occupation: Student 
Other Interests : Finance     
    [ for more information about sclauss ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by sclauss. 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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