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Total Value: $3,637,283.36 Cash Value: $292,981.16 Stock Value: $3,344,302.20 Shares: 100,000 Price: $36.37
Fund Performance for supervelez   May 24, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
SVLP 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:    supervelez Inception:    Nov 22, 2008
Description:
Lowest PEs for TTM & for the next 2 years
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Staples 3%
Financials 67%
Industrials 12%
Information Technology 4%
Telecommunications 15%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Mid Cap Growth 3%
Mid Cap Value 15%
Small Cap Blend 12%
Small Cap Value 4%
Micro Cap Value 54%
   
 
  Value Blend Growth  
Large 0% 0% 0% 0%
Medium 15% 0% 3% 18%
Small 4% 12% 0% 16%
Micro 54% 0% 0% 54%
  73% 12% 3%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.01%
Last Month -7.68%
Last 3 Months -6.72%
Last 6 Months 16.19%
Last 12 Months -10.44%
Last 2 Years 8.92%
Last 3 Years 109.44%
Last 5 Years N/A
Since Inception 263.73%
(Annualized) 44.51%
S&P500 RETURNS
Last Week 1.24%
Last Month -3.15%
Last 3 Months -2.78%
Last 6 Months 15.24%
Last 12 Months 2.24%
Last 2 Years 28.23%
Last 3 Years 58.46%
Last 5 Years N/A
Since Inception 78.30%
(Annualized) 17.93%
RETURNS VS S&P500
Last Week -1.23%
Last Month -4.53%
Last 3 Months -3.94%
Last 6 Months 0.95%
Last 12 Months -12.68%
Last 2 Years -19.31%
Last 3 Years 50.97%
Last 5 Years N/A
Since Inception 185.43%
(Annualized) 26.59%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR Super Velez Low PE Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 31, 2009 31.7% 4.9%
Jun 30, 2009 20.3% #45 T: Top Ranked 98.6% Q: Top Quartile
Sep 30, 2009 85.5% 96.3% Q: Top Quartile #62 T: Top Ranked
Dec 31, 2009 79.7% #31 T: Top Ranked #69 T: Top Ranked #35 T: Top Ranked
Mar 31, 2010 99.9% #12 T: Top Ranked #4 T: Top Ranked #6 T: Top Ranked
Jun 30, 2010 17.6% 50.3% #35 T: Top Ranked #8 T: Top Ranked
Sep 30, 2010 91.5% 73.7% 69.9% #1 T: Top Ranked
Dec 31, 2010 N/C 58.1% 69.0% 99.3% Q: Top Quartile #18 T: Top Ranked
Mar 31, 2011 N/C N/C N/C N/C N/C
Jun 30, 2011 N/C N/C N/C N/C N/C
Sep 30, 2011 N/C N/C N/C N/C N/C
Dec 31, 2011 N/C N/C N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means Super Velez Low PE Mutual Fund wasn't compliant for that period.
A blue star means Super Velez Low PE Mutual Fund was in the top 100 funds for that period.
A green star means Super Velez Low PE Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Super Velez Low PE 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 10.60%
Beta 1.81
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 0.00%
     
left curve  manager profile right curve
   
ABOUT supervelez
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about supervelez ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by supervelez. 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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