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Total Value: $1,144,303.72 Cash Value: $4,891,014.86 Stock Value: -$3,746,711.14 Shares: 100,000 Price: $11.44
Max Short: -$1,457,375.61 Excess Margin: $20,605.88
Fund Performance for haleultimate   May 24, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
SHORT 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:    haleultimate Inception:    Jan 28, 2005
Description:
Fund to evaluate the short term value of moving in and out of stocks that appear overvalued. BTC at -5%. Double up at +5%.
     
left curve   recent returns right curve
   
RETURNS
Last Week -9.27%
Last Month 21.68%
Last 3 Months 31.43%
Last 6 Months -24.90%
Last 12 Months 69.21%
Last 2 Years -17.36%
Last 3 Years -45.22%
Last 5 Years 83.14%
Since Inception 14.43%
(Annualized) 1.86%
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 -2.83%
Since Inception 31.36%
(Annualized) 3.79%
RETURNS VS S&P500
Last Week -10.51%
Last Month 24.84%
Last 3 Months 34.21%
Last 6 Months -40.14%
Last 12 Months 66.96%
Last 2 Years -45.59%
Last 3 Years -103.69%
Last 5 Years 85.97%
Since Inception -16.93%
(Annualized) -1.94%
     
left curve  fund rankings right curve
   
ALL RANKINGS FOR haleultimate's Short Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Mar 31, 2005
Jun 30, 2005 54.6%
Sep 30, 2005 15.7% 39.7%
Dec 31, 2005 32.7% 34.5%
Mar 31, 2006
Jun 30, 2006
Sep 29, 2006 82.6%
Dec 29, 2006
Mar 30, 2007
Jun 29, 2007
Sep 28, 2007
Dec 31, 2007 42.5% #7 T: Top Ranked
Mar 31, 2008 55.8% 76.6% Q: Top Quartile #10 T: Top Ranked
Jun 30, 2008 81.0% #48 T: Top Ranked #32 T: Top Ranked #20 T: Top Ranked
Sep 30, 2008 56.5% 75.4% Q: Top Quartile #19 T: Top Ranked #6 T: Top Ranked
Dec 31, 2008 86.9% #56 T: Top Ranked #35 T: Top Ranked #19 T: Top Ranked
Mar 31, 2009 50.8% 40.2% #69 T: Top Ranked #17 T: Top Ranked
Jun 30, 2009 66.7% 26.8% 33.1% #34 T: Top Ranked #7 T: Top Ranked
Sep 30, 2009 35.4% 18.4% 25.7% #59 T: Top Ranked #4 T: Top Ranked
Dec 31, 2009 13.5% #49 T: Top Ranked 32.1% #67 T: Top Ranked #7 T: Top Ranked
Mar 31, 2010
Jun 30, 2010
Sep 30, 2010
Dec 31, 2010
Mar 31, 2011
Jun 30, 2011
Sep 30, 2011
Dec 31, 2011
     
    N/C = "Not Compliant", and means haleultimate's Short Fund wasn't compliant for that period.
A blue star means haleultimate's Short Fund was in the top 100 funds for that period.
A green star means haleultimate's Short Fund was in the top 25%.
The numbers above are the percentage of compliant funds that haleultimate's Short 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 34.54%
Beta -2.20
R-Squared 0.49
     
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 haleultimate
Age: 36  Occupation: Retail Software 
Other Interests : Ultimate Frisbee     
    [ for more information about haleultimate ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by haleultimate. 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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