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Total Value: $1,251,516.14 Cash Value: $1,251,516.14 Stock Value: $0.00 Shares: 100,000 Price: $12.52
Fund Performance for d.m._ryan   September 01, 2010
left curve  price history right curve
   
graph of fund vs. market indexes
SLPE m100 S&P 500 DJIA 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:    d.m._ryan Inception:    Jun 24, 2009
Description:
This fund is low-P/E value. It holds all the stocks with P/Es in the lowest quintile and dividend rates above the S&P SPDR's, at the time of purchase. "Too good to be true" outliers - stocks with dividend yields above 10% and P/Es below 1 - are excluded; so are ETFs. (A highly illiquid issue may be excluded too.) Each stock that passes through the screening process has an equal percentage weighing with all the other issues bought at the same time. Repositioning will be done annually, with the P/E cut-off adjusted to the then-current lowest quintile and the dividend cut-off adjusted in accordance with S&P SPDR's dividend. This fund is not a true low-PE/high-dividend index fund because of the intermittent once-a-year rebalancing and rounding distortions. It can, however, make for a serviceable benchmark for low-PE/high-dividend value funds.
     
left curve   recent returns right curve
   
RETURNS
Last Week -0.02%
Last Month -0.08%
Last 3 Months -5.18%
Last 6 Months -8.04%
Last 12 Months 10.35%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 25.15%
(Annualized) 20.71%
S&P500 RETURNS
Last Week 2.43%
Last Month -3.81%
Last 3 Months -1.54%
Last 6 Months -4.19%
Last 12 Months 10.46%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 22.88%
(Annualized) 18.87%
RETURNS VS S&P500
Last Week -2.45%
Last Month 3.72%
Last 3 Months -3.64%
Last 6 Months -3.86%
Last 12 Months -0.11%
Last 2 Years N/A
Last 3 Years N/A
Last 5 Years N/A
Since Inception 2.27%
(Annualized) 1.84%
     
left curve  fund rankings right curve
    For the six month period ending June 30, 2010 Statistical Low P/E Fund outperformed 61% of the other funds on our site.
     
   
ALL RANKINGS FOR Statistical Low P/E Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Sep 30, 2009 68.5% 84.5% Q: Top Quartile
Dec 31, 2009 69.3% 76.2% Q: Top Quartile 88.0% Q: Top Quartile
Mar 31, 2010 52.2% 65.3% 78.9% Q: Top Quartile
Jun 30, 2010 60.8% 52.5% 61.0% 87.0% Q: Top Quartile
     
    N/C = "Not Compliant", and means Statistical Low P/E Fund wasn't compliant for that period.
A blue star means Statistical Low P/E Fund was in the top 100 funds for that period.
A green star means Statistical Low P/E Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Statistical Low P/E 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 -3.40%
Beta 1.24
R-Squared 0.91
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 47.52%
Last 6 Months 47.52%
Last 12 Months 47.52%
     
left curve  manager profile right curve
   
ABOUT d.m._ryan
Age: 40  Occupation: Writer 
Other Interests : Politics     
    [ for more information about d.m._ryan ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by d.m._ryan. 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.

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    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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