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Total Value: $1,351,234.51 Cash Value: $188,351.39 Stock Value: $1,162,883.12 Shares: 100,000 Price: $13.51
Fund Performance for bestwestern   May 24, 2012
left curve  price history right curve
   
graph of fund vs. market indexes
BMF 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:    bestwestern Inception:    Apr 19, 2004
Description:
     
left curve  Club Memberships right curve
   
Name Members  
College Club 390 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 35%
Consumer Staples 13%
Energy 1%
Financials 1%
Health Care 4%
Information Technology 44%
Materials 1%
Telecommunications 1%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 19%
Large Cap Blend 45%
Large Cap Value 1%
Mid Cap Growth 6%
Mid Cap Blend 8%
Mid Cap Value 13%
Small Cap Growth 3%
Small Cap Blend 1%
Small Cap Value 5%
   
 
  Value Blend Growth  
Large 1% 45% 19% 65%
Medium 13% 8% 6% 27%
Small 5% 1% 3% 9%
Micro 0% 0% 0% 0%
  19% 54% 28%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 3.86%
Last Month 0.04%
Last 3 Months 0.95%
Last 6 Months 20.78%
Last 12 Months 11.42%
Last 2 Years 29.11%
Last 3 Years 75.57%
Last 5 Years 10.99%
Since Inception 35.98%
(Annualized) 3.86%
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 37.32%
(Annualized) 3.99%
RETURNS VS S&P500
Last Week 2.62%
Last Month 3.20%
Last 3 Months 3.73%
Last 6 Months 5.55%
Last 12 Months 9.18%
Last 2 Years 0.88%
Last 3 Years 17.10%
Last 5 Years 13.82%
Since Inception -1.34%
(Annualized) -0.13%
     
left curve  fund rankings right curve
    For the six month period ending December 31, 2011 Andy's First Fund outperformed 89.5% of the other funds on our site.
     
   
ALL RANKINGS FOR Andy's First Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 5 Year
Sep 30, 2004 51.7% 65.6%
Dec 31, 2004 24.2% 50.9% 64.2%
Mar 31, 2005 18.3% 70.4% 50.0%
Jun 30, 2005 86.8% 96.7% Q: Top Quartile 86.6% Q: Top Quartile 82.1% Q: Top Quartile
Sep 30, 2005 16.5% 25.5% 71.5% 65.3%
Dec 31, 2005 4.8% 28.2% 17.5% 57.2%
Mar 31, 2006 19.8% 38.7% 25.4% 50.2%
Jun 30, 2006 19.0% 20.3% 17.0% 9.1% 43.3%
Sep 29, 2006 98.0% 70.5% 38.7% 24.7% 39.8%
Dec 29, 2006 61.2% 55.3% 70.9% 32.1% 44.0%
Mar 30, 2007 30.2% 39.2% 46.6% 37.3% 38.4%
Jun 29, 2007 6.9% 23.1% 24.1% 43.2% 14.1% 43.2%
Sep 28, 2007 72.9% 61.9% 42.6% 45.1% 30.2% 40.4%
Dec 31, 2007 53.0% 52.1% 58.1% 42.6% 36.2% 43.2%
Mar 31, 2008 83.0% 16.4% 22.0% 23.8% 24.2% 26.8%
Jun 30, 2008 20.1% 59.0% 32.4% 42.9% 41.0% 23.2%
Sep 30, 2008 21.6% 50.4% 57.8% 36.8% 29.6% 20.6%
Dec 31, 2008 34.7% 27.7% 37.9% 29.1% 22.8% 19.3%
Mar 31, 2009 82.8% 87.6% Q: Top Quartile 59.6% 63.0% 40.7% 34.7%
Jun 30, 2009 72.6% 67.4% 86.9% Q: Top Quartile 67.3% 56.9% 49.9% 45.4%
Sep 30, 2009 52.5% 80.0% Q: Top Quartile 75.5% Q: Top Quartile 84.2% Q: Top Quartile 69.4% 55.6% 49.1%
Dec 31, 2009 86.6% 76.0% Q: Top Quartile 84.9% Q: Top Quartile 90.1% Q: Top Quartile 75.9% Q: Top Quartile 60.2% 53.3%
Mar 31, 2010 92.7% 74.4% 83.8% Q: Top Quartile 82.2% Q: Top Quartile 91.3% Q: Top Quartile 70.8% 58.7%
Jun 30, 2010 17.0% 44.4% 61.1% 84.5% Q: Top Quartile 85.4% Q: Top Quartile 77.0% Q: Top Quartile 42.4%
Sep 30, 2010 84.1% 36.1% 35.1% 65.8% 84.0% Q: Top Quartile 73.1% 46.2%
Dec 31, 2010 N/C N/C N/C N/C N/C N/C N/C
Mar 31, 2011 N/C N/C N/C N/C N/C N/C N/C
Jun 30, 2011 17.4% N/C N/C N/C N/C N/C N/C
Sep 30, 2011 64.4% 82.6% Q: Top Quartile N/C N/C N/C N/C N/C
Dec 31, 2011 81.8% 68.8% 89.5% Q: Top Quartile N/C N/C N/C N/C
     
    N/C = "Not Compliant", and means Andy's First Fund wasn't compliant for that period.
A blue star means Andy's First Fund was in the top 100 funds for that period.
A green star means Andy's First Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Andy's First 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 -0.54%
Beta 1.18
R-Squared 0.82
     
left curve   turnover right curve
   
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 3.54%
     
left curve  manager profile right curve
   
ABOUT bestwestern
Age: 24  Occupation: Student 
Other Interests : Politics, Economics, and Law     
    [ for more information about bestwestern ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by bestwestern. 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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