Fund Performance Update : July 2018

 

The historical performance of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through July 2018.

Since the beginning of 2015 the fund has outperformed the S&P500 by 31% and outperformed the Nasdaq by 14%.

 

 

The trailing twelve month performance of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through July 2018.

Over the prior twelve months the fund has outperformed the S&P500 by 6% and has equaled the performance of the Nasdaq.

 

 

The year to date Sharpe ratio of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through July 2018.

Fund Performance Update : June 2018

 

The historical performance of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through June 2018.

Since the beginning of 2015 the fund has outperformed the S&P500 by 27% and outperformed the Nasdaq by 10%.

 

 

The trailing twelve month performance of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through June 2018.

Over the prior twelve months the fund has outperformed the S&P500 by 2% and underperformed the Nasdaq by 5%.

 

 

The year to date Sharpe ratio of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through June 2018.