Update on Portfolio Tracking Returns

Through last Friday, here are the returns for the Eureka Value Fund, “EVF”  our main fund that tracks our market trades at Marketocracy.com.  Over the past five years the fund has had positions as varied as long gold, long gold stocks, long ETF’s, short ETF’s, plus regular stock positions in various sectors.   This a redo of previous post which had editing issues.

EVF RETURNS S&P500 RETURNS EVF RETURNS VS S&P500
Last Week -0.04% Last Week -2.69% Last Week 2.64%
Last Month 8.02% Last Month 1.98% Last Month 6.05%
Last 3 Months 8.18% Last 3 Months -4.36% Last 3 Months 12.54%
Last 6 Months 7.91% Last 6 Months -13.76% Last 6 Months 21.67%
Last 12 Months 8.86% Last 12 Months -6.12% Last 12 Months 14.98%
Last 2 Years 25.83% Last 2 Years 7.53% Last 2 Years 18.30%
Last 3 Years 90.07% Last 3 Years 18.82% Last 3 Years 71.25%
Last 5 Years 176.42% Last 5 Years 68.29% Last 5 Years 108.13%
(Annualized) 19.30% (Annualized) 9.36% (Annualized) 9.94%

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