[marketocracy]
username: password: forgot? | sign up
[get quote]
Total Value: $848,282.81 Cash Value: -$4,532.56 Stock Value: $852,815.37 Shares: 100,000 Price: $8.48
Fund Performance for dmalis20   June 17, 2013
left curve  price history right curve
   
graph of fund vs. market indexes
MALIS 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:    dmalis20 Inception:    Jul 28, 2008
Description:
New Fund
     
left curve  Club Memberships right curve
   
Name Members  
Seg Funds Challenge 23 Overview 
Seg Funds Challenge 23 Overview 
     
left curve   fund positions by sector right curve
   
pie chart
Color Name Portion
Consumer Discretionary 16%
Consumer Staples 14%
Energy 5%
Financials 24%
Health Care 1%
Industrials 7%
Materials 15%
Utilities 19%
     
left curve   fund positions by style right curve
   
pie chart
Color Name Portion
Large Cap Growth 17%
Large Cap Blend 10%
Large Cap Value 24%
Mid Cap Growth 8%
Mid Cap Blend 16%
Mid Cap Value 6%
Small Cap Blend 19%
Micro Cap Value 1%
   
 
  Value Blend Growth  
Large 24% 10% 17% 51%
Medium 6% 16% 8% 30%
Small 0% 19% 0% 19%
Micro 1% 0% 0% 1%
  31% 45% 25%  
     
left curve   recent returns right curve
   
RETURNS
Last Week 0.00%
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 0.00%
Last 2 Years 0.00%
Last 3 Years 0.00%
Last 5 Years 0.00%
Since Inception 0.00%
(Annualized) 0.00%
S&P500 RETURNS
Last Week 0.00%
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 0.00%
Last 2 Years 0.00%
Last 3 Years 0.00%
Last 5 Years 0.00%
Since Inception 0.00%
(Annualized) 0.00%
RETURNS VS S&P500
Last Week 0.00%
Last Month 0.00%
Last 3 Months 0.00%
Last 6 Months 0.00%
Last 12 Months 0.00%
Last 2 Years 0.00%
Last 3 Years 0.00%
Last 5 Years 0.00%
Since Inception 0.00%
(Annualized) 0.00%
     
left curve  fund rankings right curve
    For the six month period ending March 31, 2013 Derrick Malis Mutual Fund outperformed 23.3% of the other funds on our site.
     
   
ALL RANKINGS FOR Derrick Malis Mutual Fund
Date 1 Month 3 Months 6 Months 1 Year 2 Year 3 Year 4 Year
Dec 31, 2008 48.1% 14.9%
Mar 31, 2009 96.5% 7.6% 5.9%
Jun 30, 2009 3.4% 70.3% 21.6%
Sep 30, 2009 15.0% 89.5% Q: Top Quartile 82.7% Q: Top Quartile 10.0%
Dec 31, 2009 3.8% 5.7% 44.8% 25.4%
Mar 31, 2010 97.2% 77.1% Q: Top Quartile 15.2% 66.5%
Jun 30, 2010 43.0% 47.5% 65.6% 58.7%
Sep 30, 2010 10.5% 78.1% Q: Top Quartile 71.7% 37.4% 12.0%
Dec 31, 2010 97.7% 88.7% Q: Top Quartile 89.0% Q: Top Quartile 89.9% Q: Top Quartile 58.6%
Mar 31, 2011 10.5% 2.1% 28.7% 47.1% 60.2%
Jun 30, 2011 25.5% 9.4% 2.3% 20.7% 33.2%
Sep 30, 2011 26.7% 37.4% 20.6% 9.9% 12.6% 5.8%
Dec 31, 2011 33.8% 33.2% 32.3% 5.3% 19.2% 11.0%
Mar 31, 2012 42.5% 53.2% 38.4% 19.2% 14.8% 29.3%
Jun 30, 2012 72.9% 37.2% 39.2% 33.6% 16.6% 24.5%
Sep 30, 2012 70.6% 53.5% 37.4% 34.1% 11.0% 13.0% 4.8%
Dec 31, 2012 69.2% 25.1% 31.1% 29.4% 5.8% 16.9% 9.4%
Mar 31, 2013 63.0% 33.0% 23.3% 24.5% 16.6% 12.6% 21.8%
     
    N/C = "Not Compliant", and means Derrick Malis Mutual Fund wasn't compliant for that period.
A blue star means Derrick Malis Mutual Fund was in the top 100 funds for that period.
A green star means Derrick Malis Mutual Fund was in the top 25%.
The numbers above are the percentage of compliant funds that Derrick Malis Mutual 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 0.00%
Beta 0.00
R-Squared 0.00
     
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 dmalis20
Age: NOT AVAILABLE  Occupation: NOT AVAILABLE 
Other Interests : NOT AVAILABLE     
    [ for more information about dmalis20 ]
     
left curve  about this fund profile right curve
    The fund profiled is managed by dmalis20. 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 ]
   

For information about Marketocracy Funds, click here. Or send email to funds@marketocracy.com

[ Take me to the funds website ]