Small & Mid Cap Growth Performance

ROI results are calculated on a $30k account and include commissions of $6.00 per equity trade
Typically 20 to 22 positions are open when the portfolio is fully allocated

 

2019 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal
Return YTD
Realized & Unrealized Monthly Return0.1%0.6%-1.6%1.2%-2.6%-1.3%-3.7%
Account Value End-of-Month Starting with $10k on Jan 1$10,005$10,066$9,901$10,020$9,755$9,627
Comments Note Note
2018 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal Return
Realized & Unrealized Monthly Return4.4%0.0%-0.4%2.7%8.3%5.0%6.8%8.9%-3.6%-5.1%-2.0%-0.8%25.6%
Account Value End-of-Month Starting with $10k on January 1$10,444$10,446$10,401$10,680$11,563$12,138$12,957$14,116$13,611$12,913$12,658$12,560
Comments Note
2017 ResultsJanFebMarAprMayJunJulAugSepOctNovDecTotal Return
Realized & Unrealized Monthly Return6.4%0.5%61.2%3.4%3.7%-2.5%0.2%4.3%2.3%1.7%-0.1%0.1%23.1%
Account Value End-of-Month Starting with $10k on January 1$10,635$10,696$10,829$11,195$11,611$11,320$11,343$11,829$12,105$12,315$12,297$12,311
2016 Results      JulAugSepOctNovDecTotal
Return
Realized & Unrealized Monthly Return0.8%1.7%-1.5%0.6%4.1%1.6%7.4%
Account Value End-of-Month Starting with $10k on January 1$10,077$10,246$10.097$10,160$10,578$10,743