When you're looking for someone to help you invest, the most important information you can have is his or her personal investing track record. Marketocracy has more detailed track records on more individuals than anyone in the world. This is the track record for Mike Koza's model portfolio at Marketocracy. Mike is on the m100 team and as such the model portfolio is used to help drive the investing of Marketocracy investment products.
On this page we show various Performance charts and tables for Mike Koza. The kind you would typically see at other financial websites and publications that track the performance of a fund; but importantly not the track record of the manager managing the fund. The track record of a fund typically has been delivered by several managers and several analysts that are no longer managing the fund. Even though it is the manager that will deliver the future performance your investment is depending upon.
Inception Date: 2/25/2001
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Returns are after all implied fees including 5c/share transaction fees, SEC fees, management and administration fees of 1.95% |
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09/01/10 |
MTD |
QTD |
YTD |
| TGF |
2.62% |
2.62% |
5.90% |
1.06% |
| S&P 500 |
2.95% |
2.96% |
5.20% |
-1.80% |
| DOW |
2.54% |
2.54% |
5.07% |
-1.52% |
| Nasdaq |
2.97% |
2.97% |
3.20% |
-4.07% |
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| TGF Returns |
| Last Week | 1.36% |
| Last Month | -3.34% |
| Last 3 Months | -7.82% |
| Last 6 Months | -12.31% |
| Last Year | 38.25% |
| Last 2 Years | 86.83% |
| Last 3 Years | 123.85% |
| Last 5 Years | 259.69% |
| Since Inception | 1,147.93% |
| (Annualized) | 30.35% |
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| S&P500 Returns |
| Last Week | 2.43% |
| Last Month | -3.81% |
| Last 3 Months | -1.54% |
| Last 6 Months | -4.19% |
| Last Year | 10.46% |
| Last 2 Years | -11.63% |
| Last 3 Years | -21.54% |
| Last 5 Years | -1.45% |
| Since Inception | 3.89% |
| (Annualized) | 0.40% |
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| Returns vs S&P500 |
| Last Week | -1.07% |
| Last Month | 0.46% |
| Last 3 Months | -6.28% |
| Last 6 Months | -8.12% |
| Last Year | 27.79% |
| Last 2 Years | 98.45% |
| Last 3 Years | 145.39% |
| Last 5 Years | 261.14% |
| Since Inception | 1,144.04% |
| (Annualized) | 29.95% |
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| Alpha |
34.29% |
| Beta |
1.99 |
| R-Squared |
0.53 |
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| 5 MOST PROFITABLE |
| Name |
Symbol |
Inception Return |
| RADIAN GROUP INC |
RDN |
$2,403,909.91 |
| Genworth Financial Inc |
GNW |
$1,837,798.00 |
| Trina Solar Limited ADS |
TSL |
$1,294,218.87 |
| OAO Mechel |
MTL |
$1,072,616.91 |
| Canadian Solar, Incorporated |
CSIQ |
$926,635.13 |
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| 5 LEAST PROFITABLE |
| Name |
Symbol |
Inception Return |
| Countrywide Financial Corp |
CFC |
-$649,713.10 |
| ATP Oil & Gas Corporation |
ATPG |
-$512,838.52 |
| Qiao Xing Mobile Communication Company, Limited |
QXM |
-$509,775.56 |
| ChipMOS TECHNOLOGIES Bermuda LTD |
IMOS |
-$483,099.42 |
| UNIVERSAL TRAVEL GROUP |
UTA |
-$443,555.25 |
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| Generated 09/02/2010 04:30 |
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