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Geoffrey Cheng

  • Hacienda Heights, CA
  • Aug 31, 2002
Funds
(GMF) Fund
MODEL INCEPTION (04/12/2013) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
5+ YRS (As of: 12/14/2018) -2.21% 11.53% View Fund Stats
RETURN PERIOD (As Of: 11/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS -0.89% 10.05% Fund has a 5 year track record.  
3 YRS -2.49% 10.37% Fund has a 3 year track record.  
1 YR -34.90% 1.30% Fund has a 1 year track record.  
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GMF | Price History
GMF | Fund Positions by Styles
Color Name Allocation Today
Mid Cap : Growth 100.39% 2.40%
GMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Geoffrey Cheng $1,240,551.00
Inception: Ticker Symbol: # of Securities:
April 12, 2013 GMF 1
Description:

GMF | Turnover
Last Month N/A
Last 3 Months 18.82%
Last 6 Months 43.88%
Last 12 Months 69.73%
GMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 CRUS $215,055.07
2 GLBL $158,054.01
3 AMD $146,283.51
4 TERP $120,731.73
5 CMG $62,940.05
Position Symbol Gains
1 RAD -$660,669.54
2 BHC -$100,773.05
3 TWGP -$67,593.84
4 SUNEQ -$25,264.66
5 EDIT -$19,554.36
GMF | Skill Metrics
All Positions
Winning % 65.79%
Avg. Gain/Loss Ratio 0.67
GMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 100.39% 2.40%
GMF | Recent Returns vs S&P 500
MTD QTD YTD
GMF -6.59% -22.75% -24.46%
S&P 500 0.00% 0.00% 0.00%
GMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -11.18% 0.00% -11.18%
Last Month -31.67% -0.78% -30.89%
Last 2 Years -45.99% 21.37% -67.36%
Last 3 Years -23.20% 36.81% -60.01%
Last 5 Years -18.42% 64.12% -82.54%
Since Inception -11.90% 86.04% -97.94%
(Annualized) -2.21% 11.56% -13.77%
Data as of: 12/14/2018
GMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
GMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 RAD -36.72%
Position Symbol Inception Return
1 RAD -36.72%