• INCEPTION (04/12/2013)

  • 5 YRS
  • AVG. ANNUAL RETURN

  • 9.16%
  • S&P RETURN

  • 13.28%
(GMF) Fund

GMF Growth of $10,000

GMF Model
GMF Composite
S&P 500

GMF Month By Month (As Of: 05/24/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GMF YTD S&P YTD
20189.21%-7.44%-10.39%5.05%0.24%--------4.61% 2.81%
20172.24%-0.39%-0.97%-0.79%4.60%4.24%-3.22%1.49%-7.35%-12.00%15.46%-1.72%-0.86% 21.83%
2016-8.65%5.76%9.01%17.16%-1.93%7.73%7.61%11.04%-2.50%-10.93%0.42%-0.14%35.66% 11.96%
2015-1.12%9.44%-3.56%-2.48%0.99%-2.52%-8.48%-2.50%-1.66%5.04%0.87%4.05%-3.06% 1.38%
2014-9.47%11.29%5.37%1.35%0.06%2.80%-0.16%5.09%-3.19%-7.02%2.61%0.06%7.31% 13.69%
2013---4.48%14.91%-3.44%-0.67%-4.38%-0.44%-4.29%8.45%3.16%17.39% 18.11%
Returns greater than 5%
Returns less than -5%

GMF Composite Month By Month (As Of: 04/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GMF YTD S&P TR YTD
20189.28%-7.29%-10.24%615.00%--------550.21% -0.38%
2017-------1.65%-7.22%-10.99%15.83%-1.53%-4.25% 8.84% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

GMF Top 5 Holdings


Symbol Name Current Price % Fund
RAD Rite Aid Corp $1.66 63.58%
Total 63.58%

GMF Skill Metrics


Over the past years, Geoffrey has invested in a total of 38 stocks at one time or another and made money on 25 (65.79%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 65.79%
Trading Skills Avg. Gain/Loss Ratio 1.02