• INCEPTION (01/28/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 21.66%
  • S&P RETURN

  • 7.78%
(HMF) JU fund

HMF Growth of $10,000

HMF
HMF Composite
S&P 500

HMF Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HMF YTD S&P YTD
20175.64%3.14%9.25%-4.59%-7.11%10.37%-2.50%-2.14%5.29%-14.60%---0.11% 16.91%
2016-30.08%2.27%10.01%-0.04%5.92%-3.44%8.61%0.64%-6.99%-13.78%4.83%-6.54%-30.92% 11.96%
201510.33%2.98%-3.54%-0.77%10.60%3.52%-1.83%-5.50%-9.50%1.14%13.38%-9.29%8.72% 1.38%
2014-0.03%1.39%-2.03%-11.38%-4.76%9.34%-8.27%5.81%-11.92%10.93%-9.61%7.05%-15.92% 13.69%
20135.76%0.64%9.11%6.02%-0.36%2.34%7.38%-0.66%6.61%3.63%5.57%3.66%61.88% 32.39%
20121.11%5.33%2.82%-1.80%-3.58%4.78%-0.78%1.64%11.05%-7.96%-5.58%2.60%8.46% 16.00%
20112.66%5.30%2.06%8.82%-0.94%-2.84%-2.57%6.64%2.76%2.81%-2.25%3.07%27.80% 2.11%
20100.41%0.52%0.49%2.02%2.60%8.18%-10.56%0.78%7.04%2.11%-0.77%5.99%18.99% 15.06%
20096.65%1.23%31.09%25.49%12.66%-5.81%5.18%1.16%1.50%-3.06%6.31%-3.08%103.31% 26.46%
200812.25%-0.71%-0.43%3.59%6.73%-0.69%-5.84%-6.05%-6.09%-9.65%-4.19%12.87%-1.10% -37.00%
20075.63%-3.38%3.49%6.80%4.53%-0.80%-8.39%-9.08%2.32%-0.25%-7.70%2.52%-5.91% 5.49%
20064.79%-2.81%8.12%6.77%-3.11%-4.33%-3.67%7.78%2.60%3.71%8.32%-2.54%27.09% 15.79%
2005-6.40%6.68%-6.82%-5.97%4.18%-1.89%13.70%2.79%3.95%-1.76%7.81%4.70%20.45% 4.91%
20047.01%1.42%-1.45%-3.58%1.19%2.57%-4.42%2.32%5.78%-2.27%18.19%4.59%33.78% 10.88%
20030.41%-1.62%-0.94%26.47%14.78%2.30%9.26%5.98%-2.47%4.83%4.30%10.09%97.53% 31.76%
Returns greater than 5%
Returns less than -5%

HMF Composite Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HMF YTD S&P TR YTD
20176.09%3.33%9.56%-6.67%-7.28%10.20%-2.34%-3.56%6.37%-13.88%---1.18% 16.91%
2016-29.69%2.51%10.08%0.45%5.83%-3.43%8.68%0.85%-3.20%-13.29%4.57%-6.63%-26.84% 11.96%
20156.67%2.91%-3.81%-0.57%9.90%3.57%-2.49%-4.36%-9.91%2.20%13.66%-9.03%6.10% 1.38%
2014-0.05%0.98%-2.22%-10.84%-4.44%8.99%-7.98%5.88%-11.75%10.98%-8.90%7.36%-14.47% 13.69%
20136.33%0.28%8.47%5.94%-0.10%2.13%7.79%-0.04%7.16%3.77%5.64%4.03%64.61% 32.39%
20121.53%6.64%2.97%-1.83%-2.24%5.57%-0.94%1.00%12.02%-6.74%-5.28%2.73%14.88% 16.00%
20113.99%6.38%2.66%10.25%-1.64%-2.30%-2.42%10.65%-3.61%3.40%-1.19%4.35%33.51% 2.11%
2010-----0.61%-9.62%3.63%6.44%1.14%-1.15%5.21%5.50% 23.27% **
Returns greater than 5%
Returns less than -5%

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

HMF Top 5 Holdings


Symbol Name Current Price % Fund
MNTA Momenta Pharmaceuticals Inc $13.20 23.99%
DSW DSW Inc $22.53 19.18%
CCL Carnival Corporation $66.13 11.89%
NCLH Norwegian Cruise Line Holdings Ltd $54.69 11.19%
UA Under Armour Inc $12.07 9.17%
Total 75.42%

HMF Skill Metrics


Over the past years, Justin has invested in a total of 1265 stocks at one time or another and made money on 850 (67.19%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 67.19%
Trading Skills Avg. Gain/Loss Ratio 0.76

HMF Alpha/Beta


Alpha 10.54
Beta 0.94
R-Squared 24.86