• INCEPTION (06/27/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 14.97%
  • S&P RETURN

  • 6.99%
(GMF) glenbo_nj's Mutual Fund

GMF Growth of $10,000

GMF
GMF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GMF YTD S&P YTD
20177.25%1.44%4.35%1.42%9.84%-0.87%3.78%1.16%0.21%11.03%--46.46% 16.91%
2016-11.11%-1.58%7.95%3.05%8.15%-0.19%6.55%1.84%6.42%-2.10%1.00%2.48%22.92% 11.96%
20152.83%8.43%-5.90%6.89%4.55%-1.68%6.40%-2.46%-0.71%16.04%5.20%1.39%47.04% 1.38%
2014-5.59%4.14%-3.05%-4.69%2.60%6.13%-1.30%5.31%-3.66%-0.39%6.57%-4.02%0.94% 13.69%
20134.70%0.84%1.06%-0.28%2.30%-0.51%8.01%-5.99%8.13%7.11%3.16%1.96%33.94% 32.39%
201210.63%1.22%4.40%-1.33%-12.18%3.87%-7.03%4.56%0.10%-1.90%3.33%1.09%4.93% 16.00%
20114.79%3.22%-2.89%3.84%0.31%-3.26%0.56%-2.08%-3.02%3.26%-5.93%-2.49%-4.27% 2.11%
2010-10.96%4.99%8.50%0.45%-7.06%-8.21%3.42%-2.29%13.24%4.29%3.65%5.76%13.72% 15.06%
2009-2.10%0.18%15.83%14.24%3.89%1.88%6.35%-0.53%9.36%-0.63%7.04%4.48%76.63% 26.46%
2008-13.96%-4.60%-0.11%4.05%7.06%-11.88%-3.55%2.67%-10.91%-20.27%-14.53%7.78%-47.85% -37.00%
2007-1.55%0.67%-1.35%6.22%1.24%-2.16%4.65%3.28%4.35%0.95%-8.09%2.24%10.06% 5.49%
20066.13%-6.80%0.83%4.04%-11.40%0.95%-7.36%11.08%1.21%5.17%3.63%0.72%6.12% 15.79%
2005-10.58%4.78%-2.27%-7.00%12.69%-4.80%9.42%-1.26%3.38%-5.01%8.96%-1.56%3.99% 4.91%
20045.98%-3.62%2.96%-7.01%5.79%4.86%-12.31%-1.74%6.97%5.22%12.19%2.44%20.92% 10.88%
2003------1.21%5.73%8.20%-3.88%15.99%4.42%0.39%32.09% 14.94%
Returns greater than 5%
Returns less than -5%

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec GMF YTD S&P TR YTD
20177.38%1.52%4.49%2.22%10.41%-1.36%4.52%1.45%0.99%11.79%--51.80% 16.91%
2016------6.70%2.02%6.55%-1.91%1.19%2.64%18.16% 3.99% **
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
AMZN Amazon.com Inc $991.21 36.57%
NVDA NVIDIA Corp $190.31 21.07%
ADBE Adobe Systems Inc $152.99 11.29%
ISRG Intuitive Surgical Inc $359.70 3.19%
PAYX Paychex Inc $63.41 2.81%
Total 74.92%

GMF Skill Metrics


Over the past years, Glen has invested in a total of 34 stocks at one time or another and made money on 24 (70.59%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 70.59%
Trading Skills Avg. Gain/Loss Ratio 5.62

GMF Alpha/Beta


Alpha 4.41
Beta 1.2
R-Squared 61.43