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Marcus Eder

IT-consultant

  • Aug 05, 2001
Funds
(CIAF) Crossy's Industry Analysis Fund
MODEL INCEPTION (08/05/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS 15.88% 7.80% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 12.76% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 20.22% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 7.15% 11.16% Fund has a 3 year track record.  
1 YR 38.22% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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(CDSF) Crossys diversified Service Fund
MODEL INCEPTION (06/06/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
13+ YRS 14.01% 9.07% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 16.67% 7.24% Beat the top performing mutual fund over 10 years.  
5 YRS 26.37% 16.37% Beat the top performing mutual fund over 5 years.  
3 YRS 21.86% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 66.07% 15.43% Beat the top performing mutual fund over 1 year.  
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(CEOF) Crossy's Energy Opportunity Fund
MODEL INCEPTION (09/04/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS 7.27% 8.40% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -2.63% 7.24% Fund has a 10 year track record.  
5 YRS -9.14% 16.37% Fund has a 5 year track record.  
3 YRS -6.82% 11.16% Fund has a 3 year track record.  
1 YR -1.19% 15.43% Fund has a 1 year track record.  
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(CFSF) Crossy Financial Services Fund
MODEL INCEPTION (06/14/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 11.40% 9.74% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.80% 7.24% Fund has a 10 year track record.  
5 YRS 17.73% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 14.36% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 33.00% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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(CLVF) Crossy's Lifesciences Value Fund
MODEL INCEPTION (01/24/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 17.33% 10.49% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 17.08% 7.24% Beat the top performing mutual fund over 10 years.  
5 YRS 22.85% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS -2.28% 11.16% Fund has a 3 year track record.  
1 YR 9.83% 15.43% Fund has a 1 year track record.  
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(CSWF) Crossy Software Fund
MODEL INCEPTION (05/12/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 17.30% 9.77% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 13.03% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 19.69% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 17.88% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 50.47% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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(CTCF) Crossy's Telecom Fund
MODEL INCEPTION (01/16/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 9.90% 8.93% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.72% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 20.64% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 15.63% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 6.57% 15.43% Fund has a 1 year track record.  
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(CTXF) Crossy Technology Fund
MODEL INCEPTION (04/01/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 15.36% 10.08% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.27% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 23.38% 16.37% Beat the 75th percentile of mutual funds over 5 years.  
3 YRS 25.38% 11.16% Beat the top performing mutual fund over 3 years.  
1 YR 44.41% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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(CWBF) Crossy's Wellbeing Fund
MODEL INCEPTION (08/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 15.49% 9.59% View Fund Stats Track Fund
RETURN PERIOD (As Of: 12/31/2017) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.65% 7.24% Beat the 75th percentile of mutual funds over 10 years.  
5 YRS 11.98% 16.37% Fund has a 5 year track record.  
3 YRS 7.18% 11.16% Fund has a 3 year track record.  
1 YR 8.70% 15.43% Fund has a 1 year track record.  
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Achievements
  • CDSF Beat the top performing mutual fund over 10 years.
    Dec 31, 2017
  • CDSF Beat the top performing mutual fund over 5 years.
    Dec 31, 2017
  • CDSF Beat the top performing mutual fund over 3 years.
    Dec 31, 2017
  • CDSF Beat the top performing mutual fund over 1 year.
    Dec 31, 2017

Crossys diversified Service Fund

CDSF | Fund Positions by Styles
Color Name Allocation Today
Micro Cap : Value 28.81% 0.18%
Micro Cap : Blend 22.68% -0.81%
Mid Cap : Growth 14.27% -0.09%
Unclassified Market Cap : Unclassified Style 14.16% -0.03%
Small Cap : Value 12.82% -0.79%
Large Cap : Blend 6.05% -1.51%
Mid Cap : Blend 1.08% 0.06%
Micro Cap : Growth 0.03% -30.32%
Small Cap : Blend 0.01% -1.12%
Small Cap : Growth 0.01% 0.11%
Large Cap : Value 0.00% -31.00%
Large Cap : Growth 0.00% -0.78%
CDSF | Price History
CDSF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Marcus Eder $5,975,173.92
Inception: Ticker Symbol: # of Securities:
June 06, 2004 CDSF 51
Description:

New Fund - Diversified Service Fund focuses on service industries, applying principles of industry analysis, group analysis. Doesn't invest in bigcaps, instead attempts to seek out material appreciation opportunities in micro-to-midcap company situations

CDSF | Turnover
Last Month 3.47%
Last 3 Months 21.66%
Last 6 Months 22.56%
Last 12 Months 45.14%
CDSF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 OSTK $1,167,033.90
2 GTT $613,526.82
3 RIOT $543,100.40
4 LYV $522,342.23
5 GV $439,192.61
Position Symbol Gains
1 EVLV -$185,275.26
2 IDXG -$177,187.88
3 NIHDQ -$112,582.60
4 ENG -$108,942.80
5 GDLN -$82,654.47
CDSF | Skill Metrics
All Positions
Winning % 42.19%
Avg. Gain/Loss Ratio 4.40
CDSF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Consumer Discretionary 34.39% -1.19%%
Technology 30.97% -5.59%%
Real Estate 12.30% 0.46%%
Industrials 8.64% -0.56%%
Unallocated 7.42% 11.49%%
Other 4.49% 0.00%%
Energy 1.61% -1.76%%
Health Care 0.07% 0.06%%
Financials 0.05% -7.69%%
CDSF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
CDSF 0.01% -1.31% -1.31% -1.31%
S&P 500 0.44% 5.11% 5.11% 5.11%
NASDAQ 0.55% 0.00% 0.00% 0.00%
CDSF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -1.25% 0.00% -1.25%
Last Month -0.55% 3.89% -4.44%
Last 3 Months 21.10% 8.69% 12.41%
Last 6 Months 42.31% 13.89% 28.42%
Last 12 Months 60.01% 25.12% 34.89%
Last 2 Years 121.54% 55.40% 66.14%
Last 3 Years 81.41% 45.98% 35.43%
Last 5 Years 205.65% 108.15% 97.50%
Last 10 Years 397.64% 158.32% 239.32%
Since Inception 497.49% 224.25% 273.24%
(Annualized) 14.01% 9.01% 5.00%
Data as of: 01/20/2018
CDSF | Alpha/Beta VS. S&P 500
Alpha 4.8%
Beta 1.23
R-Squared 0.54
CDSF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 LYV 307.19%
2 OSTK 289.36%
3 TRIP 245.95%
4 GTT 228.58%
5 RIOT 193.78%
Position Symbol Inception Return
1 PVSP -100.00%
2 BCBHF -96.89%
3 IDXG -95.82%
4 LOV -83.50%
5 PRGX -73.75%