Performance Updates

Want to track the performance of this manager?

Click the button below to sign up to receive monthly performance updates by email.

Track Manager
Invest Today

Want more information on investing with this manager?

If you are interested in investing in one of Marcus Eder's funds. Click the link below to get started.

Invest Today

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
17+ YRS 14.37% 7.48% View Fund Stats Track Fund
RETURN PERIOD (As Of: 08/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 11.74% 10.85% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 12.80% 14.51% Beat the 50th percentile of mutual funds over 5 years.  
3 YRS 5.75% 16.10% Fund has a 3 year track record.  
1 YR 22.23% 19.66% Beat the 50th percentile of mutual funds over 1 year.  
Show Fund Strategy
Click Here to View More Information About This Fund.
(CDSF) Crossys diversified Service Fund
MODEL INCEPTION (06/06/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 12.15% 8.62% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CEOF) Crossy's Energy Opportunity Fund
MODEL INCEPTION (09/04/2001) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
17+ YRS 8.44% 8.05% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CFSF) Crossy Financial Services Fund
MODEL INCEPTION (06/14/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 9.60% 9.27% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CLVF) Crossy's Lifesciences Value Fund
MODEL INCEPTION (01/24/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 16.06% 9.98% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CSWF) Crossy Software Fund
MODEL INCEPTION (05/12/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 15.98% 9.31% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CTCF) Crossy's Telecom Fund
MODEL INCEPTION (01/16/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 9.64% 8.48% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CTXF) Crossy Technology Fund
MODEL INCEPTION (04/01/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 13.90% 9.62% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
(CWBF) Crossy's Wellbeing Fund
MODEL INCEPTION (08/20/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 14.90% 9.11% View Fund Stats Track Fund
Show Fund Strategy
Click Here to View More Information About This Fund.
Achievements
  • CLVF Beat the top performing mutual fund over 10 years.
    Aug 31, 2018
  • CTXF Beat the top performing mutual fund over 5 years.
    Aug 31, 2018
  • CSWF Beat the 75th percentile of mutual funds over 3 years.
    Aug 31, 2018
  • CEOF Beat the 75th percentile of mutual funds over 1 year.
    Aug 31, 2018

Crossy's Wellbeing Fund

CWBF | Fund Positions by Styles
Color Name Allocation Today
Small Cap : Growth 22.96% 0.34%
Micro Cap : Value 21.57% 3.48%
Small Cap : Value 19.69% 0.63%
Micro Cap : Blend 11.51% 1.54%
Mid Cap : Blend 10.93% -0.52%
Mid Cap : Growth 7.78% 1.74%
Small Cap : Blend 3.69% 0.65%
Large Cap : Blend 1.73% -0.24%
Unclassified Market Cap : Unclassified Style 0.13% -2.70%
Large Cap : Growth 0.00% 0.32%
Micro Cap : Growth 0.00% 0.12%
Mid Cap : Value 0.00% -1.94%
CWBF | Price History
CWBF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Marcus Eder $8,221,899.48
Inception: Ticker Symbol: # of Securities:
August 20, 2003 CWBF 51
Description:

New Fund - Wellness & "sins" like liquor

CWBF | Turnover
Last Month N/A
Last 3 Months 2.59%
Last 6 Months 2.89%
Last 12 Months 4.29%
CWBF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 FIZZ $1,350,391.24
2 LDL $912,615.68
3 NUS $851,481.42
4 AIRM $673,912.01
5 COT $622,279.35
Position Symbol Gains
1 YVR -$300,262.29
2 SNAK -$250,837.04
3 SKUL -$218,417.51
4 NUTR -$194,055.02
5 KDP -$166,740.38
CWBF | Skill Metrics
All Positions
Winning % 47.62%
Avg. Gain/Loss Ratio 3.11
CWBF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Industrials 34.08% 0.02%
Consumer Staples 22.10% 0.80%
Consumer Discretionary 21.80% 4.77%
Technology 8.96% 0.60%
Other 6.31% 2.09%
Utilities 3.44% -0.61%
Unallocated 3.30% 0.35%
Real Estate 0.02% 1.29%
Materials 0.00% 0.37%
Health Care 0.00% -14.41%
CWBF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
CWBF 0.00% 2.65% 7.90% 5.03%
S&P 500 0.28% 0.00% 0.00% 0.00%
NASDAQ -0.19% 0.00% 0.00% 0.00%
CWBF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days -0.43% 0.00% -0.43%
Last 30 Days 4.23% 1.10% 3.13%
Last 3 Months 7.89% 8.26% -0.37%
Last 6 Months 14.00% 14.53% -0.53%
Last 12 Months 6.57% 18.51% -11.94%
Last 2 Years 20.41% 0.00% 20.41%
Last 3 Years 39.43% 62.25% -22.82%
Last 5 Years 49.36% 93.08% -43.72%
Last 10 Years 308.39% 212.57% 95.82%
Since Inception 722.23% 299.33% 422.90%
(Annualized) 14.95% 9.59% 5.36%
Data as of: 09/29/2018
CWBF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
CWBF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 PBH 451.59%
2 FIZZ 369.51%
3 LDL 205.14%
4 XYL 190.08%
5 COT 119.10%
Position Symbol Inception Return
1 MDEX -99.98%
2 RXII -98.41%
3 FTFT -95.41%
4 LOV -86.97%
5 TEX -64.72%