• INCEPTION (08/05/2001)

  • 16 YRS
  • AVG. ANNUAL RETURN

  • 14.99%
  • S&P RETURN

  • 5.17%
(CIAF) Crossy's Industry Analysis Fund

CIAF Growth of $10,000

CIAF
CIAF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CIAF YTD S&P YTD
20172.96%0.37%-1.61%3.93%-5.34%4.03%-0.59%2.00%7.55%5.31%--19.51% 16.91%
2016-18.01%-2.23%7.85%4.33%0.53%-0.67%10.15%5.72%-1.69%-10.56%8.55%2.77%2.86% 11.96%
2015-1.86%11.43%4.14%-5.61%3.15%-1.23%-1.99%-9.58%-14.54%1.54%5.77%-2.89%-13.48% 1.38%
2014-4.17%11.49%2.69%-1.18%1.76%4.67%-4.44%6.46%-4.22%6.38%0.54%6.76%28.47% 13.69%
20135.59%-1.12%6.90%1.00%7.66%0.42%10.14%-4.39%13.09%3.26%1.43%4.56%58.93% 32.39%
201210.54%5.18%0.15%-5.14%-9.17%2.45%-3.64%0.39%5.12%-4.43%-1.31%4.41%2.94% 16.00%
20111.25%7.25%1.96%3.11%0.07%-3.08%-6.17%-11.80%-14.85%17.26%-4.26%-0.65%-12.98% 2.11%
2010-0.24%3.34%6.82%5.25%-11.18%-10.87%8.86%-0.12%9.67%11.53%7.46%9.54%43.62% 15.06%
2009-5.26%-2.98%5.96%29.54%12.61%-3.01%11.77%2.05%15.16%-11.49%7.84%10.02%90.07% 26.46%
2008-7.30%-0.81%4.51%9.41%11.14%-3.24%-8.16%-1.59%-20.72%-22.53%-19.68%7.35%-45.89% -37.00%
2007-2.10%0.04%-0.68%5.83%2.09%-1.23%-2.28%-5.48%2.23%-1.30%-12.70%-0.11%-15.65% 5.49%
200622.75%0.17%13.75%6.57%-7.45%-8.40%-4.53%5.42%-2.41%1.98%9.17%4.28%44.09% 15.79%
2005-5.63%14.13%-0.32%-7.86%16.88%6.20%17.48%3.91%11.19%-4.77%7.55%-1.70%67.77% 4.91%
20049.60%-0.74%-3.50%-10.04%1.33%4.23%-8.74%5.38%-1.66%-0.01%10.32%3.60%7.80% 10.88%
200311.46%0.81%-3.67%12.15%22.45%8.01%20.56%5.34%3.50%12.84%4.81%3.50%158.38% 28.68%
2002-0.32%-14.95%18.55%-7.73%-9.29%-13.95%-14.11%-4.35%-11.53%-0.20%12.49%-7.61%-45.43% -22.10%
2001--------5.41%-13.06%18.46%7.30%4.34%9.07% -3.81%
Returns greater than 5%
Returns less than -5%

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CIAF YTD S&P TR YTD
20173.10%0.58%-1.18%4.05%-5.07%4.11%-0.40%2.30%7.69%5.85%--22.39% 16.91%
2016-17.56%-1.99%7.79%3.90%0.61%-0.44%10.48%5.91%-1.05%-10.12%8.53%3.07%5.51% 11.96%
2015-1.04%12.02%4.46%-5.45%3.34%-1.28%-1.76%-9.41%-14.30%1.59%5.95%-2.74%-10.82% 1.38%
2014----1.75%4.90%-4.31%6.68%-3.72%6.62%0.70%6.14%19.55% 74.60% **
201211.26%5.34%0.80%-4.76%-8.14%2.53%-3.12%1.39%4.95%-5.09%-1.05%-2.60% 14.96%
20111.56%7.42%2.21%3.21%0.35%-2.52%-6.06%-11.58%-16.03%17.16%-3.85%-0.48%-11.97% 2.11%
20100.01%3.43%6.36%5.49%-10.75%-10.43%9.02%0.06%9.53%11.43%7.69%9.82%46.09% 15.06%
2009-4.52%-2.23%5.72%30.27%12.74%-2.81%10.79%1.69%15.08%-11.16%8.11%9.95%92.87% 26.46%
2008-8.44%-0.37%4.87%9.18%11.07%-2.64%-8.57%-1.07%-20.94%-23.31%-21.30%8.44%-47.14% -37.00%
2007---3.22%0.49%--2.07%-4.65%2.73%-1.19%---1.68% 5.49% **
Returns greater than 5%
Returns less than -5%

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

CIAF Top 5 Holdings


Symbol Name Current Price % Fund
OSTK Overstock.Com Inc $54.25 10.08%
FARO Faro Technologies Inc $51.85 6.96%
ITT ITT Inc $51.12 6.33%
RIOT Riot Blockchain Inc $8.12 5.87%
GRPN Groupon Inc $5.44 5.78%
Total 35.01%

CIAF Skill Metrics


Over the past years, Marcus has invested in a total of 453 stocks at one time or another and made money on 209 (46.14%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 46.14%
Trading Skills Avg. Gain/Loss Ratio 3.00

CIAF Alpha/Beta


Alpha 7.13
Beta 1.4
R-Squared 48.83