• INCEPTION (06/06/2004)

  • 13 YRS
  • AVG. ANNUAL RETURN

  • 12.84%
  • S&P RETURN

  • 6.25%
(CDSF) Crossys diversified Service Fund

CDSF Growth of $10,000

CDSF
CDSF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CDSF YTD S&P YTD
20175.60%6.37%-4.61%3.52%-1.81%5.27%-0.01%4.03%8.96%6.83%--38.81% 16.91%
2016-10.14%-2.17%6.45%4.04%6.34%-1.56%8.79%-1.98%1.80%-4.74%7.14%4.92%18.48% 11.96%
2015-2.32%10.81%1.77%-3.88%-0.23%3.03%-2.12%-2.82%-3.11%2.25%-5.98%-4.60%-8.01% 1.38%
2014-3.97%11.63%-5.87%-4.41%-1.24%5.65%-2.29%2.39%-3.09%7.25%1.34%-1.30%4.66% 13.69%
20134.10%1.22%10.50%7.85%14.94%2.39%13.56%-6.46%6.66%-2.97%-1.97%6.83%70.15% 32.39%
20124.02%4.27%2.20%-3.81%-0.60%-1.41%4.46%-3.95%4.26%3.12%-4.66%2.27%9.91% 16.00%
2011-3.04%2.53%2.56%4.32%2.69%-3.48%0.02%-9.16%-10.82%8.00%6.89%-0.11%-1.49% 2.11%
20104.15%4.31%9.81%1.87%-10.06%-12.28%7.40%1.03%6.81%9.59%3.44%7.17%34.99% 15.06%
2009-10.79%2.36%11.73%11.26%4.36%9.54%8.41%0.85%14.26%-9.33%10.41%8.29%75.74% 26.46%
2008-0.84%-3.65%0.92%7.34%1.10%-15.32%2.97%2.16%-11.95%-28.02%-13.56%10.57%-43.53% -37.00%
20071.44%3.12%-1.15%2.41%6.51%0.98%-0.11%-3.60%0.25%6.30%-11.09%3.03%7.05% 5.49%
20065.49%4.10%1.55%7.13%-9.36%-8.45%-4.40%0.45%-0.34%-0.82%1.90%5.19%0.87% 15.79%
2005-5.87%0.58%-1.86%-4.56%-0.20%0.11%5.45%1.43%10.44%-3.96%1.14%-1.94%-0.30% 4.91%
2004-----5.10%-9.67%-0.44%0.13%4.84%11.88%8.38%20.30% 7.34%
Returns greater than 5%
Returns less than -5%

CDSF Top 5 Holdings


Symbol Name Current Price % Fund
OSTK Overstock.Com Inc $54.25 13.93%
LYV Live Nation Entertainment Inc $45.36 8.96%
GTT GTT Communications Inc $39.15 8.50%
GRPN Groupon Inc $5.44 8.16%
IAC IAC/InterActiveCorp $124.45 7.37%
Total 46.92%

CDSF Skill Metrics


Over the past years, Marcus has invested in a total of 122 stocks at one time or another and made money on 55 (45.08%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 45.08%
Trading Skills Avg. Gain/Loss Ratio 3.42

CDSF Alpha/Beta


Alpha 3.54
Beta 1.23
R-Squared 56.45