• INCEPTION (06/14/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 10.29%
  • S&P RETURN

  • 6.97%
(CFSF) Crossy Financial Services Fund

CFSF Growth of $10,000

CFSF
CFSF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CFSF YTD S&P YTD
20173.58%2.05%-2.59%2.67%-2.88%3.73%3.76%-1.75%4.08%0.84%--13.95% 16.91%
2016-7.24%-2.75%5.87%4.86%0.28%-3.32%5.35%5.00%-0.53%-0.54%8.56%4.37%20.37% 11.96%
2015-3.14%4.49%-1.45%1.28%0.79%0.43%-1.25%-6.87%-1.76%4.33%-1.70%-1.38%-6.56% 1.38%
2014-0.61%2.62%2.41%-1.85%0.71%3.28%-0.85%3.20%-2.77%3.18%0.88%-0.97%9.35% 13.69%
20138.98%1.87%2.18%-0.95%4.13%-0.44%5.74%-1.74%4.36%2.58%2.40%4.25%38.28% 32.39%
201212.05%8.83%-2.13%0.67%-5.91%4.27%-0.29%6.33%2.50%-1.29%-0.24%2.59%29.39% 16.00%
20111.99%4.79%-1.90%0.69%-4.68%-4.22%-1.10%-10.16%-9.06%11.59%-1.20%1.56%-12.82% 2.11%
20101.72%5.72%5.21%5.31%-10.73%-9.40%2.10%-11.14%8.62%1.95%0.38%10.32%7.23% 15.06%
2009-6.47%-13.36%2.86%21.30%14.70%-0.10%-1.35%-1.84%3.93%-5.85%-1.54%3.12%11.47% 26.46%
2008-4.46%-3.90%-5.63%1.64%0.70%-11.40%5.72%1.24%-10.79%-19.46%-13.88%0.70%-47.60% -37.00%
20073.09%3.25%4.69%8.52%1.30%0.49%-6.24%-2.53%-0.70%-0.89%-5.56%-1.87%2.60% 5.49%
20067.55%-1.04%3.58%5.05%-0.41%-4.06%-1.21%9.25%6.28%1.03%6.88%4.40%43.09% 15.79%
2005-0.69%2.45%-1.61%-0.53%2.09%4.09%3.37%2.88%5.93%-2.38%8.06%2.71%29.14% 4.91%
200411.31%8.17%2.54%-8.17%-4.14%-1.55%-8.35%2.61%1.43%-2.12%10.30%5.03%15.74% 10.88%
2003------0.94%6.43%3.37%2.19%11.27%4.00%5.22%35.59% 13.56%
Returns greater than 5%
Returns less than -5%

CFSF Top 5 Holdings


Symbol Name Current Price % Fund
SBFG SB Financial Group Inc $17.29 9.84%
STT State Street Corp $92.40 9.15%
PBIB Porter Bancorp Inc $14.83 8.44%
RJF Raymond James Financial Inc $83.30 8.24%
SF Stifel Financial Corp $52.47 7.79%
Total 43.46%

CFSF Skill Metrics


Over the past years, Marcus has invested in a total of 203 stocks at one time or another and made money on 117 (57.64%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 57.64%
Trading Skills Avg. Gain/Loss Ratio 1.50

CFSF Alpha/Beta


Alpha 1
Beta 1.1
R-Squared 62.7