• INCEPTION (01/24/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 16.82%
  • S&P RETURN

  • 7.73%
(CLVF) Crossy's Lifesciences Value Fund

CLVF Growth of $10,000

CLVF
CLVF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CLVF YTD S&P YTD
2017-0.71%5.99%-0.20%1.19%-3.40%6.83%-3.77%-2.41%10.33%-5.18%--7.76% 16.91%
2016-17.90%-3.67%-1.02%6.42%2.43%-3.63%11.76%0.42%3.06%-14.42%2.78%2.90%-13.91% 11.96%
20152.62%10.61%3.43%-7.59%8.11%2.19%7.27%-9.22%-20.42%-0.17%8.49%-1.89%-1.30% 1.38%
20149.92%7.98%1.86%-6.25%3.17%9.11%-6.50%5.26%1.99%6.96%2.01%14.92%60.60% 13.69%
20139.76%5.96%6.98%7.05%-2.77%0.81%11.33%-0.96%13.55%3.39%9.61%0.76%86.69% 32.39%
20124.43%-2.55%3.46%1.04%-6.21%7.21%9.72%2.08%2.52%-6.31%1.54%1.63%18.76% 16.00%
2011-0.28%5.98%7.70%6.78%0.57%-3.28%-7.55%-7.07%-7.36%10.18%-0.87%7.82%10.80% 2.11%
2010-2.02%-3.14%4.81%1.48%-7.71%-7.49%-0.85%-0.54%10.77%8.36%2.85%9.39%14.77% 15.06%
2009-3.85%-2.83%4.44%6.59%14.67%9.09%9.30%4.70%9.14%-8.12%2.05%11.18%69.40% 26.46%
2008-6.36%-3.04%-5.88%2.79%4.43%-8.42%6.67%0.41%-11.00%-18.07%-12.38%17.56%-32.41% -37.00%
20075.59%-2.18%0.26%2.19%3.43%-1.41%-5.72%-1.07%0.74%3.43%-7.09%1.75%-0.86% 5.49%
20069.60%-3.81%3.67%-1.53%-6.86%-4.69%-7.61%7.16%3.38%5.48%9.89%0.44%13.83% 15.79%
2005-2.91%-4.85%-4.93%-4.68%5.11%4.20%3.59%8.12%0.31%-4.42%4.36%1.20%3.98% 4.91%
200414.55%-2.45%-2.39%-4.71%-6.24%-3.77%-15.60%-0.98%-0.68%-4.17%0.87%16.63%-12.25% 10.88%
2003-1.12%-2.99%4.54%16.36%23.35%12.76%2.12%3.16%11.13%6.26%-0.65%4.72%110.06% 31.32%
Returns greater than 5%
Returns less than -5%

CLVF Top 5 Holdings


Symbol Name Current Price % Fund
MZRTF Mazor Robotics Ltd $30.12 8.18%
SPPI Spectrum Pharmaceuticals Inc $19.86 6.59%
LCI Lannett Co Inc $23.55 5.92%
CDXS Codexis Inc $5.85 5.41%
AXGN AxoGen Inc $23.15 4.89%
Total 30.98%

CLVF Skill Metrics


Over the past years, Marcus has invested in a total of 244 stocks at one time or another and made money on 111 (45.49%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 45.49%
Trading Skills Avg. Gain/Loss Ratio 2.84

CLVF Alpha/Beta


Alpha 7.18
Beta 1.12
R-Squared 36.04