• INCEPTION (05/12/2003)

  • 15 YRS
  • AVG. ANNUAL RETURN

  • 14.73%
  • S&P RETURN

  • 8.84%
(CSWF) Crossy Software Fund

CSWF Growth of $10,000

CSWF Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/19/2018

CSWF Month By Month (As Of: 12/11/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CSWF YTD S&P (TR) YTD
20183.32%-5.48%-5.98%3.48%5.39%-1.72%2.77%4.11%-5.56%-12.98%2.62%-2.77%-13.65% 0.19%
20171.65%2.26%0.83%4.45%0.80%1.56%1.37%3.08%7.67%5.27%5.05%7.93%50.48% 21.83%
2016-7.93%4.45%5.50%-1.30%4.14%-0.71%8.12%5.16%0.99%-4.66%7.46%-1.84%19.54% 11.96%
2015-4.29%5.23%1.42%-1.69%0.98%2.14%0.15%-3.44%-4.66%4.96%-6.44%-2.87%-8.92% 1.38%
2014-3.51%5.40%-4.06%-7.20%0.64%2.72%-3.48%4.19%-4.09%7.59%-1.25%-0.19%-4.26% 13.69%
20138.61%3.49%3.98%2.42%5.27%2.16%8.72%-2.54%5.72%1.86%1.91%4.61%56.61% 32.39%
201212.44%6.67%0.03%-0.34%-3.96%1.76%-0.12%1.43%3.14%-0.49%-1.18%1.73%22.14% 16.00%
20112.29%10.63%-1.67%2.28%0.53%-1.25%-3.94%-8.19%-7.33%11.10%-1.22%-2.42%-1.12% 2.11%
20100.47%7.01%6.51%4.55%-7.26%-6.36%7.36%1.21%12.95%8.52%4.26%11.15%60.45% 15.06%
2009-0.54%-8.67%9.46%10.48%8.43%7.08%10.84%0.27%5.13%0.44%-3.12%3.89%50.67% 26.46%
2008-8.70%0.82%-5.81%1.51%-0.88%-7.57%2.75%-1.38%-13.17%-18.84%-14.41%-3.73%-52.55% -37.00%
20073.18%1.56%4.19%7.13%0.29%0.65%-2.40%-3.98%3.60%6.22%-9.26%-2.29%7.96% 5.49%
20066.72%5.86%2.93%9.32%-8.96%-4.76%-9.80%2.80%-0.39%3.75%1.16%0.60%7.50% 15.79%
2005-0.62%1.29%-0.25%-12.26%-0.86%1.85%9.85%-3.07%5.49%-4.88%7.62%4.76%7.15% 4.91%
200411.10%3.83%1.58%-3.75%5.15%-2.52%-16.03%-3.18%6.45%-1.66%9.89%9.27%18.16% 10.88%
2003----10.91%11.17%5.86%9.94%3.29%23.61%3.97%3.73%97.60% 19.36%
Returns greater than 5%
Returns less than -5%