• INCEPTION (08/20/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 15.25%
  • S&P RETURN

  • 6.81%
(CWBF) Crossy's Wellbeing Fund

CWBF Growth of $10,000

CWBF
CWBF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec CWBF YTD S&P YTD
2017-2.63%0.78%5.02%1.04%2.16%1.04%-1.18%-2.65%3.71%-1.49%--5.64% 16.91%
2016-9.11%2.95%6.86%1.04%1.36%2.03%5.59%-0.17%-0.48%-3.95%6.95%1.99%14.85% 11.96%
2015-1.82%6.15%2.01%-3.93%0.56%2.19%-1.26%-7.60%-1.89%7.24%-1.38%-0.75%-1.38% 1.38%
2014-2.05%5.32%0.11%-2.38%0.29%1.38%-4.14%6.53%-3.96%7.99%-2.62%-1.29%4.37% 13.69%
20136.90%-3.26%3.76%0.40%3.92%-0.86%11.55%-3.93%5.46%6.37%-1.46%4.22%37.02% 32.39%
20125.61%3.77%1.44%1.36%-0.41%3.93%2.30%3.37%2.46%2.95%-0.66%-2.88%25.53% 16.00%
20110.87%2.23%6.56%1.64%3.43%1.39%0.52%-5.53%-7.44%11.06%-4.89%-1.78%6.81% 2.11%
2010-6.39%2.79%4.24%8.44%-4.92%-5.21%7.16%-1.78%11.08%3.58%-0.10%6.30%26.07% 15.06%
20090.88%-11.35%3.93%17.42%17.04%2.87%7.55%2.87%5.22%-0.84%4.04%7.55%69.72% 26.46%
2008-5.47%-2.57%-2.92%0.02%-3.01%-9.59%2.71%-0.19%-11.13%-19.90%-11.55%7.59%-45.55% -37.00%
20073.15%-0.57%5.89%4.36%2.79%2.38%-1.83%-5.84%-3.04%-2.55%-7.54%1.68%-2.08% 5.49%
200613.78%6.97%6.43%5.78%-2.10%2.72%-1.47%-0.99%-2.47%-1.94%-0.25%1.32%29.91% 15.79%
2005-2.50%-0.86%2.74%-7.02%-2.66%3.90%14.07%7.95%0.69%-7.78%5.71%4.52%17.97% 4.91%
20046.35%6.63%10.51%13.21%9.30%-4.98%-9.12%-4.01%0.46%1.15%3.30%9.40%47.63% 10.88%
2003-------0.55%0.83%10.70%5.69%6.91%26.81% 11.54%
Returns greater than 5%
Returns less than -5%

CWBF Top 5 Holdings


Symbol Name Current Price % Fund
XYL Xylem Inc $66.48 9.90%
COT Cott Corp $16.50 9.38%
NUS Nu Skin Enterprises Inc $63.33 8.57%
HY Hyster-Yale Materials Handling Inc $81.95 7.77%
DPS Dr Pepper Snapple Group Inc $87.12 7.08%
Total 42.70%

CWBF Skill Metrics


Over the past years, Marcus has invested in a total of 104 stocks at one time or another and made money on 49 (47.12%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 47.12%
Trading Skills Avg. Gain/Loss Ratio 3.52

CWBF Alpha/Beta


Alpha 6.89
Beta 0.98
R-Squared 45.99