• INCEPTION (02/26/2017)

  • 1 YRS
  • AVG. ANNUAL RETURN

  • 22.39%
  • S&P RETURN

  • 15.50%
(AGIFX) Alternative Global Income Fund

AGIFX Growth of $10,000

AGIFX Model
AGIFX Composite
S&P 500

AGIFX Month By Month (As Of: 06/14/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AGIFX YTD S&P YTD
20185.24%-5.85%-1.02%-0.39%4.35%4.68%------6.71% 5.02%
2017--0.66%1.98%1.56%-2.93%1.27%1.81%-0.35%4.58%2.32%5.92%4.06%21.03% 14.84%
Returns greater than 5%
Returns less than -5%

AGIFX Top 5 Holdings


Symbol Name Current Price % Fund
NVO Novo Nordisk Shs Sponsored American DepositReceipt $46.01 10.23%
SIG Signet Jewelers Ltd $53.90 9.46%
FL Foot Locker Inc $57.65 9.21%
LYB Lyondellbasell Industries N.V. $118.54 6.41%
CAKE Cheesecake Factory Inc $53.62 5.95%
Total 41.25%

AGIFX Skill Metrics


Over the past years, The has invested in a total of 62 stocks at one time or another and made money on 47 (75.81%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 75.81%
Trading Skills Avg. Gain/Loss Ratio 1.55