• INCEPTION (02/26/2017)

  • 0.89 YRS
  • AVG. ANNUAL RETURN

  • 29.37%
  • S&P RETURN

  • 21.17%
(AGIFX) Alternative Global Income Fund

AGIFX Growth of $10,000

AGIFX
AGIFX Composite
S&P 500

AGIFX Month By Month (As Of: 12/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AGIFX YTD S&P YTD
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 $54.86 8.57%
LYB Lyondellbasell Industries N.V. $115.15 6.29%
TSM Taiwan Semicon Shs Sponsored American Deposit Rece $42.18 6.04%
WSM Williams-Sonoma Inc $53.49 4.90%
STX Seagate Technology PLC $46.39 4.13%
Total 29.92%

AGIFX Skill Metrics


Over the past years, The has invested in a total of 57 stocks at one time or another and made money on 45 (78.95%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 78.95%
Trading Skills Avg. Gain/Loss Ratio 1.45

AGIFX Alpha/Beta


Alpha -2.72
Beta 1.5
R-Squared 49.02