• INCEPTION (02/26/2017)

  • 0.73 YRS
  • AVG. ANNUAL RETURN

  • 18.73%
  • S&P RETURN

  • 12.76%
(AGIFX) Alternative Global Income Fund

AGIFX Growth of $10,000

AGIFX
AGIFX Composite
S&P 500

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


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%--9.81% 10.20%
Returns greater than 5%
Returns less than -5%

AGIFX Top 5 Holdings


Symbol Name Current Price % Fund
NVO Novo Nordisk Shs Sponsored American DepositReceipt $50.91 7.65%
TSM Taiwan Semicon Shs Sponsored American Deposit Rece $42.07 6.73%
LYB Lyondellbasell Industries N.V. $103.90 5.90%
STX Seagate Technology PLC $39.42 4.89%
WSM Williams-Sonoma Inc $45.78 4.47%
Total 29.63%

AGIFX Skill Metrics


Over the past years, The has invested in a total of 54 stocks at one time or another and made money on 38 (70.37%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 70.37%
Trading Skills Avg. Gain/Loss Ratio 1.61

AGIFX Alpha/Beta


Alpha -1.28
Beta 1.29
R-Squared 35.08