• INCEPTION (02/26/2017)

  • 0.89 YRS
  • AVG. ANNUAL RETURN

  • 22.45%
  • S&P RETURN

  • 21.17%
(AGGFX) Alternative Global Growth Fund

AGGFX Growth of $10,000

AGGFX
AGGFX Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AGGFX YTD S&P YTD
2017--0.96%-0.14%2.40%0.66%3.55%2.64%-0.84%2.46%1.04%3.14%0.65%15.46% 14.84%
Returns greater than 5%
Returns less than -5%

AGGFX Top 5 Holdings


Symbol Name Current Price % Fund
CSTE Caesarstone Ltd $25.35 11.34%
KORS Michael Kors Holdings Limited $63.82 9.97%
GILD Gilead Sciences Inc $78.10 6.60%
REGN Regeneron Pharmaceuticals Inc $368.65 5.93%
BIIB Biogen Inc $336.36 5.22%
Total 39.06%

AGGFX Skill Metrics


Over the past years, The has invested in a total of 76 stocks at one time or another and made money on 57 (75.00%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 75.00%
Trading Skills Avg. Gain/Loss Ratio 1.24

AGGFX Alpha/Beta


Alpha -4.27
Beta 1.29
R-Squared 73.38