• INCEPTION (08/02/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 10.37%
  • S&P RETURN

  • 6.79%
(bhcfx) Barnacle Health Care Fund

bhcfx Growth of $10,000

bhcfx
bhcfx Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec bhcfx YTD S&P YTD
20172.42%4.38%-0.66%1.41%-0.68%5.88%-2.40%0.73%-0.37%-3.99%--6.51% 16.91%
2016-6.71%-0.56%-0.03%3.52%2.80%-2.66%4.58%-3.14%-0.41%-9.34%1.81%-0.16%-10.71% 11.96%
20154.01%6.39%-0.98%4.83%-8.84%-8.99%-7.79%2.09%3.65%-0.70%12.43% 1.38%
20145.35%4.28%--1.49%1.83%-5.78%6.32%-1.09%8.98%2.43%-0.71%35.87% 13.69%
20136.36%0.97%3.16%2.15%2.32%1.55%13.00%-2.69%1.52%3.74%5.47%0.09%43.74% 32.39%
20121.12%2.72%1.38%-0.22%-5.56%9.73%-5.67%5.01%-4.10%-0.91%0.99%-0.65%2.83% 16.00%
20110.48%2.95%1.87%7.31%3.07%-2.05%0.13%-3.85%-6.80%10.98%2.63%1.93%18.92% 2.11%
2010-0.26%2.14%6.34%-0.64%-7.52%--0.72%-3.43%9.41%2.64%-1.64%6.17%11.91% 15.06%
2009-2.85%-12.68%5.21%3.25%5.16%4.36%7.51%1.25%3.40%-4.19%5.57%4.11%19.88% 26.46%
2008-2.64%1.31%-2.83%1.06%1.33%-1.37%3.84%1.58%-6.91%-12.90%-6.59%6.74%-17.44% -37.00%
20074.44%-1.48%3.65%3.34%0.51%-2.40%-1.68%2.00%1.65%-0.30%-1.92%-0.93%6.79% 5.49%
20065.93%-2.34%3.85%-3.04%-9.04%2.80%-2.07%1.67%1.12%1.58%2.76%2.64%5.07% 15.79%
2005-0.87%-1.25%-0.91%-2.22%3.50%-1.10%0.11%-0.69%-4.49%5.69%0.03%-0.35% 4.91%
20042.05%-1.37%-2.09%1.61%3.37%0.94%-3.34%0.90%0.37%-4.36%11.45%6.29%15.85% 10.88%
2003-------0.15%1.43%3.61%1.50%4.99%12.16% 14.32%
Returns greater than 5%
Returns less than -5%

bhcfx Top 5 Holdings


Symbol Name Current Price % Fund
TARO Taro Pharmaceutical Industries Ltd $113.19 17.49%
GILD Gilead Sciences Inc $72.44 13.76%
UTHR United Therapeutics Corp $123.02 12.86%
AMGN Amgen Inc $170.00 11.59%
BIIB Biogen Inc $313.97 9.91%
Total 65.60%

bhcfx Skill Metrics


Over the past years, The has invested in a total of 166 stocks at one time or another and made money on 101 (60.84%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 60.84%
Trading Skills Avg. Gain/Loss Ratio 1.48

bhcfx Alpha/Beta


Alpha 3.31
Beta 0.78
R-Squared 59.39