• INCEPTION (08/26/2012)

  • 5 YRS
  • AVG. ANNUAL RETURN

  • 10.11%
  • S&P RETURN

  • 14.78%
(RMF) rgarga's Mutual Fund

RMF Growth of $10,000

RMF Model
RMF Composite
S&P 500

RMF Month By Month (As Of: 07/13/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec RMF YTD S&P YTD
20186.66%-9.35%-2.64%-0.68%3.72%0.48%2.20%------0.42% 5.86%
20172.40%2.71%-0.76%-2.22%-5.22%5.01%2.17%-4.08%0.74%-2.69%2.51%2.85%2.88% 21.83%
20160.46%-1.61%4.99%-0.15%2.96%-0.93%2.24%-0.97%-1.74%-3.27%6.82%3.77%12.75% 11.96%
2015-6.80%5.84%-2.32%5.57%1.31%-0.81%0.76%-7.85%-3.96%5.59%1.10%-2.38%-5.01% 1.38%
2014-3.89%4.26%3.28%0.21%1.23%3.20%2.48%2.57%-0.15%-1.51%1.43%-0.42%13.13% 13.69%
20136.52%-0.02%5.65%-0.17%7.14%-2.94%5.42%-4.64%2.72%3.41%4.10%4.07%35.12% 32.39%
2012--------0.72%3.91%0.24%-2.88%5.07%5.52% 1.91%
Returns greater than 5%
Returns less than -5%

RMF Composite Month By Month (As Of: 06/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec RMF YTD S&P TR YTD
20186.86%-9.21%-2.80%-0.64%3.96%0.64%-------1.97% 2.65%
20172.79%2.87%-0.64%-2.09%-5.05%4.49%2.03%-3.89%0.90%-2.67%2.67%3.01%3.95% 21.83%
20161.18%-3.79%5.03%-0.07%2.97%-0.75%2.38%-0.85%-1.58%-3.15%7.13%3.94%12.50% 11.96%
2015---------5.74%1.31%-2.41%4.54% -1.28% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

RMF Top 5 Holdings


Symbol Name Current Price % Fund
WFC Wells Fargo & Co $56.57 19.51%
PSX Phillips 66 $111.06 13.81%
CBS CBS Corp $58.08 12.31%
GLIBA GCI Liberty Inc $46.88 11.93%
USB US Bancorp $51.22 9.99%
Total 67.56%

RMF Skill Metrics


Over the past years, Rahul has invested in a total of 31 stocks at one time or another and made money on 18 (58.06%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 58.06%
Trading Skills Avg. Gain/Loss Ratio 0.91