• INCEPTION (08/26/2012)

  • 5 YRS
  • AVG. ANNUAL RETURN

  • 11.90%
  • S&P RETURN

  • 13.43%
(RMF) rgarga's Mutual Fund

RMF Growth of $10,000

RMF
RMF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec RMF YTD S&P YTD
20172.38%2.71%-0.76%-2.22%-5.22%5.01%2.17%-4.08%0.74%-2.69%2.51%2.85%2.86% 21.83%
20160.46%-1.61%4.99%-0.15%2.96%-0.93%2.24%-0.95%-1.74%-3.27%6.82%3.77%12.77% 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: 12/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec RMF YTD S&P TR YTD
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 $62.55 20.55%
PSX Phillips 66 $104.97 12.44%
USB US Bancorp $56.98 10.59%
VIAB Viacom Inc $33.76 10.20%
LBTYK Liberty Global PLC $34.89 9.40%
Total 63.18%

RMF Skill Metrics


Over the past years, Rahul has invested in a total of 28 stocks at one time or another and made money on 15 (53.57%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 53.57%
Trading Skills Avg. Gain/Loss Ratio 1.10

RMF Alpha/Beta


Alpha -1.15
Beta 0.87
R-Squared 51.21