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Eugene Groysman

Sr. Business Analyst - Investment Analyst

  • May 08, 2003
Investment Strategy

Eugene was born in Kiev, Ukraine and emigrated with his family in 1979. Eugene holds two Masters degrees from University of Wisconsin Milwaukee, an MBA and a Masters in Financial Analysis. Currently Eugene works for Northwestern Mutual in the Managed Investment Department.


Funds
(EEF) Eastern European Fund
MODEL INCEPTION (06/24/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 6.18% 9.25% View Fund Stats Track Fund
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(EMF) Eugene's Mutual Fund
MODEL INCEPTION (05/08/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 15.80% 9.26% View Fund Stats Track Fund
RETURN PERIOD (As Of: 03/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 5.97% 7.24% Fund has a 10 year track record.  
5 YRS 10.62% 16.37% Fund has a 5 year track record.  
3 YRS 10.34% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 18.61% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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(HYF) High Yield Fund
MODEL INCEPTION (06/29/2012) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
5+ YRS 1.71% 14.67% View Fund Stats Track Fund
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(NAF) New Area Fund
MODEL INCEPTION (03/17/2009) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
9+ YRS 10.64% 16.62% View Fund Stats Track Fund
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(SWL) Stock Watch List
MODEL INCEPTION (11/10/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 6.45% 8.83% View Fund Stats Track Fund
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Achievements
  • EMF Beat the 50th percentile of mutual funds over 3 years.
    Mar 31, 2018
  • EMF Beat the 50th percentile of mutual funds over 1 year.
    Mar 31, 2018
Articles

Eugene's Mutual Fund

EMF | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 54.31% -1.52%
Large Cap : Value 18.03% 0.20%
Large Cap : Blend 12.37% -0.83%
Unclassified Market Cap : Unclassified Style 8.46% -0.24%
Small Cap : Blend 3.89% 2.51%
Mid Cap : Value 3.15% -1.52%
Micro Cap : Growth 2.19% -0.85%
EMF | Price History
EMF | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Eugene Groysman $8,978,104.90
Inception: Ticker Symbol: # of Securities:
May 08, 2003 EMF 23
Description:

Aggressive growth, complimented by long term gains.

EMF | Turnover
Last Month 2.75%
Last 3 Months 4.91%
Last 6 Months 9.1%
Last 12 Months 14.09%
EMF | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 CME $1,827,204.03
2 AAPL $1,701,221.29
3 NFLX $1,470,761.42
4 AAXN $1,030,603.61
5 GOOGL $436,667.47
Position Symbol Gains
1 GTATQ -$188,594.61
2 BRCM -$147,771.05
3 DS -$102,376.54
4 FTR -$100,662.41
5 QMCQF -$67,509.37
EMF | Skill Metrics
All Positions
Winning % 43.78%
Avg. Gain/Loss Ratio 8.27
EMF | Fund Positions by Sectors and Industries
Color Name Allocation Today
Technology 44.10% -1.25%
Financials 30.00% 0.28%
Consumer Discretionary 18.43% -2.38%
Health Care 3.16% -0.99%
Unallocated 2.30% -1.28%
Industrials 2.24% -0.29%
Materials 2.17% -0.17%
EMF | Recent Returns vs Major Indexes
Beating Today MTD QTD YTD
EMF 0.00% 1.62% 1.62% 6.01%
S&P 500 -0.85% 1.11% 1.11% 0.00%
NASDAQ -1.27% 0.00% 0.00% 0.00%
EMF | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last 7 Days 0.16% 0.54% -0.38%
Last 30 Days -2.60% -1.42% -1.18%
Last 3 Months -0.66% -4.52% 3.86%
Last 6 Months 7.30% 4.69% 2.61%
Last 12 Months 19.67% 15.59% 4.08%
Last 2 Years 37.80% 32.31% 5.49%
Last 3 Years 32.91% 35.57% -2.66%
Last 5 Years 77.16% 90.53% -13.37%
Last 10 Years 68.60% 140.77% -72.17%
Since Inception 797.77% 294.43% 503.34%
(Annualized) 15.80% 9.61% 6.19%
Data as of: 04/20/2018
EMF | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
EMF | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 CME 792.24%
2 AAPL 476.65%
3 SODA 349.83%
4 GOOGL 265.25%
5 NFLX 209.50%
Position Symbol Inception Return
1 QMCQF -55.72%
2 JBL -9.99%
3 NVDA -2.25%
4 ALL -0.99%
5 BKNG -0.27%