• INCEPTION (05/08/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 15.80%
  • S&P RETURN

  • 9.26%
(EMF) Eugene's Mutual Fund

EMF Growth of $10,000

EMF Model
EMF Composite
S&P 500

EMF Month By Month (As Of: 04/20/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec EMF YTD S&P YTD
20188.08%0.14%-3.62%1.56%--------5.93% 0.44%
20174.91%1.85%0.22%2.43%2.50%0.07%2.32%2.14%0.91%2.97%0.86%-0.98%22.03% 21.83%
2016-3.86%-0.16%4.49%-2.71%2.53%-1.85%4.58%1.33%-0.33%0.55%0.91%2.07%7.41% 11.96%
20151.23%4.64%-2.73%1.50%2.60%-0.84%1.21%-4.38%-4.02%3.57%1.30%-2.64%0.97% 1.38%
2014-0.11%5.22%-3.69%0.79%2.40%2.40%-1.88%5.50%-4.88%-0.09%1.24%-3.48%2.85% 13.69%
20131.62%0.01%0.62%1.62%1.01%-2.92%5.63%0.71%2.41%3.23%2.72%1.37%19.32% 32.39%
20126.82%6.63%2.18%-1.86%-5.68%0.72%1.05%3.99%1.04%-2.89%-0.57%-3.62%7.22% 16.00%
2011-0.35%2.67%0.14%3.64%-2.84%-2.47%3.42%-4.93%-10.70%11.21%-3.59%-2.37%-7.50% 2.11%
2010-6.93%3.34%4.11%1.58%-5.18%-4.68%3.34%-5.23%7.89%6.19%2.44%5.09%11.06% 15.06%
2009-3.39%-3.47%9.83%9.02%13.19%-4.19%6.59%3.15%7.46%-1.95%5.71%1.23%50.10% 26.46%
2008-10.90%-4.61%-1.75%8.12%2.73%-7.59%-7.81%-0.96%-12.49%-13.81%-9.07%-1.02%-46.87% -37.00%
20077.72%-1.56%3.99%1.17%5.32%-0.53%0.73%1.47%7.35%6.75%-3.15%4.41%38.42% 5.49%
20069.99%-2.52%1.07%1.81%-6.00%3.10%-1.53%-1.21%4.07%7.04%6.20%-3.33%18.95% 15.79%
2005-8.06%0.90%-3.44%-3.66%8.29%7.59%5.84%-2.32%6.78%1.39%1.80%0.17%14.74% 4.91%
200415.82%8.41%11.51%-1.38%2.63%5.91%-6.38%-0.91%9.11%3.04%9.99%5.47%81.57% 10.88%
2003----4.39%3.83%8.42%5.21%-0.89%27.29%8.40%2.44%73.20% 20.51%
Returns greater than 5%
Returns less than -5%

EMF Composite Month By Month (As Of: 02/28/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec EMF YTD S&P TR YTD
20188.27%0.67%----------9.00% 1.83%
20175.08%1.91%0.30%2.55%2.61%0.33%2.74%2.22%1.46%3.16%1.00%-0.19%25.65% 21.83%
2016-3.84%-0.49%4.74%-2.50%2.71%-1.72%4.66%1.55%-0.15%0.68%1.10%2.02%8.70% 11.96%
20151.46%4.82%-2.56%1.60%2.78%-0.55%1.30%-4.22%-3.90%3.75%1.35%-2.55%2.82% 1.38%
20140.02%5.32%-3.67%0.96%2.66%2.56%-1.73%5.62%-4.70%0.46%1.33%-3.37%4.95% 13.69%
20131.73%0.20%0.95%2.88%1.35%-2.58%5.66%0.86%2.56%3.39%2.93%1.44%23.33% 32.39%
20127.27%6.76%2.45%-1.60%-5.54%0.54%1.00%4.16%1.20%-2.68%-0.40%-3.47%9.22% 16.00%
2011-0.09%2.82%0.24%3.70%-3.11%-2.16%3.55%-4.66%-9.72%11.10%-3.49%-2.09%-5.28% 2.11%
2010-5.53%3.53%4.40%1.25%-5.76%-3.67%3.63%-5.06%8.03%6.29%2.20%5.35%14.16% 15.06%
2009-3.77%-3.71%6.62%9.05%9.90%-2.37%7.14%2.20%6.64%-1.31%6.05%1.85%43.88% 26.46%
2008-------7.65%-1.25%-12.35%-13.21%-8.97%-0.78%-37.34% -27.87% **
Returns greater than 5%
Returns less than -5%

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

EMF Top 5 Holdings


Symbol Name Current Price % Fund
CME CME Group Inc $165.08 12.48%
NFLX Netflix Inc $327.77 11.35%
AAPL Apple Inc $165.72 10.50%
TSLA Tesla Inc $290.24 5.19%
SODA Sodastream International Ltd $95.95 4.84%
Total 44.35%

EMF Skill Metrics


Over the past years, Eugene has invested in a total of 233 stocks at one time or another and made money on 102 (43.78%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 43.78%
Trading Skills Avg. Gain/Loss Ratio 8.27