• INCEPTION (06/29/2012)

  • 5 YRS
  • AVG. ANNUAL RETURN

  • 2.17%
  • S&P RETURN

  • 14.88%
(HYF) High Yield Fund

HYF Growth of $10,000

HYF Model
HYF Composite
S&P 500

HYF Month By Month (As Of: 06/20/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HYF YTD S&P YTD
2018-3.74%-2.23%3.03%1.41%1.58%0.37%------0.26% 4.46%
20171.96%2.94%0.43%4.60%-0.35%0.34%1.59%1.23%0.39%-2.18%-0.35%0.27%11.25% 21.83%
2016-0.51%3.74%1.98%1.65%1.90%1.04%3.08%1.18%-0.99%1.18%1.09%-1.28%14.85% 11.96%
2015-2.53%2.57%0.44%1.77%-2.48%-6.76%1.52%-3.70%-3.58%-0.54%4.71%-3.89%-12.33% 1.38%
20147.17%4.49%-2.26%3.51%2.14%-0.57%0.03%2.50%-8.54%7.71%3.19%-2.90%16.45% 13.69%
201311.14%-0.49%1.29%2.85%-11.00%-5.90%-0.88%-3.26%1.83%1.44%-2.62%-0.49%-7.40% 32.39%
2012------2.35%0.25%-0.43%-1.32%-3.03%-4.00%-6.14% 5.95%
Returns greater than 5%
Returns less than -5%

HYF Top 5 Holdings


Symbol Name Current Price % Fund
AGNC AGNC Investment Corp $18.91 12.87%
MFA MFA Financial Inc $7.84 8.21%
TWO Two Harbors Investment Corp $16.18 6.10%
MTGE MTGE Investment Corp $20.05 6.07%
ANH Anworth Mortgage Asset Corp $5.16 5.90%
Total 39.17%

HYF Skill Metrics


Over the past years, Eugene has invested in a total of 20 stocks at one time or another and made money on 6 (30.00%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 30.00%
Trading Skills Avg. Gain/Loss Ratio 1.18