• INCEPTION (03/17/2009)

  • 9 YRS
  • AVG. ANNUAL RETURN

  • 10.64%
  • S&P RETURN

  • 16.62%
(NAF) New Area Fund

NAF Growth of $10,000

NAF Model
NAF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec NAF YTD S&P YTD
20185.54%-2.67%-4.55%0.31%---------1.65% 0.44%
20170.43%4.29%-3.02%-0.07%-1.14%4.86%1.94%-2.73%4.84%2.04%1.73%0.96%14.61% 21.83%
2016-9.89%-4.82%3.42%5.30%0.48%-7.41%4.05%5.11%-1.98%3.20%12.99%3.55%12.49% 11.96%
2015-8.22%8.08%-1.37%0.91%1.49%-1.89%1.04%-6.24%-2.27%4.00%0.92%-2.80%-7.13% 1.38%
2014-2.48%1.34%0.21%-2.30%-0.91%0.32%-0.72%2.22%-0.64%0.96%1.32%0.84%0.04% 13.69%
20133.66%-1.32%0.32%2.13%2.82%-3.59%5.04%-2.08%1.21%1.13%3.74%0.17%13.65% 32.39%
20128.97%6.92%5.27%-3.47%-10.62%0.11%-1.60%3.97%3.67%1.94%-0.23%3.42%18.18% 16.00%
2011-1.69%4.21%0.51%2.24%-3.25%-3.10%0.23%-5.74%-11.94%12.88%-4.72%-0.26%-11.92% 2.11%
2010-3.99%5.06%7.69%1.61%-8.39%-8.76%8.73%-6.93%7.76%4.62%0.08%7.42%13.15% 15.06%
2009---0.07%18.64%12.01%-2.65%9.05%10.61%3.77%-4.88%3.61%-0.24%59.12% 42.82%
Returns greater than 5%
Returns less than -5%

NAF Top 5 Holdings


Symbol Name Current Price % Fund
C Citigroup Inc $70.00 13.92%
LNC Lincoln National Corp $71.58 11.38%
BAC Bank of America Corp $30.26 10.83%
JPM JPMorgan Chase & Co $111.47 10.19%
USB US Bancorp $50.43 9.02%
Total 55.35%

NAF Skill Metrics


Over the past years, Eugene has invested in a total of 46 stocks at one time or another and made money on 33 (71.74%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 71.74%
Trading Skills Avg. Gain/Loss Ratio 2.18