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Invest TodayINCEPTION (02/07/2010)
10 YRS
AVG. ANNUAL RETURN
5.03%
S&P RETURN
11.18%
(IMF) ivankollar's Mutual Fund
IMF Growth of $10,000
IMF Model*
IMF Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018
IMF Model Month By Month (As Of: 03/23/2020)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.40% | -11.93% | -34.02% | - | - | - | - | - | - | - | - | - | -41.65% | -30.43% |
| 2019 | -8.77% | -3.40% | -0.56% | -3.76% | -8.70% | 8.71% | 1.31% | -3.30% | 2.04% | 3.48% | 4.08% | 3.80% | -6.43% | 31.49% |
| 2018 | 2.17% | -2.82% | 0.63% | -0.79% | 2.87% | -0.64% | -3.56% | -4.15% | -0.61% | 7.56% | -1.20% | 8.96% | 7.80% | -4.38% |
| 2017 | -2.02% | 2.13% | 0.34% | 1.33% | 0.98% | -0.58% | 2.49% | 0.93% | -0.81% | -2.93% | 0.64% | -0.21% | 2.16% | 21.83% |
| 2016 | -4.78% | 1.12% | 7.57% | 0.76% | 1.47% | 0.06% | -3.73% | -1.99% | -1.45% | -2.74% | 2.52% | 1.40% | -0.39% | 11.96% |
| 2015 | 2.07% | 8.04% | 0.76% | -1.45% | -5.38% | -2.49% | 1.24% | -6.81% | 4.87% | 0.24% | 0.19% | 1.39% | 1.78% | 1.38% |
| 2014 | 1.44% | 6.37% | 4.23% | 10.82% | -2.68% | 3.67% | 1.69% | -5.13% | 1.77% | 1.08% | 3.62% | -1.91% | 26.82% | 13.69% |
| 2013 | -0.92% | 0.59% | 3.61% | 1.26% | 3.04% | -2.25% | 6.87% | -2.85% | 5.31% | 4.25% | 3.99% | 2.98% | 28.58% | 32.39% |
| 2012 | -2.97% | -3.15% | -2.65% | -0.20% | 3.89% | 4.55% | -1.29% | -3.11% | -1.82% | 2.30% | -1.40% | -1.26% | -7.26% | 16.00% |
| 2011 | 1.09% | -1.18% | 4.46% | 0.05% | -0.64% | 8.77% | 1.65% | 12.21% | 3.49% | 10.35% | 2.17% | 1.76% | 52.82% | 2.11% |
| 2010 | - | 3.68% | 6.16% | 2.75% | -2.32% | -2.48% | 4.57% | -2.17% | 6.43% | -1.70% | -0.40% | 1.76% | 16.86% | 20.17% |
Returns greater than 5%
Returns less than -5%
IMF Composite Month By Month (As Of: 12/31/2019)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | -8.47% | -3.28% | -0.53% | -3.75% | -8.70% | 8.72% | 1.33% | -3.30% | 2.05% | 3.50% | 4.15% | 3.85% | -5.81% | 31.49% |
| 2018 | 2.32% | -2.67% | 3.23% | -0.61% | -0.14% | -0.23% | -3.33% | -3.82% | -0.15% | 7.60% | -1.17% | 8.96% | 9.50% | -4.38% |
| 2017 | -2.96% | 2.27% | 0.50% | 1.48% | 1.15% | -0.43% | 2.52% | 1.12% | -0.31% | -2.74% | 1.26% | -0.08% | 3.67% | 21.83% |
| 2016 | -4.63% | 1.35% | 7.74% | -1.00% | 1.48% | 0.55% | -3.66% | -1.71% | -1.30% | -2.60% | 2.93% | 1.59% | 0.13% | 11.96% |
| 2015 | - | - | - | - | -4.95% | -2.34% | 1.40% | -6.64% | 4.85% | 0.94% | 1.42% | -2.38% | -7.92% | -1.79% ** |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
IMF Top 5 Holdings (As Of: 03/24/2020)
| Symbol | Name | % Fund |
|---|---|---|
| QQQ | POWERSHARES QQQ T... | 13.70% |
| VCSH | VANGUARD SHORT-TE... | 12.04% |
| SUB | ISHARES S&P SHORT... | 11.76% |
| SPY | SPDR S&P 500 TRUST | 11.57% |
| TQQQ | PROSHARES ULTRAPR... | 8.94% |
| Total | 58.01% |