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Invest TodayINCEPTION (02/07/2010)
8 YRS
AVG. ANNUAL RETURN
13.46%
S&P RETURN
13.82%
(IMF) ivankollar's Mutual Fund
IMF Growth of $10,000
IMF Model
IMF Composite
S&P 500
IMF Month By Month (As Of: 05/24/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMF YTD | S&P YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 2.17% | -2.82% | 0.58% | -0.75% | 2.87% | - | - | - | - | - | - | - | 1.98% | 2.81% |
| 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% | 3.62% | 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% | -2.31% | -2.50% | 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: 04/30/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | IMF YTD | S&P TR YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 2.32% | -2.67% | 3.23% | -0.61% | - | - | - | - | - | - | - | - | 2.18% | -0.38% |
| 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% | 0.14% | 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
| Symbol | Name | Current Price | % Fund |
|---|---|---|---|
| SRTY | PSh UPr Rsl2000 Shs | $25.56 | 9.06% |
| MINT | PIMCO ETF Shs PIMCO Enhanced Short Maturity Active | $101.62 | 8.79% |
| SQQQ | ProShs UlPr QQQ Shs | $15.05 | 8.72% |
| VCSH | Vng Shr-Tr Crp Shs | $78.24 | 8.60% |
| SUB | iSh ShrtTrm Nat Shs | $104.74 | 8.50% |
| Total | 43.68% |