• INCEPTION (02/07/2010)

  • 8 YRS
  • AVG. ANNUAL RETURN

  • 12.54%
  • S&P RETURN

  • 14.03%
(IMF) ivankollar's Mutual Fund

IMF Growth of $10,000

IMF Model
IMF Composite
S&P 500

IMF Month By Month (As Of: 07/13/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec IMF YTD S&P YTD
20182.17%-2.82%0.58%-0.75%2.87%-0.64%-3.98%------2.70% 5.86%
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%
20152.07%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%
20141.44%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%
20111.09%-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: 06/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec IMF YTD S&P TR YTD
20182.32%-2.67%3.23%-0.61%-0.14%-0.23%------1.80% 2.65%
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
DOG PrShs Sht Dow30 Shs $57.88 9.32%
MINT PIMCO ETF Shs PIMCO Enhanced Short Maturity Active $101.50 9.25%
VCSH Vng Shr-Tr Crp Shs $78.08 9.05%
SUB iSh ShrtTrm Nat Shs $105.31 9.01%
SDOW PrShs UlPrShD30 Shs $16.89 8.97%
Total 45.60%

IMF Skill Metrics


Over the past years, Ivan has invested in a total of 60 stocks at one time or another and made money on 44 (73.33%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 73.33%
Trading Skills Avg. Gain/Loss Ratio 1.40