• INCEPTION (03/05/2011)

  • 6 YRS
  • AVG. ANNUAL RETURN

  • 28.59%
  • S&P RETURN

  • 10.13%
(HIBEV) Hagopian Institute BioMed Extreme Value

HIBEV Growth of $10,000

HIBEV
HIBEV Composite
S&P 500

HIBEV Month By Month (As Of: 05/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HIBEV YTD S&P YTD
20178.52%12.99%1.48%-2.66%-2.31%-------18.33% 8.66%
2016-9.78%-4.52%-2.17%-0.35%3.47%-9.57%9.09%-4.42%7.36%-14.75%5.53%-0.48%-21.24% 11.96%
20155.24%-0.87%-2.15%-5.77%21.38%1.91%8.11%-9.48%-10.96%8.83%2.77%-1.95%13.70% 1.38%
20148.41%10.33%-9.02%1.54%4.09%7.16%-8.13%9.44%-3.60%7.12%1.01%-3.27%25.02% 13.69%
20136.02%5.05%7.82%0.87%1.05%1.87%14.62%5.99%9.66%2.56%15.81%7.12%111.31% 32.39%
201214.37%8.13%-0.19%9.39%-10.63%4.12%4.87%3.99%11.85%-13.10%3.89%-5.27%31.09% 16.00%
2011--6.36%-3.22%-2.35%0.12%3.13%-2.06%-6.86%3.73%7.64%11.27%17.63% -3.13%
Returns greater than 5%
Returns less than -5%

HIBEV Composite Month By Month (As Of: 05/30/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HIBEV YTD S&P TR YTD
20178.61%13.22%1.65%-2.51%-2.84%-------18.40% 8.66%
2016----0.06%3.55%-9.03%9.25%-4.31%7.42%-14.78%5.08%0.14%-5.20% 10.04% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

HIBEV Top 5 Holdings


Symbol Name Current Price % Fund
FLXN Flexion Therapeutics Inc $21.82 16.76%
ICPT Intercept Pharmaceuticals Inc $130.70 10.28%
GWPH GW Pharmaceuticals Shs Sponsored American Deposit $102.75 10.04%
BMRN Biomarin Pharmaceutical Inc $93.65 6.63%
CLLS Cellectis Shs Sponsored American Deposit Receipt R $25.00 6.50%
Total 50.21%

HIBEV Skill Metrics


Over the past years, Todd has invested in a total of 48 stocks at one time or another and made money on 33 (68.75%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 68.75%
Trading Skills Avg. Gain/Loss Ratio 2.33

HIBEV Alpha/Beta


Alpha 2.95
Beta 1.03
R-Squared 14.43