• INCEPTION (03/07/2011)

  • 7 YRS
  • AVG. ANNUAL RETURN

  • 15.98%
  • S&P RETURN

  • 11.75%
(HIDEV) Hagopian Institute Defense Extreme Value

HIDEV Growth of $10,000

HIDEV Model*
HIDEV Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

HIDEV Month By Month (As Of: 11/08/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HIDEV YTD S&P (TR) YTD
20185.64%0.02%-2.01%-1.30%4.11%-2.97%5.11%3.40%1.94%-8.57%6.28%-11.13% 0.98%
20172.33%4.52%-2.12%1.58%3.35%0.74%3.28%3.75%5.94%2.03%0.25%0.41%29.07% 21.83%
2016-1.42%-3.28%3.37%4.15%0.62%1.25%4.69%0.36%0.79%-3.02%10.54%0.34%19.11% 11.96%
20150.74%6.20%-0.02%-2.77%-1.20%-3.01%3.47%-3.87%-2.19%8.59%1.51%-2.58%4.13% 1.38%
20143.21%2.86%0.57%-0.33%0.16%0.45%-1.56%4.74%0.74%2.31%0.61%-0.62%13.78% 13.69%
2013-1.45%1.87%9.10%3.95%1.05%1.87%9.35%0.88%4.08%2.92%6.14%6.70%56.86% 32.39%
20124.11%3.96%-0.03%-0.25%-7.23%4.18%-2.05%4.28%-0.56%2.29%2.44%1.88%13.10% 16.00%
2011--1.41%-1.76%0.77%2.68%-5.53%-6.63%-14.02%5.47%3.11%2.49%-12.87% -2.32%
Returns greater than 5%
Returns less than -5%

HIDEV Composite Month By Month (As Of: 04/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HIDEV YTD S&P (TR) YTD
20186.47%0.22%-1.85%-1.12%--------3.56% -0.38%
20172.50%4.75%-2.16%1.71%3.50%0.75%3.47%3.93%6.04%2.19%0.42%0.56%31.11% 21.83%
2016----0.72%1.41%4.18%0.56%0.97%-2.80%10.76%0.75%17.19% 8.10% **
Returns greater than 5%
Returns less than -5%

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