• INCEPTION (03/07/2011)

  • 6 YRS
  • AVG. ANNUAL RETURN

  • 14.67%
  • S&P RETURN

  • 10.00%
(HIDEV) Hagopian Institute Defense Extreme Value

HIDEV Growth of $10,000

HIDEV
HIDEV Composite
S&P 500

HIDEV Month By Month (As Of: 05/12/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HIDEV YTD S&P YTD
20172.33%4.53%-2.12%1.58%0.27%-------6.63% 7.58%
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%8.90%4.15%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: 04/29/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec HIDEV YTD S&P TR YTD
20172.50%4.75%-2.16%1.71%--------6.85% 7.16%
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.

HIDEV Top 5 Holdings


Symbol Name Current Price % Fund
EBS Emergent BioSolutions Inc $29.75 8.48%
HXL Hexcel Corporation $50.31 7.89%
KTOS Kratos Defense & Security Solutions Inc $10.28 7.85%
OA Orbital ATK Inc $98.89 7.42%
LMT Lockheed Martin Corp $278.36 7.13%
Total 38.77%

HIDEV Skill Metrics


Over the past years, Todd has invested in a total of 28 stocks at one time or another and made money on 25 (89.29%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 89.29%
Trading Skills Avg. Gain/Loss Ratio 1.28

HIDEV Alpha/Beta


Alpha 2.87
Beta 0.94
R-Squared 58.12