• INCEPTION (12/10/2014)

  • 3 YRS
  • AVG. ANNUAL RETURN

  • 24.27%
  • S&P RETURN

  • 12.04%
(AMF) adevkota's Mutual Fund

AMF Growth of $10,000

AMF Model
AMF Composite
S&P 500

AMF Month By Month (As Of: 08/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AMF YTD S&P YTD
20186.13%-0.82%1.48%4.95%9.68%2.99%-2.75%3.71%----27.71% 9.94%
20172.80%3.74%4.12%3.68%0.20%-0.26%9.02%0.43%0.63%0.97%-0.11%1.03%29.18% 21.83%
2016-0.58%2.80%1.67%2.87%-3.37%6.34%3.35%-2.74%5.29%2.69%-1.14%-0.87%16.97% 11.96%
20150.40%6.43%3.54%-2.90%0.47%3.17%7.82%-4.45%-3.21%5.32%1.74%-1.47%17.22% 1.38%
2014------------0.20%-0.20% 1.73%
Returns greater than 5%
Returns less than -5%

AMF Composite Month By Month (As Of: 07/31/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec AMF YTD S&P TR YTD
20186.51%-1.31%1.11%3.43%9.82%3.49%-2.51%-----21.80% 6.47%
2017---3.82%0.27%0.07%9.15%0.29%0.61%1.05%0.05%0.97%17.12% 13.70% **
Returns greater than 5%
Returns less than -5%

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

AMF Top 5 Holdings


Symbol Name Current Price % Fund
MA Mastercard Inc $221.90 8.39%
ULTA Ulta Beauty Inc $280.77 7.53%
ADBE Adobe Systems Inc $260.88 7.04%
CRM Salesforce.com Inc $155.52 6.69%
MSFT Microsoft Corp $114.26 6.26%
Total 35.91%

AMF Skill Metrics


Over the past years, Aalok has invested in a total of 105 stocks at one time or another and made money on 60 (57.14%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 57.14%
Trading Skills Avg. Gain/Loss Ratio 3.34