Personal Track Record
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- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Aug 09, 2010
Swaminathan Saikumar - View Profile
Personal Track Record
| Inception date | December 09, 2008 |
| Long/Short | Long only |
| Cap bias | No specific |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception December 09, 2008 | Member | DJIA |
|---|---|---|
| Month to date (%) | 3.79 | 3.57 |
| 3 month (%) | -0.24 | 5.84 |
| 1 year (%) | -4.87 | 6.41 |
| Annualized since inception (%) | 9.69 | 2.61 |
| Since inception (%) | 33.79 | n/a |
| Sharpe (annualized) | 0.65 | 0.11 |
| % of positive months | 60.53 | 59.46 |
Past performance is not indicative of future performance
Commentary - Latest Posts
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Good time to get into Fidelity Magellan? May 05, 2009
After the spectacular crash, I've been watching this for quite some time. The manager is significantly outperforming the market after the crash, compared to all other funds.
He has a good track record as a contrarian. This is probably a good time to get in, though this fund as a 1 star rating, after the crash.
- Industry Computer Software
- Expertise 5-10 years
- Year of Birth 1977
- Country United States
- State California
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- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.