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Invest TodayINCEPTION (03/05/2011)
9 YRS
AVG. ANNUAL RETURN
16.42%
S&P RETURN
12.02%
(HIBEV) Hagopian Institute BioMed Extreme Value
HIBEV Growth of $10,000
HIBEV Model*
HIBEV Composite
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018
HIBEV Model Month By Month (As Of: 07/02/2020)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIBEV YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | -8.03% | -0.66% | -11.38% | 15.50% | 1.50% | 0.96% | 1.34% | - | - | - | - | - | -2.89% | -2.13% |
| 2019 | 10.78% | 3.91% | -4.80% | -1.20% | -5.26% | 4.56% | -7.06% | 4.26% | -3.73% | 3.33% | 0.83% | -1.57% | 2.60% | 31.49% |
| 2018 | -4.52% | -5.24% | 0.18% | -0.90% | 8.72% | -0.51% | -0.54% | 4.92% | -4.15% | -15.48% | 8.73% | -0.94% | -11.53% | -4.38% |
| 2017 | 8.52% | 12.99% | 1.48% | -2.66% | -2.31% | 10.51% | 5.73% | 0.51% | 1.63% | -2.29% | -2.31% | -3.22% | 30.46% | 21.83% |
| 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% |
| 2015 | 5.24% | -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% |
| 2014 | 8.41% | 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% |
| 2013 | 6.02% | 5.05% | 7.82% | 0.88% | 1.05% | 1.87% | 14.62% | 5.99% | 9.66% | 2.56% | 15.81% | 7.12% | 111.31% | 32.39% |
| 2012 | 14.37% | 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: 12/31/2019)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | HIBEV YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 11.78% | 4.95% | -6.59% | -1.47% | -6.88% | 6.56% | -9.50% | 5.03% | -4.58% | 4.66% | 1.10% | -1.92% | 0.85% | 31.49% |
| 2018 | -4.26% | -5.29% | -0.52% | -0.85% | 9.80% | -0.94% | -0.15% | 5.52% | -3.98% | -18.68% | 10.56% | 0.75% | -10.85% | -4.38% |
| 2017 | 8.61% | 13.22% | 1.65% | -2.51% | -2.84% | 8.92% | 6.12% | 1.50% | 0.32% | -2.56% | -1.81% | -2.87% | 29.49% | 21.83% |
| 2016 | - | - | - | -0.06% | 3.55% | -9.03% | 9.25% | -4.31% | 7.42% | -14.78% | 5.34% | 0.14% | -4.95% | 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 (As Of: 07/06/2020)
| Symbol | Name | % Fund |
|---|---|---|
| INCY | INCYTE GENOMICS, ... | 19.12% |
| BMRN | BIOMARIN PHARMACE... | 8.44% |
| OMER | OMEROS CORP COM | 7.62% |
| CLLS | CELLECTIS S A SPO... | 6.50% |
| FLXN | FLEXION THERAPEUT... | 5.99% |
| Total | 47.67% |