"Pooled Fund (2016 URS)" Maiden Year 15.71% (net) Gain.

Realizing a solid 15.71% (net) yield, achieving an unprecedented performance, Fidelibus Lucrum is delighted to announce results of its maiden year "Pooled Fund (2016 URS)".

Data Grid

Comprehensively outperforming our benchmark S&P 500 Index (Total Return), and the Barclay Hedge Fund Index, as well as the much acclaimed Vanguard Dividend Growth Fund. The Vanguard Dividend Growth Fund was selected as a reference because it’s the one of the best performing funds available anywhere. The fund’s assets have nearly doubled during the last three years and it’s been so successful that Vanguard Is Closing This Incredibly Popular Fund to new Investors.

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 Fidelibus Lucrum results show the magnitude of the model developed outperforming its peers equally in down markets (January) as well as in up markets (February) right throughout the year.

Understanding The Statistics ?

Perf Stats2
Trading Statistics

209 Total trades, averaging 71.71% profitable trades.
16.28 Average days in trades.
154 (61.60%) Winning v 96 (38.40%) Losing days.
27.61% Bullish v 20.15% Neutral v 52.24% Bearish trades (of which 2.24% were hedging).
10 Profitable months out of 12 (See data above).
15.71% Year end gains (16.67% using the Unit valuation accounting system (time weighted return).
Account net lick % used, Max 80.80% v Min 35.60%

 R2 Grid3


Understanding The Statistics ?

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Logo Fidelibus Lucrum Sml 1The Manager, Fidelibus Lucrum, Pooled Investment Club.
31 December 2016. 10.36 Eastern.