Performance Updates
Want to track the performance of this manager?
Click the button below to sign up to receive monthly performance updates by email.
Track ManagerInvest Today
Want more information on investing with this manager?
If you are interested in investing in one of Dave Woloch's funds. Click the link below to get started.
Invest TodayINCEPTION (05/03/2001)
17 YRS
AVG. ANNUAL RETURN
-3.30%
S&P RETURN
6.88%
(DMF) dwoloch's Mutual Fund
DMF Growth of $10,000
DMF Model
DMF Composite
S&P 500
DMF Month By Month (As Of: 07/13/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DMF YTD | S&P YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 0.64% | -5.26% | -2.32% | 2.64% | 3.74% | 0.76% | 3.15% | - | - | - | - | - | 3.07% | 5.86% |
| 2017 | 5.07% | 0.25% | -3.64% | -4.60% | -1.64% | 6.67% | 1.56% | -0.12% | 3.41% | -10.72% | 1.40% | 6.10% | 2.36% | 21.83% |
| 2016 | -14.38% | 0.41% | 6.64% | 10.88% | -1.97% | 4.01% | 3.90% | 1.12% | 9.20% | -0.10% | 2.50% | -0.51% | 21.15% | 11.96% |
| 2015 | 1.67% | 5.02% | -9.16% | 17.35% | 1.19% | 2.18% | -5.93% | -2.18% | -10.12% | 7.18% | 2.52% | -4.59% | 2.03% | 1.38% |
| 2014 | -4.18% | 3.99% | -3.33% | -3.90% | 1.65% | 1.71% | -0.72% | 1.55% | -0.79% | -3.44% | -3.17% | -5.81% | -15.70% | 13.69% |
| 2013 | -3.49% | -1.96% | -3.27% | -2.73% | 0.18% | 0.87% | -4.67% | 2.80% | -3.01% | -5.48% | 4.94% | -1.21% | -16.21% | 32.39% |
| 2012 | 7.58% | 7.24% | -2.99% | -1.92% | 3.70% | -4.59% | -1.71% | -3.20% | -1.26% | 1.60% | -1.49% | -1.06% | 1.05% | 16.00% |
| 2011 | 0.59% | 1.19% | 5.03% | 0.51% | 2.22% | 2.07% | -0.30% | -1.03% | 3.59% | -13.02% | 9.25% | -0.11% | 8.76% | 2.11% |
| 2010 | -8.60% | 2.85% | 6.46% | 1.78% | -9.16% | -7.04% | 8.55% | -1.79% | 7.21% | 3.29% | -0.72% | 9.34% | 10.25% | 15.06% |
| 2009 | -6.55% | -2.99% | 3.15% | 42.09% | 3.87% | -4.55% | 26.83% | 10.15% | 2.71% | -2.19% | 16.35% | 3.28% | 122.17% | 26.46% |
| 2008 | -6.23% | -4.91% | 1.38% | 5.93% | 0.20% | -1.85% | -6.27% | -2.38% | -16.69% | -32.47% | -8.41% | -7.41% | -58.89% | -37.00% |
| 2007 | 5.60% | -1.28% | -0.11% | 3.36% | 2.12% | 1.34% | -7.14% | -2.37% | 5.51% | 5.00% | -12.12% | -2.48% | -4.12% | 5.49% |
| 2006 | 12.59% | -2.51% | 8.34% | -3.68% | -7.26% | -0.86% | -5.56% | 7.37% | -3.95% | 5.85% | 8.86% | -2.53% | 15.18% | 15.79% |
| 2005 | -8.27% | 2.38% | -7.55% | -9.68% | 8.46% | 6.50% | 1.28% | 2.49% | 13.39% | -10.01% | 10.02% | 11.02% | 17.18% | 4.91% |
| 2004 | 8.97% | 2.28% | -4.68% | -12.33% | 3.18% | 1.04% | -5.77% | 2.07% | 5.42% | 2.66% | 15.18% | -4.19% | 11.53% | 10.88% |
| 2003 | 2.60% | -2.79% | -2.90% | 0.94% | 8.85% | 2.80% | 9.24% | 10.84% | -1.10% | 7.44% | 10.36% | -2.76% | 51.02% | 28.68% |
| 2002 | -6.07% | -21.99% | 12.55% | -16.13% | -11.34% | -11.61% | -17.06% | -2.42% | -15.99% | 9.94% | 28.32% | -15.90% | -56.27% | -22.10% |
| 2001 | - | - | - | - | -19.89% | -3.17% | -19.25% | -24.67% | -26.64% | 31.25% | 22.41% | 3.88% | -42.23% | -7.20% |
Returns greater than 5%
Returns less than -5%
DMF Composite Month By Month (As Of: 04/30/2018)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DMF YTD | S&P TR YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 1.16% | -5.32% | -2.02% | 2.86% | - | - | - | - | - | - | - | - | -3.47% | -0.38% |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.
DMF Top 5 Holdings
| Symbol | Name | Current Price | % Fund |
|---|---|---|---|
| SYMC | Symantec Corp | $21.59 | 7.71% |
| QCOM | Qualcomm Inc | $58.81 | 7.35% |
| HUYA | HUYA Shs -A- Sponsored American Depositary Receipt | $37.33 | 6.67% |
| IQ | iQIYI Shs Sponsored American Depositary Receipt Re | $36.55 | 6.53% |
| DBX | Dropbox Inc | $31.83 | 5.68% |
| Total | 33.93% |
DMF Skill Metrics
Over the past years, Dave has invested in a total of 366 stocks at one time or another and made money on 207 (56.56%) of those stocks. Careful stock selection is one of the keys to success.
| All Positions | ||
|---|---|---|
| Stock Picking Skills | Winning % | 56.56% |
| Trading Skills | Avg. Gain/Loss Ratio | 0.62 |