• INCEPTION (05/03/2001)

  • 17 YRS
  • AVG. ANNUAL RETURN

  • -3.69%
  • S&P RETURN

  • 7.10%
(DMF) dwoloch's Mutual Fund

DMF Growth of $10,000

DMF Model
DMF Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec DMF YTD S&P YTD
20180.64%-5.26%-2.32%2.64%3.74%0.76%-2.43%-3.83%-----6.24% 9.94%
20175.07%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%
20151.67%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%
20127.58%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%
20110.59%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%
20075.60%-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%
200612.59%-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%
20048.97%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%
20032.60%-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
20181.16%-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
ACAD Acadia Pharmaceuticals Inc $20.17 11.66%
XON Intrexon Corp $14.51 8.39%
SYMC Symantec Corp $20.90 8.05%
RDFN Redfin Corporation $17.90 6.90%
DBX Dropbox Inc $26.36 5.08%
Total 40.07%

DMF Skill Metrics


Over the past years, Dave has invested in a total of 369 stocks at one time or another and made money on 207 (56.10%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 56.10%
Trading Skills Avg. Gain/Loss Ratio 0.62