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META509.14+5.67|
GOOGL174.92+1.44|
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JPM197.35-1.12|
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FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
AAPL333.02+2.22|
TSLA248.73-3.41|
NVDA875.20+12.50|
MSFT412.88+2.15|
AMZN182.30-0.87|
META509.14+5.67|
GOOGL174.92+1.44|
BRKB366.50+0.23|
JPM197.35-1.12|
V271.44+0.89|
FTSE1008412.30+23.50|
GBPUSD1.27+0.00|
GOLD2045.80+8.40|
Fund Performance
Portfolio & League Tables
Real performance. Real returns. Ranked by our proprietary scoring methodology. Updated daily.
Fund Performance Comparison — YTD & 1Y Returns (%)
Stratton Oakmont Fund League
①
BGFBelfort Growth Fund
AggressiveTech Growth
+23.4%
YTD
②
OAFOakmont Alpha Fund
HighEquities
+18.7%
YTD
③
SCEStratton Core Equity
MediumEquities
+12.3%
YTD
4
SGMSO Global Macro
HighMulti-Asset
+15.6%
YTD
5
CIFCollingham Income Fund
LowFixed Income
+8.9%
YTD
6
SOASO Alternatives
AggressiveAlternatives
+28.1%
YTD
Historical Performance
Sector Allocation
- Technology
- Financials
- Healthcare
- Consumer Discretionary
- Industrials
Technology
36.3%Financials
27.4%Healthcare
14.0%Consumer Discretionary
12.3%Industrials
10.1%Risk-Adjusted Performance Metrics
Sharpe Ratio
-31.80
Return per unit of risk (>1 is good)
Sortino Ratio
-45.97
Return per downside risk (>2 is good)
Max Drawdown
205.87%
Largest peak-to-trough loss
Volatility
0.13%
Annualized price volatility
Metric Interpretation
Sharpe Ratio: Higher is better. Measures excess return per unit of risk. >1 indicates strong risk-adjusted returns.
Sortino Ratio: Higher is better. Like Sharpe but only penalizes downside volatility. >2 is excellent.
Max Drawdown: Lower is better. Shows worst-case loss from peak to trough. <15% is conservative.
Volatility: Lower is less risky. Annualized standard deviation of returns. Typical equity portfolio: 10-20%.
Benchmark Comparison
12-Month Performance Tracking
- Your Portfolio
- S&P 500
- Nasdaq 100
- FTSE 100
vs S&P 500
Your Portfolio
-1.4%
Benchmark
-8.1%
+6.7%
Outperforming
vs Nasdaq 100
Your Portfolio
-1.4%
Benchmark
5.4%
-6.8%
Underperforming
vs FTSE 100
Your Portfolio
-1.4%
Benchmark
9.4%
-10.7%
Underperforming
Your Portfolio
-1.4%
12-month return
Performance Summary
Your portfolio returned -1.4% over the last 12 months, outperforming the S&P 500 by 6.7%.
Relative to the tech-heavy Nasdaq 100, your portfolio underperformed by 6.8%.
BGF
Belfort Growth Fund
YTD
+23.4%
1 Year
+31.2%
3 Year
+94.5%
AUM
£420M
ManagerLloyd Collingham
CategoryTech Growth
RiskAggressive
Performance Radar
