• INCEPTION (01/17/2001)

  • 16 YRS
  • AVG. ANNUAL RETURN

  • 5.31%
  • S&P RETURN

  • 3.52%
(BPMF) The Turtle Fund

BPMF Growth of $10,000

BPMF
BPMF Composite
S&P 500

BPMF Month By Month (As Of: 07/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BPMF YTD S&P YTD
20170.96%-0.88%-3.42%-2.47%-2.72%-0.32%4.12%------4.84% 11.59%
2016-13.03%4.98%2.69%24.72%-12.77%25.28%10.36%-16.09%5.31%-10.23%-8.30%2.74%5.39% 11.96%
20150.76%4.32%-1.85%-3.65%3.52%4.91%-0.50%20.15%-11.41%-8.81%0.85%-3.52%1.43% 1.38%
20141.06%10.67%-1.73%-4.30%-0.94%7.55%-1.56%0.85%-9.14%-3.12%-0.42%-0.44%-2.90% 13.69%
2013-1.22%-5.99%2.05%-6.89%-2.89%-5.74%5.42%3.47%-1.17%0.86%-2.08%1.13%-13.04% 32.39%
20129.05%-3.05%-4.56%-2.66%-10.44%3.64%-1.01%7.43%6.43%-5.25%-4.06%-0.83%-6.98% 16.00%
2011-11.92%6.16%0.02%6.16%-15.16%-5.63%1.57%1.76%-17.60%8.22%-1.62%-9.34%-34.65% 2.11%
2010-5.46%2.77%-0.12%8.57%-6.37%-2.66%-2.12%8.52%13.88%6.62%14.93%16.80%66.23% 15.06%
2009-3.54%-1.49%-0.28%12.62%11.04%-3.49%0.43%2.54%5.78%-2.02%7.47%-1.32%29.47% 26.46%
2008-15.47%2.51%-5.41%-0.05%3.09%6.82%-12.09%-4.95%-10.20%-13.46%-3.79%-6.25%-47.16% -37.00%
20072.41%-0.38%1.03%1.02%4.86%-0.98%-2.93%-5.66%2.85%8.62%-8.76%4.35%5.30% 5.49%
200618.85%-11.24%3.93%1.09%-7.87%-3.39%0.49%-0.93%-1.20%-0.53%1.77%4.27%2.41% 15.79%
2005-0.17%7.44%-5.13%-6.54%1.69%9.45%9.81%6.40%9.12%-8.45%1.94%2.93%29.64% 4.91%
200411.94%3.87%1.78%-6.14%1.10%7.09%-1.78%-1.71%8.06%-1.91%12.00%4.22%43.64% 10.88%
2003-0.79%-2.69%0.78%11.09%10.67%-0.65%10.89%2.99%2.95%12.52%5.30%7.57%78.07% 28.68%
20021.70%5.54%13.53%10.57%0.58%-1.46%-14.90%-2.77%-6.59%-0.93%7.78%-6.10%3.48% -22.10%
20015.26%-2.43%-0.99%2.49%2.52%-1.27%3.30%0.48%-18.91%3.58%11.10%8.95%11.33% -12.54%
Returns greater than 5%
Returns less than -5%

BPMF Composite Month By Month (As Of: 07/30/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BPMF YTD S&P TR YTD
20171.33%-0.73%-1.76%-3.65%-2.33%-0.11%3.82%------3.56% 11.59%
2016-13.59%4.87%3.78%21.60%-11.91%20.76%8.22%-14.30%4.22%-9.66%-7.39%5.50%3.79% 11.96%
2015-----5.24%-0.24%17.22%-16.50%-7.71%0.51%-3.39%-7.91% 0.15% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

BPMF Top 5 Holdings


Symbol Name Current Price % Fund
TMQ Trilogy Metals Inc $1.00 2.87%
REGN Regeneron Pharmaceuticals Inc $464.02 2.82%
TGB Taseko Mines Ltd $1.62 2.78%
NTIP Network-1 Technologies Inc $3.90 2.50%
FONR Fonar Corp $26.05 2.44%
Total 13.41%

BPMF Skill Metrics


Over the past years, Bruce has invested in a total of 1111 stocks at one time or another and made money on 591 (53.20%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 53.20%
Trading Skills Avg. Gain/Loss Ratio 0.90

BPMF Alpha/Beta


Alpha 5.33
Beta 0.45
R-Squared 9.5