• INCEPTION (02/15/2003)

  • 15 YRS
  • AVG. ANNUAL RETURN

  • 3.25%
  • S&P RETURN

  • 9.78%
(BRZ) Greg Bravo's "Best Ideas Fund"

BRZ Growth of $10,000

BRZ Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

BRZ Month By Month (As Of: 11/08/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec BRZ YTD S&P (TR) YTD
2018-0.09%-0.08%-0.08%-0.08%-0.08%-0.08%-0.09%-0.08%-0.07%-1.09%-0.12%--1.94% 0.98%
2017-0.09%-0.08%-0.08%-0.08%-0.09%-0.08%-0.08%-0.08%-0.08%-0.09%-0.08%-0.08%-0.99% 21.83%
2016-0.08%-0.08%-0.08%-0.08%-0.09%-0.08%-0.08%-0.09%-0.08%-0.08%-0.08%-0.08%-1.00% 11.96%
2015-0.08%-0.08%-0.09%-0.08%-0.08%----0.34%-0.08%-0.08%-0.08%-1.00% 1.38%
2014-0.08%-0.08%-0.08%-0.08%-0.08%--0.17%-0.08%-0.09%-0.09%-0.08%-0.09%-0.99% 13.69%
2013-0.09%-0.08%-0.08%-0.09%-0.08%-0.08%-0.09%-0.08%-0.08%-0.08%-0.08%-0.09%-1.00% 32.39%
2012-0.09%-0.08%-0.08%-0.08%-0.08%-0.08%-0.09%-0.08%-0.08%-0.09%-0.08%-0.08%-1.00% 16.00%
2011-0.09%-0.08%-0.08%-0.08%-0.09%-0.08%-0.08%-0.09%-0.08%-0.08%-0.08%-0.08%-0.99% 2.11%
2010-0.52%0.10%0.95%-0.25%-1.77%--0.16%-0.09%-0.08%-0.08%-0.09%-0.08%-2.08% 15.06%
20092.02%2.61%-3.68%-0.41%-0.12%-0.10%0.50%0.94%0.27%-0.17%-0.01%0.82%2.58% 26.46%
2008-10.27%3.47%-3.45%6.94%1.99%-0.38%-0.93%-3.36%-11.88%-5.27%-0.59%-2.54%-24.57% -37.00%
20073.70%-0.71%1.95%4.31%7.82%1.45%1.42%-11.53%-0.85%8.39%-10.62%1.88%5.18% 5.49%
200615.16%-5.67%2.27%2.75%-7.31%1.30%-1.57%-5.55%-3.48%4.86%-1.00%0.99%0.83% 15.79%
20052.44%10.95%-8.50%-7.37%6.18%-14.60%0.30%9.19%-10.68%0.94%1.31%17.22% 4.91%
2004-1.60%2.68%5.73%-8.50%5.73%8.06%2.23%-9.09%14.85%2.79%8.86%-0.80%32.31% 10.88%
2003-0.86%-4.85%8.55%15.75%3.95%-0.02%8.43%-0.48%9.20%5.03%-6.37%45.23% 35.29%
Returns greater than 5%
Returns less than -5%