Common
Stocks and Common
Profits
“普通株で普通に利益を得る”がテーマです。
血眼になって利益を追求するのは趣味じゃありません。
|
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PERFORMANCE
COMPARISON
OF CHANGES IN VALUE OF 10000YEN
INVESTMENT IN SECOINA FUND AND
INDEX
|
Comparison
of the Investment Return of |
|||||
|
Month Ending |
Secoina |
Topix |
Secoina
|
||
|
00/01 |
10033 |
+0.33% |
9939 |
-0.61% |
|
|
00/02 |
9303 |
-7.28% |
10048 |
+1.10% |
|
|
00/03 |
10043 |
+7.95% |
10036 |
-0.12% |
|
|
00/04 |
9946 |
-0.97% |
9744 |
-2.92% |
|
|
00/05 |
10243 |
+2.99% |
9140 |
-6.19% |
|
|
00/06 |
12004 |
+17.19% |
9619 |
+5.24% |
|
|
00/07 |
11118 |
-7.38% |
8806 |
-8.46% |
|
|
00/08 |
10997 |
-1.09% |
9151 |
+3.92% |
|
|
00/09 |
10342 |
-5.95% |
8865 |
-3.12% |
|
|
00/10 |
10042 |
-2.90% |
8314 |
-6.22% |
|
|
00/11 |
11165 |
+11.18% |
8230 |
-1.00% |
|
|
00/12 |
11612 |
+4.01% |
7838 |
-4.77% |
+37.75% |
|
01/01 |
11829 |
+1.87% |
7926 |
+1.12% |
+38.15% |
|
01/02 |
12654 |
+6.97% |
7590 |
-4.24% |
+60.48% |
|
01/03 |
13485 |
+6.57% |
7857 |
+3.53% |
+55.98% |
|
01/04 |
14976 |
+11.06% |
8374 |
+6.58% |
+64.63% |
|
01/05 |
14353 |
-4.16% |
8068 |
-3.66% |
+51.86% |
|
01/06 |
14847 |
+3.44% |
8003 |
-0.80% |
+40.48% |
|
01/07 |
14395 |
-3.04% |
7342 |
-8.27% |
+46.11% |
|
01/08 |
14496 |
+0.70% |
6833 |
-6.94% |
+57.16% |
|
01/09 |
14199 |
-2.05% |
6303 |
-7.75% |
+66.19% |
|
01/10 |
14652 |
+3.19% |
6535 |
+3.68% |
+67.30% |
|
01/11 |
14697 |
+0.31% |
6541 |
+0.09% |
+52.16% |
|
01/12 |
15031 |
+2.27% |
6456 |
-1.30% |
+47.07% |
|
02/01 |
15688 |
+4.37% |
6097 |
-5.57% |
+55.70% |
|
02/02 |
17029 |
+8.55% |
6364 |
+4.39% |
+50.72% |
|
02/03 |
18007 |
+5.74% |
6668 |
+4.76% |
+48.67% |
|
02/04 |
18302 |
+1.64% |
6814 |
+2.20% |
+40.84% |
|
02/05 |
18823 |
+2.85% |
7057 |
+3.57% |
+43.66% |
|
02/06 |
18270 |
-2.93% |
6479 |
-8.19% |
+42.11% |
|
02/07 |
18410 |
+0.76% |
6080 |
-6.16% |
+45.08% |
|
02/08 |
18432 |
+0.12% |
5943 |
-2.24% |
+40.16% |
|
02/09 |
17821 |
-3.31% |
5836 |
-1.81% |
+32.92% |
|
02/10 |
15754 |
-11.60% |
5480 |
-6.10% |
+23.67% |
|
02/11 |
17390 |
+10.38% |
5663 |
+3.34% |
+31.75% |
|
02/12 |
17265 |
-0.72% |
5361 |
-5.33% |
+31.82% |
|
03/01 |
17525 |
+1.50% |
5220 |
-2.64% |
+26.10% |
|
03/02 |
17659 |
+0.77% |
5207 |
-0.24% |
+21.88% |
|
03/03 |
16853 |
-4.56% |
5032 |
-3.36% |
+18.12% |
|
03/04 |
16727 |
-0.75% |
5062 |
+0.60% |
+17.10% |
|
03/05 |
17309 |
+3.48% |
5313 |
+4.96% |
+16.67% |
|
03/06 |
19562 |
+13.01% |
5735 |
+7.93% |
+18.56% |
|
03/07 |
20402 |
+4.29% |
5977 |
+4.23% |
+12.50% |
|
03/08 |
21800 |
+6.85% |
6374 |
+6.64% |
+11.02% |
|
03/09 |
22113 |
+1.43% |
6500 |
+1.98% |
+12.69% |
|
03/10 |
22601 |
+2.21% |
6684 |
+2.83% |
+21.48% |
|
03/11 |
22166 |
-1.92% |
6424 |
-3.89% |
+14.02% |
|
03/12 |
23724 |
+7.03% |
6704 |
+4.35% |
+12.36% |
|
04/01 |
24486 |
+3.21% |
6755 |
+0.76% |
+10.31% |
|
04/02 |
24729 |
+0.99% |
6953 |
+2.94% |
+6.50% |
|
04/03 |
27605 |
+11.63% |
7604 |
+9.37% |
+12.68% |
|
04/04 |
29378 |
+6.42% |
7676 |
+0.94% |
+24.00% |
|
04/05 |
28939 |
-1.50% |
7386 |
-3.78% |
+28.19% |
|
04/06 |
30740 |
+6.22% |
7732 |
+4.69% |
+22.31% |
|
04/07 |
30459 |
-0.91% |
7406 |
-4.22% |
+25.39% |
|
04/08 |
30410 |
-0.16% |
7319 |
-1.17% |
+24.67% |
|
04/09 |
30352 |
-0.19% |
7168 |
-2.07% |
+26.99% |
|
04/10 |
30393 |
+0.14% |
7065 |
-1.44% |
+28.78% |
|
04/11 |
30163 |
-0.76% |
7167 |
+1.44% |
+24.52% |
|
04/12 |
31205 |
+3.46% |
7505 |
+4.72% |
+19.59% |
|
05/01 |
31942 |
+2.36% |
7472 |
-0.44% |
+19.82% |
|
05/02 |
33178 |
+3.87% |
7686 |
+2.86% |
+23.63% |
|
05/03 |
33380 |
+0.61% |
7767 |
+1.06% |
+18.78% |
|
05/04 |
31758 |
-4.86% |
7440 |
-4.22% |
+11.18% |
|
05/05 |
32172 |
+1.30% |
7552 |
+1.51% |
+8.91% |
|
05/06 |
32563 |
+1.22% |
7775 |
+2.95% |
+5.37% |
|
05/07 |
33162 |
+1.84% |
7949 |
+2.24% |
+1.54% |
|
05/08 |
34347 |
+3.57% |
8384 |
+5.47% |
-1.60% |
|
05/09 |
36123 |
+5.17% |
9371 |
+11.77% |
-11.72% |
|
05/10 |
37709 |
+4.39% |
9578 |
+2.21% |
-11.50% |
|
05/11 |
40634 |
+7.76% |
10212 |
+6.62% |
-7.78% |
|
05/12 |
43600 |
+7.30% |
10986 |
+7.58% |
-6.66% |
|
06/01 |
43497 |
-0.24% |
11387 |
+3.66% |
-16.22% |
|
06/02 |
41837 |
-3.82% |
11067 |
-2.81% |
-17.89% |
|
06/03 |
43035 |
+2.86% |
11591 |
+4.73% |
-20.30% |
|
06/04 |
42241 |
-1.84% |
11499 |
-0.79% |
-21.55% |
|
06/05 |
39443 |
-6.62% |
10583 |
-7.97% |
-17.52% |
|
06/06 |
39211 |
-0.59% |
10638 |
+0.52% |
-16.40% |
|
06/07 |
37659 |
-3.96% |
10518 |
-1.13% |
-18.75% |
|
06/08 |
39237 |
+4.19% |
10947 |
+4.08% |
-16.33% |
|
06/09 |
38268 |
-2.47% |
10838 |
-1.00% |
-9.72% |
|
06/10 |
38923 |
+1.71% |
10896 |
+0.53% |
-10.54% |
|
06/11 |
39405 |
+1.24% |
10802 |
-0.86% |
-8.80% |
|
06/12 |
38934 |
-1.19% |
11333 |
+4.91% |
-13.86% |
|
07/01 |
41246 |
+5.94% |
11605 |
+2.40% |
-7.08% |
|
07/02 |
39771 |
-3.57% |
11807 |
+1.74% |
-11.62% |
|
07/03 |
39223 |
-1.38% |
11618 |
-1.60% |
-9.09% |
|
07/04 |
38325 |
-2.29% |
11534 |
-0.72% |
-9.57% |
|
07/05 |
39080 |
+1.97% |
11895 |
+3.12% |
-13.32% |
|
07/06 |
39774 |
+1.78% |
12044 |
+1.25% |
-11.78% |
|
07/07 |
39366 |
-1.03% |
11581 |
-3.84% |
-5.57% |
|
07/08 |
36567 |
-7.11% |
10931 |
-5.61% |
-6.65% |
|
07/09 |
35489 |
-2.95% |
11058 |
+1.16% |
-9.29% |
|
07/10 |
36262 |
+2.18% |
11093 |
+0.32% |
-8.65% |
|
07/11 |
36736 |
+1.31% |
10484 |
-5.49% |
-3.83% |
|
07/12 |
34848 |
-5.14% |
10115 |
-3.52% |
+0.25% |
|
08/01 |
29574 |
-15.13% |
9194 |
-9.10% |
-7.53% |
|
08/02 |
30314 |
+2.50% |
9061 |
-1.45% |
-0.53% |
|
08/03 |
28782 |
-5.05% |
8381 |
-7.51% |
+1.24% |
|
08/04 |
29411 |
+2.18% |
9365 |
+11.74% |
-4.45% |
|
08/05 |
33419 |
+13.63% |
9710 |
+3.69% |
+3.88% |
|
08/06 |
32097 |
-3.96% |
9105 |
-6.24% |
+5.10% |
|
08/07 |
32806 |
+2.21% |
8976 |
-1.41% |
+5.83% |
|
08/08 |
31236 |
-4.79% |
8654 |
-3.59% |
+6.24% |
|
08/09 |
28418 |
-9.02% |
7536 |
-12.92% |
+11.93% |
|
08/10 |
24054 |
-15.36% |
6016 |
-20.16% |
+12.10% |
|
08/11 |
24027 |
-0.11% |
5803 |
-3.55% |
+10.05% |
|
08/12 |
25233 |
+5.02% |
5977 |
+3.00% |
+13.32% |
|
Compound annual rate of return: |
+10.83% |
|
-5.56% |
+16.39% |
|
|
Annual rate of return |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
|
Secoina Fund |
-27.59% |
-10.69% |
-10.50% |
+39.64% |
+31.54% |
+37.41% |
+14.86% |
+29.44% |
+16.12% |
|
Index |
-40.91% |
-10.74% |
+3.16% |
+46.38% |
+11.95% |
+25.05% |
-16.96% |
-17.63% |
-21.62% |
|
Sawakami Fund |
-42.17% |
-7.65% |
+4.21% |
+39.49% |
+15.21% |
+32.93% |
-12.93% |
-7.96% |
+11.62% |
|
Sequoia Fund |
-33.31% |
-8.92% |
-1.74% |
+0.76% |
+4.51% |
+17.12% |
-2.64% |
+10.52% |
+20.06% |
（注）
IndexはRUSSELL/NOMURA
Total Market Index （配当込み）。
Secoina
vs Index
は、過去１２ヶ月の比較。
また、０３年１２月以前は簡易計算によるパフォーマンス。（月初に新規資金を組み入れ、または引き出し）
０４年度より、新規資金組入前後の期間利回りを用いたもの。
０３年以降の税金は１／３しか反映してないんで、正確な利回りは債券換算でFund
Reportで（期間が長いと意味無いな〜）。
ついでに、Sequoia
Fundのパフォーマンスはかなりいいかげん。
OFFICERS
|
Mune |
CHAIRMAN OF THE BOARD |
|
Mendokusai |
VICE CHAIRMAN AND GODFATHER OF FUND |
|
FJP |
PRESIDENT |
|
Shiba |
VICE PRESIDENT |
|
Sin |
SITABATARAKI |
|
Makky |
OBSERVER |
|
Kei Hayakawa |
GORANGER |
INVESTMENT
ADVISER&DISTRIBUTOR
Oxford and
Cambridge Investment
5,avenuedes Castelans-BP4587
98401 MONACO
Cedex
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