Strategy Performance as of 12/31/18 (%)
Annual Performance
| Small Cap | Russell 2000 Total Return Index | |
|---|---|---|
| 2018 | -5.03% | -11.01% |
| 2017 | 2.60% | 14.65% |
| 2016 | 8.30% | 21.31% |
| 2015 | -5.44% | -4.41% |
| 2014 | 1.69% | 4.89% |
| 2013 | 12.32% | 38.82% |
| 2012 | 9.23% | 16.35% |
| 2011 | 2.12% | -4.18% |
| 2010 | 19.51% | 26.85% |
| 2009 | 39.11% | 27.17% |
| 2008 | -6.36% | -33.79% |
| 2007 | 8.58% | -1.57% |
| 2006 | 11.84% | 18.37% |
| 2005 | 3.36% | 4.55% |
| 2004 | 12.82% | 18.33% |
| 2003 | 16.91% | 47.25% |
| 2002 | 8.79% | -20.48% |
| 2001 | 20.53% | 2.49% |
| 2000 | 17.93% | -3.02% |
| 1999 | -8.56% | 21.26% |
| 1998* | 5.04% | 11.75% |
Performance data quoted represents past performance and does not guarantee future results. Annual returns are presented net of investment advisory fees. Returns reflect the reinvestment of dividends and other earnings. The volatility of the listed benchmarks may differ materially from the volatility of any Intrepid composite.
* Partial year from October 31, 1998 (inception) through December 31, 1998.
Growth of 100k as of 12/31/18
The chart illustrates the performance of a hypothetical $100,000 investment made in the Portfolio since the Portfolio’s inception on 10/31/1998, and performance shown is net of investment advisory fees. Returns reflect the reinvestment of dividends and other earnings. The volatility of the listed benchmarks may differ materially from the volatility of any Intrepid composite.
Since Inception Risk & Return
- Small Cap
- Russell 2000
Risk is the annualized monthly standard deviation. Strategy inception date is 10/31/1998.
Returns reflect the reinvestment of dividends and other earnings. The volatility of the listed benchmarks may differ materially from the volatility of any Intrepid composite.