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Timothy Siegel

  • Jul 29, 2003
Funds
(HIF) Heavy Industry Fund
MODEL INCEPTION (09/29/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 8.12% 9.14% View Fund Stats Track Fund
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(OSF) Oil and Services
MODEL INCEPTION (12/21/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 6.12% 8.42% View Fund Stats Track Fund
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(PGF) Passive Gold Fund
MODEL INCEPTION (12/26/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS -4.26% 8.42% View Fund Stats Track Fund
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(SAF) Siegel's Amalgam Fund
MODEL INCEPTION (11/23/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 4.39% 8.75% View Fund Stats Track Fund
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(SFF) Siegel Foreign Fund
MODEL INCEPTION (04/10/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 4.37% 8.60% View Fund Stats Track Fund
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(SSOF1) Siegel Sector Opportunity Fund 1
MODEL INCEPTION (09/29/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
13+ YRS 11.49% 8.80% View Fund Stats Track Fund
RETURN PERIOD (As Of: 03/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 4.09% 7.24% Fund has a 10 year track record.  
5 YRS 3.86% 16.37% Fund has a 5 year track record.  
3 YRS 5.06% 11.16% Fund has a 3 year track record.  
1 YR 3.44% 15.43% Fund has a 1 year track record.  
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(SSOF2) Siegel Sector Opportunity Fund 2
MODEL INCEPTION (07/29/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 4.46% 9.09% View Fund Stats Track Fund
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(SSOF3) Sector Switching Opportunity Fund
MODEL INCEPTION (11/22/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS -0.46% 8.75% View Fund Stats Track Fund
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(SSOF4) Sector Switching Opportunity Fund 4
MODEL INCEPTION (11/22/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 6.15% 8.75% View Fund Stats Track Fund
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(TPM) Timbo's precious metal's fund
MODEL INCEPTION (09/28/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS -0.88% 9.13% View Fund Stats Track Fund
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Achievements
  • HIF Beat the 50th percentile of mutual funds over 3 years.
    Mar 31, 2018
  • HIF Beat the 50th percentile of mutual funds over 1 year.
    Mar 31, 2018
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