Investor Ferris Capital, Llc

Investor Performance

Ferris Capital, Llc investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (Ferris Capital, Llc) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

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Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2022-03-31 459,839 436,969
2021-12-31 466,450 459,839
2021-09-30 254,974 466,450
2021-06-30 400,803 254,974
2021-03-31 357,366 400,803
2020-12-31 309,361 357,366
2020-09-30 283,211 309,361
2020-06-30 226,775 282,968
2020-03-31 285,608 226,775
2019-12-31 277,765 285,072
2019-09-30 269,742 277,298
2019-06-30 272,125 269,191
2019-03-31 224,874 271,953
2018-12-31 253,094 224,747
2018-09-30 237,332 252,889
2018-06-30 247,696 236,896
2018-03-31 281,351 247,421
2017-12-31 202,449 281,351
2017-09-30 213,113 202,449
2017-06-30 212,381