Investor Stevens First Principles Investment Advisors

Investor Performance

Stevens First Principles Investment Advisors 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 (Stevens First Principles Investment Advisors) 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 %
2019-06-30 167,930 172,215
2019-03-31 147,749 167,930
2018-12-31 174,103 147,749
2018-09-30 165,913 174,103
2018-06-30 163,556 165,913
2018-03-31 185,795 163,556
2017-12-31 183,866 184,064
2017-09-30 169,485 181,525
2017-06-30 157,285 167,158
2017-03-31 144,230 154,695
2016-12-31 138,686 141,450
2016-09-30 134,045 136,052
2016-06-30 123,168 131,236
2016-03-31 108,872 120,760
2015-12-31 112,545 117,520
2015-09-30 127,888 125,172
2015-06-30 127,762 154,338
2015-03-31 124,299 154,512
2014-12-31 179,126 151,762
2014-09-30 181,931 179,126
2014-06-30 154,331 181,931
2014-03-31 168,684 154,331
2013-12-31 168,408 168,684
2013-09-30 142,019 168,408
2013-06-30 142,019