• INCEPTION (12/08/2016)

  • 3 YRS
  • AVG. ANNUAL RETURN

  • -9.68%
  • S&P RETURN

  • 7.01%
(KSMAL) Kai's smallcap fund

KSMAL Growth of $10,000

KSMAL Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018

KSMAL Model Month By Month (As Of: 03/25/2020)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KSMAL YTD S&P (TR) YTD
2020-3.01%-11.66%-24.48%----------35.30% -23.01%
20197.77%9.07%-3.04%4.57%-8.87%8.02%0.24%-2.27%3.12%0.72%0.77%2.56%23.36% 31.49%
20182.52%-3.14%2.80%1.11%2.73%0.39%-1.07%2.88%-4.08%-4.86%-1.88%-9.69%-12.39% -4.38%
2017-2.77%-0.03%-2.09%2.01%-4.49%2.71%2.04%-3.64%7.67%0.22%3.06%-2.71%1.31% 21.83%
2016-----------0.77%0.77% -0.22%
Returns greater than 5%
Returns less than -5%

KSMAL Top 5 Holdings (As Of: 03/26/2020)


Symbol Name % Fund
AMSF AMERISAFE INC COM 5.28%
BMI BADGER METER INC 5.10%
HSTM HEALTHSTREAM INC 5.04%
OTTR OTTER TAIL PWR CO 5.04%
HRTG HERITAGE INS HLDG... 4.70%
Total 25.16%