• INCEPTION (03/17/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 13.81%
  • S&P RETURN

  • 7.91%
(KAIEN) Kai Petainen's Energy/Utility Fund

KAIEN Growth of $10,000

KAIEN
KAIEN Composite
S&P 500

KAIEN Month By Month (As Of: 10/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIEN YTD S&P YTD
20170.67%2.13%-0.49%-1.76%-1.27%-1.27%3.88%-1.55%4.99%0.42%--5.65% 16.91%
2016-9.74%-4.56%8.18%5.53%-4.56%1.55%-0.48%-1.56%2.51%-0.76%2.58%4.16%1.49% 11.96%
2015-5.60%4.02%-1.44%9.80%-2.89%-2.41%-3.82%-9.40%-1.41%6.60%-1.17%-5.68%-14.01% 1.38%
2014-3.06%-0.23%9.70%5.54%-2.34%1.59%-4.63%8.50%-11.97%-2.26%-9.38%-0.29%-10.62% 13.69%
201311.34%2.37%1.87%-5.77%2.35%-10.03%-0.06%-4.56%-1.91%6.08%3.64%3.97%7.76% 32.39%
20125.51%5.69%-2.43%0.25%-14.10%6.75%7.42%9.65%2.95%-2.42%4.22%8.07%33.31% 16.00%
20116.86%-0.50%1.66%1.94%-3.88%1.71%-2.93%-6.30%-6.29%9.98%-2.36%0.90%-0.54% 2.11%
2010-3.44%-0.09%1.44%2.00%-10.34%-3.13%8.08%-2.26%8.38%6.30%6.88%8.52%22.38% 15.06%
2009-0.27%-10.14%6.35%12.95%13.63%2.63%7.08%-0.54%4.09%-0.11%2.47%3.94%48.06% 26.46%
2008-11.09%5.76%-4.75%10.19%4.61%-3.22%-8.99%-1.15%-10.71%-9.84%-10.32%0.69%-34.65% -37.00%
20070.47%-2.36%6.08%5.62%9.05%5.23%-1.04%-2.19%7.78%9.20%-6.85%2.40%37.06% 5.49%
200611.63%-4.02%4.26%5.01%-5.33%2.02%2.50%-2.86%-5.05%6.02%8.12%-1.17%21.34% 15.79%
20053.39%12.74%-2.14%-2.36%3.19%7.39%9.51%7.88%6.64%-6.32%-0.31%2.03%48.14% 4.91%
20043.12%3.54%3.05%-1.27%0.50%8.54%2.68%-3.56%10.70%0.66%9.37%-2.22%39.84% 10.88%
2003---0.38%7.26%11.91%0.79%0.04%3.46%-0.67%1.59%1.31%8.87%38.84% 30.11%
Returns greater than 5%
Returns less than -5%

KAIEN Top 5 Holdings


Symbol Name Current Price % Fund
YORW York Water Co $35.65 5.10%
BWP Boardwalk Pipeline Partners LP $14.21 3.89%
MDU MDU Resources Group Inc $26.70 3.55%
RIG Transocean Ltd $10.24 3.12%
ALDW Alon USA Partners LP $14.56 3.01%
Total 18.67%

KAIEN Skill Metrics


Over the past years, Kai has invested in a total of 386 stocks at one time or another and made money on 249 (64.51%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 64.51%
Trading Skills Avg. Gain/Loss Ratio 1.37

KAIEN Alpha/Beta


Alpha 3.88
Beta 1.07
R-Squared 51.38