• INCEPTION (03/20/2003)

  • 16 YRS
  • AVG. ANNUAL RETURN

  • 16.61%
  • S&P RETURN

  • 9.87%
(KAIIN) Kai Petainen's Industrial Fund

KAIIN Growth of $10,000

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

KAIIN Model Month By Month (As Of: 08/02/2019)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIIN YTD S&P (TR) YTD
201910.43%6.95%0.15%6.54%-5.49%8.69%-1.10%-2.16%----25.25% 18.32%
20183.37%-5.86%-0.15%-3.71%3.35%-1.52%5.46%3.24%0.45%-4.02%5.35%-11.85%-7.18% -4.38%
20170.00%0.77%1.84%1.46%-2.19%0.61%1.22%-3.19%7.28%3.02%2.01%0.36%13.61% 21.83%
2016-9.15%0.61%6.79%-0.84%1.10%-1.35%6.30%-0.86%-0.05%-2.24%14.33%3.20%17.29% 11.96%
2015-2.54%8.23%0.52%-1.03%3.72%-2.57%2.97%-6.59%-3.19%7.27%0.11%-6.10%-0.42% 1.38%
2014-3.14%5.91%3.01%1.02%1.71%1.97%-4.71%7.38%-4.82%2.62%0.28%-0.48%10.42% 13.69%
20137.96%2.74%7.69%-4.89%4.64%-1.30%7.26%-2.80%7.21%2.05%6.75%2.90%47.02% 32.39%
20129.79%-1.08%2.69%-1.59%-5.39%4.90%-1.76%1.70%1.05%4.62%1.86%6.83%25.21% 16.00%
20110.76%1.10%-0.04%-0.33%-6.27%0.34%-5.26%-10.90%-13.13%16.72%-0.63%1.10%-17.92% 2.11%
2010-2.22%0.66%8.42%4.79%-6.35%-10.39%14.79%-9.45%7.91%6.16%5.25%4.13%22.49% 15.06%
2009-10.09%-16.47%12.50%24.91%4.16%4.60%12.16%6.40%13.20%-2.90%2.22%16.54%79.67% 26.46%
2008-4.73%-0.49%-2.33%2.37%10.77%-7.45%-2.76%-3.13%-16.26%-21.68%-14.10%16.93%-39.71% -37.00%
20073.23%0.47%2.83%7.96%3.68%-1.74%-2.23%0.25%0.07%5.75%-12.70%-1.42%4.70% 5.49%
20068.54%3.13%1.38%1.35%-3.69%3.21%-5.63%-0.17%1.20%5.99%3.68%3.81%24.35% 15.79%
2005-4.94%1.21%0.58%-5.97%4.25%-0.32%7.44%1.58%3.45%-1.68%5.87%1.83%13.15% 4.91%
20043.70%3.77%2.68%-0.28%0.07%5.31%-1.00%-1.49%3.77%3.37%8.72%5.74%39.62% 10.88%
2003---1.80%15.48%8.95%11.69%5.02%7.03%-3.42%10.64%3.93%3.27%77.90% 25.83%
Returns greater than 5%
Returns less than -5%

KAIIN Top 5 Holdings (As Of: 08/03/2019)


Symbol Name % Fund
HEI HEICO CORP NEW 5.07%
BMCH BMC STK HOLDINGS ... 4.90%
GLDD GREAT LAKES DREDG... 4.71%
MLHR MILLER HERMAN INC 4.56%
DAL DELTA AIR LINES I... 4.45%
Total 23.69%