• INCEPTION (03/20/2003)

  • 14 YRS
  • AVG. ANNUAL RETURN

  • 17.30%
  • S&P RETURN

  • 7.92%
(KAIIN) Kai Petainen's Industrial Fund

KAIIN Growth of $10,000

KAIIN
KAIIN Composite
S&P 500

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


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec KAIIN YTD S&P YTD
20170.00%0.77%1.84%1.46%-2.19%0.61%1.22%-3.19%7.28%3.02%--10.98% 16.91%
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%7.70%-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%-6.34%-10.40%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%0.08%5.30%-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


Symbol Name Current Price % Fund
MAN Manpower Inc Doing Business As ManpowerGroup $127.07 3.36%
RAVN Raven Industries Inc $34.45 3.18%
MMM 3M Co $231.63 3.09%
BWXT BWX Technologies Inc $59.90 2.99%
ALG Alamo Group Inc $114.05 2.97%
Total 15.59%

KAIIN Skill Metrics


Over the past years, Kai has invested in a total of 466 stocks at one time or another and made money on 279 (59.87%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 59.87%
Trading Skills Avg. Gain/Loss Ratio 2.08

KAIIN Alpha/Beta


Alpha 4.29
Beta 1.42
R-Squared 74.03