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Jerry Pettit

Retired Attorney/Investor

  • Omaha, NE
  • Jan 24, 2003
Funds
(PDST) Pettit Destiny Fund
MODEL INCEPTION (12/31/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS 10.02% 8.78% View Fund Stats Track Fund
RETURN PERIOD (As Of: 07/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 8.38% 7.24% Fund has a 10 year track record.  
5 YRS 10.40% 16.37% Fund has a 5 year track record.  
3 YRS 10.29% 11.16% Fund has a 3 year track record.  
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(PMF1) Pettit Mutual Fund #1
MODEL INCEPTION (01/24/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 14.16% 10.19% View Fund Stats Track Fund
RETURN PERIOD (As Of: 07/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 10.02% 7.24% Beat the 50th percentile of mutual funds over 10 years.  
5 YRS 8.62% 16.37% Fund has a 5 year track record.  
3 YRS 7.65% 11.16% Fund has a 3 year track record.  
1 YR 15.28% 15.43% Fund has a 1 year track record.  
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(PEF) Pettit Energy Fund
MODEL INCEPTION (01/25/2003) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS 13.33% 10.19% View Fund Stats Track Fund
RETURN PERIOD (As Of: 07/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 6.51% 7.24% Fund has a 10 year track record.  
5 YRS 4.78% 16.37% Fund has a 5 year track record.  
3 YRS 5.74% 11.16% Fund has a 3 year track record.  
1 YR 7.05% 15.43% Fund has a 1 year track record.  
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(PUV) Pettit Ultra Value
MODEL INCEPTION (04/05/2015) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
3+ YRS -2.93% 11.62% View Fund Stats Track Fund
RETURN PERIOD (As Of: 07/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
3 YRS 1.25% 11.16% Fund has a 3 year track record.  
1 YR -1.30% 15.43% Fund has a 1 year track record.  
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Achievements
  • PMF1 Beat the 50th percentile of mutual funds over 10 years.
    Jul 31, 2018
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