• INCEPTION (01/25/2003)

  • 15 YRS
  • AVG. ANNUAL RETURN

  • 13.33%
  • S&P RETURN

  • 10.19%
(PEF) Pettit Energy Fund

PEF Growth of $10,000

PEF Model
PEF Composite
S&P 500

PEF Month By Month (As Of: 08/06/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec PEF YTD S&P YTD
20180.97%-3.53%-0.52%-0.23%1.23%-2.43%2.29%-0.85%-----3.15% 7.79%
20170.87%0.72%2.93%1.29%-1.07%3.39%-0.66%-0.15%5.72%2.05%0.70%1.02%17.95% 21.83%
2016-7.85%0.22%3.79%-0.75%0.60%-1.47%5.24%-0.09%1.64%-5.44%8.09%3.17%6.27% 11.96%
2015-3.38%9.21%5.15%-4.07%-2.33%-3.02%-2.30%-4.24%-3.69%12.25%-1.15%-5.63%-4.88% 1.38%
2014-3.31%4.34%2.36%0.41%0.45%3.83%-1.72%5.71%-8.44%1.57%-3.82%-2.53%-2.05% 13.69%
20137.47%2.02%3.18%-0.32%1.59%0.15%3.75%-2.35%3.64%3.99%3.35%1.78%31.76% 32.39%
20124.41%3.11%-0.02%-1.76%-10.29%2.78%-0.01%2.15%2.70%-1.96%-0.44%3.79%3.61% 16.00%
20112.33%4.24%-0.40%-0.94%-3.50%-1.48%-1.53%-8.05%-10.71%14.56%-1.03%1.19%-7.20% 2.11%
2010-0.85%2.34%4.91%6.53%-7.99%0.05%5.39%-4.68%9.39%3.29%5.31%8.90%35.91% 15.06%
20092.03%-9.38%0.81%16.98%13.65%-2.73%10.40%1.06%8.78%-1.39%7.10%7.22%65.63% 26.46%
2008-9.24%5.29%-2.47%6.98%4.03%0.42%-7.64%0.72%-17.35%-17.01%-13.20%-3.66%-44.43% -37.00%
20070.20%1.42%3.92%6.28%8.04%2.10%-2.71%-3.32%7.81%3.97%-6.77%1.04%22.96% 5.49%
200614.24%-6.38%6.21%4.68%-5.30%0.99%2.52%-0.30%-6.47%7.24%4.30%0.32%21.99% 15.79%
20052.15%11.92%-2.92%-3.57%4.04%12.57%7.50%6.20%5.83%-6.30%2.31%1.63%47.55% 4.91%
2004-0.48%3.94%6.10%-2.70%-1.21%4.83%1.95%-3.42%10.98%0.82%12.04%-2.09%33.64% 10.88%
20030.10%1.06%-0.66%4.39%10.79%2.31%-2.73%4.26%-2.42%3.99%4.81%6.68%36.82% 31.32%
Returns greater than 5%
Returns less than -5%

PEF Composite Month By Month (As Of: 12/31/2017)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec PEF YTD S&P TR YTD
20171.50%0.83%2.98%1.46%-0.88%3.52%-0.45%0.08%6.02%2.25%0.84%1.26%21.00% 21.83%
2016-7.53%0.77%3.97%-0.64%0.82%-0.58%5.65%0.16%1.98%-5.16%8.24%3.26%10.37% 11.96%
2015-3.06%9.37%5.52%-4.17%-2.12%-2.80%-2.03%-4.03%-3.56%12.38%-0.98%-5.43%-2.67% 1.38%
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

PEF Top 5 Holdings


Symbol Name Current Price % Fund
GDEN Golden Entertainment Inc $29.80 6.22%
SRI Stoneridge Inc $33.96 5.50%
KFRC Kforce Inc $40.90 4.86%
HURC Hurco Cos Inc $45.40 4.72%
FLWS 1-800-Flowers.com Inc $14.30 4.56%
Total 25.86%

PEF Skill Metrics


Over the past years, Jerry has invested in a total of 327 stocks at one time or another and made money on 156 (47.71%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 47.71%
Trading Skills Avg. Gain/Loss Ratio 1.85