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Thomas Krouse

  • Carlsbad, CA
  • Jul 31, 2014
Funds
(AGBF) AdvisorCFA's Global Balanced Fund
MODEL INCEPTION (12/19/2002) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 11/16/2018) 4.72% 9.40% View Fund Stats
RETURN PERIOD (As Of: 10/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -1.36% 13.01% Fund has a 10 year track record.  
5 YRS 1.39% 10.89% Fund has a 5 year track record.  
3 YRS 4.53% 10.76% Fund has a 3 year track record.  
1 YR -6.44% 5.23% Fund has a 1 year track record.  
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(ENRGY) AdvisorCFA's Global Energy Fund
MODEL INCEPTION (12/19/2002) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
15+ YRS (As of: 11/16/2018) 3.28% 9.40% View Fund Stats
RETURN PERIOD (As Of: 10/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -5.43% 13.01% Fund has a 10 year track record.  
5 YRS -7.86% 10.89% Fund has a 5 year track record.  
3 YRS 3.51% 10.76% Fund has a 3 year track record.  
1 YR -7.24% 5.23% Fund has a 1 year track record.  
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(RUSSR) AdvisorCFA's Russia Fund
MODEL INCEPTION (01/07/2004) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
14+ YRS (As of: 11/16/2018) -1.25% 8.13% View Fund Stats
RETURN PERIOD (As Of: 10/31/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS -7.30% 13.01% Fund has a 10 year track record.  
5 YRS -6.50% 10.89% Fund has a 5 year track record.  
3 YRS 0.44% 10.76% Fund has a 3 year track record.  
1 YR -11.71% 5.23% Fund has a 1 year track record.  
Show Fund Strategy
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AdvisorCFA's Global Energy Fund

ENRGY | Fund Positions by Styles
Color Name Allocation Today
Large Cap : Growth 28.49% -0.65%
Small Cap : Blend 15.01% -0.71%
Mid Cap : Growth 14.91% -0.58%
Unclassified Market Cap : Unclassified Style 10.47% -0.85%
Large Cap : Blend 9.84% 0.34%
Large Cap : Value 7.78% 0.24%
Micro Cap : Value 3.84% 3.51%
Mid Cap : Blend 2.80% -0.32%
Micro Cap : Growth 2.77% 12.73%
Small Cap : Growth 2.66% -0.68%
Mid Cap : Value 1.28% -0.04%
Small Cap : Value 0.02% 0.42%
ENRGY | Price History
ENRGY | Fund Information

The information below pertains to model data only.

Fund Manager: Total Model Net Assets:
Thomas Krouse $1,821,825.64
Inception: Ticker Symbol: # of Securities:
December 19, 2002 ENRGY 50
Description:

Global Energy fund. This fund will seek to provide the highest total return. The fund will consist of a diversified portfolio of energy and related companies.

ENRGY | Turnover
Last Month N/A
Last 3 Months N/A
Last 6 Months N/A
Last 12 Months 11.81%
ENRGY | 5 Most and Least Profitable
5 MOST PROFITABLE 5 LEAST PROFITABLE
Position Symbol Gains
1 PBR $956,691.53
2 SH $574,508.80
3 PTR $511,494.63
4 TNT $471,792.52
5 TWM $386,033.41
Position Symbol Gains
1 CGA -$234,224.60
2 AGQ -$201,562.18
3 RWM -$192,679.94
4 KEGXQ -$147,952.48
5 GU -$132,199.85
ENRGY | Skill Metrics
All Positions
Winning % 52.10%
Avg. Gain/Loss Ratio 1.87
ENRGY | Fund Positions by Sectors and Industries
Color Name Allocation Today
Energy 32.03% 0.34%
Unallocated 19.97% 0.02%
Technology 13.21% -0.64%
Materials 11.31% 0.17%
Financials 10.29% -0.27%
Consumer Staples 6.52% -3.59%
Industrials 5.10% 6.96%
Other 1.45% -1.20%
ENRGY | Recent Returns vs S&P 500
MTD QTD YTD
ENRGY 1.97% -1.51% -6.22%
S&P 500 0.00% 0.00% 0.00%
ENRGY | Recent Returns
Period Returns S&P 500 Returns Returns VS S&P 500
Last Week -1.00% 0.00% -1.00%
Last Month -7.82% -5.34% -2.48%
Last 3 Months -4.49% -6.43% 1.94%
Since Inception 67.05% 315.52% -248.47%
(Annualized) 3.28% 9.36% -6.08%
Data as of: 11/16/2018
ENRGY | Alpha/Beta VS. S&P 500
Alpha 0%
Beta 0
R-Squared 0
ENRGY | 5 Best and Worst Returns
5 BEST 5 WORST
Position Symbol Inception Return
1 SLB 563.24%
2 PBR 238.45%
3 MKSI 197.77%
4 AEIS 165.71%
5 RDS.A 157.10%
Position Symbol Inception Return
1 TDW -98.12%
2 NAO -90.88%
3 WFT -85.06%
4 AGQ -83.72%
5 TORZ -76.95%