• INCEPTION (12/19/2002)

  • 15 YRS
  • AVG. ANNUAL RETURN

  • 4.01%
  • S&P RETURN

  • 9.94%
(ENRGY) AdvisorCFA's Global Energy Fund

ENRGY Growth of $10,000

ENRGY Model
ENRGY Composite
S&P 500

ENRGY Month By Month (As Of: 07/19/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec ENRGY YTD S&P YTD
20184.49%-4.77%-0.79%2.96%-1.11%-5.26%-0.13%------4.91% 6.00%
20174.43%-2.86%-0.11%-1.92%-1.46%-4.62%7.76%-0.17%4.80%2.82%0.82%4.41%13.99% 21.83%
2016-6.05%2.20%10.00%6.83%-7.18%3.99%1.71%-0.30%3.18%1.94%3.89%-0.27%20.36% 11.96%
2015-4.15%9.81%-4.75%10.98%-8.19%-4.68%-13.24%-3.49%-10.01%10.69%-4.04%-4.39%-25.49% 1.38%
2014-3.66%8.97%1.79%2.34%-1.76%6.47%-6.15%4.48%-12.12%-9.78%-10.59%-6.01%-25.26% 13.69%
20136.72%-4.10%-0.61%-4.55%-1.18%-6.85%3.95%0.09%5.66%6.44%-1.77%0.38%3.10% 32.39%
20126.92%3.27%-6.36%-4.87%-12.68%1.87%-0.58%4.74%4.90%-1.96%-2.44%1.00%-7.67% 16.00%
20112.86%7.45%-1.84%-1.59%-5.64%-5.31%1.25%-4.74%-21.98%18.50%-4.21%-6.80%-24.05% 2.11%
2010-6.84%1.47%2.91%-0.70%-13.52%-6.03%2.79%-2.86%6.18%0.71%0.73%10.17%-6.99% 15.06%
2009-5.24%-12.33%8.89%12.69%20.63%-3.69%3.46%-0.31%9.04%-1.74%0.23%1.28%32.86% 26.46%
2008-11.67%2.93%-3.50%8.61%5.38%-6.41%-6.63%1.05%-15.01%-26.51%-6.85%2.13%-47.31% -37.00%
2007-1.32%-1.95%3.05%4.53%4.95%3.83%-2.27%-1.50%9.12%11.06%-6.03%7.40%33.72% 5.49%
200616.61%-1.79%0.60%5.80%-6.43%2.43%4.21%-2.11%-4.27%4.72%4.98%2.09%28.05% 15.79%
20052.24%13.01%-5.44%-3.88%3.57%7.07%11.11%8.42%9.25%-7.86%1.08%1.68%45.16% 4.91%
20040.47%6.78%1.95%-6.37%-1.05%3.83%-1.46%2.71%12.36%2.76%3.65%1.68%29.58% 10.88%
20031.47%-2.90%2.38%9.99%9.27%2.74%-0.48%6.32%2.09%4.09%1.62%17.54%67.29% 28.68%
2002-----------0.26%0.26% -1.72%
Returns greater than 5%
Returns less than -5%

ENRGY Top 5 Holdings


Symbol Name Current Price % Fund
EQNR Equinor Shs Sponsored American Depositary Receipt $25.96 13.55%
CZZ Cosan Ltd $8.32 7.48%
FSLR First Solar Inc $53.43 7.48%
BP BP Shs Sponsored American Depositary Receipt Repr $44.55 4.80%
SLB Schlumberger NV $66.06 3.69%
Total 37.00%

ENRGY Skill Metrics


Over the past years, Thomas has invested in a total of 238 stocks at one time or another and made money on 123 (51.68%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 51.68%
Trading Skills Avg. Gain/Loss Ratio 1.87