Advisory Research All Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2.93 | 0 |
| 2010 | -2.55 | 3.12 | 6.84 | 3.02 | -7.19 | -5.74 | 6.8 | -4.46 | 7.26 | 3.43 | 0.81 | 6.05 | 17.1 |
| 2011 | 2.23 | 3.28 | 1.79 | 2.96 | -1.24 | -1.81 | -0.96 | -5.82 | -8.15 | 9.35 | 0.94 | -0.23 | 1.2 |
| 2012 | 5.29 | 1.86 | 2.39 | -0.62 | -6.57 | 4.1 | 0.48 | 2 | 2.35 | -1.61 | -0.55 | 1.3 | 10.4 |
| 2013 | 6.16 | 1.4 | 4.2 | 1.6 | 2.74 | -0.6 | 5.09 | -2.93 | 3.22 | 3.25 | 2.59 | 2.69 | 33.3 |
| 2014 | -5.01 | 4.17 | 1.94 | -0.25 | 1.72 | 2.96 | -3.17 | 3.27 | -2.47 | 2.77 | 1 | 0.29 | 7 |
| 2015 | -3.19 | 6.26 | -0.7 | -0.32 | 0.7 | -1.84 | 0.52 | -5.28 | -2.99 | 5.33 | 0.4 | -3.54 | -5.2 |
| 2016 | -5.01 | -0.95 | 6.98 | 0.73 | 1.54 | 0.16 | 3.5 | 1.15 | -0.46 | -0.76 | 5.54 | 2.07 | 14.9 |
| 2017 | 1.99 | 3.23 | 0.15 | 0.44 | -1.59 | 1.91 | 1.37 | -1.28 | 4.33 | 2.07 | 4.33 | 1.29 | 19.6 |
| 2018 | 3.02 | -3.89 | -1.77 | -0.79 | 1.97 | 2.57 | 4.11 | 4.01 | 0.26 | -5.52 | 3.33 | -9.56 | -3.3 |
| 2019 | 7.02 | 3.57 | -0.37 | 6.07 | -6.17 | 7.7 | 2.79 | -4.24 | 1.68 | 1.31 | 3.7 | -7.96 | 14.6 |
| 2020 | 6.34 | 1.95 | -1.03 | 2.34 | 11.46 | -18.91 | -9.55 | -4.05 | -13 | 0.54 | 11.47 | 3.96 | -12.7 |
| 2021 | -9.14 | 6.21 | 14.85 | 5.87 | 1.14 | -0.87 | 2.37 | 1.8 | -3.2 | 6.17 | -3.28 | -1.1 | 20.6 |
| 2022 | -6.81 | 5.97 | -0.03 | -9.08 | 1.58 | -9.77 | 8.08 | -3 | -8.62 | 11.99 | 3.4 | -10.84 | -18.6 |
| 2023 | 8.98 | -1.18 | -5.4 | -3.47 | -2.03 | 8.95 | 5.31 | -2.95 | -4.71 | -4.32 | 12.15 | 9.3 | 19.9 |
| 2024 | -3.42 | 13.6 |