Barrett Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1999 | 4.89 | -3.14 | 2.06 | 0.58 | -1.72 | 6.52 | -3.2 | 0.19 | -1.23 | 6.68 | 7.42 | 11.41 | 33.5 |
| 2000 | -2.39 | 2.6 | 6.79 | -2.03 | -1.04 | 3.23 | -3.7 | 7.9 | -6.16 | 0.58 | -9.72 | 0.56 | -4.7 |
| 2001 | 3.59 | -12.57 | -10.85 | 9.3 | -0.52 | -5.22 | -2.61 | -6.15 | -8.03 | 2.41 | 9.32 | 0.41 | -21.4 |
| 2002 | -1.64 | -3.43 | 3.12 | -8.87 | -1.15 | -6.49 | -6.69 | 1.06 | -10.25 | 8.2 | 5.82 | -5.75 | -24.6 |
| 2003 | -2.71 | -1.26 | 1.27 | 7.11 | 5.34 | 0.37 | 4.56 | 1.88 | -3.58 | 5.4 | 0.68 | 4.18 | 25.1 |
| 2004 | -0.43 | 0.65 | -1.41 | -0.44 | 2.21 | 1.29 | -4.15 | -0.78 | 2.69 | -0.22 | 3.28 | 3.39 | 6 |
| 2005 | -2.66 | 1.79 | -1.96 | -2.32 | 4.42 | 0.41 | 5.35 | -1.46 | -0.1 | -0.1 | 4.27 | -0.19 | 7.3 |
| 2006 | 5.06 | -0.91 | 1.28 | -0.27 | -4.26 | -0.19 | -0.38 | 2.19 | 2.05 | 4.48 | 1.4 | -0.09 | 10.5 |
| 2007 | 1.38 | -1.87 | 0.52 | 2.07 | 3.13 | -1.23 | -0.83 | 1.84 | 4.44 | 1.89 | -3.01 | -0.69 | 7.6 |
| 2008 | -7.38 | -1.65 | -0.7 | 3.82 | 1.62 | -7.65 | -0.18 | 1.37 | -10.17 | -16.63 | -6.01 | -0.26 | -37.4 |
| 2009 | -5.77 | -8.03 | 4.73 | 6.92 | 5.28 | -0.25 | 6.42 | 1.89 | 3.71 | -2.68 | 4.6 | 3.52 | 20.8 |
| 2010 | -3.82 | 3.53 | 3.94 | 0.21 | -9.01 | -5.62 | 5.48 | -5.54 | 9.45 | 4.15 | 1.15 | 6.22 | 8.7 |
| 2011 | 0.98 | 1.64 | 0.38 | 1.61 | -0.93 | -1.51 | -2.77 | -5.6 | -8.23 | 12.26 | -1.11 | -1.33 | -5.8 |
| 2012 | 5.7 | 4.8 | 2.24 | -0.73 | -7.1 | 2.18 | -0.78 | 2.54 | 2 | -3.37 | 0.97 | 0.72 | 8.9 |
| 2013 | 5.53 | 1.08 | 3.04 | 1.04 | 2.32 | -2.01 | 5.48 | -2.19 | 4.48 | 5 | 3.25 | 2.47 | 33.3 |
| 2014 | -4.09 | 4.34 | -1.22 | -0.29 | 2.77 | 1.7 | -1.12 | 3.74 | -0.54 | 2.39 | 3.34 | -0.63 | 10.5 |
| 2015 | -2.28 | 5.66 | -0.88 | -0.06 | 1.91 | -1.25 | 2.34 | -6.61 | -2.78 | 7.96 | -0.25 | -2.19 | 0.7 |
| 2016 | -3.04 | -1.07 | 6.21 | 0.06 | 0.19 | -0.38 | 2.99 | -0.06 | -0.68 | -1.87 | 3.3 | 1.52 | 7 |
| 2017 | 1.09 | 3.35 | 0.75 | 1.9 | 2.14 | -0.77 | 2.67 | 0.22 | 1.89 | 3.13 | 2.93 | 0 | 21 |
| 2018 | 6.76 | -1.96 | -2.55 | 0.82 | 3.47 | 0.25 | 3.19 | 4.67 | -0.14 | -6.97 | 2.15 | -8.95 | -0.5 |
| 2019 | 6.49 | 4.09 | 3.44 | 4.13 | -5.02 | 7.35 | 1.92 | -0.97 | -0.22 | 1.16 | 3.6 | 0.25 | 28.8 |
| 2020 | 1.73 | -6.44 | -9.42 | 12.66 | 6.01 | 2.75 | 7.08 | 7.73 | -9.37 | -2.68 | 8.54 | 3.34 | 20.7 |
| 2021 | -13.16 | 2.09 | 1.66 | 19.29 | -1.27 | 4.19 | 3.36 | 2.91 | -5.36 | 6.3 | -0.65 | -8.11 | 8 |
| 2022 | -8.47 | -4.11 | 3.66 | -10.94 | 0.08 | -7.48 | 10.25 | -4.9 | -9.32 | 7.55 | 4.9 | -23.34 | -38.3 |
| 2023 | 8.94 | -2.8 | 3.72 | 1.58 | 1.32 | 6.14 | 2.94 | 0.38 | -4.71 | -1.42 | 9.75 | 0.86 | 28.9 |
| 2024 | 4.2 | 6.34 | 1.95 | -2.71 | 16.7 |