Bernzott US Small Cap Value Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.93 | 2.65 | 0 |
2013 | 3.23 | 0.45 | 3.11 | -0.09 | 3.11 | -2.51 | 4.29 | -1.81 | 4.69 | 4.32 | 2 | 3.93 | 27.3 |
2014 | -5.7 | 0.94 | 1.4 | -0.77 | 1.08 | 5.2 | -3.49 | 3.31 | -2.62 | 3.82 | 0.36 | 2.23 | 5.3 |
2015 | -2.94 | 5.48 | 0.08 | -0.62 | 1.56 | 0.38 | -0.69 | -6.77 | -4.71 | 7.19 | 0.73 | -7.73 | -8.8 |
2016 | -6.31 | 0.48 | 7.57 | 2.4 | 3.04 | -0.51 | 2.46 | 2.57 | -0.24 | -3.64 | 7.22 | 0.79 | 16.1 |
2017 | 4.25 | 1.89 | 0.3 | 1.92 | -0.72 | 1.53 | 1.58 | 3.82 | 4.43 | 2.87 | 2.48 | -0.21 | 26.8 |
2018 | 4.62 | -2.8 | -0.58 | -0.19 | 4.38 | 0.86 | 4.96 | 4.9 | 0.72 | -9.5 | -1.28 | -11.64 | -7 |
2019 | 10.48 | 3.16 | -0.22 | 2.85 | -7.11 | 6.05 | 2.45 | -7.54 | 4.12 | 2.05 | 5.38 | -5.04 | 16.1 |
2020 | 4.71 | 7.78 | 3.05 | 7.19 | 14.67 | -24.56 | -10.48 | -0.86 | -5.99 | 3.81 | 11.92 | 7.33 | 12.2 |
2021 | -18.05 | 7.56 | 2.74 | 26.16 | -0.78 | -1.47 | 0.86 | -0.79 | -3.26 | 3.43 | -5.89 | -12.51 | -7.9 |
2022 | -5 | -0.37 | 0.37 | -8.77 | 0.08 | -9.92 | 9.86 | -6.87 | -11.55 | 11.38 | 5.29 | -16.57 | -30.8 |
2023 | 10.33 | -3.82 | -5.86 | -3.11 | -3.83 | 9.05 | 6.23 | -4.09 | -5.24 | -3.48 | 7.74 | 7.78 | 9.8 |
2024 | -2.28 | 3.7 |