CGM Focus Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 0 0 0 0 0 0 0 0 0 -6.73 -6.44 -2.19 0
1998 3.09 8.38 3.15 4.44 -5.14 0.65 -10.85 -19.56 1.55 2.93 10.77 8.49 3.5
1999 4.02 -8.81 -4.78 14.82 5.26 -0.38 -10.61 -4.87 -4.68 1.64 12.53 7.57 8.5
2000 -11.52 0.75 10.47 -1.06 5.08 4.28 1.34 -4.58 3.23 3.13 28.86 8.66 53.9
2001 -23.99 24.9 10.87 8.78 -0.17 10.19 8.59 -3.1 -19.53 10.62 15.45 8.4 47.7
2002 12.85 -0.41 -1.99 11.08 -5.19 -5.79 -19.96 1.83 -3.49 1.54 3.82 -9.28 -17.8
2003 -3.34 -4.83 0.67 12.37 15.39 3.84 1.03 9.18 0.36 10.6 3.68 5.17 66.5
2004 -5.01 8.05 2.83 -10.86 2.56 3.98 -2.86 0.03 10.28 -2.61 8.65 -1.39 12.2
2005 1.39 13.58 -3.65 -4.43 2.05 5.67 4.3 5.4 6.82 -7.83 -0.71 1.99 25.3
2006 15.92 -7.31 2.67 8.93 -5.7 1.77 2.75 -5.43 -4.14 2.03 3.5 1.32 14.9
2007 4.01 -2.13 7.48 1.48 6.08 4.7 5.73 6.24 15.99 10.53 -6.58 8.17 79.4
2008 -8.1 5.78 -5.17 12.59 6.64 5.78 -18.97 -6.65 -6.67 -29.87 -12.59 2.27 -48.2
2009 -7.26 -13.79 4.17 10.28 5.08 -3.03 5.35 0.94 4.1 -2.36 9.56 -0.37 10.4
2010 -10.35 6.71 7.9 -2.92 -7.96 -9.53 10.73 -8.56 12.59 10.19 4.66 6.78 17.2
2011 -2.04 -0.91 -0.33 -0.45 -4.09 -0.68 -0.22 -11.52 -13.83 16.76 -7.05 -2.69 -26.3
2012 11.66 3.18 1.05 -2.34 -11.59 1.28 -2.37 2.28 4.41 4.48 -2.39 5.55 14.2
2013 9.28 0.03 4.4 -0.66 6.5 -4.49 6.75 -4.88 6.12 1.07 4.46 4.89 37.6
2014 -4.39 4.54 -2.26 -2.74 1.28 3.53 -4.38 5.23 -2.47 1.12 3.86 -1.26 1.4
2015 -8.68 11.04 0.82 -5.17 4.87 3.68 2.48 -5.93 -8.55 5.61 0.85 -3.11 -4.1
2016 -15.28 -3.7 12.23 -1.03 0.9 -3.91 4.12 0.86 -0.8 2.2 11.86 4.19 9
2017 3.42 3.82 -0.48 0.24 1.77 0.24 6.19 1.43 2.25 2.66 -0.61 1.66 24.8
2018 6.2 -2.03 -7.08 -0.83 -5.26 -9.88 7.92 -1.95 4.98 -3.5 -5.4 -9.32 -24.7
2019 8 -6.41 -7.59 -2.57 -4.7 -1.12 -2.91 -2.01 8.09 1.11 -11.49 9.22 -13.8
2020 -12.21 -7.86 -26.25 6.85 6.28 6.81 8.62 1.51 1.73 -0.29 9.49 7.94 -4.4
2021 2.73 5.63 14.37 5.13 -0.14 -1.56 -1.99 2.29 1.32 3.1 -3.25 1.63 32.1
2022 -0.87 1.71 6.24 -5.7 7.45 -17.89 10.51 -1.1 -12.33 11.85 -1.47 0 -5.9