CGM Realty Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1994 0 0 0 0 0 -1.96 -1.71 0.51 0 -3.27 -5.07 9.67 0
1995 -1.44 -0.21 2.41 -0.09 2.29 2.13 2 1.78 4.19 -1.41 0.86 5.91 19.8
1996 4.41 1.49 0.95 -1.89 2.48 0.78 -0.49 4.9 4.42 3.71 5.46 11.57 44.2
1997 3.1 -0.27 1.41 -4.56 2.38 6.15 4.15 0.25 11.85 -2.98 -0.64 4.19 26.9
1998 -0.51 -3.74 2.54 -4.25 -2.34 -1.41 -6.81 -10.64 6.09 -3.93 2.86 -0.23 -21.1
1999 -1.04 -2.62 -1.97 10.97 4.42 2.16 -3.6 -2.15 -3.88 -2.44 -1.01 4.78 2.6
2000 -2.62 -0.09 4.64 5.6 1.45 5.96 8.25 -2.81 4.12 -4.07 0.54 5.85 29.2
2001 -2.44 -2.05 -0.77 1.58 1.88 5.69 -1.89 2.1 -5.59 -2.64 5.29 5.65 6.2
2002 4.75 6.59 3.99 7.04 -2.94 3.15 -13.26 -0.21 -3.14 2.17 -1.99 -1.68 2.7
2003 0.82 0.96 2.06 14.46 17.16 1.51 -1.96 5.93 6.06 17.05 5.71 -1.11 90.6
2004 -3.96 9.26 7.62 -11.99 3.17 0.75 -3.95 7.55 6.72 -1.38 5.42 14.55 35.7
2005 2.44 6.21 -7.49 -0.67 2.95 6.19 9.03 -0.34 2.44 -3.02 5.29 2.06 26.8
2006 8.72 -0.27 5.83 0.29 -4.59 3.2 2.32 1.7 -0.31 6.99 3.63 -0.83 29.2
2007 9.2 -5.48 -0.07 4.01 7.76 -0.8 -2.29 0.3 13.22 11.28 -6.76 1.67 34.2
2008 -4.9 1 -1.13 11.44 2.8 -4.13 -5.72 -1.56 -6.15 -32.91 -25.99 17.99 -46.8
2009 -14.85 -16.28 0.35 26.97 1.37 1.35 9.29 15.03 7.78 -6.91 10.01 3.84 34.5
2010 -7.04 7.52 12.22 4.19 -8.06 -6.93 12.3 -3.6 6.45 3.89 0.93 7.31 29.7
2011 2.09 4.17 -1.12 5.79 1.18 -3.26 -0.48 -8.13 -13.4 17.09 -3.16 3.36 1
2012 8.43 -2.3 5.07 2.25 -6.08 4.51 -0.7 0.14 -1.28 -2.6 0.03 3.49 10.6
2013 4.73 -1.95 3.88 3.48 -3.72 -4.95 2.06 -6.18 6.97 3.01 -0.42 3.56 9.9
2014 -0.45 5.75 -2.22 0.25 3.03 3.18 -3.86 5.9 -4.09 7.73 4.16 1.17 21.6
2015 -2.52 4.74 1.43 -4.05 2.23 -0.24 3.3 -7.67 -3.08 5.87 1.66 -3.19 -2.4
2016 -10.69 -5.93 11.43 -2.71 2.86 3.87 2.43 -2.86 -2.9 1.09 10.14 -1.91 2.7
2017 6.13 0 -1.14 0.58 0.83 3.05 4.9 2 0.09 2.48 4.82 5.24 32.7
2018 -0.31 -2.93 -4.01 -0.34 -0.97 -1.22 1.93 -6.45 1.19 -0.81 -0.07 -7.85 -20.2
2019 11.73 -1.17 0.04 -0.86 -2.99 2.16 -5.1 -0.81 2.4 -0.83 -3.5 1.34 1.5
2020 -0.43 -9.03 -28.68 12.18 8.28 2.78 16.32 -2.86 2.5 -6.95 6.1 2.95 -4.6
2021 -3.96 10.89 2.25 7.37 0.77 -3.55 2.85 3.05 -4.94 5.52 -3.46 8.34 25.7
2022 -7.76 1.09 2.51 -4.28 -4.15 -14.77 6.21 -6.05 -8.88 6.93 0.45 0 -27