Essential 40 Stock Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | 0 | 0 | 0 | 0 | 0 | 0 | 2.11 | 0 | -1.68 | 0.9 | -2.09 | 2.33 | 0 |
| 2015 | 0.1 | -1.29 | -1.71 | -0.1 | -0.92 | -1.14 | 0.52 | 1.04 | -2.36 | 3.16 | -1.43 | -1.55 | -5.7 |
| 2016 | -4.1 | -1.1 | 2.77 | 0 | -0.76 | 1.85 | 1.39 | -0.74 | -0.32 | -1.49 | 0.97 | -0.75 | -2.4 |
| 2017 | 0.86 | 0.32 | -0.96 | 0.75 | 0.53 | 1.17 | -0.1 | 0.95 | 0.52 | 2.38 | 3.03 | 1.73 | 11.7 |
| 2018 | 6.09 | -3.46 | -4.15 | 0 | 2.66 | 0.38 | 3.35 | 3.14 | 0.45 | -5.54 | 1.8 | -9.68 | -5.9 |
| 2019 | 7.71 | 2.9 | 0.38 | 3.28 | -7.8 | 6.98 | 1.1 | -2.18 | 1.77 | 2.1 | 2.59 | 0.61 | 20.6 |
| 2020 | -0.17 | -9.9 | -13.68 | 10.71 | 4.03 | 0.68 | 3.27 | 7.27 | -3.3 | -1.51 | 12.62 | 2.31 | 9.1 |
| 2021 | -12.03 | 4.82 | 18.67 | 3.84 | 2.86 | -0.81 | 0.89 | 1.76 | -3.66 | 4.56 | -1.85 | -5.92 | 10.7 |
| 2022 | -2.5 | -1.91 | 4.04 | -5.25 | 1.06 | -7.81 | 5.78 | -2.23 | -10.16 | 9.55 | 5.04 | -13.18 | -18.5 |
| 2023 | 5 | -2.51 | 3.51 | 0.91 | -1.39 | 7.9 | 4.24 | -2.07 | -3.4 | -1.49 | 8.33 | 0.88 | 20.8 |
| 2024 | 0.29 | 3.11 | 4.07 | -4.52 | 12.6 |