Essential 40 Stock Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 2014 | 0 | -0.7 | 0.4 | 1.1 | 0 |
| 2015 | -2.88 | -2.15 | -0.84 | 0.11 | -5.65 |
| 2016 | -2.52 | 1.08 | 0.32 | -1.28 | -2.42 |
| 2017 | 0.22 | 2.47 | 1.36 | 6.76 | 11.7 |
| 2018 | -1.84 | 5.44 | 6.87 | -13.46 | -5.92 |
| 2019 | 11.25 | 0.74 | 0.18 | 5.39 | 20.63 |
| 2020 | -22.36 | 15.96 | 7.12 | 13.48 | 9.07 |
| 2021 | 9.42 | 5.93 | -11.67 | 8.1 | 10.69 |
| 2022 | -0.5 | -11.72 | -7.08 | -0.09 | -18.45 |
| 2023 | 7.75 | -1.39 | 7.37 | 5.96 | 20.79 |
| 2024 | 2.98 | 0 | 0 | 0 | 12.56 |