Evercore Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | 2.25 | -14.76 | 2.91 | 4.81 | -7.29 | 16.74 | 1.87 | 1.86 | 1.71 | 6.71 | -7.87 | 0 |
| 1981 | 1.95 | -3.89 | 5.69 | -0.12 | 2.52 | -3.5 | -1.09 | -7.34 | -4.3 | 3.65 | 3.39 | -6.68 | -10.3 |
| 1982 | 1.83 | -5.52 | -8.04 | 1.78 | -4.13 | 2.32 | -8.59 | 13.12 | 1.91 | 12.64 | 7.48 | -17.4 | -6.9 |
| 1983 | 29.49 | 3.73 | 2.34 | 7.19 | 5.32 | -11.53 | 10.17 | -1.04 | -4.95 | -5.99 | 3.54 | -2.62 | 34.9 |
| 1984 | -2.46 | -3.36 | -0.87 | -0.75 | -7.06 | 3.26 | -5.65 | 16.43 | -5.02 | -0.38 | -3.67 | 4.2 | -7.1 |
| 1985 | 11.96 | 1.24 | -13.54 | -1.69 | 6.86 | 1.23 | 1.1 | -3.38 | -5.37 | 3.96 | 10.03 | -12.11 | -3.2 |
| 1986 | 20.6 | 8.05 | -7.62 | 0.22 | 5.25 | -6.55 | -1.89 | 3.17 | -8.46 | 5.88 | 0.34 | -21.36 | -8.1 |
| 1987 | 16.24 | 7.91 | 1.83 | -1.91 | 0.11 | 1.37 | 3.84 | 4.68 | -21.14 | -29.33 | -8.79 | 13.52 | -20.2 |
| 1988 | 0.9 | 8.23 | 1.82 | 2.6 | -1.9 | 8.39 | -3.13 | -5.99 | 3.43 | -0.47 | -2.06 | 6.48 | 18.6 |
| 1989 | 8.68 | -3.22 | 0.88 | 6.5 | 4.48 | -3.64 | 6.74 | 2.27 | 0.62 | -5.28 | -10.13 | 2.46 | 9 |
| 1990 | -6.91 | 1.51 | 4.03 | -4.16 | 10.18 | -2.31 | -6.4 | -13.97 | -12.48 | -4.16 | 7.64 | 6.33 | -21.6 |
| 1991 | 11.37 | 9.72 | 6.79 | 2.21 | 5.82 | -7.03 | 7.15 | 2.44 | 0.75 | 0.87 | -2.34 | -7.65 | 32 |
| 1992 | 4.26 | 0.66 | -3.93 | -4.23 | 0.71 | -4.67 | 4.01 | -3.28 | 0.3 | 4.41 | 7.75 | -0.52 | 4.7 |
| 1993 | -0.39 | -4.36 | -0.41 | -2.22 | 4.96 | -0.14 | 1.22 | 6.55 | 4.14 | 2.05 | -1.42 | -3.83 | 5.7 |
| 1994 | 5.48 | -4.49 | -6.43 | -4.23 | -0.69 | -4.86 | 1.31 | 8.21 | 0.4 | 1.59 | -3.26 | 0.14 | -7.6 |
| 1995 | 0.54 | 3.22 | 2.34 | 0.89 | 0 | 8.93 | 6.35 | 5.21 | 2.79 | -3.71 | 2.92 | -17.02 | 10.4 |
| 1996 | 0.61 | 1.33 | 1.92 | 9.99 | 4.59 | -5.41 | -10.91 | 6.3 | 5.13 | -3.9 | 3.61 | -0.84 | 11.2 |
| 1997 | 5.15 | -3.94 | -6.72 | -0.93 | 9.96 | 0.12 | 5.62 | 0 | 3.93 | -6.9 | -4.78 | -2.41 | -2.4 |
| 1998 | 2.59 | 8.63 | 6.36 | 4.02 | -7.4 | 1.43 | -5.88 | -22.5 | 14.03 | 4.53 | 11.37 | 16.89 | 31.1 |
| 1999 | 14.42 | -9.15 | 6.06 | -2.23 | -2.08 | 10.43 | -2.66 | 0.09 | 2.16 | 5.16 | 11.82 | 20.32 | 64.2 |
| 2000 | -0.32 | 33.66 | -4.47 | -9.23 | -8.36 | 15.43 | -5.46 | 13.72 | -1.29 | -7.82 | -16.89 | 5.8 | 5.1 |
| 2001 | 3.57 | -15.98 | -13.1 | 14.81 | -0.57 | -1.95 | -5.39 | -8.79 | -15.88 | 8.87 | 8.74 | 4.22 | -24.2 |
| 2002 | -4.71 | -8.5 | 7.65 | -5.43 | -5.01 | -11.47 | -12.61 | -1.8 | -10.41 | 7.97 | 11.18 | -7.59 | -36.3 |
| 2003 | -1.64 | 0.21 | 0.83 | 9.5 | 12.45 | 0.17 | 5.19 | 5.89 | -1.8 | 8.27 | 1.98 | 1.25 | 49.9 |
| 2004 | 3.29 | -1.33 | -0.94 | -5.7 | 3.17 | 2.51 | -7.76 | -1.62 | 5.25 | 1.99 | 7.26 | 1.95 | 7.3 |
| 2005 | -4.85 | 3.36 | -2.6 | -4.53 | 6.98 | 0.65 | 5.71 | -1.47 | 2.99 | -2.9 | 5.35 | -0.47 | 7.5 |
| 2006 | 6.65 | -1.56 | 1.7 | 0.56 | -6.64 | 0.83 | -3.88 | 0.61 | 3.16 | 3.89 | 2.38 | -1.71 | 5.4 |
| 2007 | 3.53 | -1.65 | 1.23 | 3.87 | 4.26 | -0.41 | -1.95 | 1.78 | 5.85 | 4.95 | -5.27 | 0.2 | 17 |
| 2008 | -9.11 | -1.56 | -1.24 | 5.84 | 4.56 | -7.5 | -3.49 | 0.58 | -12.65 | -17.93 | -8.74 | 2.66 | -41 |
| 2009 | -6.39 | -8.86 | 8.7 | 9.68 | 4.24 | 0 | 9.61 | 2.38 | 4.21 | -1.53 | 6.36 | 3.19 | 34 |
| 2010 | -5.54 | 3.41 | 6.07 | 1.73 | -8.34 | -6.29 | 5.57 | -5.01 | 12.96 | 5.04 | 1.2 | 5.93 | 15.5 |
| 2011 | 1.46 | 3.2 | 1.28 | 2.53 | -1.24 | -0.94 | -1.89 | -6.12 | -7.66 | 12 | 0 | -0.66 | 0.7 |
| 2012 | 5.9 | 5.36 | 3.49 | -0.67 | -8.15 | 0.32 | 0.32 | 2.94 | 2.04 | -3 | 0.31 | 1.32 | 9.8 |
| 2013 | 6.4 | 0.29 | 3.43 | 2.21 | 3.42 | -2.7 | 5.37 | -1.95 | 4.68 | 3.89 | 3.35 | 4.44 | 37.7 |
| 2014 | -2.57 | 5.59 | -0.44 | 0.37 | 2.43 | 2.73 | -1.96 | 4.56 | -2.52 | 3.57 | 3.04 | 0.32 | 15.7 |
| 2015 | -2.85 | 4.94 | -0.61 | 1.1 | 1.7 | -1.53 | 0.61 | -6.33 | -2.73 | 7.76 | 0.41 | -4.01 | -2.3 |
| 2016 | -7.69 | -0.4 | 6.74 | -0.23 | 0.99 | -2.34 | 5.02 | 0 | 1.18 | -2.84 | 4.12 | 1.45 | 5.3 |
| 2017 | 2.35 | 4.03 | 0.4 | 1.8 | 1.37 | 0.71 | 1.15 | 0.57 | 2.39 | 4.18 | 3.54 | 0.44 | 25.4 |
| 2018 | 8.14 | -3.58 | -1.99 | 0.28 | 3.44 | 1.09 | 2.42 | 3.31 | -1.22 | -9.38 | 3.07 | -9.14 | -4.9 |
| 2019 | 9.38 | 2.84 | 2.98 | 4.61 | -7.23 | 7.68 | 1.69 | -1.01 | 1.83 | 2.65 | 5.02 | 1.21 | 35.4 |
| 2020 | 7.17 | 5.62 | 3.28 | 6.38 | 13.97 | -12.56 | -6.72 | -0.96 | -3.34 | -1.72 | 9.53 | 3.28 | 23 |
| 2021 | -0.75 | -0.67 | 7.9 | 5.89 | 0.1 | 2.22 | 3.85 | 1.34 | -4.67 | 7.97 | -1.19 | 1.72 | 25.5 |
| 2022 | -5.62 | -5.35 | 1.6 | -7.76 | 2.27 | -9.06 | 10 | -5.31 | -10.15 | 7.5 | 6.22 | -5.79 | -21.6 |
| 2023 | 7.66 | -2.85 | 2.43 | 1.59 | 0.1 | 6.96 | 4.52 | -1.18 | -4.98 | -3.31 | 10.94 | 3.77 | 27.3 |
| 2024 | 0.39 | 15.5 |