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FPA US Value Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1984 0 0 0 0.58 -0.29 2.98 0.78 7.35 1.11 1.87 0.19 1.64 0
1985 5.16 -1.12 1.87 0.18 2.61 0.69 0.75 0 -1.99 2.67 3.68 2.84 18.5
1986 0.69 -1.63 3.47 0.9 1.53 1.04 -3.91 5.62 -2.28 1.5 1.53 -7.09 0.7
1987 5.74 2.03 0.21 -1.86 0.21 2.89 3.68 1.58 -0.68 -16.72 -4.11 5.02 -4
1988 3.45 5.09 0.89 0.55 -1.1 5.11 -0.95 -1.71 2.39 2.6 -2.58 2.23 16.8
1989 0.81 0.21 2.72 3.58 3.91 0.34 4.76 2.25 1.03 -1.24 0.72 0.94 21.8
1990 -11.48 1.19 1.59 -1.26 6.03 0.39 -0.62 -7.05 -3.33 -1.64 6.17 3.77 -7.5
1991 -0.36 4.45 2.53 0.34 2.98 -2.8 1.37 1.44 0 1.38 -1.87 6.92 17.2
1992 -0.59 1.78 -0.13 1.88 -0.31 -0.79 2.65 -1.27 2.26 0.17 3.03 0.67 9.6
1993 -4.39 0.27 1.89 -0.95 1.31 -0.99 -1.8 3.53 -0.09 0.78 -0.04 1.97 1.3
1994 -4.77 -0.94 -3.56 1.59 1.66 -2.76 2.21 2.62 -2.11 1.05 -2.31 1.9 -5.6
1995 -9.85 2.81 1.09 1.42 2.37 0.33 1.29 1.46 1.07 -2.52 3.39 1.68 3.9
1996 -14.15 1.68 1.45 2.14 1.74 0.59 -4.88 3.85 2.37 0.87 5.5 2.4 2
1997 0.05 -0.05 -3.72 1.34 8.43 6.01 5.86 0.65 3.2 -2.89 -0.43 4.08 24.1
1998 0.32 7.87 1.06 3.19 -1.95 -1.99 -3.9 -20.79 4.73 7.97 3.39 8.84 5
1999 -3.28 -6.82 -0.11 13.23 6.33 7.28 -1.83 -2.49 -0.18 0.09 8.22 4.03 25.2
2000 -4.65 6.46 5.44 3.24 -3.58 -7.48 1.24 6.61 -4.48 3.69 -5.1 10.26 10.3
2001 5.24 -6.32 -3.4 11.52 2.97 5.82 0.86 -2.86 -11.63 6.7 7.63 6.71 22.8
2002 -0.26 -1.13 7.4 0.82 -1.54 -7.6 -7.83 0.53 -6.48 3.59 10.15 -8.23 -11.8
2003 -5.88 -0.36 -1.1 7.87 11.56 2.41 7.97 5.48 -3.69 7.89 1.85 0.06 37.9
2004 2.88 1.58 -0.67 -1.42 1.16 3.68 -3 -1.14 4.85 0.45 4.2 2.93 16.3
2005 -0.26 2.96 -0.91 -4.04 4.04 1.07 5.26 -0.03 0.45 -0.53 4.5 -0.02 12.8
2006 5.32 -1.44 2.61 0.25 -5.45 -0.17 -4.83 3.82 0.41 1.85 2.07 0.09 4.1
2007 1.65 -0.91 -0.03 3.93 5.49 0.58 -4.29 1.14 -1.58 3.74 -1.87 -1.13 6.5
2008 -6.44 -3.63 1.17 4.95 4.5 -8.73 0.81 2.54 -7.31 -21.66 -13.05 4.29 -37.9
2009 -6.5 -5.83 11.18 14.89 3.19 3.05 8.64 1.07 5.06 -2.36 2.2 6.35 46.4
2010 -4.21 2.73 8.06 3.5 -7.8 -4.15 3.56 -6.03 13.24 4.29 4.18 6.22 23.7
2011 1.83 2.86 2.22 2.22 -2.95 0.07 -7.29 -7.95 -9.31 16.21 0.14 0.5 -3.8
2012 6.16 2.72 2.45 -1.38 -8.09 1.09 2.13 3.51 0.49 1 3.26 1.38 15
2013 6.85 1.19 3.32 1.41 2.5 -1.71 5.56 -3.2 4.22 1.38 3.77 2.14 30.6
2014 -3.43 7.99 1.57 -1.64 1.14 2.57 -4.05 5.11 -5.55 6.67 3.23 2.71 16.4
2015 -6.43 7.19 2.4 -1.67 0.5 -1.62 -1.87 -1.45 -6.03 7.49 0.42 -1.58 -3.6
2016 -7.26 0.46 6.19 -1.19 -0.98 -2.76 4.01 -1.43 -2.46 -3.09 4.85 2.48 -2
2017 0.44 3.94 1.05 -0.1 -0.1 2.19 0.98 -3.15 1.79 -1.44 1.99 1.75 9.5
2018 6.96 -4.06 -4.42 0 2.98 0.3 3.32 2.44 0.38 -8.53 0.93 -9.24 -9.8
2019 10.07 2.57 2.1 5.79 -6.77 6.17 2.16 -2.02 -0.09 3.47 4.44 0.78 31.5
2020 10.38 6.59 3.31 6.12 12.85 -12.36 -8.16 2.32 -9.9 -2.49 8.04 -1.47 21.3
2021 -1.56 1.37 1.49 12.41 -0.85 5.6 2.64 3.51 -6 7.8 -1.79 -2.56 13.5
2022 -8.31 -6.2 2.03 -11.54 -0.4 -15.52 9.95 -4.26 -8.55 5.17 5.01 -11.16 -38.3
2023 8.21 -2.81 5.11 2.75 1.87 4.55 3.52 -0.89 -2.94 -0.17 0 0 20.3