FPA US Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1984 | 0 | 3.28 | 9.3 | 4.08 | 0 |
| 1985 | 5.92 | 3.38 | -1.43 | 9.47 | 18.5 |
| 1986 | 2.48 | 3.51 | -0.82 | -4.25 | 0.74 |
| 1987 | 8.1 | 1.19 | 4.6 | -16.13 | -4.03 |
| 1988 | 9.69 | 4.53 | -0.32 | 2.17 | 16.78 |
| 1989 | 3.77 | 8 | 8.22 | 0.13 | 21.77 |
| 1990 | -9 | 5.15 | -10.92 | 6.79 | -7.46 |
| 1991 | 6.7 | 0.87 | 2.13 | 6.36 | 17.21 |
| 1992 | 1.04 | 0.76 | 3.64 | 3.91 | 9.64 |
| 1993 | -2.32 | -0.65 | 1.58 | 2.72 | 1.26 |
| 1994 | -9.02 | 0.42 | 2.68 | 0.59 | -5.63 |
| 1995 | -6.31 | 4.18 | 3.86 | 3.04 | 3.88 |
| 1996 | -11.45 | 4.26 | 0.73 | 8.98 | 2.01 |
| 1997 | -3.72 | 16.49 | 9.96 | 0.63 | 24.1 |
| 1998 | 9.37 | -0.84 | -20.28 | 21.5 | 5.04 |
| 1999 | -9.97 | 29.16 | -4.45 | 12.68 | 25.19 |
| 2000 | 7.04 | -7.9 | 3.09 | 10.37 | 10.27 |
| 2001 | -4.76 | 23.66 | -12.66 | 24.91 | 22.82 |
| 2002 | 5.92 | -8.98 | -10.96 | 4.72 | -11.84 |
| 2003 | -7.25 | 23.24 | 9.69 | 9.95 | 37.86 |
| 2004 | 3.81 | 3.38 | 0.55 | 7.72 | 16.25 |
| 2005 | 1.77 | 0.92 | 5.7 | 3.92 | 12.81 |
| 2006 | 6.51 | -5.38 | -0.79 | 4.88 | 4.05 |
| 2007 | 0.69 | 10.07 | -5.13 | -0.7 | 6.47 |
| 2008 | -8.79 | 0.1 | -4.18 | -28.96 | -37.85 |
| 2009 | -2.1 | 22.16 | 15.35 | 6.13 | 46.4 |
| 2010 | 6.33 | -8.53 | 10.2 | 15.4 | 23.69 |
| 2011 | 7.07 | -0.72 | -22.6 | 16.95 | -3.78 |
| 2012 | 11.72 | -8.93 | 4.8 | 5.63 | 14.99 |
| 2013 | 11.71 | 3.11 | 5.26 | 7.46 | 30.63 |
| 2014 | 5.92 | 2.04 | -4.75 | 13.09 | 16.42 |
| 2015 | 2.71 | -2.78 | -9.12 | 6.24 | -3.59 |
| 2016 | -1.07 | -4.86 | 0 | 4.12 | -1.99 |
| 2017 | 5.5 | 1.98 | -0.46 | 1.95 | 9.52 |
| 2018 | -1.92 | 5.24 | 5.82 | -16.37 | -9.81 |
| 2019 | 15.27 | 3.39 | -0.74 | 8.9 | 31.45 |
| 2020 | -17.64 | 23.72 | 6.01 | 3.8 | 21.34 |
| 2021 | 1.28 | 17.7 | -12.41 | 7.95 | 13.48 |
| 2022 | -12.25 | -25.57 | -3.73 | -1.89 | -38.31 |
| 2023 | 10.54 | 9.44 | -0.42 | -0.08 | 20.26 |