FPA Paramount Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | 0.1 | -20.93 | 5.27 | 5.59 | 6.13 | 4.13 | 5.6 | -1.93 | 5.4 | 5.96 | -14.63 | 0 |
| 1981 | -2.82 | 1.83 | 4.86 | 1.71 | 5.15 | -7.44 | -0.21 | -5.99 | -6.92 | 7.43 | 2.31 | -8.37 | -9.7 |
| 1982 | -0.95 | -2.75 | -0.74 | 7.57 | -0.92 | 2.91 | 2.78 | 7.78 | 6.28 | 9.35 | 6.39 | -5.02 | 36.4 |
| 1983 | 7.52 | 3 | 2.75 | 4.01 | 2.42 | 2.76 | -1.67 | 0.22 | 4.13 | -1.56 | 3.95 | -9.07 | 19 |
| 1984 | 0.92 | -0.84 | 1.46 | -0.3 | -4.62 | 0.57 | -1.31 | 9.26 | 1.44 | 0.6 | 1.26 | -2.83 | 5.1 |
| 1985 | 5.97 | 1.01 | 1.07 | -0.07 | 4.18 | 1.4 | -0.56 | 0.91 | -1.18 | 1.55 | 2.56 | -9.61 | 6.6 |
| 1986 | 0.68 | 2.71 | 1.54 | -0.79 | 1.89 | -2.02 | -4.63 | 6.21 | 0.9 | 3.34 | -0.93 | -9.79 | -1.8 |
| 1987 | 10.17 | 7.75 | 4.18 | -2.17 | 4.3 | 2.33 | 7.53 | 1.25 | 0.41 | -18.84 | -4.39 | 8.2 | 18.5 |
| 1988 | -14.19 | 7.98 | 2.21 | 0.45 | 1.34 | 4.9 | -0.49 | -2.9 | 2.48 | 0.71 | -1.62 | -0.22 | -1 |
| 1989 | -6.67 | -0.63 | 4.11 | 4.25 | 2.91 | -0.49 | 4.83 | 1.72 | -0.61 | -1.97 | 0.35 | 1.8 | 9.4 |
| 1990 | -15.13 | -0.82 | 2.8 | -2.65 | 5.85 | 2.41 | 0.85 | -5.45 | -2.27 | -1.16 | 5.71 | 0.4 | -10.7 |
| 1991 | -1.78 | 6.77 | 4.25 | 1.19 | 3.89 | -3.95 | 4.32 | 1.57 | -1.19 | 2.13 | -1.39 | 0.28 | 16.7 |
| 1992 | -7.14 | 2.62 | -1.65 | 1.22 | 0.38 | -2.63 | 2.57 | -0.23 | -0.23 | 2.29 | 1.94 | -0.37 | -1.6 |
| 1993 | -4.67 | 3.27 | 3.69 | 1.24 | 1.29 | -1.28 | -0.14 | 4.06 | -4.32 | 1.68 | 1.86 | 5.07 | 11.8 |
| 1994 | -3.78 | -2.74 | -4.98 | 2.2 | 1.86 | -1.68 | 5.02 | 5.35 | -0.27 | 0.68 | -4.99 | 2.27 | -1.8 |
| 1995 | -7.83 | 2.2 | 3.04 | 1.73 | 1.35 | 0 | 3.04 | 1.72 | 0.61 | -4.23 | 0.56 | 3 | 4.7 |
| 1996 | -5.18 | 4.39 | 5.17 | 5.05 | 1.93 | 0.67 | -2.33 | 2.64 | 1.22 | 1.27 | 5.49 | -0.23 | 21.4 |
| 1997 | 0.21 | 1.64 | -3.91 | -2.31 | 5.31 | 1.5 | 3.18 | -0.33 | 5 | -4.08 | -3.79 | -3.6 | -1.8 |
| 1998 | 0 | 6.91 | 5.7 | 1.24 | -5.68 | -4.58 | -8.67 | -18.38 | 10.34 | 0.59 | 0.97 | -11.99 | -24.3 |
| 1999 | 1.65 | -5.29 | -6.27 | 13.63 | -5.89 | 4.44 | -3.17 | 1.13 | 5.7 | 2.43 | -3.92 | -0.96 | 1.7 |
| 2000 | -6.86 | -2.45 | -4.55 | -3.14 | -3.63 | -3.23 | 1.12 | 2.63 | -1.21 | 3.69 | -1.05 | 8.06 | -11 |
| 2001 | 5.75 | -5.2 | -2.87 | 9.5 | 2.46 | 5.26 | 1.09 | -2.48 | -11.6 | 6.13 | 7.54 | 6.38 | 21.7 |
| 2002 | -0.52 | -0.93 | 8.47 | 1.16 | -2 | -8.56 | -5.83 | 0.23 | -7.2 | 6.01 | 11.58 | -9.96 | -9.6 |
| 2003 | -6.94 | -0.63 | -1.02 | 8.87 | 13.34 | 2.5 | 8.23 | 5.45 | -3.92 | 8.8 | 2.04 | 0.33 | 41.4 |
| 2004 | 3.66 | 1.61 | -0.71 | -1.59 | 1.37 | 4.15 | -3.22 | -1.5 | 4.5 | 0.61 | 3.59 | 2.73 | 15.9 |
| 2005 | -0.22 | 2.45 | -1.12 | -4.19 | 4.23 | 1.14 | 5.27 | -0.07 | 0.4 | -0.6 | 4.69 | 0 | 12.2 |
| 2006 | 5.26 | -1.4 | 2.47 | 0.24 | -5.24 | 0 | -4.66 | 3.75 | 0.77 | 1.92 | 1.95 | 0.12 | 4.8 |
| 2007 | 1.67 | -0.97 | 0.06 | 3.68 | 5.5 | 1.07 | -4.58 | 1.17 | -1.39 | 3.81 | -2.03 | -0.92 | 6.8 |
| 2008 | -6.34 | -3.73 | 1.1 | 4.79 | 4.57 | -8.74 | 0.89 | 2.41 | -7.23 | -21.65 | -13.27 | 4.3 | -38.1 |
| 2009 | -6.72 | -5.88 | 11.21 | 14.92 | 3.29 | 2.94 | 8.56 | 1.1 | 5.13 | -2.41 | 2.25 | 6.13 | 45.8 |
| 2010 | -4.15 | 2.91 | 8.22 | 3.71 | -7.97 | -4.27 | 3.59 | -5.97 | 13.05 | 4.35 | 3.88 | 6.19 | 23.6 |
| 2011 | 1.68 | 2.69 | 2.02 | 2.17 | -2.85 | 0.1 | -7.11 | -7.5 | -9.21 | 16.2 | -0.05 | 0.44 | -3.7 |
| 2012 | 6.01 | 2.89 | 2.31 | -1.03 | -8.12 | 1.29 | 2.02 | 3.44 | 0.81 | 1.05 | 3.27 | 1.63 | 16 |
| 2013 | 6.71 | 1.37 | 3.32 | 1.39 | 2.42 | -1.79 | 5.51 | -2.87 | 3.84 | 1.29 | 1.5 | 2.44 | 27.8 |
| 2014 | -4.4 | 5.48 | 0.86 | 1.22 | 0.42 | 0.31 | -4.11 | 0.82 | -5.87 | -2.86 | 5.19 | -1.84 | -5.4 |
| 2015 | -0.42 | 6.48 | -2.54 | 4.68 | -0.22 | -3.21 | -2.34 | -5.39 | -4.52 | 7.97 | -1.5 | -2.65 | -4.6 |
| 2016 | -4.41 | 0.92 | 8.74 | 2.1 | -2.94 | -0.97 | 5.44 | -0.35 | 0.99 | -0.75 | 0.87 | 1.76 | 11.3 |
| 2017 | 4.63 | 0.49 | 2.23 | 4.41 | 1.63 | 0.5 | 3.14 | 0.92 | 1.96 | 1.13 | 2.51 | 0.9 | 27.2 |
| 2018 | 6.76 | -3.63 | -1.97 | 1.12 | -1.68 | 0.36 | 3.63 | 0.35 | -0.73 | -6.03 | -0.55 | -5.82 | -8.6 |
| 2019 | 7.46 | 3.24 | -0.15 | 6.14 | -7.24 | 6.74 | -0.28 | -2.38 | 3.02 | 3.22 | 2.06 | -2.2 | 20.3 |
| 2020 | -2.34 | -8.47 | -13.62 | 10.18 | 5.78 | 3.98 | 6.24 | 2.96 | -2.26 | 2.96 | 0 | 0.79 | 14 |
| 2021 | 10 | 3.42 | 1.28 | 4.76 | 1.06 | -0.69 | 0.95 | 1.34 | -5.07 | 0 | 0 | 0 | -9.1 |
| 2022 | -5.06 | -3.5 | -3.63 | -4.37 | -11.96 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -25.7 |