Summitry Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | 0 | 0 | 0 | 0 | 3.58 | 0.45 | 7.51 | 2.36 | 3.04 | -1.76 | 5.44 | 0.77 | 0 |
| 2010 | -1.76 | 2.96 | 4.91 | 1.8 | -7.78 | -4.68 | 6.44 | -4.69 | 7.78 | 3.31 | -1.28 | 5.83 | 12.1 |
| 2011 | 2.54 | 1.86 | -1.55 | 2.26 | -1.14 | -1.76 | -1.52 | -5.05 | -4.72 | 9.22 | 0.43 | 1.99 | 1.8 |
| 2012 | 3.55 | 4.29 | 3.9 | -1.38 | -6.28 | 4.56 | 0.55 | 2.24 | 3.38 | -0.9 | 0.19 | 1.12 | 15.7 |
| 2013 | 4.1 | 1.46 | 2.5 | 2.01 | 3.89 | -1.67 | 5.09 | -2.51 | 2.29 | 4.69 | 2.72 | 2.41 | 30.2 |
| 2014 | -3.91 | 3.18 | 2 | 0.42 | 2.11 | 2.01 | -1.06 | 2.92 | -0.35 | 0.9 | 2.18 | -0.32 | 10.3 |
| 2015 | -5.42 | 7.62 | -2.38 | 2.12 | 0.83 | -1.39 | 2.19 | -5.97 | -2.77 | 9.6 | -0.15 | -2.41 | 0.7 |
| 2016 | -5.9 | -0.25 | 5.21 | 1.31 | 2 | -2.71 | 4.22 | 1.65 | -1.96 | 0.57 | 4.55 | 2.8 | 11.5 |
| 2017 | 1.54 | 3.37 | -0.22 | 1.74 | 0.96 | 0.85 | 1.16 | -1.4 | 1.42 | 1.35 | 1.49 | -0.31 | 12.6 |
| 2018 | 6.64 | -4.89 | -1.79 | -0.17 | 1.82 | -0.22 | 4.73 | 2.7 | 0.4 | -7.9 | 0.82 | -8.84 | -7.6 |
| 2019 | 8.71 | 1.36 | 1.45 | 5.16 | -7.63 | 8.55 | 1.68 | -4.17 | 1.95 | 2.24 | 3.37 | -0.41 | 23.3 |
| 2020 | -0.26 | -8.29 | -16.7 | 12.48 | 6.06 | -0.86 | 5.54 | 9.13 | -4.71 | -2.15 | 14.23 | 4.37 | 15.4 |
| 2021 | -8.94 | 8.06 | 12.11 | 6.7 | 0.5 | 0.34 | 1.9 | 3.61 | -4.71 | 3.66 | -2.98 | -2.36 | 17.3 |
| 2022 | -3.15 | -5 | 1 | -9.09 | -0.55 | -8.92 | 9.89 | -3.47 | -8.14 | 5.62 | 7.12 | -18.76 | -31.5 |
| 2023 | 10.26 | -2.85 | 2.77 | 2.85 | -0.3 | 6.75 | 2.47 | -2.81 | -5.79 | -2.23 | 11.51 | -2.36 | 20.4 |
| 2024 | 2.52 | 7.81 | 2.78 | -5.99 | -0.44 | 15.1 |