Hodges Blue Chip Equity Income Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1.2 | 4.34 | 1.36 | 0 |
| 2010 | -3.34 | 2.77 | 3.17 | 2.7 | -8.08 | -5.33 | 4.59 | -4.79 | 9.32 | 3.35 | 0.16 | 3.83 | 7.2 |
| 2011 | 1.29 | 2.82 | -0.18 | 3.01 | -0.95 | -1.56 | -0.44 | -4.88 | -7.55 | 8.77 | -0.49 | 1.13 | 0.1 |
| 2012 | 4.64 | 2.93 | 1.64 | 1.19 | -6.11 | 4.37 | 1.54 | 1.94 | 0.91 | -1.31 | 1.56 | -0.84 | 12.7 |
| 2013 | 5.6 | 0.96 | 4.22 | 1.15 | 3.17 | 0.37 | 3.35 | -0.71 | 4.55 | 5.71 | 3.86 | 2.35 | 40.3 |
| 2014 | -3.65 | 5.19 | 0.53 | -0.27 | 2.53 | 1.23 | -0.19 | 5.33 | -0.06 | 0.18 | -2.86 | -3.04 | 4.6 |
| 2015 | -1.36 | 6.06 | 1.1 | -2.38 | 0.26 | -1.71 | 3.54 | -5.94 | -0.62 | 8.42 | -1.02 | -1.07 | 4.6 |
| 2016 | -5.12 | -0.3 | 4.59 | 0.14 | 0.71 | 0.46 | 3.23 | -1.83 | -1.73 | -1.83 | 4.45 | 2.87 | 5.3 |
| 2017 | 1.46 | 4.94 | 0.08 | 0.85 | 0.71 | 0.53 | 2.31 | 0.75 | 2.78 | 2.19 | 3.28 | 2.52 | 24.7 |
| 2018 | 5.5 | -4.29 | -3.85 | 0.06 | 3.59 | -1.14 | 3.39 | 2.09 | 1.58 | -7.55 | 1.31 | -9.31 | -9.4 |
| 2019 | 7.64 | 3.85 | 1.09 | 5.18 | -7.87 | 7.24 | 1.22 | -0.72 | 2.84 | 1.24 | 3.49 | -4.49 | 21.4 |
| 2020 | -1.23 | -8.57 | -14.65 | 13.2 | 6.19 | 3.88 | 5.44 | 8.69 | -8.14 | -3.27 | 9.62 | 1.89 | 9.9 |
| 2021 | -10.47 | 0.76 | 4.81 | 17.01 | 0.72 | 2.61 | -0.47 | 1.79 | -4.45 | 6.94 | 0.23 | -5.7 | 11.5 |
| 2022 | -1.82 | -3.42 | 4.61 | -8.47 | 0.48 | -9.05 | 9.32 | -3.65 | -9.73 | 10.41 | 6.17 | -11.99 | -18.6 |
| 2023 | 4.37 | -0.9 | 2.74 | -0.28 | 0.17 | 7 | 3.95 | -2 | -4.28 | -3.41 | 6.73 | 5.43 | 20.4 |
| 2024 | 1.03 | 5.43 | 4.79 | -4.61 | 16.2 |