Hodges Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4.56 | 2.09 | 0 |
| 1993 | 2.49 | 1.04 | 1.29 | -4.24 | 3.81 | -1.62 | 0.26 | 2.6 | 0.42 | -0.34 | -0.51 | -7.47 | -2.8 |
| 1994 | 1.83 | 1.17 | -4.18 | 1.67 | -1.83 | -8.93 | 2.25 | 7.09 | -2.24 | 2.86 | -1.21 | 0.94 | -1.5 |
| 1995 | 2.88 | 2.35 | 2.03 | 2.34 | 1.02 | 0.5 | 8.75 | 2.84 | 1.19 | -5.6 | 0.39 | -11.73 | 5.7 |
| 1996 | 4.05 | 7.87 | 0.94 | 7.69 | 3.39 | -6.7 | -5.76 | 2.54 | 3.95 | -2.46 | 3.57 | 4.16 | 24.4 |
| 1997 | 7.53 | -0.79 | -4.9 | 0.23 | 8.8 | 3.34 | 9.03 | 2.69 | 7.33 | -2.5 | 0.19 | -1.99 | 31.5 |
| 1998 | 0.15 | 4.51 | 3.96 | 5.06 | -4.02 | 0.27 | -3.97 | -18.62 | 6.57 | 9.29 | 6.86 | 14.22 | 22.2 |
| 1999 | 8.79 | -6.43 | 5.86 | 5.56 | -6.5 | 3.47 | -5.77 | -8 | -2.17 | 4.1 | 4.7 | 5.92 | 7.8 |
| 2000 | -6.03 | 21.31 | 0.11 | -12.27 | -10.22 | 2.79 | -0.41 | 10.03 | -7.25 | -5.08 | -19.44 | -1.12 | -29 |
| 2001 | 20.05 | -18.43 | -8.54 | 12.15 | 5.1 | 3.15 | -1.16 | -8.44 | -13.23 | 9.46 | 10.57 | 7.38 | 11.2 |
| 2002 | -1.7 | -3.62 | 6.15 | -2.65 | -3.14 | -8.28 | -11.44 | 0.53 | -9.3 | 1.96 | 15.37 | -10.77 | -26.3 |
| 2003 | -5.27 | -4.64 | 3.77 | 17.8 | 19.18 | 3.34 | 7.59 | 4.95 | 1.22 | 7.98 | 4.25 | 3.01 | 80.2 |
| 2004 | 2.5 | 2.61 | 1.51 | -4.22 | 0 | 3.93 | -3.95 | -1.49 | 3.51 | 2.22 | 9.16 | 7.16 | 24.5 |
| 2005 | -3.4 | 4.38 | -0.93 | -6.6 | 5.48 | 4.9 | 8.91 | -1.62 | 3.07 | -2.89 | 5.68 | 0.17 | 17.2 |
| 2006 | 9.83 | -1.63 | 3.64 | 0.94 | -3.98 | 0.04 | -3.06 | -0.5 | 2.17 | 5.51 | 4.25 | 0.12 | 17.8 |
| 2007 | 2.74 | -0.6 | 1.81 | 4.08 | 4.77 | -0.58 | -2.09 | -1.15 | 4.56 | 2.26 | -6.93 | -0.07 | 8.5 |
| 2008 | -7.44 | -0.24 | -2.84 | 8.13 | 3.87 | -4.52 | -5.38 | -0.88 | -17.41 | -21.67 | -14.84 | 1.56 | -49.5 |
| 2009 | -11.7 | -14.07 | 8.19 | 20.04 | 9.12 | -6.25 | 11.53 | 5.92 | 9.45 | -8.08 | 4.76 | 8.56 | 36.3 |
| 2010 | -0.05 | 2.79 | 4.28 | 5.21 | -7.71 | -9.49 | 6.61 | -7.91 | 13.7 | 3.37 | 4 | 7.17 | 21.1 |
| 2011 | -1.68 | 6.58 | -0.59 | 1.83 | -0.13 | -2.34 | 1.8 | -12.16 | -13.79 | 15.11 | -5.21 | -0.51 | -13.4 |
| 2012 | 9.88 | -0.09 | 0.89 | 0.88 | -9.67 | 5.07 | 1.11 | 3.91 | 1.1 | -2.41 | 3.31 | 2.21 | 16.1 |
| 2013 | 6.35 | 3.48 | 7.05 | 0.86 | 7.79 | 0.65 | 4.41 | 0 | 5.6 | 5.74 | 4.66 | -0.05 | 57.2 |
| 2014 | -2.75 | 9.73 | -0.97 | -1.51 | 4.26 | 3.08 | -2.81 | 5.96 | -2.24 | -1.4 | -0.56 | -2.82 | 7.3 |
| 2015 | -6.64 | 8.63 | 0.54 | 1.74 | -1.08 | -2.93 | -2 | -1.18 | -6.56 | 9.55 | -0.42 | -9.96 | -11.5 |
| 2016 | -11.04 | 4.73 | 14.25 | 6.64 | -1.84 | -0.32 | 7.33 | 3.55 | 2.66 | -2.17 | 12.56 | 0.15 | 39.8 |
| 2017 | 1.99 | -1.05 | -1.42 | -1.22 | -2 | 0.35 | 4.48 | -2.01 | 2.89 | 0.27 | 5.67 | 5.55 | 13.9 |
| 2018 | 4.42 | -4.23 | -2.22 | -1.28 | 5.12 | -2.72 | 0.96 | 1.92 | -4.31 | -14.49 | -0.56 | -20.61 | -34.4 |
| 2019 | 21.2 | 5.53 | -0.63 | 5.01 | -13.9 | 8.11 | 0.95 | -10.09 | 4.75 | -2.42 | 3.13 | 3.51 | 23 |
| 2020 | -3.91 | -13.04 | -33.3 | 24.45 | 13.14 | 9.59 | 4.33 | 7.38 | 3.75 | 1.07 | 19.72 | 7.15 | 29.6 |
| 2021 | 5.85 | 10.29 | 3.8 | 4.23 | 1.05 | 3.59 | -2.75 | 0.9 | -3.94 | 3.96 | -0.81 | 0.76 | 29.5 |
| 2022 | -10.86 | 5.82 | 1.88 | -12.15 | -1.24 | -17.21 | 17.41 | -3 | -12.09 | 14.06 | 10.05 | -10.28 | -22.2 |
| 2023 | 15.06 | -4.68 | -1.89 | -5.41 | -1.52 | 13.96 | 8.69 | -3.41 | -4.1 | -8.89 | 13.93 | 7.91 | 28.8 |
| 2024 | -2.26 | 7.54 | 5.31 | -5.49 | 11.5 |