Homestead Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1990 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.49 | 0 |
| 1991 | 3.15 | 3.72 | 1.84 | 1.72 | 3.64 | -3.45 | 3.53 | 1.14 | -2.25 | 1.86 | -4.08 | 5.51 | 17 |
| 1992 | 2.26 | 3.92 | -1.72 | 3.09 | 0.65 | -3.22 | 3.27 | -1.54 | 1.07 | -0.41 | 3.28 | 0.12 | 11 |
| 1993 | 3.12 | 2.41 | 1.97 | -0.15 | 2.31 | 0.85 | 0.22 | 4.28 | -1.11 | 1.34 | 0.21 | 1.57 | 18.3 |
| 1994 | 3.78 | -1.46 | -3.83 | 1.54 | 2.75 | -1.18 | 2.87 | 2.26 | -1.89 | 1.39 | -3.92 | -0.25 | 1.7 |
| 1995 | 2.55 | 3.77 | 2.53 | 3.48 | 2.69 | 1.59 | 4.21 | 1.48 | 2.97 | -3.26 | 6.07 | -1.13 | 30.1 |
| 1996 | 1.95 | 1.44 | 2.73 | 2.76 | -0.05 | -0.11 | -5.07 | 3.86 | 4.28 | 1.56 | 5.39 | -1.69 | 17.9 |
| 1997 | 2.67 | 1.76 | -1.37 | 3.7 | 5.66 | 3.54 | 7.14 | -1.76 | 4.17 | -4.31 | 2.15 | 1.12 | 26.7 |
| 1998 | 0.63 | 6.51 | 3.4 | 1.2 | -1.99 | -0.46 | -2.96 | -12.12 | 3.6 | 6.45 | 4.11 | 1.14 | 8.4 |
| 1999 | -2.08 | 1.31 | 1.29 | 9.05 | 0.69 | 4.47 | -3.66 | -5.57 | -6.19 | 1.58 | -2.47 | -0.62 | -3.1 |
| 2000 | -5.74 | -6.9 | 12.93 | -0.17 | 3.09 | -6.99 | 1.45 | 5.66 | -1.26 | 1.28 | -1.14 | 9.03 | 9.6 |
| 2001 | 0.71 | 0.67 | -2.64 | 5.91 | 3.05 | -2.6 | 0.34 | -1.66 | -7.7 | 1.41 | 5.61 | 3.46 | 5.9 |
| 2002 | -2.04 | 2.96 | 3.54 | -0.11 | -0.49 | -4.17 | -9.28 | 1.4 | -9.27 | 5.51 | 5.4 | -4.2 | -11.5 |
| 2003 | -4.27 | -3.99 | 0.49 | 8.67 | 7.21 | 1.56 | 0.12 | 2.28 | -1.5 | 4.81 | 2.23 | 6.9 | 26.3 |
| 2004 | 0.22 | 1.67 | -0.36 | -0.64 | 0.68 | 4.24 | -2.35 | 0.25 | 1.13 | 1.22 | 4.89 | 3.08 | 14.7 |
| 2005 | -2.53 | 3.47 | -1.14 | -0.49 | 2.25 | 1.97 | 3.77 | 0.77 | 0.55 | -1.95 | 2.63 | 1.35 | 10.9 |
| 2006 | 4.27 | -0.26 | 2.11 | 2.47 | -1.77 | 0.98 | 1.14 | 0.25 | 1.26 | 2.36 | 2.38 | 1.4 | 17.8 |
| 2007 | 1.7 | -1.5 | 2.42 | 4.75 | 4.09 | -0.95 | -4.78 | 1.26 | 2.4 | 0.13 | -4.2 | -1.62 | 3.2 |
| 2008 | -6.54 | -2.2 | -3.02 | 5.41 | 2.53 | -9.19 | 1.27 | 2.16 | -7.96 | -17.78 | -8.97 | 2.53 | -36.4 |
| 2009 | -9.12 | -12.54 | 9.99 | 10.9 | 4.82 | 0.64 | 8.42 | 3.84 | 4.77 | -1.59 | 4.75 | 2.09 | 27 |
| 2010 | -3.09 | 2.66 | 5.99 | 2.58 | -8.87 | -4.59 | 7.08 | -6.25 | 9.5 | 2.83 | -1.14 | 7.56 | 13.1 |
| 2011 | 2.96 | 3.23 | 0.89 | 3.89 | -0.61 | -2.31 | -3.67 | -7.21 | -8.55 | 13.07 | -0.03 | 1.69 | 1.6 |
| 2012 | 4.07 | 3.91 | 1.96 | -0.44 | -6.2 | 3.44 | 0.12 | 2.13 | 1.78 | -1.75 | 1.96 | 2.15 | 13.4 |
| 2013 | 7.3 | 2.1 | 5.11 | -0.2 | 4.19 | -1.26 | 4.83 | -4.04 | 2.86 | 5.03 | 2.33 | 3.23 | 35.7 |
| 2014 | -3.12 | 4.25 | 1.09 | 1.21 | 2.36 | 2.4 | -1.27 | 3.36 | -2.59 | 1.87 | 2.83 | 0.78 | 13.7 |
| 2015 | -3.64 | 6.6 | -1.23 | 1.51 | 0.1 | -3.2 | -0.4 | -5.48 | -3 | 10.66 | 1 | -3.12 | -1.3 |
| 2016 | -6.39 | 0.71 | 6.69 | 2.19 | 1.27 | -0.07 | 3.17 | -0.12 | 0.18 | -2.99 | 5.66 | 1.98 | 12.2 |
| 2017 | 0.54 | 4.75 | -0.72 | 0.48 | 0.4 | 1.11 | 0.61 | 0.06 | 5.33 | 2.78 | 3.11 | 1.95 | 22.2 |
| 2018 | 4.85 | -4.3 | -2.67 | -0.28 | 0.98 | -0.53 | 5.97 | 2.13 | 1.14 | -9.03 | 4.42 | -8.1 | -6.5 |
| 2019 | 5.98 | 4.73 | 0.91 | 2.99 | -6.15 | 5.59 | 0.53 | -3.6 | 2.88 | 2.86 | 3.68 | -9.12 | 10.4 |
| 2020 | 6.37 | 2.57 | -0.35 | 1.79 | 11.74 | -14.28 | -9.38 | -2.06 | -15.94 | -1.25 | 13.1 | 2.85 | -8.2 |
| 2021 | -8.17 | 5.86 | 13.22 | 5.23 | 2.58 | -1.34 | 1.26 | 2.65 | -5.39 | 5.82 | -2.7 | -2.18 | 14.9 |
| 2022 | -2.94 | -1.86 | 1.72 | -5.51 | 2.41 | -11.43 | 6.69 | -3.07 | -7.89 | 11.45 | 7.39 | -10.01 | -14.8 |
| 2023 | 2.68 | -2.86 | -0.95 | 2.01 | -3.54 | 5.24 | 3.93 | -2.6 | -2.61 | -2.44 | 7.6 | -0.1 | 5.8 |
| 2024 | 1.29 | 6.13 | 4.5 | -5.15 | 4.3 |