Homestead Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1990 | 0 | -100 | -100 | 0.59 | 0 |
| 1991 | 8.97 | 2.72 | 1.53 | 3.09 | 17.03 |
| 1992 | 4.44 | 0.42 | 2.77 | 2.98 | 10.99 |
| 1993 | 7.69 | 3.02 | 3.35 | 3.14 | 18.25 |
| 1994 | -1.65 | 3.1 | 3.21 | -2.83 | 1.7 |
| 1995 | 9.1 | 7.94 | 8.89 | 1.78 | 30.09 |
| 1996 | 6.24 | 1.6 | 2.56 | 5.23 | 17.91 |
| 1997 | 3.05 | 13.45 | 9.65 | -1.15 | 26.72 |
| 1998 | 10.82 | -1.27 | -11.66 | 12.09 | 8.36 |
| 1999 | 0.49 | 14.71 | -14.66 | -1.54 | -3.14 |
| 2000 | -0.89 | -4.28 | 5.83 | 8.71 | 9.61 |
| 2001 | -1.3 | 6.86 | -9.16 | 11.36 | 5.89 |
| 2002 | 4.43 | -4.53 | -15.26 | 6.54 | -11.54 |
| 2003 | -7.64 | 18.32 | 0.87 | 14.54 | 26.26 |
| 2004 | 1.53 | 4.28 | -1 | 9.45 | 14.71 |
| 2005 | -0.3 | 3.75 | 5.15 | 1.99 | 10.93 |
| 2006 | 6.19 | 1.64 | 2.68 | 6.74 | 17.77 |
| 2007 | 2.59 | 7.65 | -2.29 | -7.04 | 3.23 |
| 2008 | -11.36 | -1.85 | -4.77 | -23.26 | -36.42 |
| 2009 | -12.57 | 17 | 17.96 | 5.23 | 26.96 |
| 2010 | 5.45 | -10.81 | 9.92 | 9.35 | 13.05 |
| 2011 | 7.23 | 0.87 | -18.26 | 14.94 | 1.61 |
| 2012 | 10.26 | -4.11 | 4.07 | 1.85 | 13.43 |
| 2013 | 15.17 | 3.18 | 2.71 | 10.94 | 35.73 |
| 2014 | 2.09 | 6.08 | -0.59 | 5.57 | 13.65 |
| 2015 | 1.46 | -1.64 | -8.68 | 8.28 | -1.33 |
| 2016 | 0.58 | 3.41 | 3.24 | 4.52 | 12.23 |
| 2017 | 4.57 | 2.01 | 6.04 | 7.22 | 22.21 |
| 2018 | -2.33 | 2.72 | 9.46 | -13.06 | -6.52 |
| 2019 | 12.01 | 0.7 | -1.21 | -3.09 | 10.44 |
| 2020 | -23.92 | 13.35 | -8.29 | 14.87 | -8.21 |
| 2021 | 10.07 | 6.49 | -11.72 | 8.52 | 14.91 |
| 2022 | -3.11 | -14.29 | -4.74 | 7.7 | -14.8 |
| 2023 | -1.21 | 3.56 | -1.41 | 5.38 | 5.77 |
| 2024 | 12.34 | -3.23 | 0 | 0 | 4.27 |