Homestead Small-Company Stock Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0.49 | -2.63 | -4.61 | -4.94 | -10.83 | 2.85 | 0.6 | 3.71 | 2.76 | 0 |
| 1999 | -3.05 | -3.15 | 1.08 | 12.14 | 3.18 | 5.25 | -0.39 | -7.07 | -2.22 | -4.43 | 1.69 | -7.67 | -6.1 |
| 2000 | -6.74 | -3.1 | 5.73 | 4.03 | 1.57 | -2.38 | -2.44 | 4.51 | 1.44 | 2.36 | 0.35 | 10.17 | 15.4 |
| 2001 | 1.68 | 1.14 | -5.73 | 7.59 | -0.3 | 4.04 | -1.85 | 1.88 | -12.54 | 4.89 | 5.3 | 6.36 | 11.2 |
| 2002 | 0.47 | 4.91 | 8.36 | 4.9 | -2.06 | -0.57 | -10.89 | 0.36 | -8.72 | -0.1 | 8.17 | -3.41 | -0.6 |
| 2003 | -3.15 | -4.23 | -0.62 | 9.82 | 8.1 | 0.09 | 0.09 | 6.17 | -3.11 | 8.03 | 5.79 | 2.74 | 32.4 |
| 2004 | -0.29 | 1.16 | 0.07 | -2.07 | -0.44 | 4.1 | -0.98 | -1.14 | 2.37 | 1.05 | 7.29 | 1.74 | 13.2 |
| 2005 | -3.12 | 3.55 | -0.89 | -4.49 | 6.17 | 1.45 | 5.23 | -0.71 | -0.54 | -2.64 | 3.14 | 2.58 | 9.5 |
| 2006 | 10.71 | -0.21 | 3.25 | 0.83 | -3.84 | -0.69 | -3.05 | 1.99 | 0.54 | 3.18 | 4.02 | -0.44 | 16.7 |
| 2007 | 0.79 | -0.68 | 0.79 | 3.02 | 4.19 | -0.58 | -4.29 | 0.51 | 0.25 | 1.52 | -4.73 | 0.9 | 1.3 |
| 2008 | -5.95 | 0.18 | -0.53 | 2.47 | 5.05 | -9.55 | 0.06 | 3.26 | -7.89 | -18.71 | -11.93 | 5.65 | -34.3 |
| 2009 | -10.84 | -7.98 | 10.53 | 23.25 | 2.8 | -2.43 | 10.8 | 1.7 | 7.44 | -3.56 | 5.37 | 5.19 | 45.1 |
| 2010 | -3.4 | 5.65 | 7.42 | 6.16 | -5.5 | -6.62 | 6.51 | -7.14 | 12.42 | 4.21 | 4.39 | 7.81 | 33.9 |
| 2011 | 1.01 | 5.56 | 4.12 | 2.73 | -2.81 | -2.22 | -3.2 | -8.07 | -10.55 | 14.24 | 1.29 | 0.76 | 0.6 |
| 2012 | 8.08 | 2.34 | 0.75 | -0.86 | -4.86 | 3.82 | -1.72 | 3.99 | 1.76 | -0.92 | 2.72 | 3.58 | 19.7 |
| 2013 | 5.2 | 1.61 | 4.31 | -1.99 | 6.45 | -0.48 | 6.72 | -2.51 | 3.8 | 2.74 | 3.19 | 3.02 | 36.6 |
| 2014 | -2.52 | 3.51 | 0.24 | -2.23 | 0.55 | 3.14 | -5.4 | 4.7 | -3.82 | 4.58 | 2.15 | 3.44 | 8 |
| 2015 | -5.6 | 8.76 | 1.54 | -4.25 | 2.63 | 0.65 | -2.74 | -3.94 | -2.88 | 5.9 | 2.83 | -6.98 | -5.2 |
| 2016 | -6.01 | -0.33 | 7.2 | 2.19 | 1.18 | -0.54 | 3.77 | -2.21 | -0.92 | -2.31 | 11.51 | 5.04 | 18.8 |
| 2017 | -0.63 | 1.15 | -0.97 | 3.32 | -3.36 | 1.86 | -0.41 | -1.52 | 7.88 | 1.13 | 4.04 | -0.61 | 12 |
| 2018 | 2.24 | -5.52 | 1.1 | -1.39 | 1.46 | 0.57 | 0.58 | 1.87 | -2.93 | -12.45 | -0.24 | -13.83 | -26.4 |
| 2019 | 11.07 | 5.07 | -3.42 | 5.38 | -7.34 | -1.31 | -1.62 | -5.64 | 3.26 | 1.5 | 3.07 | -5.75 | 2.7 |
| 2020 | 5.59 | 6.24 | 0.89 | 6.28 | 10.79 | -16.87 | -6.13 | -1.83 | -15.6 | -0.39 | 13.59 | 8.12 | 8 |
| 2021 | -12.07 | 6.98 | 3.52 | 21.01 | 0.39 | 0.6 | -0.88 | 0.61 | -4.14 | 4.76 | -3.61 | -9.66 | 1.3 |
| 2022 | -7.17 | 1.13 | -0.67 | -9.34 | 1.94 | -8.73 | 10.49 | -5.65 | -9.26 | 12.26 | 4.59 | -9.57 | -21 |
| 2023 | 10.18 | -1.12 | -3.68 | -2.31 | -4.39 | 11.33 | 4.44 | -3.94 | -6.24 | -5.62 | 6.73 | 8.91 | 12.6 |
| 2024 | -3.29 | 6.52 | 4.26 | -4.45 | 3.1 |