Independent Franchise Partners US Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 2012 | -0.69 | 3.68 | 3.64 | 0.65 | -5.06 | 4.07 | 1.21 | 2.02 | 2.52 | -1.41 | 1.25 | -1.58 | 10.4 |
| 2013 | 4.74 | 0.51 | 4.42 | 4.23 | -0.94 | -2.44 | 4.85 | -2.39 | 2.84 | 4.6 | 2.35 | 1.16 | 26.2 |
| 2014 | -4.22 | 3.8 | 1.32 | 1.81 | 2.27 | 0.28 | -2.21 | 4.03 | -0.41 | 2.53 | 3.6 | -0.9 | 12.2 |
| 2015 | -2.41 | 5.49 | -0.26 | 1.63 | 1.86 | -2.83 | 4.08 | -6.91 | -3.95 | 11.14 | -0.13 | -0.54 | 6.1 |
| 2016 | -2.72 | -1.26 | 6.38 | -0.33 | 2.81 | -0.91 | 5.64 | 0.37 | 0.31 | -1.73 | -0.75 | 1.88 | 9.6 |
| 2017 | 3.35 | 5.11 | 1.13 | 0.64 | 2.97 | 0.11 | -0.17 | 0.06 | -0.11 | 0.74 | 2.59 | 2.06 | 19.9 |
| 2018 | 4.06 | -3.31 | -1.74 | -1.2 | 0 | 3.81 | 2 | 0.76 | 0.38 | -2.05 | -0.44 | -8.96 | -7.1 |
| 2019 | 7.86 | 4.07 | 4.67 | 2.57 | -5.66 | 5.3 | 1.86 | -0.27 | -0.16 | 2.54 | 3.95 | -6.48 | 21.5 |
| 2020 | 0.6 | -7.48 | -10.41 | 12.08 | 5.21 | 1.87 | 3.62 | 6.57 | -14.49 | -4.46 | 11.2 | 5.39 | 5.5 |
| 2021 | -7.28 | 4.01 | 4.7 | 11.54 | 0.59 | 0.36 | 1.62 | 1.37 | -2.84 | 4.45 | -6.88 | -0.6 | 10 |
| 2022 | -1.72 | -0.76 | 3.05 | -6.61 | 0.45 | -6.75 | 5.71 | -4.25 | -8.77 | 7.78 | 7.7 | -18.49 | -23.2 |
| 2023 | 9.56 | -4.53 | 3.82 | 3.45 | -1.83 | 6.86 | 1.28 | -1.01 | -4.56 | -5.58 | 6.48 | -1.65 | 11.5 |
| 2024 | -0.05 | 4.23 | 1.15 | -2.99 | 1.4 |