IMS Capital Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.4 | 3.55 | 2.48 | 5.02 | -1.42 | 0 |
| 1997 | 3.32 | 1.04 | 0.77 | -3.07 | 7.66 | 1.8 | 1.93 | -0.79 | 4.61 | -8.43 | 0.08 | -1.52 | 6.7 |
| 1998 | -1.63 | 9.59 | 6.14 | 0.08 | -3.25 | 0.49 | -1.38 | -18.74 | 5.69 | 8.46 | 3.63 | 6.84 | 13.2 |
| 1999 | 4.16 | -3.69 | 3.51 | 8.4 | 1.14 | 2.32 | -2.89 | -5.31 | -5.53 | 4.51 | 3.18 | 7.88 | 17.7 |
| 2000 | -2.8 | 3.74 | 8.78 | -5.18 | -1.97 | 3.27 | -2.59 | 6.57 | -4.85 | -3.28 | -8.28 | -0.74 | -8.4 |
| 2001 | 17.52 | -4.08 | -4.25 | 7.35 | -0.21 | -0.93 | -0.22 | -1.3 | -9.96 | 1.71 | 9.52 | 4.75 | 18.5 |
| 2002 | 0.64 | -2.78 | 7.69 | -1.82 | -1.08 | -6.65 | -10.81 | 0.94 | -5.49 | 8.77 | 5.71 | -4.9 | -11.1 |
| 2003 | 0.9 | -2.87 | 4.34 | 8.94 | 11.45 | 2.41 | 4.84 | 3.94 | -0.39 | 6.56 | 2.71 | 3.37 | 56.1 |
| 2004 | 4.42 | 2.29 | 1.12 | -4.25 | 1.85 | 1.7 | -5.85 | -0.67 | 1.25 | 0 | 6.77 | 4.3 | 12.9 |
| 2005 | -2.12 | 1.03 | -0.62 | -2.72 | 4.43 | 3.63 | 3.23 | 0.68 | 0.93 | -2.93 | 3.49 | 1.32 | 10.5 |
| 2006 | 4.27 | 0.66 | 3.46 | 1.57 | -2.76 | -1.89 | -2.64 | 1.72 | 2.2 | 2.2 | 2.65 | 0.64 | 12.5 |
| 2007 | 4.03 | 0.24 | -0.38 | 4.35 | 4.99 | -1.42 | -6.22 | -0.98 | 1.51 | 2.83 | -6.24 | -1.62 | 0.3 |
| 2008 | -3.06 | -2.29 | 0.6 | 2.16 | 4.97 | -7.91 | -0.55 | 2.2 | -8.94 | -20.05 | -6.66 | -10.86 | -42.1 |
| 2009 | -9.6 | -9.44 | 6.84 | 10.37 | 3.87 | -0.71 | 8.48 | 3.13 | 3.75 | -4.69 | 4.12 | 5.59 | 21.1 |
| 2010 | -2.36 | 4.53 | 6.71 | 0.71 | -7.32 | -7.98 | 5.91 | -3.87 | 8.2 | 4.65 | 1.02 | 7.6 | 17.2 |
| 2011 | 1.39 | 4.79 | 2.2 | 2.5 | -1.13 | -2.92 | -5.02 | -9.7 | -14.11 | 16.91 | 0.48 | -1.43 | -8.9 |
| 2012 | 8.37 | 5.81 | -0.06 | -4.11 | -7.56 | 2.18 | -0.2 | 0.27 | 1.4 | 0.26 | 0.26 | 1.9 | 7.9 |
| 2013 | 6.48 | 1.02 | 4.11 | 0.29 | 1.71 | -1.07 | 6.47 | -2.83 | 3.24 | 2.66 | 2.17 | 2.23 | 29.4 |
| 2014 | -2.97 | 4.75 | -0.88 | 0.54 | 0.78 | 2.43 | -2.89 | 3.81 | -3.71 | 2.15 | 2.06 | 0.37 | 6.2 |
| 2015 | -0.33 | 7.12 | -0.96 | 0.09 | 2.12 | 0 | -1.08 | -5.63 | -4.44 | 6.2 | 1 | -5.01 | -1.8 |
| 2016 | -6.89 | 0.2 | 7.08 | 0.24 | 2.51 | -0.42 | 4 | -0.58 | 1.03 | -4.4 | 4.28 | 0.94 | 7.5 |
| 2017 | 2.61 | 2.67 | 0.55 | 0.42 | -0.96 | 0.92 | 0.71 | -3.1 | 3.58 | 0.53 | 4.01 | -0.43 | 11.9 |
| 2018 | 6.82 | -5.66 | -2.04 | -1.88 | 1.83 | 1.23 | 3.27 | 3.21 | 0.42 | -9.7 | 1.04 | -9.76 | -12 |
| 2019 | 11.25 | 1.67 | 3.15 | 5 | -8.09 | 7.56 | 0.55 | -1.86 | 2.81 | 2.14 | 3.37 | -2.86 | 26 |
| 2020 | -2.17 | -7.53 | -12.58 | 10.72 | 3.79 | 1.4 | 4.4 | 7.41 | -5.79 | -3.58 | 14.06 | 4.14 | 11.5 |
| 2021 | -14.68 | 9.23 | 15.97 | 4.86 | -0.1 | -0.32 | 1.79 | 0.7 | -2.86 | 5.43 | -1.05 | -7.36 | 8.6 |
| 2022 | -4.77 | -3.8 | 1.26 | -12.65 | -3.17 | -12.55 | 11.49 | -3.1 | -10.82 | 7.06 | 6.69 | -7.44 | -30.1 |
| 2023 | 12.88 | -2.44 | 3.12 | 1.79 | 3.89 | 6.13 | 6.91 | -2.42 | -3.97 | -1.06 | 10.69 | 5.43 | 47.4 |
| 2024 | 0.72 | 6.23 | 2.82 | -0.98 | 15.1 |