Jamestown Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1.7 | 0 |
| 1993 | -0.3 | -0.3 | 1.09 | -3.14 | 2.43 | -0.2 | -0.7 | 3.7 | -1.06 | -1.17 | -0.2 | 2.05 | 2.1 |
| 1994 | 3.29 | -0.84 | -3.22 | 1.67 | 2.41 | -2.36 | 1.84 | 2.95 | -3 | 1.05 | -3.59 | 0.98 | 0.8 |
| 1995 | 3.11 | 3.77 | 2.95 | 2.21 | 2.95 | 3.07 | 3.44 | -0.32 | 3.57 | 0.62 | 0.15 | 2.02 | 31.2 |
| 1996 | 1.88 | 2.21 | 0.86 | 2.15 | 1.75 | 0.1 | -5.18 | 2.55 | 5.66 | 2.96 | 4.71 | -1.86 | 18.8 |
| 1997 | 4.34 | 0 | -4.16 | 5.87 | 5.43 | 3.32 | 7.71 | -4.99 | 3.58 | -2.73 | 3.58 | 1.98 | 25.6 |
| 1998 | 1.31 | 8.05 | 7.75 | -1.16 | -3.85 | 2.03 | -2.04 | -16.19 | 4.07 | 9.91 | 8.22 | 6.69 | 24 |
| 1999 | 1.01 | -1 | 0.06 | 1.19 | -1.54 | 5.84 | -2.4 | 0.18 | -2.45 | 5.19 | 3.18 | 6.8 | 16.7 |
| 2000 | -4.08 | -1.4 | 12.51 | 0.15 | -1.38 | 2.92 | -4.05 | 5.52 | -6.72 | 0.33 | -6.47 | 2.57 | -1.7 |
| 2001 | 1.61 | -9.55 | -7.52 | 6.92 | 0.28 | -5.47 | -1.83 | -7.31 | -8.04 | 2.73 | 8.07 | 0.26 | -19.8 |
| 2002 | -2.88 | -2.03 | 3.08 | -4.4 | -0.23 | -4.05 | -8.37 | 0.52 | -7.33 | 5.01 | 2.25 | -3.85 | -20.9 |
| 2003 | -1.35 | -1.99 | 1.12 | 7.39 | 4.83 | 0.92 | 1.52 | 0.54 | -1.25 | 4.23 | 1.27 | 4.64 | 23.7 |
| 2004 | 1.21 | 1.41 | 0.23 | -1.2 | 1 | 2.47 | -3.64 | 0.22 | 1.36 | -3.45 | 3 | 2.81 | 5.3 |
| 2005 | -1.29 | 1.31 | -1.64 | -2.94 | 4.14 | -0.28 | 5.05 | -0.75 | 0.83 | -1.89 | 4.66 | -0.26 | 6.8 |
| 2006 | 2.72 | 0 | 1.1 | -0.38 | -3.48 | -0.87 | -0.28 | 2 | 2.77 | 3.37 | 1.47 | 1.33 | 10 |
| 2007 | 1.7 | -2.4 | 1.73 | 4.47 | 3.64 | -0.92 | -1.7 | 2.25 | 3.92 | 2.35 | -2.61 | 0.79 | 13.7 |
| 2008 | -8.2 | -0.73 | -1.54 | 4.98 | 3.94 | -6.59 | -1.77 | 0.3 | -9.68 | -17.41 | -5.37 | 1.72 | -35.3 |
| 2009 | -4.93 | -8.36 | 5.66 | 6.09 | 3.6 | 0.66 | 5.17 | 1.95 | 2.76 | -1.34 | 4.83 | 1.18 | 17.4 |
| 2010 | -3.22 | 3.03 | 5.31 | 0.95 | -7.63 | -5.16 | 6.33 | -5.3 | 9.51 | 3.58 | -0.88 | 6.28 | 11.7 |
| 2011 | 4 | 2.79 | -0.24 | 3.33 | -0.59 | -1.54 | -2.46 | -6.82 | -6.13 | 10.32 | -0.38 | 0.87 | 2 |
| 2012 | 4.83 | 4.91 | 2.55 | -1.13 | -6.45 | 3.17 | 1.36 | 3.15 | 1.47 | -2.18 | 0.81 | 1.04 | 13.8 |
| 2013 | 5.25 | 1.18 | 4.1 | 1.12 | 3.43 | -0.95 | 5.33 | -2.51 | 2.93 | 4.81 | 3.18 | 2.94 | 35.2 |
| 2014 | -3.96 | 3.84 | 1.6 | -0.4 | 3.24 | 2.07 | -0.63 | 3.28 | -1.93 | 1.04 | 2.26 | -0.84 | 9.7 |
| 2015 | -4.17 | 7.7 | -1.4 | 0.73 | 1.09 | -1.23 | 0.76 | -7.01 | -4.02 | 7.29 | -0.03 | -1.71 | -3 |
| 2016 | -6.77 | 0.16 | 6.75 | -0.61 | 1.85 | -1.53 | 3.51 | 0.5 | -0.49 | -2.85 | 4.82 | 1.86 | 6.7 |
| 2017 | 1 | 4.31 | -0.54 | 1.2 | 0.76 | 0.4 | 1.45 | -0.48 | 2.53 | 2.48 | 3.58 | 1.61 | 19.8 |
| 2018 | 6.37 | -4.22 | -2.64 | -0.41 | 1.32 | -0.04 | 4.82 | 2.8 | 0.48 | -6.87 | 1.91 | -9.33 | -6.8 |
| 2019 | 6.33 | 3.8 | 2.4 | 5.92 | -7.19 | 3.92 | 1.48 | -2.52 | 1.82 | 2.41 | -0.57 | 2.58 | 21.5 |
| 2020 | 6.97 | 5.48 | 2.04 | 2.71 | 12.26 | -10.55 | -7.98 | -1.02 | -7.63 | -2.22 | 12.06 | 3.56 | 15.3 |
| 2021 | -3.44 | 3.71 | 4.88 | 7.84 | 1.28 | -1.23 | 2.4 | 3.2 | -4.72 | 7.19 | -1.79 | 5.25 | 24.4 |
| 2022 | -4.4 | -4.14 | 2.08 | -7.6 | 0.17 | -15.19 | 7.9 | -2.85 | -8.86 | 8.27 | 0.74 | -5.02 | -27.3 |
| 2023 | 5.24 | -1.75 | 1.9 | 1.52 | 0.15 | 3.33 | 4.03 | -1.14 | -4.57 | -1.85 | 7.45 | 4.18 | 19.4 |
| 2024 | 1.78 | 5.06 | 3.63 | -2.17 | 17.5 |