Matrix Advisors Value Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1996 | 0 | 0.17 | 1.4 | 8.28 | 0 |
| 1997 | -0.27 | 11.92 | 7.72 | -1.98 | 17.86 |
| 1998 | 9.4 | -2.55 | -22.37 | 24.36 | 2.92 |
| 1999 | 2.78 | 20.75 | -7.58 | 16.33 | 33.44 |
| 2000 | 4.47 | 1.66 | 0.34 | 1.16 | 7.49 |
| 2001 | -0.3 | 8.48 | -10.96 | 15.9 | 9.56 |
| 2002 | 1.91 | -14.18 | -17.57 | 14.17 | -20.73 |
| 2003 | -4.68 | 25.14 | 4.64 | 15.83 | 44.59 |
| 2004 | 1.04 | -0.24 | -6.43 | 10.94 | 4.63 |
| 2005 | -3.31 | -1.27 | 1.46 | 4.18 | 0.9 |
| 2006 | 2.45 | -3.87 | 7.77 | 9.99 | 16.34 |
| 2007 | 0.12 | 9.38 | -3.25 | -7.19 | 1.53 |
| 2008 | -7.43 | -2.34 | -10.26 | -26.28 | -40.2 |
| 2009 | -9.24 | 22.1 | 17.17 | 5.85 | 37.45 |
| 2010 | 3.62 | -15.28 | 11.61 | 14.83 | 12.51 |
| 2011 | 4.76 | -4.24 | -21.22 | 10.35 | -12.79 |
| 2012 | 15.99 | -9.41 | 4.75 | -1.68 | 9.38 |
| 2013 | 12.75 | 7.69 | 4.11 | 11.19 | 40.96 |
| 2014 | 4.41 | 6.12 | -1.67 | 3.23 | 12.46 |
| 2015 | -1.73 | 1.06 | -12.88 | 6.01 | -8.29 |
| 2016 | -0.7 | 1.76 | 8.26 | 5.27 | 15.16 |
| 2017 | 3.27 | 0.45 | 3.34 | 5.78 | 14.04 |
| 2018 | -3.03 | 3.84 | 6.9 | -15.82 | -11.14 |
| 2019 | 11.81 | 2.24 | -0.25 | 5.52 | 23.53 |
| 2020 | -27.68 | 23.9 | 3.42 | 16.46 | 7.92 |
| 2021 | 2.45 | 20.55 | -10.67 | 6.93 | 17.98 |
| 2022 | -4.86 | -16.04 | -7.25 | 2.25 | -24.25 |
| 2023 | 7.95 | 5.07 | -2.18 | 10.84 | 22.99 |
| 2024 | 8.61 | -2.71 | 0 | 21.94 |