Muhlenkamp Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1988 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0.99 | 0 |
| 1989 | 4.08 | -2.49 | 0.59 | 2.54 | 3.52 | -0.18 | 5.16 | 4.12 | 0.5 | -3.85 | 0.87 | -2.57 | 12.5 |
| 1990 | -7.34 | 3.23 | 2.46 | -3.97 | 7.7 | 1.79 | -3.51 | -13.83 | -10.24 | -6.94 | 9.48 | 8.5 | -14.9 |
| 1991 | 6.3 | 8.99 | 3 | 1.64 | 6.18 | -5.23 | 3.91 | 4.45 | 2.54 | 1.04 | -5.22 | 11.77 | 45.4 |
| 1992 | 2.19 | 3.4 | -2.43 | -0.22 | 1.61 | -1.3 | 4.02 | -2.04 | 2.66 | 0.28 | 4.25 | 2.64 | 15.8 |
| 1993 | 4.21 | 1.83 | 5.15 | -3.36 | 1.4 | 2.35 | 1.88 | 2.31 | 2.99 | -0.71 | -4.19 | 3.37 | 18.1 |
| 1994 | 3.86 | -4.47 | -3.1 | 0.35 | 1.57 | -3.26 | 1.18 | 4.67 | -4.8 | -1.93 | -3.76 | 1.17 | -8.7 |
| 1995 | 0.99 | 2.5 | 1.96 | 3.09 | 4.13 | 3.05 | 4.22 | 1.87 | 3.33 | -1.97 | 4.42 | 0.85 | 32.2 |
| 1996 | 2.49 | 2.25 | 0.67 | 2.23 | 1.26 | -0.26 | -1.55 | 4.17 | 4 | 3.97 | 7.05 | 0.6 | 30.1 |
| 1997 | 5.77 | 2.27 | -5.74 | 3.99 | 6.2 | 3.71 | 9.2 | -1.65 | 6.66 | -4.29 | 0.51 | 3.51 | 33.2 |
| 1998 | -1.15 | 7.31 | 5.93 | 3.29 | -1.84 | 2.28 | -5.73 | -18.16 | 2.07 | 7.66 | 4.26 | 0.2 | 3.2 |
| 1999 | 4.17 | -6.83 | 0 | 11.03 | 2.61 | 5.02 | -3.8 | -2.73 | -5.43 | 4.03 | -1.09 | 5.38 | 11.4 |
| 2000 | -0.22 | 9.34 | 3.72 | -1.01 | -4.1 | 5.1 | -0.86 | 13.67 | -5.32 | -1.39 | -7.97 | 14.69 | 25.4 |
| 2001 | 5.47 | -5.65 | -2.58 | 13.5 | 1.3 | -0.9 | 3.38 | -6.31 | -17.84 | 6.64 | 8.97 | 7.06 | 9.4 |
| 2002 | -1.23 | 0.25 | 7.22 | 1.62 | -3.67 | -8.71 | -14.25 | 2.62 | -10.82 | 5.42 | 8.76 | -6.17 | -19.9 |
| 2003 | -2.31 | -2.74 | 0.1 | 14.12 | 10.55 | 1.07 | -0.92 | 5.18 | 0.92 | 9.94 | 2.31 | 3.22 | 48.1 |
| 2004 | 2.17 | 3.13 | 0.19 | -4.3 | 0.83 | 3.85 | -2.92 | 0.05 | 4.6 | 1.05 | 7.63 | 6.52 | 24.5 |
| 2005 | -0.94 | 3.08 | -4.59 | -2.98 | 5.52 | 3.72 | 5.67 | -2.95 | 1.22 | -4.4 | 3.59 | 1.44 | 7.9 |
| 2006 | 4.09 | -3.09 | 0.95 | 1.68 | -6.31 | -0.76 | -1.03 | 0.22 | 0.12 | 3.59 | 4.22 | 0.84 | 4.1 |
| 2007 | 0.3 | -3.73 | -0.43 | 5.94 | 5.71 | -3.11 | -6.68 | -1.78 | 2.57 | -0.7 | -7.26 | -0.32 | -10 |
| 2008 | -4.86 | -1 | -4.72 | 4.23 | 1.91 | -11.38 | -3.62 | 2.15 | -8.25 | -15.67 | -9.06 | 1.86 | -40.4 |
| 2009 | -7.62 | -10.1 | 6.11 | 13.93 | 7.35 | 0.58 | 9.56 | 4.34 | 4.7 | -4.29 | 2.77 | 3.02 | 31.5 |
| 2010 | -1.48 | 2.42 | 4.81 | -0.65 | -6.97 | -4.48 | 3.19 | -4.5 | 7.29 | 4.04 | -0.23 | 3.58 | 6.1 |
| 2011 | 1.3 | 3.28 | 0.71 | 3.18 | -2.41 | -2.35 | -3.05 | -5.83 | -6.86 | 9.77 | -0.98 | -0.53 | -4.7 |
| 2012 | 3.63 | 4.73 | 3.13 | -1.41 | -7.35 | 3.52 | 1.07 | 1.64 | 1.76 | -0.74 | -0.25 | 2.69 | 12.5 |
| 2013 | 7.72 | 0.78 | 3.05 | 2.14 | 4.39 | -1.94 | 5.53 | -2.68 | 2.55 | 3.09 | 3.71 | 2.06 | 34.4 |
| 2014 | -5.63 | 4.97 | 0.31 | -0.34 | 2.67 | 3.05 | -2.53 | 3.61 | -4.74 | 0.5 | 0.17 | -0.77 | 0.7 |
| 2015 | -3.8 | 5.35 | -0.23 | 0.55 | 1.42 | -1.22 | -1.35 | -6.42 | -3.45 | 6.11 | 0.26 | -2.79 | -6.1 |
| 2016 | -8.66 | -1.54 | 2.87 | -0.64 | 1.73 | -2.4 | 3.74 | -2.2 | 1.05 | -2.51 | 4.36 | 1.17 | -3.7 |
| 2017 | 1.03 | 4.1 | 0.14 | 0.63 | -0.7 | 2.23 | 2.59 | 1.08 | 1.65 | 1.04 | 3.06 | 0.58 | 18.8 |
| 2018 | 4.44 | -5.79 | -3.18 | -1.31 | 1.52 | -0.42 | 1.83 | 1.22 | -0.61 | -6.08 | 2.08 | -7.1 | -13.3 |
| 2019 | 5.49 | 1.23 | 0.34 | 1.9 | -7.2 | 5.28 | 2.32 | -3.71 | 1.94 | 1.5 | 3.4 | 0.49 | 13 |
| 2020 | -2.67 | -8.53 | -18.05 | 13.76 | 5.93 | 1.96 | 3.91 | 6.06 | -11.19 | -1.29 | 11.45 | 5.07 | 1.4 |
| 2021 | -0.59 | 6.67 | -1.38 | 10.94 | 5.16 | -2.16 | 0.09 | 0.65 | -3.43 | 4.79 | -1.12 | -0.52 | 19.7 |
| 2022 | -1.45 | 2.55 | 4.27 | -2.74 | 2.86 | -7.34 | 4.51 | 0.21 | -4.31 | 5.41 | 2.27 | -8.73 | -3.7 |
| 2023 | 2.59 | -1.56 | 0.11 | 0.39 | 0 | 6.85 | 4.6 | -1.95 | -3.44 | -2.72 | 4.15 | 3.77 | 12.9 |
| 2024 | -2.12 | 0.92 | 0 | 0 | 2.8 |