Marathon Value Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | 0 | 0 | 0 | 5.26 | 1.12 | -0.81 | 0.81 | 3.23 | -1.95 | 3.49 | -9.24 | 14.71 | 0 |
| 2001 | 3.08 | -1.36 | -3.21 | 4.07 | 3 | -1.68 | 0.54 | -1.25 | -5.16 | 1.43 | 3.86 | 0.63 | 3.5 |
| 2002 | -1.98 | 0.18 | 3.76 | -1.5 | 0.18 | -5.01 | -5.84 | 0.1 | -7.5 | 4.32 | 4.77 | -3.17 | -11.9 |
| 2003 | -2.14 | -1.25 | -0.11 | 6.67 | 6.15 | 1.5 | 0.37 | 2.48 | -0.27 | 3.68 | 1.9 | 4.25 | 25.3 |
| 2004 | 0.73 | 1.86 | 0.87 | -0.39 | 0.63 | 2.99 | -2.59 | 0.16 | 1.33 | 1 | 3.82 | 2.21 | 13.2 |
| 2005 | -2.02 | 1.69 | -0.72 | -2.91 | 2.25 | 0.37 | 4.67 | 0.35 | 1.32 | -1.85 | 2.94 | -1.97 | 3.9 |
| 2006 | 2.91 | 0.13 | 2.35 | 0.59 | -3.07 | -0.54 | -1.29 | 1.99 | 1.28 | 3.26 | 2.32 | 1.45 | 11.8 |
| 2007 | 2.03 | -0.25 | 0.44 | 2.24 | 3.34 | -0.88 | -3.2 | 0.86 | 1.52 | 1.08 | -2.61 | -1.34 | 3.1 |
| 2008 | -3.62 | -0.79 | -0.07 | 3.46 | 1.74 | -6.64 | -0.27 | 2.92 | -4.35 | -13.52 | -5.5 | 1.77 | -23.3 |
| 2009 | -6.33 | -8.47 | 5.12 | 8.33 | 3.28 | -0.33 | 7.14 | 2.82 | 3.05 | -1.11 | 4.71 | 1.82 | 20.3 |
| 2010 | -2.26 | 2.6 | 4.44 | 2.03 | -6.22 | -3.74 | 5.79 | -3.6 | 7.4 | 3.01 | 0.13 | 6.32 | 15.9 |
| 2011 | 1.11 | 3.52 | 0.53 | 2.22 | -0.86 | -1.5 | -3.22 | -3.69 | -5.83 | 10.06 | 0.36 | -2.13 | -0.3 |
| 2012 | 4.53 | 3.21 | 2.07 | -0.06 | -5.02 | 2.2 | 0.46 | 1.33 | 2.11 | -1.01 | 1.52 | 1.16 | 12.9 |
| 2013 | 5.58 | 1.06 | 2.77 | 0.87 | 2.12 | -1.48 | 4.92 | -2.3 | 3.23 | 3.75 | 1.69 | 2.14 | 26.9 |
| 2014 | -3.64 | 4.38 | 0.5 | -0.27 | 1.85 | 1.99 | -2.69 | 2.76 | -2.6 | 2.49 | 2.48 | 0.21 | 7.4 |
| 2015 | -2.69 | 5.03 | -1.31 | -0.34 | 1.38 | -1.7 | 1.17 | -5.13 | -1.58 | 6.46 | 0.65 | -3.31 | -2 |
| 2016 | -4.17 | 0.84 | 8.26 | 1.24 | 0.72 | 0.13 | 3.36 | 0.08 | -0.16 | -3.5 | 4.34 | 2.38 | 13.7 |
| 2017 | 2.33 | 3.1 | -0.08 | 1.26 | 0.79 | 0.19 | 1.04 | -1.03 | 2.2 | 2.15 | 2.57 | 0.9 | 16.5 |
| 2018 | 4.92 | -4.09 | -0.95 | -1.92 | 2.82 | 0.4 | 3.71 | 2.84 | 0.65 | -8.3 | 3.77 | -8.42 | -5.6 |
| 2019 | 6.98 | 4.48 | 2.18 | 2.95 | -6.25 | 7.37 | 1.89 | -1.01 | 2.04 | 1.3 | 2.6 | -5.45 | 19.7 |
| 2020 | 5.83 | 5.42 | 0.37 | 5.26 | 11.51 | -13.73 | -7.66 | -1.26 | -9.9 | -1.25 | 9.98 | 3.94 | 5.2 |
| 2021 | -11.68 | 3.28 | 15.17 | 5.28 | 1.17 | 0.63 | 3.72 | 2.26 | -5.4 | 6.17 | -1.21 | -3.27 | 14.7 |
| 2022 | -6.92 | -2.81 | 2.71 | -8.12 | -0.82 | -7.78 | 10.05 | -3.96 | -9.1 | 7.13 | 5.88 | -58.33 | -64.6 |