Matthew 25 Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1995 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 4.2 | -0.96 | 0 |
1996 | -3.1 | 3.8 | 4.05 | 0 | 0.74 | 0.37 | -3.85 | 2.86 | 5.93 | 0.35 | 8.01 | -1.31 | 18.6 |
1997 | 4.91 | 0.78 | -4.02 | 6.94 | 5.13 | 4.45 | 1.92 | -3.23 | 8.08 | 2.45 | 5.41 | 1.61 | 39.4 |
1998 | 3.29 | 6.83 | 1.28 | 0.32 | -1.36 | 5.21 | -2.93 | -17.6 | 10.37 | 10.54 | 6.22 | 2.53 | 23.6 |
1999 | 3.43 | -3.32 | -1.72 | 6.3 | 0.09 | 1.73 | -0.99 | -4.07 | -5.09 | 6.86 | -2.05 | 0.19 | 0.6 |
2000 | -0.76 | -3.82 | 10.72 | -3.05 | -3.7 | -1.34 | -1.17 | 7.98 | -2.01 | 0.93 | -6.18 | 7.18 | 3.3 |
2001 | 7.61 | -2.73 | -1.49 | -1.51 | 3.34 | 2.19 | 2.05 | -3.35 | -7.03 | 0.56 | 6.86 | 3.91 | 9.8 |
2002 | -0.67 | -1.85 | 5.23 | 1.95 | -0.96 | -4.84 | -4.32 | 2.92 | -1.64 | 2.97 | 1.95 | -1.91 | -1.7 |
2003 | -4.02 | -5.62 | -0.38 | 10.25 | 7.14 | 1.12 | 7.63 | 3.54 | -2.64 | 7.1 | 0.21 | 5.27 | 32.1 |
2004 | 0.2 | 0.68 | 1.35 | -3.92 | -2.9 | 6.55 | -3.21 | 0.69 | 8.98 | -0.06 | 7.75 | 3.31 | 20.1 |
2005 | -2.96 | -0.84 | -4.65 | -3.92 | 4.08 | 9.68 | 5.08 | -5.22 | -0.06 | -3.71 | 6.68 | 2.03 | 5 |
2006 | 2.8 | 0.22 | 1.63 | -2.08 | -5.19 | 0.52 | -4.24 | 1.26 | 1.83 | 1.86 | 4.78 | 0.85 | 3.8 |
2007 | 2.73 | -4.95 | 0.73 | 3.5 | 5.59 | -0.56 | -10.89 | 3.62 | -1.17 | -5.98 | -9.2 | -3 | -19.2 |
2008 | 1.3 | -6.75 | 0.08 | 7.39 | -1.21 | -12.71 | 5.92 | 2.02 | -16.44 | -16.58 | -9.39 | -0.24 | -40.4 |
2009 | -13.35 | -5.42 | 7.39 | 18.82 | 6.38 | 0.33 | 12.51 | 3.35 | 5.05 | -2.54 | 5.95 | 4.91 | 47.7 |
2010 | -1.52 | 3.86 | 8.35 | 5.11 | -5.81 | -3.85 | 5.13 | -4.34 | 12.59 | 4.46 | 1.56 | 4.16 | 32 |
2011 | 4.75 | 5.09 | -1.28 | 3.66 | -0.74 | -1.32 | 1.69 | -7.9 | -8.39 | 16.96 | -1.91 | 1.7 | 10.5 |
2012 | 7.86 | 8.53 | 5.52 | -0.9 | -5.75 | 3.08 | 3.77 | 3.77 | 3.68 | -2.72 | 1.76 | 0.16 | 31.6 |
2013 | 4.51 | 2.29 | 2.66 | 1.32 | 3 | -3.03 | 7.27 | -1.89 | 4.01 | 6.08 | 2.94 | 4.49 | 38.7 |
2014 | -5.06 | 3.74 | 0.07 | 1 | 1.58 | 3.09 | -0.72 | 3.11 | -2.62 | -0.19 | 3.07 | -1.22 | 5.6 |
2015 | -2.02 | 5.78 | -1.76 | -0.44 | -0.09 | -0.82 | -0.32 | -7.83 | -4.51 | 4.47 | 1.98 | -6.51 | -12.2 |
2016 | -8.39 | 1.89 | 9.5 | 2.58 | 1.13 | -3.12 | 5.56 | -0.33 | -1.57 | 2.3 | 14.08 | 2.15 | 26.8 |
2017 | 2.65 | 3.65 | -2.21 | 1.01 | -2.78 | 3.26 | 3.13 | -0.03 | 4.19 | 2.97 | 1.89 | 4.85 | 24.7 |
2018 | 2.7 | -5.49 | -4.57 | 0.79 | 0.6 | 2.06 | 2.24 | 1.8 | -2.41 | -5.22 | -2.36 | -10.53 | -19.4 |
2019 | 17.68 | 1.37 | 1.5 | 6.8 | -2.93 | 3.5 | 0.07 | -2.55 | 5.84 | 1.62 | 0.1 | 2.27 | 39.5 |
2020 | 9.73 | 8.53 | 2.83 | 9.48 | 12.97 | -25.21 | -8.93 | -0.34 | -14.26 | -2.99 | 15.91 | 2.24 | 1.3 |
2021 | -15.28 | 7.88 | 20.32 | 7.08 | 2.17 | -2.94 | -0.69 | 2.52 | -5.36 | 5.2 | -1.04 | -6.97 | 9 |
2022 | -4.04 | -4.18 | -0.03 | -9.93 | 2.56 | -10.92 | 11.43 | -5.5 | -13.91 | 8.69 | 5.61 | -17.41 | -35 |
2023 | 15.17 | -0.83 | -2.55 | -2.23 | 0 | 10.94 | 7.13 | -3.66 | -3.84 | -7.69 | 13.95 | 0.07 | 26.1 |
2024 | -3.96 | 21.3 |