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