Vaughan Nelson Small Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1997 | 1.92 | -2.67 | -5.73 | -0.94 | 12.78 | 5.67 | 6.74 | 2.72 | 8.72 | -3.71 | -2.34 | 2.58 | 27 |
| 1998 | -2.8 | 8.17 | 5.82 | -0.94 | -6.14 | 1.51 | -7.74 | -21.63 | 6.77 | 4.42 | 9.39 | 10.34 | 2.2 |
| 1999 | 1.98 | -8.38 | 6.89 | 7.54 | -0.83 | 8.38 | -1.27 | -0.9 | 2.77 | 7.58 | 11.5 | 18.77 | 65.4 |
| 2000 | -0.13 | 24.67 | -3.81 | -11.73 | -8.12 | 8.04 | -6.96 | 12.52 | -3.19 | -8.42 | -17.43 | 9.38 | -12 |
| 2001 | 4.36 | -12.88 | -9.53 | 10.01 | 2.08 | 3.48 | -6.91 | -6.13 | -15.88 | 6.81 | 8.8 | 7.64 | -12.1 |
| 2002 | -2.27 | -7.97 | 8.89 | -2.32 | -4.83 | -6.59 | -15.15 | -0.1 | -9.18 | 5.16 | 8.81 | -7.54 | -30.7 |
| 2003 | -5.57 | -3.48 | 0.22 | 9.59 | 10.24 | 3.79 | 6.52 | 5.14 | -2.95 | 7.19 | 2.91 | 1.01 | 38.7 |
| 2004 | 3.87 | -0.55 | 0.21 | -4.3 | 0.36 | 5.19 | -4.32 | -1 | 3.55 | 1.4 | 7.59 | 3.01 | 15.3 |
| 2005 | -2.99 | 3.27 | -1.43 | -4.79 | 5.29 | 4.02 | 5.32 | -0.75 | 0.98 | -2.98 | 4.31 | 0.06 | 10.1 |
| 2006 | 7.8 | -0.52 | 5.01 | 0.4 | -3.55 | -0.05 | -2.28 | 0.96 | 0.89 | 5.16 | 2.33 | 1.16 | 18.1 |
| 2007 | 1.24 | 0.09 | 1.32 | 0.33 | 6.23 | -0.44 | -4.31 | 1.93 | 1.85 | 2.65 | -4.57 | -0.18 | 5.8 |
| 2008 | -6.24 | -3.09 | -0.55 | 8.35 | 6.38 | -5.3 | 1.33 | 3.72 | -9 | -14.83 | -5.47 | 3.88 | -21.1 |
| 2009 | -8.04 | -8.99 | 7.48 | 11.55 | 3.38 | -0.72 | 8.97 | 3.22 | 5.4 | -4.18 | 3.93 | 5.52 | 28.3 |
| 2010 | -3.68 | 4.89 | 6.97 | 3.87 | -7.53 | -6.32 | 6.52 | -6.16 | 10.45 | 4.48 | 2.76 | 6.96 | 23.3 |
| 2011 | 2.78 | 4.07 | 2.02 | 2.27 | -2.79 | -1.9 | -3.57 | -7.62 | -9.74 | 13.15 | -0.9 | 0.31 | -3.8 |
| 2012 | 6.65 | 2.27 | 2.53 | -0.7 | -7 | 2.93 | -0.38 | 2.97 | 2.31 | -0.77 | 0.88 | 2.85 | 14.9 |
| 2013 | 6.38 | 0.99 | 5 | -0.98 | 4.31 | 0.09 | 5.7 | -1.93 | 5.32 | 4.12 | 3.1 | 1.85 | 39.2 |
| 2014 | -2.86 | 4.7 | 0.26 | -0.78 | 0.91 | 4.3 | -4.82 | 4.56 | -4.05 | 3.36 | 1.85 | 1.73 | 8.9 |
| 2015 | -3.92 | 8.82 | 1.53 | -1.75 | 2.03 | 1.66 | 0.18 | -4.13 | -5.53 | 4.3 | 1.58 | -3.91 | -0.1 |
| 2016 | -7.61 | 1.46 | 6.85 | 1.94 | 2.65 | -0.99 | 3.65 | 1.44 | 0.63 | -3.45 | 11.11 | 2.02 | 20.2 |
| 2017 | 0.15 | 1.36 | -1.05 | -1.16 | -1.37 | 0.7 | 0.27 | -1.7 | 5.72 | 1.48 | 2.51 | -0.54 | 6.3 |
| 2018 | 1.87 | -4.04 | 0.16 | 0.44 | 3.59 | -0.54 | 2.01 | 3.25 | -2.22 | -9.45 | 2.51 | -12.38 | -15.1 |
| 2019 | 10.5 | 6.38 | -2.11 | 3.97 | -6.63 | 5.81 | 2.1 | -3.12 | 2.74 | 0.07 | 1.4 | 1.58 | 23.8 |
| 2020 | 4.8 | 3.52 | -1.03 | 5.78 | 10.16 | -20.13 | -10.26 | -2.2 | -3.7 | 0.77 | 17.04 | 8.46 | 8 |
| 2021 | -17.97 | 9.23 | 25.18 | 5.24 | 3.2 | -1.18 | -2.49 | 2.04 | -1.35 | 4.51 | -0.68 | -12.7 | 7.1 |
| 2022 | -5.54 | 2.37 | 1.16 | -8.35 | 3.18 | -7.99 | 8.94 | -4.16 | -8.44 | 9.49 | 5.4 | -9.59 | -15.1 |
| 2023 | 9.56 | 0.24 | -1.98 | -2.45 | -1.51 | 10.77 | 2.99 | -1.4 | -6.23 | -5.74 | 9.04 | 10.99 | 24.5 |
| 2024 | -2.17 | 4.9 |