Vaughan Nelson Small Cap Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.21 | 2.38 | 1.16 | 0 |
| 2007 | 1.2 | 0.14 | 1.42 | 0.33 | 6.26 | -0.44 | -4.25 | 1.97 | 1.84 | 2.69 | -4.55 | -0.18 | 6.1 |
| 2008 | -6.17 | -3.07 | -0.5 | 8.22 | 6.44 | -5.27 | 1.32 | 3.78 | -8.98 | -14.83 | -5.43 | 3.91 | -20.9 |
| 2009 | -8.03 | -8.98 | 7.49 | 11.62 | 3.35 | -0.66 | 9.01 | 3.25 | 5.4 | -4.19 | 3.99 | 5.54 | 28.6 |
| 2010 | -3.65 | 4.94 | 6.95 | 3.69 | -7.54 | -6.31 | 6.55 | -6.15 | 10.45 | 4.52 | 2.78 | 7.02 | 23.3 |
| 2011 | 2.79 | 4.11 | 2.04 | 2.28 | -2.79 | -1.87 | -3.56 | -7.56 | -9.71 | 13.12 | -0.89 | 0.35 | -3.5 |
| 2012 | 6.67 | 2.29 | 2.55 | -0.69 | -6.95 | 2.94 | -0.37 | 2.98 | 2.37 | -0.76 | 0.86 | 2.86 | 15.1 |
| 2013 | 6.44 | 1.03 | 4.98 | -0.92 | 4.33 | 0.09 | 5.7 | -1.9 | 5.32 | 4.13 | 3.17 | 1.89 | 39.6 |
| 2014 | -2.86 | 4.71 | 0.3 | -0.77 | 0.94 | 4.31 | -4.81 | 4.61 | -4.02 | 3.34 | 1.9 | 1.74 | 9.1 |
| 2015 | -3.88 | 8.81 | 1.58 | -1.76 | 2.02 | 1.71 | 0.22 | -4.16 | -5.49 | 4.34 | 1.59 | -3.91 | 0.2 |
| 2016 | -7.58 | 1.49 | 6.91 | 1.94 | 2.68 | -0.96 | 3.66 | 1.45 | 0.67 | -3.46 | 11.11 | 2.05 | 20.5 |
| 2017 | 0.2 | 1.37 | -1.02 | -1.13 | -1.38 | 0.78 | 0.26 | -1.7 | 5.75 | 1.53 | 2.48 | -0.48 | 6.6 |
| 2018 | 1.86 | -4 | 0.16 | 0.47 | 3.62 | -0.52 | 1.99 | 3.29 | -2.19 | -9.41 | 2.47 | -12.27 | -14.9 |
| 2019 | 10.4 | 6.51 | -2.15 | 3.99 | -6.58 | 5.81 | 2.13 | -3.16 | 2.81 | 0.06 | 1.46 | 1.38 | 23.8 |
| 2020 | 4.79 | 3.59 | -0.98 | 5.75 | 10.21 | -20.11 | -10.28 | -2.1 | -3.87 | 0.73 | 17.16 | 8.47 | 8.2 |
| 2021 | -17.3 | 9.26 | 24.2 | 5.29 | 3.19 | -1.17 | -2.46 | 2.04 | -1.29 | 4.53 | -0.65 | -11.98 | 8.2 |
| 2022 | -5.59 | 2.4 | 1.2 | -8.2 | 3.17 | -7.92 | 8.97 | -4.2 | -8.41 | 9.57 | 5.37 | -9.52 | -14.8 |
| 2023 | 9.6 | 0.17 | -1.92 | -2.47 | -1.47 | 10.83 | 3.02 | -1.42 | -6.17 | -5.72 | 9.07 | 10.8 | 24.5 |
| 2024 | -2.19 | 4.9 |