Optimum Small-Mid Cap Growth Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7.65 | -1.75 | 12.79 | 3.25 | 1.62 | 0 |
2004 | 6.02 | 0.8 | -0.97 | -4.97 | 3.18 | 4.19 | -9.04 | -2.1 | 4.3 | 2.25 | 8.79 | 4.29 | 16.5 |
2005 | -2.66 | -0.17 | -2.41 | -6.55 | 6.1 | 4.29 | 4.69 | -0.71 | 2.14 | -3.49 | 5.22 | -0.38 | 5.3 |
2006 | 8.66 | -1.69 | 2.87 | -0.42 | -5.6 | -0.63 | -5.43 | 2.63 | 0.93 | 4.23 | 2.73 | 0.45 | 8.2 |
2007 | 1.74 | -0.93 | 1.15 | 2.91 | 5.8 | -1.31 | -4.9 | 1.34 | 3.9 | 3.69 | -6.99 | -0.8 | 5 |
2008 | -10.99 | -5.69 | -2.84 | 6.38 | 5.08 | -8.17 | -0.43 | 1.47 | -9.06 | -21.05 | -10.24 | 1.33 | -44.8 |
2009 | -8.38 | -10.43 | 7.81 | 13.61 | 2.34 | 2.29 | 9.95 | 3.39 | 7.33 | -6.32 | 4.68 | 8 | 36 |
2010 | -5.49 | 5.5 | 7.63 | 4.04 | -7.41 | -7.73 | 6.05 | -6.76 | 11.73 | 3.38 | 3.62 | 7.84 | 21.8 |
2011 | 1.34 | 5.54 | 2.73 | 4.46 | -1.72 | -1.83 | -4.25 | -8.58 | -10.62 | 14.09 | -2.18 | -2.35 | -5.6 |
2012 | 8.97 | 4.44 | 2.44 | -0.92 | -7.3 | 3.01 | -0.74 | 3.08 | 1.94 | -2.3 | 1.22 | 2.69 | 16.8 |
2013 | 6.23 | 0.82 | 4.86 | -0.35 | 3.66 | -0.58 | 5.79 | -1.3 | 6.1 | 0.91 | 3.3 | 3.11 | 37.3 |
2014 | -2.43 | 5.37 | -3.29 | -3.34 | 1.13 | 5.64 | -6.25 | 5.7 | -3.97 | 4.6 | 0.58 | 1 | 3.8 |
2015 | -2.24 | 6.04 | 0.65 | -2.6 | 3.61 | 0.39 | 0.64 | -7.4 | -6.27 | 3.82 | 2.05 | -3.46 | -5.6 |
2016 | -11.09 | -2.84 | 6.52 | -0.27 | 2.75 | 0.45 | 6.48 | 0.75 | 0.17 | -5.12 | 6.53 | -0.25 | 2.6 |
2017 | 4.09 | 2.99 | 1.68 | 1.65 | 0.52 | 1.4 | 1.67 | 0.14 | 3.42 | 2.89 | 3.48 | 0.52 | 27.3 |
2018 | 5.38 | -1.4 | 0.45 | 0.19 | 7.66 | 0.06 | 1.08 | 9.34 | -1.03 | -13.27 | 1.07 | -10.38 | -3.2 |
2019 | 12.26 | 5.69 | -0.89 | 3.05 | -7.08 | 7.78 | 0.72 | -3.51 | -3.41 | 1.61 | 7.72 | -9.06 | 13.4 |
2020 | 6.5 | 6.42 | 3.51 | 11.67 | 17.99 | -17.32 | -5.67 | 0.69 | -15.45 | 2.49 | 14.77 | 10.07 | 32.9 |
2021 | -26.97 | 5.9 | -2.38 | 46.46 | -3.31 | 2.34 | -1.54 | 2.64 | -3.26 | 6.19 | -3.63 | -25.9 | -18.9 |
2022 | -12.75 | 0.41 | 0.49 | -10.58 | -3.37 | -5.93 | 10.41 | -1.54 | -8.56 | 5.84 | 1.14 | -14.58 | -35 |
2023 | 9.25 | -1.01 | -1.43 | -1.76 | -0.84 | 8.91 | 2.53 | -2.85 | -6.65 | -7.54 | 8.49 | 7.72 | 13.7 |
2024 | -0.48 | 19.5 |