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 | 12.68 | 3.26 | 1.53 | 0 |
2004 | 5.93 | 0.8 | -0.97 | -5.08 | 3.1 | 4.11 | -9 | -2.21 | 4.22 | 2.17 | 8.76 | 4.24 | 15.8 |
2005 | -2.77 | -0.17 | -2.43 | -6.62 | 6.07 | 4.25 | 4.58 | -0.72 | 2 | -3.54 | 5.21 | -0.46 | 4.6 |
2006 | 8.55 | -1.65 | 2.77 | -0.43 | -5.69 | -0.72 | -5.45 | 2.6 | 0.79 | 4.24 | 2.64 | 0.46 | 7.5 |
2007 | 1.63 | -0.95 | 1.1 | 2.84 | 5.73 | -1.34 | -4.96 | 1.3 | 3.79 | 3.65 | -7.05 | -0.83 | 4.3 |
2008 | -11.09 | -5.61 | -3.02 | 6.4 | 4.99 | -8.27 | -0.45 | 1.43 | -9.11 | -21.11 | -10.23 | 1.24 | -45.1 |
2009 | -8.41 | -10.52 | 7.78 | 13.36 | 2.3 | 2.25 | 9.97 | 3.3 | 7.3 | -6.48 | 4.77 | 7.92 | 35 |
2010 | -5.53 | 5.32 | 7.68 | 3.94 | -7.49 | -7.8 | 6.03 | -6.79 | 11.67 | 3.36 | 3.53 | 7.8 | 20.9 |
2011 | 1.25 | 5.58 | 2.64 | 4.32 | -1.74 | -1.86 | -4.26 | -8.66 | -10.7 | 14.12 | -2.22 | -2.5 | -6.2 |
2012 | 8.87 | 4.47 | 2.43 | -0.98 | -7.44 | 3.03 | -0.79 | 3.02 | 1.9 | -2.37 | 1.13 | 2.62 | 16.1 |
2013 | 6.25 | 0.72 | 4.81 | -0.45 | 3.63 | -0.63 | 5.71 | -1.33 | 6.07 | 0.78 | 3.3 | 3.02 | 36.4 |
2014 | -2.5 | 5.35 | -3.32 | -3.5 | 1.09 | 5.58 | -6.29 | 5.65 | -4.07 | 4.54 | 0.57 | 0.96 | 3.1 |
2015 | -2.33 | 6 | 0.58 | -2.67 | 3.56 | 0.29 | 0.57 | -7.38 | -6.36 | 3.76 | 1.97 | -3.47 | -6.2 |
2016 | -11.17 | -2.9 | 6.42 | -0.31 | 2.61 | 0.41 | 6.38 | 0.76 | 0.09 | -5.29 | 6.58 | -0.37 | 1.7 |
2017 | 4.04 | 2.98 | 1.58 | 1.64 | 0.42 | 1.35 | 1.58 | 0.08 | 3.36 | 2.86 | 3.4 | 0.44 | 26.4 |
2018 | 5.32 | -1.49 | 0.45 | 0.15 | 7.57 | -0.07 | 1.05 | 9.25 | -1.07 | -13.35 | 1.03 | -10.42 | -3.9 |
2019 | 12.12 | 5.74 | -1 | 3.02 | -7.1 | 7.74 | 0.62 | -3.61 | -3.47 | 1.61 | 7.55 | -11.27 | 9.9 |
2020 | 6.46 | 6.32 | 3.41 | 11.63 | 17.96 | -17.4 | -5.73 | 0.59 | -19.6 | 2.35 | 14.77 | 9.9 | 25.3 |
2021 | -36.97 | 5.77 | -2.41 | 69.5 | -3.39 | 2.27 | -1.57 | 2.54 | -3.26 | 6.15 | -3.73 | -35.91 | -30.3 |
2022 | -12.86 | 0.39 | 0.38 | -10.57 | -3.42 | -6.05 | 10.36 | -1.56 | -8.67 | 5.85 | 1.05 | -19.67 | -39.3 |
2023 | 9.02 | -1.01 | -1.54 | -1.73 | -0.88 | 8.72 | 2.62 | -2.87 | -6.9 | -7.41 | 8.19 | 7.75 | 12.7 |
2024 | -0.49 | 18.6 |