Optimum Small-Mid Cap Value Fund
Quarterly Returns (%)Years | Q1 | Q2 | Q3 | Q4 | Annual |
---|---|---|---|---|---|
2003 | 0 | -100 | 4 | 15.73 | 0 |
2004 | 7.87 | 2.87 | 0.09 | 12.94 | 25.43 |
2005 | -0.81 | 1.34 | 3.32 | 2.93 | 6.9 |
2006 | 7.92 | -6.74 | 0.33 | 8.47 | 8.91 |
2007 | 4.27 | 5.22 | -10.74 | -9.61 | -8.34 |
2008 | -5.47 | -0.33 | -5.41 | -33.16 | -40.43 |
2009 | -13.47 | 24.73 | 22.76 | 5.38 | 39.62 |
2010 | 8.85 | -10.84 | 11.34 | 14.81 | 24.06 |
2011 | 9.15 | -2.68 | -22.48 | 17.31 | -3.41 |
2012 | 13.42 | -8.97 | 4.65 | 5.2 | 15.99 |
2013 | 9.97 | 2.7 | 7.52 | 7.96 | 31.61 |
2014 | 1.11 | 2.25 | -7.08 | 2.22 | -1.79 |
2015 | 1.49 | -0.41 | -13.22 | 0.73 | -11.65 |
2016 | 0.39 | 1.36 | 4.71 | 10.09 | 17.3 |
2017 | 1.75 | 0.08 | 3.11 | 2.43 | 8.66 |
2018 | -2.75 | 4.6 | 1.96 | -17.61 | -17.21 |
2019 | 12.25 | 0.28 | 0.46 | 4.35 | 20.13 |
2020 | -35.99 | 19.11 | -0.07 | 26.25 | -3.81 |
2021 | 10.02 | 11.08 | -8.42 | 6.65 | 19.35 |
2022 | -2.55 | -14.9 | -8.19 | 1.52 | -22.7 |
2023 | 12.77 | -3.62 | 2.61 | -0.5 | 9.39 |
2024 | 6.85 | -5 | 0 | -1.55 |