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 | -1.64 | 12.67 | 3.35 | 1.62 | 0 |
2004 | 6.01 | 0.89 | -0.97 | -4.96 | 3.26 | 4.17 | -8.93 | -2.19 | 4.38 | 2.33 | 8.75 | 4.27 | 16.8 |
2005 | -2.57 | -0.17 | -2.31 | -6.51 | 6.06 | 4.35 | 4.74 | -0.7 | 2.12 | -3.46 | 5.26 | -0.3 | 5.8 |
2006 | 8.66 | -1.61 | 2.84 | -0.35 | -5.62 | -0.62 | -5.38 | 2.68 | 0.92 | 4.27 | 2.78 | 0.51 | 8.6 |
2007 | 1.72 | -0.84 | 1.14 | 2.95 | 5.79 | -1.23 | -4.9 | 1.39 | 3.91 | 3.77 | -7.01 | -0.79 | 5.3 |
2008 | -10.96 | -5.6 | -2.88 | 6.45 | 5.16 | -8.26 | -0.34 | 1.45 | -8.98 | -21.03 | -10.16 | 1.3 | -44.6 |
2009 | -8.34 | -10.36 | 7.81 | 13.48 | 2.43 | 2.37 | 9.99 | 3.32 | 7.4 | -6.39 | 4.8 | 8.04 | 36.3 |
2010 | -5.46 | 5.48 | 7.74 | 4.03 | -7.41 | -7.64 | 6.01 | -6.69 | 11.75 | 3.48 | 3.62 | 7.81 | 22.1 |
2011 | 1.39 | 5.63 | 2.74 | 4.48 | -1.68 | -1.78 | -4.27 | -8.57 | -10.57 | 14.14 | -2.12 | -2.37 | -5.2 |
2012 | 8.96 | 4.55 | 2.44 | -0.82 | -7.36 | 3.07 | -0.64 | 3.05 | 1.95 | -2.3 | 1.25 | 2.67 | 17.2 |
2013 | 6.32 | 0.86 | 4.9 | -0.41 | 3.74 | -0.56 | 5.85 | -1.25 | 6.13 | 0.88 | 3.42 | 3.04 | 37.8 |
2014 | -2.39 | 5.39 | -3.21 | -3.38 | 1.15 | 5.65 | -6.16 | 5.64 | -3.91 | 4.59 | 0.68 | 1.02 | 4.2 |
2015 | -2.26 | 6.08 | 0.68 | -2.6 | 3.62 | 0.43 | 0.67 | -7.39 | -6.22 | 3.84 | 2.02 | -3.42 | -5.4 |
2016 | -11.07 | -2.84 | 6.59 | -0.26 | 2.75 | 0.5 | 6.42 | 0.78 | 0.23 | -5.19 | 6.62 | -0.23 | 2.9 |
2017 | 4.07 | 3.03 | 1.72 | 1.69 | 0.55 | 1.45 | 1.63 | 0.2 | 3.4 | 2.9 | 3.51 | 0.54 | 27.6 |
2018 | 5.4 | -1.37 | 0.48 | 0.24 | 7.62 | 0.11 | 1.11 | 9.31 | -1.01 | -13.28 | 1.12 | -10.38 | -3 |
2019 | 12.26 | 5.78 | -0.88 | 3 | -7.01 | 7.82 | 0.73 | -3.47 | -3.46 | 1.69 | 7.73 | -8.21 | 14.7 |
2020 | 6.49 | 6.38 | 3.5 | 11.75 | 18.04 | -17.34 | -5.62 | 0.7 | -13.89 | 2.48 | 14.79 | 10.18 | 35.6 |
2021 | -23.7 | 5.89 | -2.35 | 40.19 | -3.31 | 2.36 | -1.51 | 2.67 | -3.26 | 6.25 | -3.62 | -22.58 | -15.1 |
2022 | -12.8 | 0.49 | 0.48 | -10.47 | -3.46 | -5.82 | 10.41 | -1.61 | -8.49 | 5.87 | 1.13 | -13.2 | -33.8 |
2023 | 9.25 | -0.92 | -1.44 | -1.72 | -0.79 | 8.89 | 2.59 | -2.84 | -6.65 | -7.47 | 8.45 | 7.71 | 13.9 |
2024 | -0.4 | 11 |