Optimum Small-Mid Cap Value Fund
Quarterly Returns (%)Years | Q1 | Q2 | Q3 | Q4 | Annual |
---|---|---|---|---|---|
2003 | 0 | -100 | 4.12 | 15.94 | 0 |
2004 | 8.24 | 3.03 | 0.36 | 13.25 | 26.74 |
2005 | -0.64 | 1.64 | 3.66 | 3.1 | 7.94 |
2006 | 8.28 | -6.56 | 0.64 | 8.76 | 10.04 |
2007 | 4.49 | 5.52 | -10.56 | -9.4 | -7.42 |
2008 | -5.28 | -0.03 | -5.21 | -32.87 | -39.74 |
2009 | -13.39 | 25.21 | 22.97 | 5.59 | 40.81 |
2010 | 9.22 | -10.67 | 11.62 | 15.18 | 25.42 |
2011 | 9.46 | -2.47 | -22.31 | 17.59 | -2.47 |
2012 | 13.75 | -8.77 | 4.89 | 5.39 | 17.12 |
2013 | 10.31 | 2.95 | 7.71 | 8.28 | 33 |
2014 | 1.37 | 2.5 | -6.88 | 2.49 | -0.84 |
2015 | 1.71 | -0.14 | -12.95 | 0.95 | -10.74 |
2016 | 0.66 | 1.65 | 4.93 | 10.3 | 18.43 |
2017 | 2.04 | 0.34 | 3.36 | 2.68 | 9.75 |
2018 | -2.43 | 4.89 | 2.16 | -17.4 | -16.34 |
2019 | 12.47 | 0.53 | 0.68 | 4.29 | 20.92 |
2020 | -35.83 | 19.33 | 0.39 | 26.63 | -2.67 |
2021 | 18.07 | 4.02 | -7.68 | 6.95 | 21.26 |
2022 | -2.38 | -14.71 | -7.92 | 3.03 | -21.01 |
2023 | -0.23 | 2.87 | -3.39 | 11.56 | 8.97 |
2024 | -0.92 | 0 | 0 | 6.25 |