Summary
Link
Fund Manager(s)
- Brad Thompson
- David Appleby
- Clayton Wilkin
Price
Performance
YTD
4.5%
3 Year
-52.55%
5 Year
-42.53%
Best
38.97%
2013
Worst
-59.28%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 5.9% | 5% | -15.8% | -11.8% | -25.1% | 15.2% | 4.2% | 4.6% | -4.6% | 7.1% |
| Q2 | -5.4% | 5.7% | -17.5% | 21.2% | 31.6% | 3.1% | 9.2% | 2.4% | 3.1% | 1.7% |
| Q3 | - | -3.8% | -2.5% | -13.2% | -3.3% | -7.7% | 8.1% | 3.7% | 6.4% | -13.8% |
| Q4 | - | 18.3% | -39.9% | 2.9% | 21% | -5.2% | -22.3% | 5.4% | -2.4% | 1.5% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.9% | 4.3% | 4.6% | -6.2% | - | - | - | - | - | - | - | - |
| 2023 | 9.5% | -0.4% | -3.7% | -1.6% | -1% | 8.5% | 5.2% | -3% | -5.7% | -6.4% | 12% | 11.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5% | 25% | -59% | -5% | 15% | 5% | -7% | 18% | 2% | -5% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| ORIGX | 5% | 25% | -59% | -5% | 15% | 5% | -7% | 18% | 2% | -5% |
| Russell 2000 | - | - | -32% | 2% | 34% | 28% | -10% | 21% | 10% | -2% |
| Alpha | 5% | 25% | -28% | -7% | -19% | -22% | 3% | -3% | -8% | -3% |