Payson Total Return Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1991 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.7 | 0 |
| 1992 | -1.71 | 0.87 | -1.63 | 0.98 | 0.97 | -0.86 | 2.83 | -0.85 | 1.53 | -0.86 | 3.07 | 2.79 | 7.2 |
| 1993 | 1.73 | 1.17 | 1.69 | -0.61 | 1.68 | 2.87 | 0.6 | 3.89 | 0.24 | 0.65 | -1.22 | 1.15 | 14.6 |
| 1994 | 3.52 | -1.9 | -4.92 | -0.26 | 0.51 | -3.25 | 2.84 | 3.28 | -2.09 | 0.09 | -3.45 | 1.34 | -4.6 |
| 1995 | 1.6 | 3.76 | 1.35 | 1.18 | 3.32 | 0.73 | 1.85 | 1.58 | 2.8 | 0.92 | 3.48 | 0.37 | 25.4 |
| 1996 | 1.76 | -0.5 | 0.07 | 0.15 | 0.44 | -0.57 | -3.75 | 2.37 | 3.51 | 2.32 | 5.18 | -0.04 | 11.2 |
| 1997 | 2.1 | 0.73 | -3.07 | 2.88 | 5.45 | 2.37 | 6.66 | -1.22 | 3.77 | -3.1 | 2.09 | 0.96 | 20.9 |
| 1998 | 0.44 | 5 | 2.57 | 0.14 | -3.65 | -2.38 | -4.33 | -12.38 | 4.66 | 7.95 | 3.91 | 3.12 | 3.4 |
| 1999 | -0.84 | -5.47 | 2.31 | 5.69 | -0.45 | 1.94 | -2.4 | -0.38 | -4.96 | 1.63 | -0.64 | 1.11 | -3 |
| 2000 | -3.96 | -1.38 | 9.09 | 0.24 | 1.85 | -0.7 | 0.64 | 6.03 | -0.05 | 2.18 | -3.54 | 2.21 | 12.6 |
| 2001 | 8.12 | -5.45 | -2.22 | 7.06 | 0.67 | -0.93 | 0.6 | -2.62 | -9.09 | 4 | 5.73 | 2.65 | 7.3 |
| 2002 | -1.72 | -1.03 | 4.55 | -2.55 | -0.16 | -7.76 | -7.38 | 0.28 | -8.48 | 2.57 | 4.12 | -1.7 | -18.6 |
| 2003 | -1.99 | -1.42 | -0.98 | 4.94 | 5.01 | 1.9 | 0.56 | 0.94 | 0.3 | 2.51 | 1.09 | 3.59 | 17.4 |
| 2004 | 2 | 1.11 | -0.51 | -2.72 | 0.79 | 1.28 | -2.83 | 0.53 | 0.62 | 1.31 | 3.46 | 4.14 | 9.3 |
| 2005 | -2.42 | 2.32 | -2.31 | -2.33 | 2.89 | 1.73 | 2.28 | -0.79 | -0.3 | -1.94 | 2.96 | -0.02 | 1.8 |
| 2006 | 1.52 | -0.08 | 1.53 | 0.54 | -2.55 | -0.87 | -0.16 | 2.49 | 2.24 | 3.14 | 3.49 | 0.16 | 11.9 |
| 2007 | 1.43 | -1.77 | -0.05 | 4.71 | 3.44 | -0.5 | -2.74 | 2.67 | 2.91 | -0.33 | -6.1 | -2.31 | 0.9 |
| 2008 | -3.98 | -2.89 | 0.4 | 4.65 | 0.15 | -7.49 | 0.99 | 2.54 | -5.48 | -18.98 | -10.15 | 2.89 | -33.5 |
| 2009 | -6.76 | -10.81 | 4.84 | 14.62 | 7.7 | -0.21 | 8.77 | 4.03 | 3.56 | 0.64 | 4.63 | 3.04 | 36.6 |
| 2010 | -1.94 | 2.84 | 4.74 | 0.4 | -8.7 | -5.81 | 6.98 | -4.43 | 9.23 | 4.17 | -0.08 | 5.73 | 12.1 |
| 2011 | 2.81 | 3.62 | 0.27 | 3.57 | -0.97 | -1.95 | -2.21 | -3.94 | -6.29 | 10.71 | -0.29 | 0.03 | 4.4 |
| 2012 | 6.18 | 5.6 | 1.51 | -0.97 | -7.82 | 3.64 | 0.81 | 2.91 | 2 | -1.6 | -1.2 | 2.78 | 13.9 |
| 2013 | 2.33 | -1.25 | 3.79 | 3.17 | 1.12 | -3.09 | 5.01 | -2.79 | 2.76 | 3.9 | 3.56 | 2.48 | 22.7 |
| 2014 | -3.9 | 4.33 | 2.02 | 0.79 | 1.89 | 1.16 | -1.84 | 3.43 | -1.61 | 0.57 | 2.34 | -0.44 | 8.8 |
| 2015 | -3.86 | 6.61 | -2.54 | 2.37 | 1.28 | -1.22 | 0.9 | -6.89 | -4.17 | 6.67 | 0.67 | -3.61 | -4.7 |
| 2016 | -4.61 | -0.91 | 6.52 | -0.36 | 2.23 | -1.31 | 4.8 | 0.61 | 0.57 | -1.56 | 3.51 | 0.89 | 10.4 |
| 2017 | 2.32 | 4.4 | 0.3 | 0.43 | 1.36 | 0.28 | 1.7 | 2.15 | 1.97 | 2.36 | 2.36 | 0.3 | 21.8 |
| 2018 | 5.49 | -1.08 | -2.64 | 0.17 | 2.92 | -0.13 | 3.84 | 3.8 | 0.71 | -6.52 | 1.41 | -8.75 | -1.8 |
| 2019 | 6.03 | 3.92 | 2.92 | 3.72 | -7.17 | 7.24 | 1.7 | -1.18 | 0.7 | 3.46 | 4.01 | 2.57 | 30.8 |
| 2020 | 0.63 | -8.54 | -11.62 | 14.64 | 5.5 | 2.2 | 4.54 | 7.11 | -10.36 | -3.42 | 10.87 | -8.86 | 11.7 |
| 2021 | -0.12 | 3.89 | 5.2 | 19.19 | 0 | 1.43 | 3.13 | 2.1 | -5.23 | 6.11 | -0.36 | -6.07 | 15.3 |
| 2022 | -5.8 | -2.58 | 4.17 | -7.93 | 2.96 | -9.28 | 7.99 | -5.4 | -7.49 | 8.5 | 6.27 | -6.79 | -16.5 |
| 2023 | 3.5 | -2.9 | 2.53 | 0.32 | 2.01 | 6.08 | 4.09 | 0.11 | -4.93 | -3.42 | 8.44 | 3.12 | 19.7 |
| 2024 | 3.3 | 5.15 | 2.82 | -3.77 | 10.1 |