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