Perkins Discovery Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | -1.38 | 3.49 | 6.26 | -26.63 | 3.94 | 1.59 | 13.12 | 8.44 | 0 |
| 1999 | 16.23 | -14.23 | 5.79 | 11.24 | 1.66 | -3.11 | 5.42 | -2.79 | 5.44 | 0.88 | 5.31 | 12.24 | 48.9 |
| 2000 | 20.62 | 40.69 | -3.22 | -23.87 | -11.76 | 7.51 | 0.38 | 7.41 | -2.33 | -4.51 | -12.63 | -28.8 | -25.8 |
| 2001 | 8.92 | -15.97 | -2.28 | 3.02 | 14.58 | -8.29 | -1.88 | -2.14 | -4.32 | 10.58 | 0.45 | 6.35 | 5.1 |
| 2002 | 0.79 | -7.02 | 3.97 | -2.69 | -3.09 | -9.29 | -15.15 | 1.85 | -9.16 | -3.6 | 11.71 | -2.82 | -31.5 |
| 2003 | -1.38 | -0.47 | 5.92 | 7.28 | 12.62 | 5.36 | 9.08 | 1.32 | 3.24 | 5.93 | 5.31 | -0.36 | 67.9 |
| 2004 | 7.61 | 0.04 | -1.35 | 1.03 | 0.72 | 2.36 | -3.91 | -3 | -1.37 | 4.3 | 8.85 | 3.16 | 19.1 |
| 2005 | -7.46 | -1.82 | -5.14 | -3.69 | -0.51 | 5.14 | 6.21 | 0.66 | 3.5 | -3.27 | -4.45 | 3.66 | -7.9 |
| 2006 | 6.82 | 3.15 | 4.53 | 0.83 | -7.3 | 1.16 | -0.08 | -0.23 | -0.11 | 1.23 | 7.5 | -6.02 | 10.9 |
| 2007 | 3.9 | 0.18 | 4.93 | 8.48 | 3.26 | 2.45 | -2.57 | -3.47 | 0.29 | -1.2 | -12.07 | -1.86 | 0.8 |
| 2008 | -8.14 | -2.92 | -7.63 | 0.14 | 3.25 | -8.25 | -2 | 1.89 | -10.92 | -17.76 | -13.27 | -3.68 | -52.3 |
| 2009 | 0.7 | -8.2 | 11.37 | 14.75 | 9.36 | 1.39 | 9.87 | 8.44 | 5.79 | -2.17 | -2.6 | 5.05 | 65.3 |
| 2010 | -0.05 | 5.28 | 6.81 | 11.4 | -8.2 | -5.78 | 4.44 | -2.79 | 9.99 | 4.64 | 2.57 | 3.09 | 33.8 |
| 2011 | 1.58 | 3.43 | 2.08 | 1.77 | -1.65 | -3.94 | -2.46 | -10.29 | -11.36 | 8.67 | -2.63 | 1.36 | -14.2 |
| 2012 | 5.48 | 0.23 | 1.25 | -2.77 | -3.96 | 9.35 | -1.62 | 0.38 | 3.47 | -1.55 | -2.32 | 4.02 | 11.7 |
| 2013 | 5.31 | 1.28 | 6.07 | -4.96 | 9.02 | 1.66 | 3.77 | -2.72 | 5.66 | 5.8 | 6.54 | -1.28 | 41.4 |
| 2014 | 1.53 | 3.36 | -1.71 | -6.8 | 1.02 | 6.4 | -6.12 | 2.48 | -7.11 | 1.66 | -2.62 | 4.54 | -4.4 |
| 2015 | -5.73 | 5.17 | 4.83 | -3.84 | -3.57 | 3.56 | 2.88 | -7.25 | -12.41 | 6.57 | 5.82 | -4.86 | -10.5 |
| 2016 | -14.04 | -2.02 | 1.1 | 7.85 | 3.6 | -1.24 | 5.04 | 7.36 | 2.1 | -5.98 | 2.89 | 2.1 | 6.9 |
| 2017 | -4.83 | 4.29 | -2.62 | 5.6 | -0.68 | 6.57 | 1.47 | -1.45 | 6.4 | -7.55 | 4.66 | 0.34 | 11.6 |
| 2018 | 0.6 | -0.15 | 5.22 | 8.59 | 13.27 | 2.61 | 6.75 | 7.09 | -0.1 | -9.54 | 0.9 | -12.12 | 22.2 |
| 2019 | 13.8 | 8.78 | -1.36 | -1.12 | -0.94 | 3.05 | 0.38 | -8.03 | -9.07 | 1.61 | 5.44 | 3.74 | 15 |
| 2020 | -1 | -5.87 | -21.6 | 19.34 | 2.81 | 1.8 | 6.94 | 8.62 | 1.08 | -2.38 | 29.62 | 17.57 | 59.4 |
| 2021 | 13.29 | 11 | -3.54 | 0.89 | -4.83 | 7.11 | -2.75 | 3.78 | -5.3 | 4.1 | -15.51 | -25.88 | -22.3 |
| 2022 | -15.97 | -1.39 | -6.76 | -16.37 | -2.9 | -3.61 | 14.25 | -4.69 | -11.42 | 7.97 | 3.12 | -9.12 | -41 |
| 2023 | 12.16 | 0.77 | 0.11 | -5.03 | 2.76 | 6.94 | 1.23 | -8.69 | -11.91 | -8.42 | 14.76 | 9.6 | 10.8 |
| 2024 | -1.1 | 6.75 | -3.41 | -7.42 | 19.2 |