Plumb Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 0 | 0 | 0 | 0 | 0 | -0.94 | -4.85 | 0.84 | 2.6 | 0.61 | -6.36 | -2.26 | 0 |
| 2008 | -4.02 | -4.25 | -1.08 | 4.67 | 0.87 | -8.56 | 2.7 | 2.08 | -5.51 | -16.49 | -8.5 | -0.17 | -33.7 |
| 2009 | -6.48 | -7.82 | 9.06 | 7.78 | 5.58 | 0.31 | 5.96 | 3.07 | 3.69 | -2.53 | 4.49 | 2.1 | 26.4 |
| 2010 | -3.85 | 2.7 | 5.99 | 1.14 | -7.41 | -4.2 | 7.22 | -4.49 | 9.19 | 1.9 | -0.5 | 6.59 | 13.5 |
| 2011 | 0.06 | 3.89 | -0.34 | 2.96 | -1.16 | -1.73 | -3.08 | -5.23 | -8.99 | 11.58 | -2.5 | -0.18 | -6 |
| 2012 | 4.78 | 5.4 | 2.62 | -2.94 | -8.75 | 1.38 | 0.62 | 2.4 | 2.28 | -2.11 | -0.48 | 0.79 | 5.3 |
| 2013 | 5.14 | -0.29 | 3.12 | 1.06 | 3.05 | -1.56 | 4.37 | -3.56 | 3.25 | 4.94 | 2.5 | 3.5 | 28.2 |
| 2014 | -3.13 | 4.6 | 0.98 | 0.19 | 2.87 | 2.47 | -2.41 | 4.36 | -1.51 | 3.02 | 2.63 | 0.13 | 14.8 |
| 2015 | -3.39 | 6.01 | -0.98 | -0.45 | 2.15 | -0.32 | 3.62 | -5.38 | -3.11 | 5.22 | 0.28 | -1.62 | 1.4 |
| 2016 | -7.78 | -1.71 | 4.19 | 0.83 | 3.35 | -1.79 | 6.37 | -0.86 | 1.77 | -3.21 | 1.48 | 1.96 | 3.9 |
| 2017 | 3.15 | 6.55 | 1.23 | 1.86 | 4.29 | 2.29 | 2.98 | 0.87 | 1.15 | 5.82 | 3.52 | 0.52 | 39.9 |
| 2018 | 8.52 | -1.71 | -1.71 | 2.02 | 6.3 | 0.13 | 0.64 | 7.28 | 0.83 | -13.05 | 0.64 | -10.03 | -2.4 |
| 2019 | 12.86 | 6.04 | 0.89 | 5.93 | -7.89 | 7.48 | 2.42 | -2.56 | -2.36 | 0.97 | 4.79 | -2.35 | 27.5 |
| 2020 | 1.4 | -7.61 | -14.76 | 13.97 | 8.7 | 3.95 | 4.45 | 7.71 | -11.48 | -1.79 | 12.34 | 7.18 | 21.1 |
| 2021 | -24.11 | 3.29 | -2.73 | 35.47 | -3.82 | 6.61 | 2.97 | 3.97 | -7.98 | 2.78 | -3.52 | -20.75 | -18 |
| 2022 | -9.39 | -4.6 | 0.31 | -13.12 | -1.65 | -11.26 | 13.46 | -5.28 | -11.86 | 10.97 | 3.65 | -15.88 | -39.7 |
| 2023 | 11.22 | -0.25 | 3.42 | 0.39 | 5.87 | 6.36 | 3.27 | 0.5 | -6.18 | -3.49 | 10.99 | 5.53 | 42.8 |
| 2024 | 4.11 | 6.95 | 3.9 | -3.08 | 17.4 |