FPA Queens Road Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1.45 | -10.37 | 7.1 | 4.49 | -3.88 | 0 |
| 2003 | -2.97 | -1.8 | 0.86 | 8.42 | 5.6 | 1.21 | 1.66 | 1.27 | -1.25 | 8.05 | 0.75 | 5.64 | 30.2 |
| 2004 | 0.8 | 1.83 | -0.7 | -2.91 | 1.46 | 1.75 | -1.49 | 1.67 | 0.23 | 1.87 | 4.14 | 2.5 | 11.5 |
| 2005 | -1.3 | 1.94 | -0.76 | -2.31 | 2.28 | 1.08 | 3.2 | -0.59 | 0.89 | -2.35 | 3.54 | 0.29 | 5.8 |
| 2006 | 1.46 | 1.37 | 1 | 1.34 | -1.46 | -0.28 | 1.77 | 1.53 | 2.88 | 1.86 | 2.35 | 1.45 | 16.3 |
| 2007 | 0.9 | -0.95 | 0.45 | 3.26 | 3.1 | -1.14 | -3.52 | 1.38 | 2.36 | 2 | -3.63 | -0.43 | 3.5 |
| 2008 | -4.92 | -2.62 | -1.17 | 4.12 | 1.48 | -8.26 | -0.43 | 2.53 | -6.7 | -17.85 | -7.37 | 4.02 | -33.1 |
| 2009 | -8.67 | -9.38 | 5.41 | 11.61 | 3.2 | 0.19 | 5.42 | 3.94 | 3.53 | -1.53 | 4.24 | 3.62 | 21.5 |
| 2010 | -3.08 | 2.09 | 3.85 | 1.58 | -6.52 | -2.41 | 3.83 | -2.95 | 5.82 | 2.71 | -1.09 | 3.92 | 7.2 |
| 2011 | 1.22 | 2.94 | 0.58 | 3.42 | -0.14 | -1.34 | -2.71 | -2.35 | -4.21 | 7.37 | 0.22 | 0.49 | 5.1 |
| 2012 | 2.42 | 1.93 | 2.53 | -1.03 | -5.96 | 4.12 | 0.92 | 1.19 | 1.59 | -0.95 | 0.96 | 1.71 | 9.5 |
| 2013 | 5.44 | 2.58 | 4.21 | 2.23 | 1.24 | -1.92 | 4.22 | -3.25 | 4.19 | 4.02 | 2.72 | 2.26 | 31.3 |
| 2014 | -3.24 | 3.35 | 0.68 | 0.67 | 1.39 | 1.22 | -1.71 | 2.76 | -0.9 | 1.96 | 2.86 | 0.29 | 9.5 |
| 2015 | -2.25 | 3.07 | -1.64 | 0.56 | 1.01 | -2.59 | 1.33 | -5.44 | -1.55 | 5.79 | -0.77 | -0.9 | -3.8 |
| 2016 | -1.72 | 0.27 | 5.44 | 0.88 | 1.48 | 0.66 | 2.76 | 0.34 | -0.63 | -2.15 | 4.6 | 1.36 | 13.8 |
| 2017 | 2.09 | 4.24 | 0.51 | 0.88 | -0.09 | 1.24 | 1.64 | -0.18 | 2.24 | 2.15 | 3.31 | 0.7 | 20.3 |
| 2018 | 4.47 | -3.54 | -2.3 | -0.35 | -0.22 | 0.66 | 3.97 | 1.72 | 1.44 | -5.97 | 4.88 | -8.71 | -4.8 |
| 2019 | 7.33 | 4.04 | 0.35 | 3.79 | -6.01 | 6.62 | 0.74 | -4.52 | 2.45 | 1.81 | 3.59 | -1.07 | 19.8 |
| 2020 | 3.23 | 4.18 | -0.85 | 4.13 | 9.78 | -11.85 | -9.58 | -0.85 | -7.49 | -2.08 | 12.16 | 2.41 | 0.2 |
| 2021 | -15.86 | 3.99 | 7.8 | 21.5 | 2.31 | -0.48 | 3.13 | 2.43 | -4.27 | 5.24 | -3.01 | -9.53 | 9 |
| 2022 | -4.38 | -2.2 | 2.28 | -6.85 | 0.74 | -7.3 | 6.64 | -3.28 | -7.68 | 12.78 | 5.94 | -6.34 | -11.3 |
| 2023 | 3.37 | -1.33 | -0.77 | 0.53 | -2.57 | 7.88 | 2.25 | 0.15 | -5.16 | -2.08 | 9.44 | 1.27 | 12.7 |
| 2024 | 2.73 | 19.4 |