Russell 3000 Value Index
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 6.74 | 6.12 | -4.54 | 0 |
| 2003 | -2.63 | -2.97 | 0.03 | 8.63 | 6.45 | 1.11 | 1.52 | 1.5 | -1.17 | 6.05 | 1.32 | 5.74 | 27.9 |
| 2004 | 1.72 | 1.92 | -0.89 | -2.83 | 0.82 | 2.38 | -1.85 | 1.18 | 1.53 | 1.47 | 5.14 | 3.02 | 14.2 |
| 2005 | -2.08 | 2.94 | -1.62 | -2.24 | 2.5 | 1.16 | 2.95 | -0.86 | 1.12 | -2.69 | 2.99 | 0.33 | 4.3 |
| 2006 | 4.13 | 0.28 | 1.48 | 2.15 | -2.94 | 0.54 | 1.91 | 1.49 | 1.75 | 3.28 | 2.01 | 1.94 | 19.4 |
| 2007 | 1.14 | -1.8 | 1.37 | 3.31 | 3.33 | -2.49 | -5.08 | 0.91 | 2.98 | -0.05 | -5.38 | -1.2 | -3.4 |
| 2008 | -4.18 | -4.45 | -0.8 | 4.58 | -0.16 | -9.8 | -0.16 | 1.69 | -7.37 | -17.75 | -7.89 | 1.41 | -38.2 |
| 2009 | -11.92 | -13.82 | 8.33 | 10.89 | 5.53 | -0.9 | 8.25 | 4.94 | 3.77 | -3.49 | 5.16 | 2.02 | 16.4 |
| 2010 | -2.95 | 3.01 | 6.49 | 2.83 | -8.46 | -6.06 | 6.63 | -4.75 | 7.77 | 2.92 | -0.52 | 7.72 | 13.6 |
| 2011 | 1.94 | 3.57 | 0.3 | 2.43 | -1.33 | -2.29 | -3.46 | -6.69 | -8.02 | 11.47 | -0.78 | 1.74 | -2.5 |
| 2012 | 3.85 | 3.51 | 2.78 | -1.21 | -6.14 | 4.72 | 0.73 | 1.96 | 3 | -0.7 | -0.31 | 1.97 | 14.5 |
| 2013 | 6.3 | 1.16 | 3.79 | 1.26 | 2.33 | -1.03 | 5.31 | -4.07 | 2.57 | 4.14 | 2.63 | 2.27 | 29.6 |
| 2014 | -3.69 | 4.06 | 2.12 | 0.55 | 1.14 | 2.56 | -2.21 | 3.49 | -2.62 | 2.46 | 1.61 | 0.57 | 10.1 |
| 2015 | -4.12 | 4.54 | -1.32 | 0.58 | 0.9 | -2.03 | 0.04 | -6.13 | -3.27 | 7.23 | 0.3 | -2.62 | -6.5 |
| 2016 | -5.41 | -0.3 | 7.05 | 1.97 | 1.27 | 0.62 | 2.93 | 0.61 | -0.33 | -1.82 | 5.97 | 2.42 | 15.4 |
| 2017 | 0.47 | 3.14 | -1.2 | -0.28 | -0.61 | 1.58 | 1.12 | -1.54 | 3.08 | 0.54 | 2.76 | 1.09 | 10.5 |
| 2018 | 3.54 | -5.03 | -1.75 | 0.29 | 0.71 | 0.1 | 3.62 | 1.29 | -0.2 | -5.61 | 2.61 | -10 | -10.8 |
| 2019 | 7.79 | 2.99 | 0.18 | 3.4 | -6.87 | 6.55 | 1.88 | -3.85 | 3.05 | 1.3 | 2.77 | 2.24 | 22.6 |
| 2020 | -2.23 | -9.91 | -17.81 | 11.11 | 3.06 | -0.68 | 3.66 | 3.96 | -2.77 | -1.2 | 13.54 | 3.89 | 0.6 |
| 2021 | -0.67 | 6.07 | 5.64 | 3.74 | 2.19 | -1.26 | 0.36 | 1.84 | -3.54 | 4.86 | -3.71 | 5.97 | 22.9 |
| 2022 | -2.68 | -1.17 | 2.57 | -5.89 | 1.71 | -4.87 | 0 | 0 | 0 | 0 | 0 | 0 | -10.2 |