Rock Oak Core Growth Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | 0 | 3.5 | -4.67 | -4.8 | 7.12 | -0.72 | 6.28 | -2.03 | 1.78 | -1.85 | 3.96 | -0.38 | 0 |
2006 | 4.78 | -0.64 | 2.94 | -0.36 | -6.54 | 0.19 | -5.83 | 2.03 | 2.49 | 3.69 | 2.34 | -0.73 | 3.7 |
2007 | 1.94 | -1.72 | 0.46 | 4.03 | 3.43 | -0.34 | -1.11 | 1.21 | 7.59 | 6.66 | -4.91 | 3.21 | 21.7 |
2008 | -11.72 | -0.54 | -1.98 | 7.27 | 5.15 | -6.77 | -6.3 | -2.33 | -15.68 | -17.46 | -11.4 | 3.1 | -47.4 |
2009 | -3.01 | -5.74 | 9.05 | 14.48 | 6.46 | -0.25 | 7.32 | 1.73 | 6.02 | -2.57 | 5.06 | 4.4 | 49.9 |
2010 | -5.92 | 2.99 | 6 | 1.33 | -6.76 | -5.91 | 7.82 | -3.37 | 11.42 | 5.88 | 2.33 | 4.47 | 20 |
2011 | 2.1 | 3.04 | 0.64 | 2.69 | -1.08 | -1.87 | -0.56 | -6.31 | -13.3 | 14.45 | -4.12 | -3.58 | -9.8 |
2012 | 9.85 | 5.5 | 3.69 | -2.01 | -11.37 | 0.98 | 0.09 | 4.32 | 2.87 | -3.2 | 2.12 | 2.11 | 14.3 |
2013 | 4.29 | -1.74 | 4.67 | 0.77 | 3.59 | -2.43 | 7.1 | -1.06 | 3.28 | 3.8 | 4.19 | 5.02 | 35.8 |
2014 | -0.07 | 4.94 | -1.57 | -2.17 | 2.59 | 3.75 | -2.43 | 3.21 | -3.38 | 1.57 | 1.55 | 0.7 | 8.6 |
2015 | -4.39 | 6.77 | -2.55 | 2.02 | 1.32 | -4.19 | 2.04 | -7.1 | -4.46 | 5.33 | 1.66 | -3.46 | -7.8 |
2016 | -5.74 | -1.32 | 6.89 | -2.43 | 3.86 | -1.49 | 5.03 | 1.44 | 2.36 | -2.08 | 5.49 | 1.07 | 13 |
2017 | 4.6 | 4.04 | -0.48 | 1.71 | -0.13 | -0.07 | 1.82 | 1.32 | 2.29 | 2.68 | 2.86 | 0.13 | 22.7 |
2018 | 11.26 | -1.55 | -1.69 | 1.19 | 4.52 | 1.8 | 3.53 | 2.51 | -0.83 | -10.75 | -0.12 | -10.03 | -2.2 |
2019 | 9.01 | 3.56 | -0.64 | 2.58 | -11.66 | 7.37 | -0.96 | -3.83 | 2.53 | 3.02 | 6.17 | -1.02 | 15.4 |
2020 | 1.84 | 5.78 | 2.68 | 3.96 | 11.99 | -12.13 | -8.21 | -2.79 | -15.89 | -3.28 | 13.28 | 4.91 | -2.4 |
2021 | 3.04 | -1.9 | 2.27 | 6.62 | -1.22 | -1.39 | -0.6 | 1.53 | -3.5 | 4.3 | -3.69 | 0.33 | 5.4 |
2022 | -6.76 | -1.19 | 1.26 | -5.23 | -0.81 | -6.38 | 7.35 | -3.46 | -7.62 | 5.36 | 3.68 | -5.55 | -18.9 |
2023 | 5.46 | -2.91 | -1.6 | -1.49 | -1.65 | 7.84 | 1.95 | -0.38 | -3.58 | -2.19 | 8.88 | 4.54 | 14.8 |
2024 | 0.18 | 17.9 |