Schwartz Value Focused Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1983 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1984 | 2.23 | -3.17 | 1.02 | 0.1 | -1.11 | 0.21 | -0.31 | 4.51 | 0 | 1.96 | 1.73 | 3.7 | 11.2 |
| 1985 | -0.46 | 3.31 | 1.69 | 1.23 | 2.77 | 1.26 | 2.41 | 0.08 | -1.54 | 0.99 | 3.43 | 1.98 | 18.4 |
| 1986 | -2.18 | 4.61 | 8.59 | 0.7 | 1.53 | 0 | -1.85 | 0.7 | -1.66 | 1.13 | 0 | -5.99 | 5 |
| 1987 | 7.02 | 4.12 | 3.35 | -1.62 | 1.32 | 1.76 | 3.96 | 1.23 | -1.88 | -17.4 | -1.12 | 1.82 | 0.3 |
| 1988 | 0.82 | 4.14 | 7.87 | 0.79 | -1.44 | 4.63 | 0.38 | 0.25 | 1.19 | 0.87 | -1.23 | 3.05 | 23.1 |
| 1989 | -8.91 | 1.94 | 1.12 | 1.88 | 3.06 | -1.42 | 0.38 | 3.13 | 0.55 | -3.62 | -0.63 | 0.63 | -2.5 |
| 1990 | -7.08 | -0.82 | -0.14 | -1.94 | 2.61 | -1.65 | -2.24 | -6.52 | -5.9 | -4.48 | 4.6 | 14.51 | -10.4 |
| 1991 | -0.29 | 7.62 | 2.27 | 1.11 | 3.36 | -3.12 | 3.1 | 2.75 | 0.97 | 0.97 | 0.24 | 4.71 | 26 |
| 1992 | -2.07 | 6.87 | -2.8 | -1.69 | 3.22 | -1.73 | 3.34 | -2.19 | 1.18 | 2.49 | 3.62 | 5.11 | 15.8 |
| 1993 | -9.29 | -0.11 | 4.77 | -2.25 | 3.32 | 2.07 | 0.36 | 3.14 | 0.88 | 3.11 | -2.12 | 1.01 | 4.2 |
| 1994 | 3 | -0.14 | -4.54 | 0.39 | -2.18 | -3.21 | 1.23 | 3.18 | -0.54 | -1.28 | -1.15 | -8.67 | -13.6 |
| 1995 | 2.65 | 4.41 | 0.57 | 0.82 | 1.32 | 3.81 | 1.93 | 1.66 | -0.61 | -4.03 | 1.32 | -5.21 | 8.5 |
| 1996 | -1.02 | 5.19 | 0.93 | 1.89 | 4.61 | -0.54 | -4.66 | 1.82 | 0.47 | 2.34 | 4.07 | 2.3 | 18.4 |
| 1997 | 1.18 | 0.79 | -2.55 | -0.09 | 7.08 | 8.08 | 4.15 | -1.06 | 6.97 | -2.09 | 0.42 | 2.96 | 28.2 |
| 1998 | -2.25 | 3.75 | 3.33 | 1.43 | -2.94 | -1.82 | -4.32 | -16.3 | 3.75 | 1.83 | 0.44 | 4.07 | -10.4 |
| 1999 | 1.68 | -4.39 | -5.7 | 3.91 | 4.89 | 5.08 | -1.2 | -3.63 | -5.07 | -3.38 | 3.6 | 2.84 | -2.3 |
| 2000 | -4 | 4.38 | 2.88 | -2.46 | 0.25 | 6.08 | -2.94 | 7.37 | 1.14 | -2.56 | -5.72 | 5.48 | 9.2 |
| 2001 | 12.56 | -5.51 | -4.15 | 8.14 | 8.1 | 2.77 | -0.71 | -2.07 | -9.45 | 5.22 | 7.18 | 5.32 | 28.1 |
| 2002 | 0.46 | -1.8 | 6.23 | 1.57 | -1.23 | -5.21 | -13.53 | -0.15 | -5.19 | -0.31 | 10.77 | -5.56 | -14.9 |
| 2003 | -4.01 | -3.4 | 0.64 | 8.91 | 9.01 | 2.46 | 5.45 | 5.5 | -1.72 | 5.34 | 2.95 | 3.46 | 39.3 |
| 2004 | 2.59 | 6.34 | 0.57 | -2.96 | 0.22 | 2.43 | -1.84 | 0.36 | 3.34 | 0.38 | 5.58 | 3.96 | 22.6 |
| 2005 | -3.25 | 1.99 | -0.75 | -5.44 | 5.87 | 3.21 | 4.13 | -1.72 | -0.11 | -3.07 | 3.73 | -0.17 | 3.8 |
| 2006 | 3.66 | 0.42 | 4.46 | -0.04 | -2.28 | -0.67 | -2.79 | -0.31 | 3 | 7.28 | 0.31 | 0.83 | 14.3 |
| 2007 | 2.39 | -1.03 | 0 | 1.31 | 3.4 | -0.41 | -3.93 | 0.15 | -2.58 | -0.47 | -7.43 | -2.6 | -11.1 |
| 2008 | -5.69 | -1.87 | -1.32 | 0.84 | 2.01 | -10.67 | 1.99 | 2.16 | -6.56 | -18.95 | -6.61 | 3.59 | -35.9 |
| 2009 | -7.08 | -9.22 | 6.3 | 13.82 | 8.74 | -1.66 | 6.23 | 4.4 | 5.97 | -0.88 | 3.4 | 2.59 | 34.8 |
| 2010 | -0.84 | 1.43 | 5.01 | 1.11 | -6.59 | -2.53 | 3.24 | -3.93 | 6.1 | 3.08 | 1.1 | 5.06 | 12 |
| 2011 | 2.03 | 3.65 | -0.85 | 2.47 | -0.92 | -1.02 | 0.27 | -2.28 | -7.63 | 10.73 | 0.67 | -0.68 | 5.6 |
| 2012 | 4.3 | 2.49 | 0.13 | -0.63 | -6.91 | 2.89 | -0.04 | 1.85 | 2.37 | -2.99 | 1.61 | 0.74 | 5.4 |
| 2013 | 5.75 | 1.42 | 4.04 | -1.92 | 3.06 | -3.69 | 4.11 | 1.29 | 1.27 | 4.33 | 1.38 | 1.63 | 24.7 |
| 2014 | -3.89 | 4.48 | 2.58 | -1.53 | 0.59 | 4.05 | -2.18 | 1.86 | -6.46 | -2.23 | 0.07 | -1.63 | -4.8 |
| 2015 | -4.91 | 5.25 | -4.31 | 3.5 | 1.33 | -3.77 | -1.82 | -5.8 | -4.11 | 2.51 | -0.77 | -2.01 | -14.6 |
| 2016 | -3.26 | 1.42 | 6.11 | 6.17 | -1.32 | -1.08 | 3.68 | -0.04 | 1.52 | -1.12 | 4.54 | 0.24 | 17.6 |
| 2017 | 3.25 | -0.62 | -0.74 | -0.28 | 0.04 | 0.43 | 2.32 | 1.77 | 1.66 | 0.85 | 3.17 | 1.61 | 14.2 |
| 2018 | 6.24 | -3.03 | -2.42 | 0.19 | 3.15 | 2.11 | 1.89 | 2.27 | 0.27 | -8.26 | -2.01 | -7.81 | -8.1 |
| 2019 | 7.75 | 1.57 | 2.71 | 5.46 | -9.89 | 6.06 | 1.91 | -4.88 | -1 | -2.38 | 3.95 | 7.56 | 18.7 |
| 2020 | -2.78 | -6.42 | -20.67 | 22.05 | 4.33 | 1.01 | 5.88 | 3.19 | -9.27 | -3.1 | 12.8 | 8.32 | 9 |
| 2021 | 2.95 | 5.44 | 21.9 | 1.78 | 1.07 | 1.23 | -2.38 | -3.53 | -4.87 | 6.71 | -4.55 | -2.29 | 22.9 |
| 2022 | -4.66 | 5.14 | 7.34 | -4.63 | 8 | -9.48 | 10.97 | -3.04 | -6.72 | 16.12 | 8.21 | -5.08 | 20.1 |
| 2023 | 1.73 | -6.35 | -1.28 | -0.83 | -5.78 | 5.18 | 9.46 | 5.57 | -4.45 | -2.54 | -0.31 | -2.13 | -3 |
| 2024 | -4.09 | 3.93 | 6.95 | 1.33 | 20.6 |