Schwartz Value Focused Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1983 | 0 | -100 | -100 | 0 | 0 |
| 1984 | 0 | -0.81 | 4.19 | 7.57 | 11.17 |
| 1985 | 4.58 | 5.34 | 0.91 | 6.52 | 18.42 |
| 1986 | 11.13 | 2.24 | -2.81 | -4.93 | 4.98 |
| 1987 | 15.16 | 1.43 | 3.26 | -16.84 | 0.3 |
| 1988 | 13.25 | 3.94 | 1.83 | 2.67 | 23.08 |
| 1989 | -6.1 | 3.51 | 4.08 | -3.62 | -2.5 |
| 1990 | -7.97 | -1.04 | -14.01 | 14.41 | -10.4 |
| 1991 | 9.75 | 1.24 | 6.97 | 5.97 | 25.95 |
| 1992 | 1.72 | -0.28 | 2.27 | 11.63 | 15.8 |
| 1993 | -5.07 | 3.09 | 4.42 | 1.94 | 4.17 |
| 1994 | -1.81 | -4.95 | 3.88 | -10.87 | -13.59 |
| 1995 | 7.78 | 6.04 | 2.99 | -7.31 | 8.5 |
| 1996 | 5.09 | 5.85 | -2.06 | 8.96 | 18.38 |
| 1997 | -0.61 | 15.62 | 10.23 | 1.24 | 28.23 |
| 1998 | 4.79 | -3.34 | -16.91 | 6.44 | -10.42 |
| 1999 | -8.33 | 14.52 | -9.62 | 2.94 | -2.33 |
| 2000 | 3.09 | 3.73 | 5.4 | -2.49 | 9.22 |
| 2001 | 1.94 | 22.57 | -10.22 | 20.12 | 28.05 |
| 2002 | 4.8 | -4.67 | -17.26 | 4.28 | -14.91 |
| 2003 | -6.68 | 21.64 | 9.33 | 12.21 | 39.26 |
| 2004 | 9.71 | -0.39 | 1.81 | 10.18 | 22.59 |
| 2005 | -2.07 | 3.32 | 2.23 | 0.37 | 3.82 |
| 2006 | 8.73 | -2.96 | -0.19 | 8.88 | 14.27 |
| 2007 | 1.33 | 4.13 | -7.36 | -11.76 | -11.07 |
| 2008 | -8.67 | -8.11 | -2.64 | -21.59 | -35.93 |
| 2009 | -10.34 | 21.72 | 17.52 | 5.14 | 34.84 |
| 2010 | 5.62 | -7.94 | 5.24 | 9.49 | 12.03 |
| 2011 | 4.86 | 0.49 | -9.49 | 10.71 | 5.6 |
| 2012 | 7.03 | -5.52 | 4.59 | -0.58 | 5.43 |
| 2013 | 11.58 | -1.9 | 5.75 | 7.49 | 24.69 |
| 2014 | 3.01 | 3.06 | -6.8 | -3.75 | -4.77 |
| 2015 | -4.23 | 0.92 | -11.31 | -0.32 | -14.56 |
| 2016 | 4.11 | 3.63 | 5.21 | 3.62 | 17.61 |
| 2017 | 1.85 | 0.2 | 5.86 | 5.21 | 14.21 |
| 2018 | 0.53 | 6.74 | 4.23 | -16.73 | -8.13 |
| 2019 | 12.4 | -0.34 | -4.82 | 9.15 | 18.67 |
| 2020 | -27.83 | 28.62 | -0.86 | 18.4 | 8.95 |
| 2021 | 32.32 | 4.13 | -16.06 | 6.22 | 22.86 |
| 2022 | 7.6 | -6.76 | 0.37 | 19.27 | 20.1 |
| 2023 | -5.95 | -1.72 | 10.42 | -2.89 | -2.95 |
| 2024 | 6.61 | 1.79 | 0 | 0 | 20.58 |