City National Rochdale Dividend & Income Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1999 0 0 0 0 0 7 -8.37 -2.37 -0.25 9.51 2.91 11.3 0
2000 -6.98 2.55 6.44 0.66 -0.78 6.36 -2.63 8.14 4.35 -5.52 -16.29 4.56 -2
2001 3.65 -13.28 -9.86 14.98 1.79 3.59 -1.56 -11.35 -12.49 7 6.37 4.55 -10.7
2002 -4.39 -1.12 7.07 -0.19 -0.76 -11.23 -10.51 0.05 -5.7 -5.84 2.11 -4.86 -31.3
2003 0.33 -0.39 6.78 5.41 2.17 0.82 1.15 -0.05 0.28 3.69 2.19 4.77 30.4
2004 2.26 2.67 -0.32 -6.39 1.57 0.98 -0.51 4.35 0 2.04 3.36 1.43 11.6
2005 -2.86 2.55 -2.91 -0.04 2.33 1.5 3.04 -2.21 -1.17 -2.63 1.84 -0.61 -1.4
2006 4.61 0.56 1.82 0.07 -1.62 1.53 3.18 2.72 1.01 3.6 1.36 1.44 22.1
2007 2.49 -0.36 1.27 3.08 2.16 -1.8 -3.89 1.22 2.79 2.18 -4.87 -1.97 1.9
2008 -2.86 -2.15 0.28 1.89 2.4 -6.33 0.57 1.07 -4.05 -13.13 -6.94 3.07 -24.3
2009 -6.47 -10.4 5.38 6 5.4 -0.07 6.29 4.04 2.71 -1.16 4.99 2.54 19.2
2010 -1.43 2.27 5.48 1.92 -6.1 -2.23 6.36 -2.04 5.89 3.84 -0.92 3.98 17.5
2011 -0.34 3.94 1.5 3.63 0.14 -1.68 -1.53 -1.19 -4.52 6.99 0.18 2.08 9
2012 1.21 2.01 1.11 0.45 -3.88 4.66 2.24 -0.3 1.11 -0.77 0.1 -0.41 7.5
2013 6.12 2.4 4.19 3.37 -2.43 -0.22 1.96 -3.97 1.9 4.28 0.27 1.55 20.7
2014 -2.62 2.84 2.16 2.47 1.1 1.46 -3.25 3.99 -2.33 3.56 1.13 0.07 10.8
2015 0.19 0.77 -0.78 0.17 0.19 -3.01 2.62 -4.36 0.23 6.08 -0.25 -0.11 1.4
2016 -0.36 1.01 5.78 0.98 1.7 5.65 0.96 -2.69 -0.36 -2.44 0.21 2.71 13.5
2017 0.73 3.61 -0.58 -0.07 0.69 -0.3 0.27 -0.42 0.3 0.2 2.96 0.18 7.8
2018 0.3 -5.27 -0.67 -0.87 1.34 1.55 3.03 0.69 -0.16 -2.39 3.75 -7.89 -7
2019 5.47 3.13 1.28 1.68 -3 3.25 1.19 1.25 1.56 0.2 0.51 0.58 18.3
2020 1.23 -9.23 -15.43 5.86 1.47 -0.99 4.28 1.15 -4.01 -3.33 7.32 1.17 -10.3
2021 -7.48 1 15.42 2.9 1.79 -0.77 1 2.54 -4.2 4.12 -2.15 0.12 11.1
2022 0.36 0.53 1.48 -3.11 2.92 -8.26 3.12 -1.55 -10.06 10.37 5.84 -13.52 -13.6
2023 2.71 -3.62 -5.06 -0.36 -7.76 4.05 2.77 -3 -4.71 -2.46 5.84 4.44 -7.9
2024 -0.03 1.91 4.56 -4.85 5.8