SA US Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -7.39 | 3.56 | -2.92 | 0.97 | 0 |
| 2000 | -5.63 | -10.36 | 13.19 | 3 | 0.65 | -7.71 | 5.34 | 5.29 | -1.57 | 3.83 | -4.09 | 8.69 | 8.2 |
| 2001 | 7.55 | -2.49 | -2.46 | 6.8 | 2 | -1.6 | -1 | -5.86 | -11.86 | -0.77 | 9.89 | 2.33 | 0.5 |
| 2002 | -2.96 | 0.31 | 4.47 | -4.76 | 0 | -10.61 | -12.21 | 2.86 | -11.5 | 6.29 | 9.95 | -6.85 | -24.7 |
| 2003 | -2.49 | -2.15 | -0.83 | 9.99 | 8.7 | 0.93 | 2.53 | 4.04 | -3.23 | 6.01 | 2.31 | 6.37 | 36 |
| 2004 | 1.64 | 1.8 | -0.75 | -1.5 | 0.29 | 2.66 | -3.99 | -0.48 | 2.81 | 1.42 | 6.42 | 2.53 | 13.2 |
| 2005 | -2.64 | 3.06 | -0.42 | -3.58 | 4.07 | 1.96 | 5 | -0.71 | 1.36 | -3.16 | 3.75 | -3.46 | 4.8 |
| 2006 | 4.72 | -0.54 | 1.64 | 2.92 | -1.79 | 0.91 | -1.21 | 1.6 | 2.48 | 3.74 | 1.77 | -5.2 | 11.2 |
| 2007 | 2.71 | -1.35 | 0.72 | 4.16 | 3.99 | -1.59 | -6.12 | -2.01 | 2.56 | 0.21 | -5.55 | -3.47 | -6.2 |
| 2008 | -3.9 | -3.74 | -1.27 | 5.9 | 2.34 | -11.28 | -1.07 | 1.71 | -9.01 | -23.11 | -10.1 | 1.4 | -43.6 |
| 2009 | -12.33 | -14.06 | 10.11 | 16.36 | 7.89 | -1.33 | 9.43 | 6.65 | 4.16 | -4.32 | 5.45 | 1.65 | 28.1 |
| 2010 | -2.38 | 4.21 | 7.76 | 3.16 | -8.7 | -7.75 | 7.83 | -6.11 | 9.87 | 3.47 | -0.69 | 9.69 | 19.4 |
| 2011 | 3.11 | 5.23 | 0.42 | 2.43 | -1.47 | -1.83 | -4.66 | -8.53 | -10.29 | 13.85 | -0.86 | 0.67 | -4 |
| 2012 | 4.91 | 5.69 | 1.74 | -2.13 | -7.15 | 5.35 | 0.8 | 3.89 | 3.66 | 0.25 | 0.08 | 3 | 21.1 |
| 2013 | 6.91 | 1.13 | 4.68 | 0.92 | 4.15 | -1.15 | 5.95 | -3.1 | 3 | 5.11 | 4.06 | 2.59 | 39.5 |
| 2014 | -4.09 | 3.4 | 2.27 | 0.58 | 2.09 | 2.79 | -0.94 | 3.07 | -2.82 | 0.5 | 0.94 | 0.72 | 8.5 |
| 2015 | -4.76 | 7.01 | -1.77 | 1.86 | 1.02 | -1.69 | -0.17 | -5.97 | -3.24 | 7.89 | 0.29 | -2.99 | -3.4 |
| 2016 | -6.88 | 0.35 | 7.08 | 2.38 | 1.32 | -0.25 | 3.41 | 1.14 | 0.36 | -1.71 | 7.94 | 2.5 | 18.2 |
| 2017 | 1.37 | 2.99 | -1.04 | 0.72 | 0 | 1.59 | 1.73 | -1.01 | 3.7 | 1.4 | 3.42 | 2.32 | 18.5 |
| 2018 | 5.06 | -4.86 | -2.24 | 0.16 | 0.82 | -0.81 | 4.08 | 1.31 | 0.05 | -6.39 | 2.31 | -11.14 | -12.1 |
| 2019 | 8.64 | 2.51 | -0.66 | 3.43 | -7.73 | 7.87 | 1.11 | -4.21 | 3.92 | 2.09 | 3.86 | -2.35 | 18.7 |
| 2020 | 4.34 | 3.05 | -1.05 | 3.71 | 12.81 | -20.29 | -10.59 | -4.26 | -3.98 | -1.35 | 15.77 | -0.82 | -3.5 |
| 2021 | 0.23 | 12.49 | 1.57 | 8.36 | 3.32 | -2.03 | -0.24 | 2.08 | -3.41 | 4.03 | -2.69 | 1.6 | 21.7 |
| 2022 | -1.62 | -0.53 | 1.8 | -5.85 | 4.22 | -10.74 | 6.07 | -2.84 | -8.65 | 12.67 | 5.93 | -11.39 | -13.1 |
| 2023 | 6.04 | -3.47 | -1.61 | 1.2 | -4.8 | 6.91 | 4.4 | -2.74 | -2.61 | -3.8 | 7.13 | 4 | 10 |
| 2024 | 0.65 | 3.57 | 6.62 | -4.41 | 8.6 |