Barrett Opportunity Fund, Inc
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1980 | 0 | -3.44 | -13.57 | 6.57 | 7 | 4.48 | 7.74 | 3.36 | 0.77 | 1.06 | 5.76 | -4.74 | 0 |
| 1981 | 0.74 | 1.03 | 6.78 | 1.64 | 1.14 | 0.53 | -2.64 | -6.38 | -6.38 | 5.19 | -2.37 | -4.14 | -5.6 |
| 1982 | -3.66 | -4.14 | -0.18 | 4.77 | -2.78 | -3.3 | -0.36 | 10.53 | 5.7 | 10.32 | 4.55 | 5.72 | 28.9 |
| 1983 | 5.28 | 5.82 | 4.86 | 5.86 | 3.69 | 1.37 | 0 | -0.75 | 3.49 | -2.54 | -2.11 | 1.73 | 29.6 |
| 1984 | -0.26 | -3.45 | 3.47 | -1.5 | -4.98 | 3.03 | -0.32 | 8.96 | 1.28 | 0.63 | -7.03 | 4.72 | 3.6 |
| 1985 | 9.62 | 2.73 | -0.45 | 0.63 | 5.52 | 0.13 | 0.25 | 0.55 | -3.79 | 1.23 | 3.4 | 3.63 | 25.4 |
| 1986 | 1.77 | 6.55 | 4.1 | -0.44 | 2.49 | -1.43 | -5.44 | 6.86 | -5.74 | 1.87 | -10.44 | -3.58 | -4.9 |
| 1987 | 8.27 | 6.13 | 1.16 | -2.21 | 1.25 | 4.42 | 4.27 | 4.27 | -0.81 | -18.71 | -4.62 | -9.42 | -9 |
| 1988 | 5.52 | 5.28 | 1.4 | -0.13 | -0.4 | 5.74 | -0.13 | -0.3 | 3.24 | 1.48 | -2.64 | -4.37 | 15.1 |
| 1989 | 5.67 | 0.04 | 3.63 | 3.46 | 4.18 | -0.15 | 5.26 | 2.05 | -0.81 | -3.27 | -0.07 | -3.8 | 16.8 |
| 1990 | -7.93 | 2.1 | -0.25 | -3.24 | 6.57 | -2.41 | -3.47 | -8.79 | -7.08 | -4.65 | 10.34 | 3.36 | -16.1 |
| 1991 | 6.3 | 8.15 | 2.23 | -0.62 | 3.81 | -3.27 | 4.05 | -0.16 | 0.76 | 3.27 | -4.24 | 6.81 | 29.7 |
| 1992 | -0.15 | 2.52 | -1.19 | 0.53 | 1.84 | 0.26 | 3.74 | -2.19 | 4.05 | -1.15 | 2.5 | -0.33 | 10.7 |
| 1993 | 2.79 | 0.98 | 3.83 | -2.72 | 1.63 | 1.37 | 0.26 | 2.67 | 0.66 | 0.9 | -2.13 | -3.45 | 6.7 |
| 1994 | 4.8 | -2.29 | -4 | 1.76 | 1.97 | -2.32 | 2.21 | 2.98 | -3.5 | 0.99 | -3.91 | -2.46 | -4.2 |
| 1995 | 3.42 | 3.78 | 1.54 | 2.13 | 5.25 | 0.96 | 4.5 | 1.88 | 4.22 | -3.3 | 5.22 | -2.46 | 30.3 |
| 1996 | 3.26 | 0.29 | -1.03 | -0.32 | 2.39 | 0.42 | -3.91 | 2.82 | 3.56 | 4.13 | 7.12 | -0.24 | 19.6 |
| 1997 | 2.6 | 2.79 | -3.54 | 4.54 | 5.41 | 5.3 | 7.79 | -4.18 | 7.13 | -2.54 | 2.14 | 2.27 | 33 |
| 1998 | -1.35 | 5.37 | 3.73 | 0.73 | -0.22 | -0.29 | -3.77 | -14.76 | 3.97 | 4.47 | 5.2 | 3.62 | 4.9 |
| 1999 | -5.77 | -2.17 | 2.26 | 5.4 | -0.04 | 2.67 | -1.17 | -2.28 | -5.11 | 6.49 | -0.72 | 2.16 | 0.9 |
| 2000 | -1.68 | -4.46 | 11.07 | 0 | 5.4 | -1.97 | 3.18 | 5.72 | 1.13 | 1.5 | -1.9 | -7.04 | 10.1 |
| 2001 | -1.83 | -1.89 | -2.36 | 2.94 | 4.71 | -2.45 | -2.16 | -3.91 | -5.91 | -0.02 | 4.45 | 2.79 | -6.1 |
| 2002 | -0.74 | 0.62 | 3.94 | -1.09 | -0.06 | -3.97 | -7.2 | 0.19 | -8.6 | 1.28 | 3.28 | -3.87 | -15.8 |
| 2003 | -1.32 | -3.89 | -0.66 | 6.77 | 6.28 | 0.23 | 1.54 | 2.63 | -1.4 | 4.74 | 1.59 | 5.46 | 23.5 |
| 2004 | 0.87 | 1.81 | -2.12 | -2.21 | 0.71 | 2.34 | -2.01 | 1.18 | 2.14 | 2.01 | 4.9 | 2.61 | 12.6 |
| 2005 | -2.96 | 4.66 | -1.19 | -2.78 | 2.42 | 3.97 | 2.81 | 0.81 | 0.71 | -2.26 | 3.83 | 1.24 | 11.4 |
| 2006 | 2.82 | 0.34 | 5.33 | 0.23 | -2.59 | 1.68 | 0.74 | 2.09 | 1.18 | 1.2 | 3.41 | -1.49 | 15.7 |
| 2007 | 1.51 | -0.9 | 1.89 | 2.47 | 4.48 | -1.64 | -4.99 | 0.51 | 5.64 | 2.36 | -4.33 | 0.47 | 7.1 |
| 2008 | -7.47 | -2.49 | -2.68 | 6.33 | 4.96 | -9.27 | -5.21 | -0.12 | -7.5 | -20.09 | -8.96 | 2.23 | -42.1 |
| 2009 | -8.21 | -11.73 | 6.56 | 7.77 | 7.39 | -1.23 | 7.66 | 4.87 | 2.72 | -3.96 | 2.91 | 3 | 16.5 |
| 2010 | -1.27 | 1 | 6.23 | 3.53 | -10.77 | -5.56 | 6.39 | -3.99 | 9.37 | 3.35 | -0.99 | 8.9 | 15.1 |
| 2011 | 1.6 | 3.58 | 1.01 | 1.91 | -3.25 | -3.44 | -0.57 | -9.38 | -10.42 | 14.61 | -2.02 | 2.74 | -5.8 |
| 2012 | 2.21 | 3.25 | -0.35 | 0.19 | -8.17 | 5.54 | 1.57 | 2.23 | 2.05 | 2.23 | -1.03 | 2.89 | 12.7 |
| 2013 | 4.79 | 0.41 | 3.92 | 1.64 | 0.69 | -3.18 | 6.96 | -3.84 | 4.32 | 2.12 | 3.16 | 1.91 | 24.8 |
| 2014 | -5.63 | 4.12 | 1.95 | -0.2 | 2.41 | 2.75 | -2.56 | 2.83 | -2.06 | 2.39 | 0.8 | -0.3 | 6.2 |
| 2015 | -3.78 | 5.14 | -2.14 | 0.31 | -0.43 | -2.69 | 6.09 | -5.77 | -3.08 | 7.73 | 0.27 | -3.77 | -3.1 |
| 2016 | -4.57 | -0.52 | 5.15 | 4.15 | 2.1 | -0.17 | 1.79 | 1.47 | -0.29 | -0.71 | 5.22 | 3.02 | 17.5 |
| 2017 | 0.49 | 3.32 | 1.28 | 1.51 | 1.95 | 1.95 | 2.22 | -1 | 4.05 | 1.07 | 2.02 | 0.13 | 20.6 |
| 2018 | 5.4 | -4.53 | -3.18 | 1.16 | 1.02 | 0.07 | 3.45 | -0.49 | 1.4 | -8.24 | 3.74 | -8.55 | -9.5 |
| 2019 | 6.96 | 1.59 | 1.21 | 2.24 | -7.4 | 6.32 | 2.19 | -3.27 | 1.63 | 1.41 | 4.1 | -7.23 | 8.9 |
| 2020 | -3.98 | -8.65 | -13.87 | 9.34 | 3.96 | 2.91 | 3.04 | 4.15 | -11.59 | -1.4 | 11.23 | 3.61 | -4.7 |
| 2021 | -11.65 | 4.15 | 5.28 | 17.41 | 1.01 | 0.71 | 2.83 | 2.89 | -2.54 | 7.65 | -3.12 | -6.18 | 16.7 |
| 2022 | -2.24 | -1.58 | 3.06 | -5.2 | 2.35 | -7.54 | 7.68 | -2.38 | -8.02 | 9.62 | 4.24 | -15.87 | -17.3 |
| 2023 | 3.35 | -2.58 | 1.14 | 1.12 | -2.59 | 6.17 | 3.66 | -0.23 | -2.35 | -0.47 | 6.61 | -20.06 | -8.8 |
| 2024 | 0.6 | 3.74 | 2.98 | -1.51 | -27.5 |