1919 Financial Services Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1998 0 0 0 0 0 0 0 0 0 0 0 4.13 0
1999 -4.35 -1.88 0.3 3.01 -1.17 3.35 -4.1 -5.77 -3.7 9.43 -2 -2.97 -10.3
2000 -6.22 -7.75 13.03 -0.22 4.75 -3.61 5.56 7.6 3.95 43.93 -5.48 10.53 75
2001 -0.5 -5.25 -2.57 3.05 4.01 0 -0.38 -5.14 -5.08 -2.33 6.85 1.99 -6
2002 -0.35 -1.26 6.66 -1.52 -0.14 -5.27 -6.99 2.07 -11.5 5.77 3.78 -5.27 -14.6
2003 -1.17 -2.87 -0.69 11.19 4.95 -0.07 3.22 0.51 0.51 6.47 0.68 4.13 29.4
2004 3.44 2.2 -1.54 -4.31 2.94 1.08 -1.63 3 0.12 1.17 3.18 3.23 13.3
2005 -3.25 0.2 -2.83 -0.41 4.01 2.29 1.85 -1.07 0.89 3.08 4.39 0.64 9.9
2006 1.58 1.8 1.89 3.29 -4.52 -0.49 1.28 2.17 1.83 3.07 1.57 3 17.5
2007 1.61 -1.59 -1.89 0.77 2.78 -2.16 -7.18 2.75 1.38 -1.29 -3.33 -5.02 -12.9
2008 -2.21 -5.72 -2.22 0.44 -0.61 -9.81 6.5 2.01 -0.98 -14.17 -3.05 3.07 -25.1
2009 -10.81 -7.6 4.88 5.88 5.79 0.11 5.79 4.44 2.37 -5.22 2.45 2.9 9.6
2010 -0.87 2.25 5.56 4.17 -7.14 -3.28 3.49 -6.19 6.09 1.13 0.19 8.46 13.3
2011 1.97 2.86 -1.55 0.33 -1.65 -2.78 -2.25 -6.81 -6.65 9.46 0.74 1.84 -5.4
2012 5.21 3.82 4.35 -0.4 -3.95 4.27 -1.53 2.94 3.17 0.08 1.15 2.11 22.9
2013 5 2.49 4.85 -0.2 2.58 2.45 5.42 -3.35 3.71 3.58 5.53 2.45 40
2014 -5.01 2.53 1.97 -2.63 -0.28 3.23 -2.79 3.25 -1.98 5.99 0.15 2.03 6.1
2015 -6.8 5.86 0.68 -0.26 1.14 3.4 1.84 -3.91 0.05 4.62 3.74 -3.25 6.5
2016 -6.79 -2.78 6.41 3.23 3.28 -4.09 3.26 4.13 -1.13 -0.05 14.16 5.71 26.4
2017 -0.13 3.68 -2.04 0.12 -2.45 4.77 0.81 -2.58 7.37 2.28 3.02 -0.59 14.7
2018 3.9 -2.02 -0.83 1.2 2.23 -1.62 1.61 2.05 -2.83 -9.03 2.03 -11.49 -14.9
2019 8.65 4.77 -3.97 7.35 -5.99 5.49 3.62 -5.61 3.82 1.6 4.46 -1.02 24.2
2020 -3.18 -9.97 -22.97 10.22 3.3 0.05 -0.28 3.85 -10 6.12 15.98 8.35 -5
2021 -5.24 13.97 4.8 9.9 2.06 -4.19 -1.32 2.85 0.72 5.45 -3.78 -1.21 24.6
2022 -1.25 -1.48 -2.15 -8.25 2.46 -8.11 6.21 -2.05 -6.07 10.89 2.58 -8.07 -16
2023 4.76 -1.59 -14.48 -0.73 -5.77 5.99 8.5 -3.97 -4.06 -3.05 11.03 -3.25 -9
2024 -0.39 1.65 4.82 -5.74 13.3