Summit Global Investments U.S. Large Cap Equity Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2012 0 0 0 -0.59 -4.82 -1.45 4.93 1.8 1.57 -0.48 1.07 -0.76 0
2013 4.8 3.84 4.32 2.5 -1.35 0.43 4.51 -3.58 2.03 3.72 1.83 2.01 27.7
2014 -3.3 3.58 1.81 0.62 1.15 1.36 -1.05 3.63 -0.87 3.23 4.13 -0.02 14.9
2015 -1.21 3.03 -0.7 -1.41 1 -1.92 4.63 -4.77 0.36 5.78 -0.55 -0.18 3.7
2016 -2.51 1.89 6.08 -1.4 1.92 2.64 1.42 -1.8 -1.36 -2.28 2.82 1.46 8.9
2017 0.14 3.81 -0.47 0.67 1.33 0.07 1.45 0 1.3 0.7 4.96 1.49 16.4
2018 4.87 -2.99 -0.88 1.33 2.26 1.9 3.61 4.29 0.22 -7.38 1.56 -7.62 0.2
2019 7.13 4.29 1.55 3.52 -4.93 5.73 2.09 0.83 0.93 -0.38 1.96 -0.75 23.7
2020 1.67 -7.68 -12.11 8.43 5.54 0.51 6.13 4.6 -3.32 -2.05 7.03 3.76 10.8
2021 -16.44 0.15 18.69 4.75 0.05 3.22 2.81 2.2 -5.9 8.2 -1.74 -10.42 1.2
2022 -7.16 -4.19 4.86 -3.66 0.48 -6.66 4.51 -2.13 -8.2 10.45 4.9 -8.7 -16.3
2023 2.76 -2.85 1.15 1.08 -2.87 4.92 1.6 -2.17 -2.39 -1.08 6.9 -1.18 5.5
2024 2.56 2.34 3.32 -3.37 -4.4