Smead Value Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | 0 | -6.78 | -2.38 | 4.3 | -0.73 | -10.06 | 0.1 | 6.61 | -9.81 | -15.19 | -11.56 | 2.24 | 0 |
2009 | -10.7 | -7.33 | 10.72 | 10.84 | 2.22 | 1.09 | 9.06 | 4.8 | 3.82 | -3.34 | 6.09 | 2.45 | 30.8 |
2010 | -1.62 | 1.21 | 7.5 | 0.1 | -8.43 | -6.01 | 5.46 | -3.67 | 9.3 | 4.44 | 0.3 | 4.79 | 12.4 |
2011 | 2.12 | 3.92 | -1.23 | 3.36 | -2.09 | 0.09 | -2.27 | -5.94 | -6.07 | 10.2 | -0.62 | 4.26 | 4.7 |
2012 | 3.06 | 5.57 | 4.77 | -0.2 | -5.37 | 5.16 | 3.39 | 2.89 | 5.11 | -1.57 | 2.6 | 0 | 27.8 |
2013 | 7.1 | 1.24 | 6.11 | 2.14 | 3.13 | -1.15 | 5.87 | -4.53 | 4.16 | 3.09 | 2.86 | 2.84 | 37.5 |
2014 | -1.6 | 5.34 | -0.29 | -1.74 | 1.31 | 2.79 | -1.2 | 3.57 | -1.4 | 2.51 | 3.54 | 1.03 | 14.4 |
2015 | -4 | 6.53 | -0.47 | -0.72 | 1.9 | -0.15 | 3.66 | -6.86 | -2.57 | 7.56 | 1.05 | -3.52 | 1.4 |
2016 | -6.22 | -0.63 | 3.8 | 1.54 | -0.76 | -1.5 | 3.24 | 0.88 | -0.74 | -3.99 | 7.25 | 1.09 | 3.3 |
2017 | 2.77 | 5.31 | -0.99 | 0.33 | -0.43 | 3.06 | 2.39 | -0.36 | 2.78 | 0.42 | 4.32 | 3.11 | 25 |
2018 | 4.55 | -3.75 | -4.6 | 1.16 | -1.24 | 2.39 | 3.47 | 3.44 | 0.53 | -3 | 2.8 | -9.64 | -4.8 |
2019 | 6.22 | 2.04 | -0.24 | 4.86 | -5.11 | 7.4 | 0.17 | 0.04 | 0.98 | 0.83 | 5.48 | -2.23 | 21.6 |
2020 | 5.8 | 5.37 | 0.75 | 4.67 | 15.56 | -21.06 | -9.62 | -4.72 | -3.45 | -5.97 | 15.94 | 3.19 | 0.3 |
2021 | 2.7 | 6.24 | 5.98 | 6.68 | 2.92 | 3.18 | -0.57 | 2.63 | -1.57 | 6.78 | -1.97 | -0.5 | 37 |
2022 | -0.25 | -0.97 | 1.71 | -6.57 | 5.03 | -11.68 | 9.13 | -2.49 | -7.74 | 14.25 | 4.6 | -6.49 | -4.5 |
2023 | 7.54 | -5.56 | -1.55 | 1.95 | -6.29 | 7.99 | 5.65 | -2.54 | -3.88 | -3.85 | 7.87 | 8.85 | 15.3 |
2024 | -0.51 | 8.5 |