Sarofim Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | 0 | 4.37 | 1.29 | 2.77 | 1.64 | 2.07 | -2.42 | 3.72 | -1.4 | 1.5 | 1.85 | -1.35 | 0 |
| 2015 | -2.9 | 5.21 | -2.74 | 1.99 | 0.56 | -2.78 | 0.96 | -6.53 | -1.83 | 8.05 | -0.58 | -1.99 | -3.4 |
| 2016 | -4.12 | -0.44 | 6.29 | 1.05 | 0.83 | 0.11 | 3.1 | -0.7 | -0.27 | -1.52 | 1.13 | 2.23 | 7.6 |
| 2017 | 2.4 | 3.52 | 1.46 | 1.03 | 3.23 | 0.35 | 1.97 | 0.88 | 1.4 | 2.5 | 2.69 | 1.87 | 25.9 |
| 2018 | 5.03 | -3.83 | -3.04 | -0.43 | 3.02 | 0.7 | 3.09 | 1.94 | -0.02 | -5.42 | 1.26 | -8.62 | -7 |
| 2019 | 7.06 | 3.79 | 2.87 | 5.67 | -6.24 | 6.15 | 2.49 | -1.33 | 0.88 | 1.81 | 3.95 | -0.67 | 28.9 |
| 2020 | 0.68 | -7.82 | -10.51 | 12.47 | 5.2 | 2.84 | 5.79 | 8.42 | -10.65 | -3.04 | 9.73 | 4.3 | 15.5 |
| 2021 | -9.86 | 2.01 | 4.49 | 15.31 | 0.47 | 3.25 | 3.63 | 2.36 | -5.94 | 8.03 | -1.37 | -3.31 | 17.6 |
| 2022 | -6.46 | -5.02 | 3.17 | -8.08 | -0.2 | -7.42 | 8.94 | -4.36 | -10.56 | 8 | 7.19 | -11.32 | -25.5 |
| 2023 | 5.49 | -4.29 | 5.07 | 3.36 | -1.89 | 5.38 | 2.55 | -1.15 | -4.78 | -1.02 | 7.53 | -6.31 | 9.1 |
| 2024 | 1.7 | 3.21 | 1.55 | -3.19 | -4.2 |