Smead Value Fund
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
2010 | -1.57 | 1.21 | 7.5 | 0.15 | -8.43 | -6.01 | 5.45 | -3.62 | 9.29 | 4.49 | 0.3 | 4.85 | 12.7 |
2011 | 2.12 | 3.92 | -1.18 | 3.36 | -2.05 | 0.09 | -2.23 | -5.95 | -6.07 | 10.25 | -0.62 | 4.3 | 4.9 |
2012 | 3.06 | 5.58 | 4.82 | -0.16 | -5.38 | 5.17 | 3.44 | 2.89 | 5.12 | -1.54 | 2.6 | 0.01 | 28.1 |
2013 | 7.11 | 1.27 | 6.15 | 2.18 | 3.13 | -1.12 | 5.89 | -4.52 | 4.19 | 3.12 | 2.88 | 2.85 | 37.9 |
2014 | -1.58 | 5.36 | -0.29 | -1.71 | 1.33 | 2.82 | -1.17 | 3.57 | -1.38 | 2.56 | 3.56 | 1.06 | 14.7 |
2015 | -3.97 | 6.53 | -0.45 | -0.7 | 1.93 | -0.12 | 3.68 | -6.82 | -2.57 | 7.57 | 1.07 | -3.49 | 1.7 |
2016 | -6.19 | -0.6 | 3.8 | 1.57 | -0.71 | -1.5 | 3.26 | 0.91 | -0.72 | -3.98 | 7.29 | 1.11 | 3.6 |
2017 | 2.8 | 5.34 | -1 | 0.36 | -0.41 | 3.09 | 2.42 | -0.34 | 2.8 | 0.44 | 4.37 | 3.1 | 25.3 |
2018 | 4.58 | -3.72 | -4.59 | 1.21 | -1.2 | 2.42 | 3.52 | 3.46 | 0.59 | -2.98 | 2.72 | -9.6 | -4.5 |
2019 | 6.23 | 2.07 | -0.22 | 4.89 | -5.08 | 7.42 | 0.21 | 0.06 | 0.98 | 0.87 | 5.49 | -2.46 | 21.6 |
2020 | 5.81 | 5.41 | 0.75 | 4.72 | 15.55 | -21.04 | -9.58 | -4.72 | -3.7 | -5.94 | 15.96 | 3.19 | 0.3 |
2021 | 2.45 | 6.29 | 10.47 | 2.67 | 2.92 | 3.22 | -0.56 | 2.64 | -1.55 | 6.79 | -1.94 | -0.73 | 37 |
2022 | -0.23 | -0.94 | 1.72 | -6.55 | 5.06 | -11.67 | 9.16 | -2.47 | -7.72 | 14.27 | 4.62 | -6.73 | -4.5 |
2023 | 7.56 | -5.54 | -1.53 | 1.98 | -6.27 | 8.02 | 5.68 | -2.51 | -3.87 | -3.83 | 7.9 | 8.56 | 15.3 |
2024 | -0.49 | 7.9 |