TS&W Equity Portfolio
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1992 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -3.08 | 0.82 | -1.73 | 2.9 | 1.21 | 0 |
| 1993 | 1.5 | 2.46 | 1.92 | 0.28 | 1.13 | -0.09 | -0.28 | 3.28 | -1 | 1.38 | -0.27 | 0.73 | 11.5 |
| 1994 | 2.27 | -1.51 | -5.05 | 0.39 | 1.33 | -1.31 | 3.52 | 3.77 | -1.77 | 1.81 | -4.9 | 0.28 | -1.6 |
| 1995 | 1.22 | 4.08 | 3.21 | 1.47 | 2.82 | 0.5 | 3.32 | -0.24 | 2.1 | -1.11 | 4.49 | -0.7 | 23.1 |
| 1996 | 1.79 | 0.92 | 3.18 | 1.25 | 1.6 | 1 | -4.63 | 2.76 | 3.85 | 1.76 | 7.25 | -0.88 | 21.2 |
| 1997 | 3.34 | 0.27 | -2.26 | 3.45 | 5.31 | 5.04 | 7.53 | -4.88 | 3.26 | -3 | 3.39 | 2.84 | 26.2 |
| 1998 | -2.06 | 7.5 | 4.37 | -0.31 | -1.76 | -0.51 | -2.33 | -12.42 | 5.2 | 6.84 | 3.3 | 0.95 | 7.4 |
| 1999 | 1.2 | -2.37 | 4.35 | 6.18 | -0.39 | 3.96 | -2.7 | -2 | -3.09 | 4.97 | 0.06 | 0.96 | 11.1 |
| 2000 | -3.65 | -5.2 | 10.65 | -1.21 | 1.22 | -3.68 | -1.4 | 5.84 | -3.48 | 2.79 | -3.43 | 5.33 | 2.5 |
| 2001 | 1.29 | -4.31 | -3.32 | 6.65 | 2.11 | -3.89 | 1.41 | -4.4 | -8.15 | 2.7 | 8.14 | 2.23 | -0.9 |
| 2002 | -1.51 | -1.36 | 4.16 | -4.81 | -0.7 | -7.99 | -9.46 | -1.16 | -14.05 | 7.34 | 8.46 | -5.66 | -25.6 |
| 2003 | -2.5 | -1.75 | 0.19 | 8.29 | 6.13 | 1.13 | 2.04 | 1.3 | -1.2 | 4.21 | 0.48 | 6.23 | 26.7 |
| 2004 | 0.27 | 1.98 | -1.5 | -0.36 | 0.99 | 1.78 | -0.53 | -0.09 | 3.36 | 0.94 | 4.06 | 1.9 | 13.4 |
| 2005 | -1.28 | 3.33 | -0.85 | -2.94 | 2.21 | 0.56 | 5.35 | -0.53 | 2.32 | -1.94 | 3.27 | 0.33 | 9.9 |
| 2006 | 5.28 | -1.52 | 2.47 | 1.15 | -3.7 | 0.01 | -0.45 | 1.42 | 0.91 | 3.43 | 3.45 | 0.99 | 13.9 |
| 2007 | 1.4 | -1.07 | 0.97 | 3.91 | 4.13 | -1.49 | -3.03 | 1.56 | 3.02 | 1.42 | -3.23 | -1.06 | 6.4 |
| 2008 | -4.54 | -2.59 | -1.1 | 4.86 | 1.49 | -8.14 | 0.53 | 0.71 | -8.08 | -17.66 | -6.76 | 1.65 | -34.7 |
| 2009 | -8.38 | -10.63 | 7.42 | 8.86 | 4.65 | -0.44 | 7.84 | 2.54 | 3.08 | -1.97 | 5.46 | 2.94 | 21 |
| 2010 | -3.5 | 3.41 | 5.81 | 0.2 | -9.35 | -6.53 | 7.48 | -4.71 | 8.81 | 3.52 | -0.3 | 6.95 | 10.3 |
| 2011 | 1.5 | 3.89 | 0 | 2.41 | -0.96 | -2.46 | -3.71 | -7.42 | -8.13 | 12.83 | -0.78 | -0.78 | -5.1 |
| 2012 | 5.19 | 4.17 | 1.85 | -1.43 | -7.73 | 4.42 | 0.85 | 3.76 | 2.08 | -1.51 | 0 | 1.38 | 13 |
| 2013 | 6.24 | -0.25 | 4.02 | 1.95 | 2.39 | -1.59 | 5.15 | -2.79 | 3.89 | 3.67 | 2.02 | 2.77 | 30.7 |
| 2014 | -4.33 | 5.11 | 1.7 | 0.27 | 2.25 | 2.14 | -2.95 | 3.44 | -3.27 | 1.76 | 2.19 | 0.35 | 8.5 |
| 2015 | -3.86 | 5.56 | -0.91 | 0.22 | 1.92 | -2.15 | 0.81 | -5.88 | -2.43 | 6.97 | 0.07 | -0.82 | -1.2 |
| 2016 | -4.82 | 1.18 | 5.55 | -1.58 | 1.29 | 0.44 | 4.68 | 0.83 | 0.83 | -2.38 | 2.36 | 0.73 | 9 |
| 2017 | 1.64 | 4.11 | -0.15 | 0.15 | 1.09 | 1.45 | 2.5 | -1.33 | 0.76 | -0.6 | 4.26 | -0.07 | 14.5 |
| 2018 | 5.12 | -3.61 | -2.1 | -0.47 | 0 | 3.6 | 3.88 | 3.44 | 0.93 | -3.93 | 1.83 | -9.59 | -1.9 |
| 2019 | 6.87 | 1.63 | 0 | 4.22 | -6.07 | 5.68 | 0.65 | -2.83 | 2.92 | 1.21 | 2.32 | -0.94 | 16 |
| 2020 | 4.77 | 2.31 | -0.69 | 5.76 | 10.63 | -14.47 | -8.63 | -2.13 | -7.8 | -1.89 | 14.05 | 3.36 | 1.9 |
| 2021 | -12.42 | 5.16 | 21.91 | 4.22 | 1.99 | -1.18 | -1.12 | 2.2 | -2.15 | 3.93 | -3.46 | -5.44 | 10.3 |
| 2022 | 1.83 | 0.69 | 2.47 | -4.34 | 3.49 | -8.64 | 3.25 | -1.72 | -7.43 | 10.23 | 5.14 | -13.17 | -10.2 |
| 2023 | 2.19 | -3.37 | -1.11 | 1.04 | -3.41 | 5.09 | 2.03 | -0.38 | -2.76 | -1.5 | 4.33 | -3.46 | -1.8 |
| 2024 | 0.56 | 2.14 | 3.72 | -5.16 | 2.2 |