Tweedy, Browne Value Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1993 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| 1994 | 1.81 | -0.89 | -3.19 | 0.72 | 1.74 | -1.31 | 1.53 | 4.41 | -1.44 | 0.29 | -3.4 | -0.56 | -0.6 |
| 1995 | 2.55 | 3.28 | 2.98 | 4.3 | 3.4 | 3.03 | 2.27 | 2.47 | 4.09 | -3.08 | 3.18 | 2.9 | 36 |
| 1996 | 3.25 | 1.24 | 3.18 | 1.47 | 1.66 | 0.14 | -3.73 | 2.11 | 2.89 | 1.74 | 6.12 | 0.63 | 22.4 |
| 1997 | 3.26 | 3.41 | -2.87 | 2.34 | 6.39 | 6.23 | 7.84 | -3.26 | 6.64 | -3.11 | 3.26 | 4.05 | 38.9 |
| 1998 | -0.9 | 6.36 | 3.55 | 0.82 | -0.47 | 2.72 | -1.6 | -14.93 | 2.01 | 5.42 | 5.24 | 2.83 | 9.6 |
| 1999 | -1.58 | -2.32 | 2.47 | 6.7 | -0.21 | 5.45 | -2.82 | -2.62 | -2.06 | 1.24 | -0.81 | -0.9 | 2 |
| 2000 | -3.17 | -7.25 | 8.86 | -0.73 | 1.61 | -0.36 | 3.64 | 4.48 | 2.94 | -0.33 | 0.37 | 4.52 | 14.5 |
| 2001 | -1.06 | 0.46 | -1.36 | 1.71 | 3.86 | 1.19 | -1.49 | -2.97 | -5.48 | -2.16 | 5.31 | -1.68 | -4.1 |
| 2002 | -1.24 | 0.48 | 3.61 | -0.04 | -0.12 | -5.2 | -7.37 | -0.71 | -10.21 | 1.49 | 4.97 | -0.64 | -14.9 |
| 2003 | -2.88 | -1.8 | -0.11 | 7.45 | 4.27 | -0.58 | 2.91 | 1.51 | 0.09 | 5.28 | 1.72 | 3.29 | 22.7 |
| 2004 | 2.01 | 2.01 | -1.85 | -1.19 | -0.08 | 1.58 | -3.23 | 1.1 | 1.13 | 1.2 | 2.74 | 3.88 | 9.5 |
| 2005 | -2.72 | 1.46 | -1.52 | -2.11 | 2.57 | 0.89 | 1.56 | -0.12 | 0.95 | -1.09 | 2.53 | 0.05 | 2.3 |
| 2006 | 2.1 | 0 | 0 | 1.15 | -2.53 | 1.46 | 1.19 | 2.04 | 1.99 | 1.17 | 1.08 | 1.45 | 11.6 |
| 2007 | 0.86 | -0.9 | 1.36 | 4.42 | 2.29 | -1.56 | -2.7 | 1.9 | 0.78 | 0.08 | -3.16 | -2.5 | 0.6 |
| 2008 | -2.14 | -3.77 | 1.16 | 3.78 | -0.64 | -10.25 | 2.02 | 2.79 | -3.11 | -12.72 | -4.08 | 1.13 | -24.2 |
| 2009 | -7.13 | -8.65 | 3.92 | 9.19 | 5.76 | 0.61 | 7.51 | 3.08 | 3.97 | -1.47 | 4.88 | 4.63 | 27.6 |
| 2010 | -2.69 | 2.37 | 4.85 | -0.37 | -6.59 | -1.69 | 3.96 | -2.87 | 6.48 | 3.31 | -1.09 | 5.22 | 10.5 |
| 2011 | 1.32 | 2.45 | -0.97 | 3.49 | -1.14 | -1.46 | -2.19 | -5.42 | -5.9 | 7.67 | -0.11 | 1.28 | -1.7 |
| 2012 | 2.18 | 3.93 | 1.73 | -0.47 | -5.71 | 5.07 | 2.36 | 1.23 | 1.32 | 0 | 1.8 | 1.4 | 15.4 |
| 2013 | 4.96 | 1.45 | 3.04 | 1.57 | 1.32 | -2.64 | 4.88 | -2.55 | 3.02 | 3.59 | 1.05 | 1.3 | 22.7 |
| 2014 | -3.66 | 4.3 | 1.8 | 1.77 | 2.16 | 0.99 | -1.76 | 1.75 | -1.19 | -1.62 | 0.8 | -1.11 | 4 |
| 2015 | -1.74 | 3.77 | -0.58 | 1.4 | -0.53 | -3.04 | 1.29 | -5.7 | -3.29 | 6.55 | 0.14 | -3.13 | -5.4 |
| 2016 | -4.8 | -0.85 | 4.33 | 3.13 | 1.24 | 0.49 | 1.07 | 0.77 | 0.19 | -1.58 | 2.82 | 2.77 | 9.7 |
| 2017 | 0.72 | 3.05 | 0.83 | 0.6 | 2.74 | -0.75 | 2.24 | -0.18 | 1.8 | 1.55 | 1.53 | 1.28 | 16.5 |
| 2018 | 3.06 | -3.29 | -2.44 | 2.93 | -1.09 | 0.04 | 3.43 | -0.08 | -0.49 | -5.19 | 2.78 | -5.72 | -6.4 |
| 2019 | 5.41 | 2.59 | 1.24 | 2.75 | -5.51 | 5.09 | -0.6 | -2.16 | 2.05 | 0.7 | 1.55 | -3.05 | 9.9 |
| 2020 | -3.1 | -7.81 | -12.84 | 7.04 | 2.01 | 1.01 | 0.41 | 3.47 | -5.07 | -4.11 | 14.45 | 3.3 | -4 |
| 2021 | -11.97 | 3.79 | 4.84 | 16.71 | 2.36 | -0.65 | -0.19 | 0.88 | -3.32 | 4.01 | -4.91 | -5.6 | 3.3 |
| 2022 | -0.15 | -2.72 | 0.58 | -3.66 | 1.74 | -6.14 | 2.79 | -3.77 | -6.16 | 6.5 | 7.94 | -7.63 | -11.4 |
| 2023 | 6.18 | -1.36 | 0.61 | 2.52 | -3.21 | 4.14 | 2.7 | -0.93 | -2.76 | -3 | 5.97 | -3.44 | 6.9 |
| 2024 | 0.27 | 1.13 | 4.05 | -1.33 | -9.1 |