Quarterly Returns +
| Year | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -17.4 | 12.7 | -1.2 | 6 | 5.6 | 2.4 | 2.1 | 13.2 | 6.1 | - |
| Q2 | - | 12.3 | 4.6 | 4.7 | 3.1 | 5.8 | -1.8 | 3.8 | 0.1 | 2.1 | - |
| Q3 | - | 5.1 | 3.4 | 7.6 | 3.3 | -1.2 | -1.3 | 1.7 | 2.4 | 2.6 | - |
| Q4 | - | 5.5 | 2 | -7.6 | 4.5 | 0.2 | 6.3 | 8 | 7.5 | -1.8 | - |
Monthly Returns +
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2020 | -0.12 | -8.74 | -11.85 | 9.37 | 4.32 | -1.61 | 4.57 | 2.73 | -2.15 | -3.25 | - | - |
Annual Returns +
| Year | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| USMV | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 10.8% | 25.1% | 16.3% | 5.4% | 10.6% | 18.4% | 1.3% | 25.3% | 2.8% |
| ^RUA - Russell 3000? Index | -8.5% | -12.6% | -22.8% | 28.7% | 10.1% | 4.3% | 13.7% | 3.3% | -38.7% | 25.5% | 14.8% | -0.9% | 14% | 30.9% | 10.5% | -1.5% | 10.4% | 18.9% | -7% | 28.5% | 18.8% |
