Advisory Research

  • Advisory Research All Cap Value Fund

Advisory Research All Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2009 2.9 0 0 0 0 0 0 0 0 0 0 0 0
2010 6.1 0.8 3.4 7.3 -4.5 6.8 -5.7 -7.2 3 6.8 3.1 -2.6 17.1
2011 -0.2 0.9 9.4 -8.2 -5.8 -1 -1.8 -1.2 3 1.8 3.3 2.2 1.2
2012 1.3 -0.6 -1.6 2.4 2 0.5 4.1 -6.6 -0.6 2.4 1.9 5.3 10.4
2013 2.7 2.6 3.3 3.2 -2.9 5.1 -0.6 2.7 1.6 4.2 1.4 6.2 33.3
2014 0.3 1 2.8 -2.5 3.3 -3.2 3 1.7 -0.3 1.9 4.2 -5 7
2015 -3.5 0.4 5.3 -3 -5.3 0.5 -1.8 0.7 -0.3 -0.7 6.3 -3.2 -5.2
2016 2.1 5.5 -0.8 -0.5 1.2 3.5 0.2 1.5 0.7 7 -1 -5 14.9
2017 1.3 4.3 2.1 4.3 -1.3 1.4 1.9 -1.6 0.4 0.2 3.2 2 19.6
2018 -9.6 3.3 -5.5 0.3 4 4.1 2.6 2 -0.8 -1.8 -3.9 3 -3.3
2019 -8 3.7 1.3 1.7 -4.2 2.8 7.7 -6.2 6.1 -0.4 3.6 7 14.6
2020 4 11.5 0.5 -13 6.3 2 -1 2.3 11.5 -18.9 -9.6 -4.1 -12.7
2021 -1.1 -3.3 6.2 -3.2 1.8 2.4 -0.9 1.1 5.9 14.9 6.2 -9.1 20.6
2022 -10.8 3.4 12 -8.6 -3 8.1 -9.8 1.6 -9.1 -0 6 -6.8 -18.6
2023 9.3 12.2 -4.3 -4.7 -3 5.3 9 -2 -3.5 -5.4 -1.2 9 19.9
2024 -7.2 5.8 4.9 -3.4 0 0 0 0 0 0 0 0 0.9