Aegis

  • Aegis Value Fund

Aegis Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1998 -1.3 3.4 9.1 7.9 -13.4 -2.7 -2.3 0 0 0 0 0 0
1999 -17 0.9 -2.7 0.9 -4.6 2.2 3.9 6 8.4 -4.8 -6.5 7.2 -8.7
2000 5.6 -2.3 0.4 0.7 2.6 -2.9 5 3.8 -1.3 2.3 0.9 -0.3 15
2001 4.9 3.7 0.8 -1.9 -0.7 2.4 1.5 6.4 4 -1.9 0.8 17.4 42.7
2002 -1.9 5.6 1.9 -4 -0.9 -4.6 -0.2 0.9 1 2.9 -1.1 2.2 1.3
2003 3.5 2.2 3.6 1.7 3.1 5.1 2.2 8.8 8.8 0.5 -5 -2.5 35.8
2004 2 3.9 1 1.3 0.5 -1.6 3.3 -0.1 -2.4 1.2 0.9 3 13.5
2005 -5.5 4.1 -3 -2.3 -4.3 4.4 2.2 3.9 -3.3 -0.9 1.1 -1.5 -5.6
2006 3.2 5 4.1 0.1 0.3 -2.8 0.4 -0.6 1.6 -0.2 -3.1 9.3 18
2007 -1.8 -6.8 1.3 -1.6 -6.5 -4.4 0.1 2.4 2.5 -0.8 3.1 4.9 0
2008 0.5 -23.4 -32 -8.5 -0.3 0.8 -5.2 2.7 6.3 2.5 -4.6 0.2 -51.2
2009 7.1 5.2 -4.3 8.1 11.5 17 4.1 8.4 31.7 8.2 -16.4 -6.2 91.4
2010 7.9 3.7 4.8 9 -5.5 5.4 -7.9 -8.9 7 7.4 4.6 0.2 0
2011 -0.2 -2 14.9 -12 -9.2 -0.1 -1.4 -3 1.9 2.6 6.2 1.6 -3.3
2012 6.5 0.8 -0.1 4.3 3.4 0 5.7 -7.3 0.1 0.3 4 5.8 25.1
2013 2.1 0 1.9 3 -0.5 4.8 0.7 4.4 -1.4 4.4 3.8 7.8 35.3
2014 -6.1 -4 -6.1 -11.6 3 -6.7 6.4 -3.4 1.6 -1.6 3 -2.8 -26
2015 -6.8 -4.7 -1.1 -10.3 10.5 -15.1 1.7 -1.1 7.9 -3.2 3.8 -5.6 -24
2016 7.9 5.1 -5.8 1.9 -0.3 7.7 2.3 -6.6 23.3 19.6 13.5 -8.6 0
2017 8.1 10.6 1.7 0.9 -4 3.1 6 -8.9 0.1 0.4 -4.1 3.9 17.4
2018 -8.6 -6.8 -1.8 -1.4 -1.5 -2.5 -1 3.4 1.1 2.1 -1.4 0.6 -16.9
2019 15.4 -1.1 -3.2 -0.8 2.2 -2.8 9.3 -11 0.2 -0.3 0.3 15.7 22.7
2020 9.5 12.7 -2.4 -12.6 7.1 9.2 13.6 3.6 25.1 -26.7 -10.5 -6.6 11.1
2021 6.7 -5.1 5.5 -0.7 -0.9 -2.8 -6.8 12.5 11.7 4 10.1 0.4 37.7
2022 -3.1 13.5 9 -11.9 -5.6 11.1 -15 0.2 -0.8 9.7 5.3 2.2 10.3
2023 -2.1 7.2 -1.9 0.8 -3.8 4.9 6.8 -7.9 -1 0.8 -3 11 10.6
2024 1.2 8.7 -1.6 -5 0 0 0 0 0 0 0 0 5.2