Bernzott Capital Advisors

  • Bernzott US Small Cap Value Fund

Bernzott US Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2012 2.7 3.9 0 0 0 0 0 0 0 0 0 0 0
2013 3.9 2 4.3 4.7 -1.8 4.3 -2.5 3.1 -0.1 3.1 0.5 3.2 27.3
2014 2.2 0.4 3.8 -2.6 3.3 -3.5 5.2 1.1 -0.8 1.4 0.9 -5.7 5.3
2015 -7.7 0.7 7.2 -4.7 -6.8 -0.7 0.4 1.6 -0.6 0.1 5.5 -2.9 -8.8
2016 0.8 7.2 -3.6 -0.2 2.6 2.5 -0.5 3 2.4 7.6 0.5 -6.3 16.1
2017 -0.2 2.5 2.9 4.4 3.8 1.6 1.5 -0.7 1.9 0.3 1.9 4.3 26.8
2018 -11.6 -1.3 -9.5 0.7 4.9 5 0.9 4.4 -0.2 -0.6 -2.8 4.6 -7
2019 -5 5.4 2.1 4.1 -7.5 2.5 6.1 -7.1 2.9 -0.2 3.2 10.5 16.1
2020 7.3 11.9 3.8 -6 4.7 7.8 3.1 7.2 14.7 -24.6 -10.5 -0.9 12.2
2021 -12.5 -5.9 3.4 -3.3 -0.8 0.9 -1.5 -0.8 26.2 2.7 7.6 -18.1 -7.9
2022 -16.6 5.3 11.4 -11.6 -6.9 9.9 -9.9 0.1 -8.8 0.4 -0.4 -5 -30.8
2023 7.8 7.7 -3.5 -5.2 -4.1 6.2 9.1 -3.8 -3.1 -5.9 -3.8 10.3 9.8
2024 0 0.71 -2.28