Chartwell Investment Partners

  • Chartwell Small Cap Value Fund

Chartwell Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2012 3.4 1.3 -2.5 2.8 1.1 -0.7 3.5 -5.4 -0.1 0 0 0 0
2013 1.3 3.5 4.6 5.9 -4.5 6.8 0.1 3.1 -1.3 4.8 2.4 5.9 37.3
2014 2.6 -0.5 8.6 -5.6 3.2 -6 5.2 0.1 -1.6 1.4 3.9 -3.3 7.2
2015 -5.9 2.3 6.5 -3 -5 -1.1 1.2 -0.8 -3.1 1.4 4.4 -5 -8.5
2016 3.8 12.3 -2.5 -0.7 2.9 4.6 -0.2 2 0.1 8.4 1.3 -5.2 28.9
2017 -1.8 4.3 2.5 7.8 -3.2 0.4 2 -2.2 0.3 -0.9 1 -1.1 8.9
2018 -11.6 3.3 -9.2 -2.5 1.5 1.8 -0.1 5.1 0.9 1.7 -4.5 1.6 -12.7
2019 -1.2 2.7 1.8 5 -4.5 1.1 6 -7.3 4.8 -2.6 4 9.5 19.5
2020 6.5 13.9 3.7 -6.4 4.3 1.4 1.3 1.7 12.5 -23.3 -11.2 -4.6 -6.3
2021 -4.1 -3.7 2.2 -0.9 2.3 -2.2 -2.2 1.5 14.2 -4.3 21.6 -9.2 12.1
2022 -7.7 3.8 13.8 -7.8 -2.8 7.3 -7.5 1 -6.2 -0.1 0.9 -3.8 -10.8
2023 7.3 8.1 -5.6 -5.6 -3.3 4.6 8.9 -1.5 -3.8 -5.5 -0.7 7.3 8.6
2024 -6.2 3 3.9 -3.5 0 0 0 0 0 0 0 0 -1.8