Wall Street

  • Evercore Equity Fund

Evercore Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1980 -7.9 6.7 1.7 1.9 1.9 16.7 -7.3 4.8 2.9 -14.8 2.3 0 0
1981 -6.7 3.4 3.7 -4.3 -7.3 -1.1 -3.5 2.5 -0.1 5.7 -3.9 2 -10.3
1982 -17.4 7.5 12.6 1.9 13.1 -8.6 2.3 -4.1 1.8 -8 -5.5 1.8 -6.9
1983 -2.6 3.5 -6 -5 -1 10.2 -11.5 5.3 7.2 2.3 3.7 29.5 34.9
1984 4.2 -3.7 -0.4 -5 16.4 -5.7 3.3 -7.1 -0.8 -0.9 -3.4 -2.5 -7.1
1985 -12.1 10 4 -5.4 -3.4 1.1 1.2 6.9 -1.7 -13.5 1.2 12 -3.1
1986 -21.4 0.3 5.9 -8.5 3.2 -1.9 -6.6 5.3 0.2 -7.6 8.1 20.6 -8.1
1987 13.5 -8.8 -29.3 -21.1 4.7 3.8 1.4 0.1 -1.9 1.8 7.9 16.2 -20.2
1988 6.5 -2.1 -0.5 3.4 -6 -3.1 8.4 -1.9 2.6 1.8 8.2 0.9 18.6
1989 2.5 -10.1 -5.3 0.6 2.3 6.7 -3.6 4.5 6.5 0.9 -3.2 8.7 9
1990 6.3 7.6 -4.2 -12.5 -14 -6.4 -2.3 10.2 -4.2 4 1.5 -6.9 -21.6
1991 -7.7 -2.3 0.9 0.8 2.4 7.2 -7 5.8 2.2 6.8 9.7 11.4 32
1992 -0.5 7.8 4.4 0.3 -3.3 4 -4.7 0.7 -4.2 -3.9 0.7 4.3 4.7
1993 -3.8 -1.4 2.1 4.1 6.6 1.2 -0.1 5 -2.2 -0.4 -4.4 -0.4 5.7
1994 0.1 -3.3 1.6 0.4 8.2 1.3 -4.9 -0.7 -4.2 -6.4 -4.5 5.5 -7.6
1995 -17 2.9 -3.7 2.8 5.2 6.4 8.9 0 0.9 2.3 3.2 0.5 10.4
1996 -0.8 3.6 -3.9 5.1 6.3 -10.9 -5.4 4.6 10 1.9 1.3 0.6 11.1
1997 -2.4 -4.8 -6.9 3.9 0 5.6 0.1 10 -0.9 -6.7 -3.9 5.2 -2.4
1998 16.9 11.4 4.5 14 -22.5 -5.9 1.4 -7.4 4 6.4 8.6 2.6 31.1
1999 20.3 11.8 5.2 2.2 0.1 -2.7 10.4 -2.1 -2.2 6.1 -9.2 14.4 64.2
2000 5.8 -16.9 -7.8 -1.3 13.7 -5.5 15.4 -8.4 -9.2 -4.5 33.7 -0.3 5.1
2001 4.2 8.7 8.9 -15.9 -8.8 -5.4 -2 -0.6 14.8 -13.1 -16 3.6 -24.2
2002 -7.6 11.2 8 -10.4 -1.8 -12.6 -11.5 -5 -5.4 7.7 -8.5 -4.7 -36.3
2003 1.3 2 8.3 -1.8 5.9 5.2 0.2 12.5 9.5 0.8 0.2 -1.6 49.9
2004 2 7.3 2 5.3 -1.6 -7.8 2.5 3.2 -5.7 -0.9 -1.3 3.3 7.3
2005 -0.5 5.4 -2.9 3 -1.5 5.7 0.7 7 -4.5 -2.6 3.4 -4.9 7.5
2006 -1.7 2.4 3.9 3.2 0.6 -3.9 0.8 -6.6 0.6 1.7 -1.6 6.7 5.4
2007 0.2 -5.3 5 5.9 1.8 -2 -0.4 4.3 3.9 1.2 -1.7 3.5 0
2008 2.7 -8.7 -17.9 -12.7 0.6 -3.5 -7.5 4.6 5.8 -1.2 -1.6 -9.1 -41
2009 3.2 6.4 -1.5 4.2 2.4 9.6 0 4.2 9.7 8.7 -8.9 -6.4 34
2010 5.9 1.2 5 13 -5 5.6 -6.3 -8.3 1.7 6.1 3.4 -5.5 15.5
2011 -0.7 0 12 -7.7 -6.1 -1.9 -0.9 -1.2 2.5 1.3 3.2 1.5 0.7
2012 1.3 0.3 -3 2 2.9 0.3 0.3 -8.2 -0.7 3.5 5.4 5.9 9.8
2013 4.4 3.4 3.9 4.7 -2 5.4 -2.7 3.4 2.2 3.4 0.3 6.4 37.7
2014 0.3 3 3.6 -2.5 4.6 -2 2.7 2.4 0.4 -0.4 5.6 -2.6 15.7
2015 -4 0.4 7.8 -2.7 -6.3 0.6 -1.5 1.7 1.1 -0.6 4.9 -2.9 -2.3
2016 1.5 4.1 -2.8 1.2 0 5 -2.3 1 -0.2 6.7 -0.4 -7.7 5.3
2017 0.4 3.5 4.2 2.4 0.6 1.2 0.7 1.4 1.8 0.4 4 2.4 25.4
2018 -9.1 3.1 -9.4 -1.2 3.3 2.4 1.1 3.4 0.3 -2 -3.6 8.1 -4.9
2019 1.2 5 2.7 1.8 -1 1.7 7.7 -7.2 4.6 3 2.8 9.4 35.4
2020 3.3 9.5 -1.7 -3.3 7.2 5.6 3.3 6.4 14 -12.6 -6.7 -1 23
2021 1.7 -1.2 8 -4.7 1.3 3.9 2.2 0.1 5.9 7.9 -0.7 -0.8 25.5
2022 -5.8 6.2 7.5 -10.2 -5.3 10 -9.1 2.3 -7.8 1.6 -5.4 -5.6 -21.6
2023 3.8 10.9 -3.3 -5 -1.2 4.5 7 0.1 1.6 2.4 -2.9 7.7 27.3
2024 -5.7 3.6 4.5 0.4 0 0 0 0 0 0 0 0 4.3