FPA

  • FPA US Value Fund

FPA US Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1984 1.6 0.2 1.9 1.1 7.4 0.8 3 -0.3 0.6 0 0 0 0
1985 2.8 3.7 2.7 -2 0 0.8 0.7 2.6 0.2 1.9 -1.1 5.2 18.5
1986 -7.1 1.5 1.5 -2.3 5.6 -3.9 1 1.5 0.9 3.5 -1.6 0.7 0.7
1987 5 -4.1 -16.7 -0.7 1.6 3.7 2.9 0.2 -1.9 0.2 2 5.7 -4
1988 2.2 -2.6 2.6 2.4 -1.7 -1 5.1 -1.1 0.6 0.9 5.1 3.5 16.8
1989 0.9 0.7 -1.2 1 2.3 4.8 0.3 3.9 3.6 2.7 0.2 0.8 21.8
1990 3.8 6.2 -1.6 -3.3 -7.1 -0.6 0.4 6 -1.3 1.6 1.2 -11.5 -7.5
1991 6.9 -1.9 1.4 0 1.4 1.4 -2.8 3 0.3 2.5 4.5 -0.4 17.2
1992 0.7 3 0.2 2.3 -1.3 2.7 -0.8 -0.3 1.9 -0.1 1.8 -0.6 9.6
1993 2 -0 0.8 -0.1 3.5 -1.8 -1 1.3 -1 1.9 0.3 -4.4 1.3
1994 1.9 -2.3 1.1 -2.1 2.6 2.2 -2.8 1.7 1.6 -3.6 -0.9 -4.8 -5.6
1995 1.7 3.4 -2.5 1.1 1.5 1.3 0.3 2.4 1.4 1.1 2.8 -9.9 3.9
1996 2.4 5.5 0.9 2.4 3.9 -4.9 0.6 1.7 2.1 1.5 1.7 -14.2 2
1997 4.1 -0.4 -2.9 3.2 0.7 5.9 6 8.4 1.3 -3.7 -0.1 0.1 24.1
1998 8.8 3.4 8 4.7 -20.8 -3.9 -2 -2 3.2 1.1 7.9 0.3 5
1999 4 8.2 0.1 -0.2 -2.5 -1.8 7.3 6.3 13.2 -0.1 -6.8 -3.3 25.2
2000 10.3 -5.1 3.7 -4.5 6.6 1.2 -7.5 -3.6 3.2 5.4 6.5 -4.7 0
2001 6.7 7.6 6.7 -11.6 -2.9 0.9 5.8 3 11.5 -3.4 -6.3 5.2 22.8
2002 -8.2 10.2 3.6 -6.5 0.5 -7.8 -7.6 -1.5 0.8 7.4 -1.1 -0.3 -11.8
2003 0.1 1.9 7.9 -3.7 5.5 8 2.4 11.6 7.9 -1.1 -0.4 -5.9 37.9
2004 2.9 4.2 0.5 4.9 -1.1 -3 3.7 1.2 -1.4 -0.7 1.6 2.9 0
2005 -0 4.5 -0.5 0.5 -0 5.3 1.1 4 -4 -0.9 3 -0.3 12.8
2006 0.1 2.1 1.9 0.4 3.8 -4.8 -0.2 -5.5 0.3 2.6 -1.4 5.3 4
2007 -1.1 -1.9 3.7 -1.6 1.1 -4.3 0.6 5.5 3.9 -0 -0.9 1.7 0
2008 4.3 -13.1 -21.7 -7.3 2.5 0.8 -8.7 4.5 5 1.2 -3.6 -6.4 -37.9
2009 6.4 2.2 -2.4 5.1 1.1 8.6 3.1 3.2 14.9 11.2 -5.8 -6.5 46.4
2010 6.2 4.2 4.3 13.2 -6 3.6 -4.2 -7.8 3.5 8.1 2.7 -4.2 23.7
2011 0.5 0.1 16.2 -9.3 -8 -7.3 0.1 -3 2.2 2.2 2.9 1.8 -3.8
2012 1.4 3.3 1 0.5 3.5 2.1 1.1 -8.1 -1.4 2.5 2.7 6.2 15
2013 2.1 3.8 1.4 4.2 -3.2 5.6 -1.7 2.5 1.4 3.3 1.2 6.9 30.6
2014 2.7 3.2 6.7 -5.6 5.1 -4.1 2.6 1.1 -1.6 1.6 8 -3.4 16.4
2015 -1.6 0.4 7.5 -6 -1.5 -1.9 -1.6 0.5 -1.7 2.4 7.2 -6.4 -3.6
2016 2.5 4.9 -3.1 -2.5 -1.4 4 -2.8 -1 -1.2 6.2 0.5 -7.3 -2
2017 1.8 2 -1.4 1.8 -3.2 1 2.2 -0.1 -0.1 1.1 3.9 0.4 9.5
2018 -9.2 0.9 -8.5 0.4 2.4 3.3 0.3 3 0 -4.4 -4.1 7 0
2019 0.8 4.4 3.5 -0.1 -2 2.2 6.2 -6.8 5.8 2.1 2.6 10.1 31.4
2020 -1.5 8 -2.5 -9.9 10.4 6.6 3.3 6.1 12.9 -12.4 -8.2 2.3 21.3
2021 -2.6 -1.8 7.8 -6 3.5 2.6 5.6 -0.9 12.4 1.5 1.4 -1.6 13.5
2022 -11.2 5 5.2 -8.6 -4.3 10 -15.5 -0.4 -11.5 2 -6.2 -8.3 -38.3
2023 0 0 -0.2 -2.9 -0.9 3.5 4.6 1.9 2.8 5.1 -2.8 8.2 20.3
2024 0 0 0 0 0 0 0 0 0 0 0 0 0