Matrix/LMH

  • Matrix Advisors Value Fund

Matrix Advisors Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 1 5.1 2.1 2.9 2.7 -3.3 0 0 0 0 0 0 0
1997 2.3 0.8 -5 5.2 0.5 2 2.6 9.2 -0.1 -4.2 1.5 2.5 17.9
1998 4.6 7.2 10.9 -1 -17.2 -5.4 -0.4 -1.2 -1 4.3 5.9 -1 2.9
1999 5.8 6 3.7 -2.2 -3.7 -2 8.2 2.9 8.5 5.8 -6.6 4 33.4
2000 2.2 -7 6.2 -2.5 6.1 -3 -2.6 0.5 3.9 5.4 1.8 -2.6 7.5
2001 2 7.5 5.3 -10.8 -2.8 3.2 -0.5 2.4 4.5 -3.3 -6.4 10.2 9.6
2002 -10.6 14 12 -15.1 1 -7 -11.1 0.9 -4.7 8 -5.4 -0.2 -20.7
2003 6.2 2.3 6.7 -2.3 3.3 3.7 1.6 8 14 -1.2 -1.5 -2.1 44.6
2004 4.5 2.7 3.5 -0.2 0.2 -6.4 1.6 2.1 -3.8 -3.2 2 2.3 4.6
2005 0.8 4.8 -1.3 -0 -2.6 4.2 -1.8 2.2 -1.6 -2.4 1.7 -2.6 0.9
2006 2.6 1.6 5.1 5.2 2.7 -0.3 -2.3 -3 1.4 0 0 2.4 16.3
2007 -0.9 -5.3 0.4 1.1 1.3 -4.8 -0.6 2.9 7.9 1.7 -2.7 1.2 1.5
2008 0.4 -9 -19.3 -12.1 2.8 -0.6 -8.8 1.8 5.2 -0.4 -3.4 -3.8 -40.2
2009 3.4 5.5 -3 3.4 5.3 7.7 -0.1 4.8 16.6 12.2 -11.1 -9 0
2010 8.8 0.8 4.7 10.2 -6.4 8.1 -6.9 -10.7 1.8 6.1 1.8 -4 12.5
2011 0.1 -3 13.7 -11.3 -7.7 -3.8 -3.3 -2.8 1.9 -2.2 3.6 3.4 -12.8
2012 2.4 -1.1 -2.7 2.7 3.1 -1.1 3.7 -10.2 -1.8 3.8 5 6.5 9.4
2013 2.5 3.5 4.8 2.1 -3.1 6.1 -0.8 5.7 2.2 3.5 0.8 8.1 41
2014 0.6 1 1.6 -2.2 2.7 -2.1 3.3 2.8 -0.1 3.6 4.3 -3.4 12.5
2015 -3.6 1 9 -4.5 -7.3 -1.6 -2.2 0.7 2.7 -2 6 -5.4 -8.3
2016 0.9 5.7 -1.3 0 2.4 5.7 -2.6 1.9 2.6 8.3 -1.4 -7 15.2
2017 1.8 3.3 1.2 4 -1.4 0.8 2.6 -1.9 -0.2 -0.3 2.2 1.4 14
2018 -10.9 2.4 -7.6 0.3 1.5 5.3 0.3 0.9 0.1 -4.4 -4.9 6.6 -11.1
2019 -0.9 5.3 1.1 3.1 -4.1 1.8 6.7 -8.7 6.7 0.8 2.7 8 23.5
2020 3.3 14.3 -1.3 -7 6.1 4.8 3.1 5 14.5 -17.9 -8.9 -3.3 7.9
2021 -6.3 -2.3 4.6 -5.4 3.5 1.9 0.8 3 16.2 6.4 6.2 -9.4 18
2022 -10.7 7.4 6.7 -10.8 -3.2 7.3 -9.8 3.6 -10.1 0.9 -4.1 -1.7 -24.3
2023 3.8 9.5 -2.5 -3.6 -4.1 5.8 6.5 -3.2 1.9 0.5 -2.1 9.7 23
2024 -3.2 4.6 2.5 1.3 0 0 0 0 0 0 0 0 4.2