Marathon Funds

  • Marathon Value Portfolio

Marathon Value Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2000 14.7 -9.2 3.5 -2 3.2 0.8 -0.8 1.1 5.3 0 0 0 0
2001 0.6 3.9 1.4 -5.2 -1.3 0.5 -1.7 3 4.1 -3.2 -1.4 3.1 3.5
2002 -3.2 4.8 4.3 -7.5 0.1 -5.8 -5 0.2 -1.5 3.8 0.2 -2 -11.9
2003 4.3 1.9 3.7 -0.3 2.5 0.4 1.5 6.2 6.7 -0.1 -1.3 -2.1 25.3
2004 2.2 3.8 1 1.3 0.2 -2.6 3 0.6 -0.4 0.9 1.9 0.7 13.2
2005 -2 2.9 -1.9 1.3 0.4 4.7 0.4 2.3 -2.9 -0.7 1.7 -2 3.9
2006 1.5 2.3 3.3 1.3 2 -1.3 -0.5 -3.1 0.6 2.4 0.1 2.9 11.8
2007 -1.3 -2.6 1.1 1.5 0.9 -3.2 -0.9 3.3 2.2 0.4 -0.3 2 3.1
2008 1.8 -5.5 -13.5 -4.4 2.9 -0.3 -6.6 1.7 3.5 -0.1 -0.8 -3.6 -23.3
2009 1.8 4.7 -1.1 3.1 2.8 7.1 -0.3 3.3 8.3 5.1 -8.5 -6.3 20.3
2010 6.3 0.1 3 7.4 -3.6 5.8 -3.7 -6.2 2 4.4 2.6 -2.3 15.9
2011 -2.1 0.4 10.1 -5.8 -3.7 -3.2 -1.5 -0.9 2.2 0.5 3.5 1.1 -0.3
2012 1.2 1.5 -1 2.1 1.3 0.5 2.2 -5 -0.1 2.1 3.2 4.5 12.9
2013 2.1 1.7 3.8 3.2 -2.3 4.9 -1.5 2.1 0.9 2.8 1.1 5.6 26.9
2014 0.2 2.5 2.5 -2.6 2.8 -2.7 2 1.9 -0.3 0.5 4.4 -3.6 7.4
2015 -3.3 0.7 6.5 -1.6 -5.1 1.2 -1.7 1.4 -0.3 -1.3 5 -2.7 -2
2016 2.4 4.3 -3.5 -0.2 0.1 3.4 0.1 0.7 1.2 8.3 0.8 -4.2 13.7
2017 0.9 2.6 2.2 2.2 -1 1 0.2 0.8 1.3 -0.1 3.1 2.3 16.5
2018 -8.4 3.8 -8.3 0.7 2.8 3.7 0.4 2.8 -1.9 -1 -4.1 4.9 -5.6
2019 -5.5 2.6 1.3 2 -1 1.9 7.4 -6.3 3 2.2 4.5 7 19.7
2020 3.9 10 -1.3 -9.9 5.8 5.4 0.4 5.3 11.5 -13.7 -7.7 -1.3 5.2
2021 -3.3 -1.2 6.2 -5.4 2.3 3.7 0.6 1.2 5.3 15.2 3.3 -11.7 14.6
2022 -58.3 5.9 7.1 -9.1 -4 10.1 -7.8 -0.8 -8.1 2.7 -2.8 -6.9 -64.5
2023 0 0 0 0 0 0 0 0 0 0 0 0 0
2024 0 0 0 0 0 0 0 0 0 0 0 0 0