North Square

  • Oak Ridge Small Cap Growth Fund

Oak Ridge Small Cap Growth Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1993 0 0 0 0 0 0 0 0 0 0 0 0 0
1994 -1.8 -2.6 -3.4 4.9 1.7 6.3 -3.4 -3.2 -1.1 -2.4 5.1 3.4 2.9
1995 -1.3 5.2 -2.5 2.1 4.8 7.4 9.7 -0.5 2.9 2.4 2.8 0 37.4
1996 1.8 1 -1.1 7.9 4.3 -8.4 -3.5 4.7 5.7 0.3 4.9 1.4 19.3
1997 0.1 -0.5 -5 6.2 1.1 9 6.5 9.5 1.1 -4.5 -1.2 2.2 26
1998 9.4 5.3 6.8 6.7 -24.5 -6.8 -0.5 -5.6 1.3 4.1 9.5 -1.5 -1.3
1999 9.1 11.2 1.7 2.2 -3.9 -1.1 5.7 1.1 1.9 0.6 -10.9 0.2 17.1
2000 8.7 -12.7 -4.5 -1.4 13.4 -6.9 14 -5.3 -10.8 -1.5 18.1 4.4 10.6
2001 5.3 3.7 3.8 -9.9 -4.5 -2.6 0.7 2.9 10.7 -7.4 -7.8 5.7 -1.7
2002 -2.9 2.4 1.4 -4.4 -0.1 -10.8 -4.2 0.7 -2.5 4.5 -2.9 -1.2 -19.1
2003 -1.7 2.3 9.6 -3.2 4.2 4.7 4.4 6.8 7 2 -1.5 -1.8 36.9
2004 3.4 5.9 4.5 6.4 0.3 -6.9 4.7 0.8 -1.2 1.5 1.1 0.9 22.5
2005 0.3 2.4 -4 3.5 -1.6 5.2 2.7 6.9 -4.2 -2.6 2.8 -4.4 0
2006 -1.2 2.8 2.8 0.6 1.6 -3 -0.7 -5.7 -0.1 3.6 -1.7 8.1 6.7
2007 1.4 -4.3 2.8 2.3 2.9 -5 -0.2 5.4 3.9 1 -1.7 2.1 10.5
2008 4.5 -7.3 -19.7 -6.9 2.3 -1.1 -4.2 5.1 5 -0.7 -0.5 -8.3 -29.7
2009 7.3 1.4 -4.5 4.5 1.8 5.7 3.8 2.9 12.7 7.6 -9 -8.4 26.1
2010 8 4.6 4.1 11.7 -5.5 5.6 -5.9 -6.9 4.2 6.2 6.5 -4.7 28.9
2011 -2.3 1.3 14.1 -9.3 -9.2 -1.1 -1.3 -2.4 4.3 1.1 6.7 1.4 1.2
2012 1.2 1.1 -1.2 1.2 6.7 -2.9 3.1 -5 0.3 0.3 0.7 5 0
2013 1.7 3 1.2 6.5 0.7 6.8 1.3 3.5 -1.5 3.4 1.7 5.5 39
2014 -0.1 -0.3 7 -3.5 5.1 -5.2 5.5 0.9 -3.2 -1.4 3.6 -3.7 3.8
2015 -3 2.2 2.5 -6.8 -7.3 -0.2 1 4.4 -3.6 0.2 10.2 -3 -4.6
2016 -1.3 6.2 -6.9 0.5 -0.8 6.8 -1.2 2.1 2.1 7.1 -2.3 -8.8 2.1
2017 2.3 3.6 0.4 4.1 -1.2 0.9 2.9 -1.6 1.1 0.8 3.4 0.4 18.2
2018 -12.9 -1.3 -10.6 -0.3 8.3 0.6 2.6 6 -2 2.7 -2.8 4.4 -7.1
2019 -13.9 7 2.9 -2.2 -4.9 0.2 4.7 -5.1 4.1 -0.4 6.7 8.4 5.1
2020 6.5 12.3 1.2 -13.3 4.1 7.1 4.8 10.6 13.6 -18.6 -6.9 -1.2 15.3
2021 -12 -4.7 6.1 -3.5 2.3 1.6 3 -4.2 22.8 -1.8 3.9 -13.5 -4.5
2022 -47.3 2 11.7 -8.3 -2.3 8.8 -9 -0 -9.3 0.5 0.4 -16.6 -59.3
2023 11.3 12 -6.4 -5.7 -3 5.2 8.5 -1 -1.6 -3.7 -0.4 9.5 24.7
2024 -6.2 4.6 4.3 -2.9 0 0 0 0 0 0 0 0 4.5