Queens Road Funds

  • FPA Queens Road Value Fund

FPA Queens Road Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2002 -3.9 4.5 7.1 -10.4 -1.5 0 0 0 0 0 0 0 0
2003 5.6 0.8 8.1 -1.3 1.3 1.7 1.2 5.6 8.4 0.9 -1.8 -3 0
2004 2.5 4.1 1.9 0.2 1.7 -1.5 1.8 1.5 -2.9 -0.7 1.8 0.8 11.5
2005 0.3 3.5 -2.4 0.9 -0.6 3.2 1.1 2.3 -2.3 -0.8 1.9 -1.3 5.8
2006 1.5 2.4 1.9 2.9 1.5 1.8 -0.3 -1.5 1.3 1 1.4 1.5 16.3
2007 -0.4 -3.6 2 2.4 1.4 -3.5 -1.1 3.1 3.3 0.5 -1 0.9 3.5
2008 4 -7.4 -17.9 -6.7 2.5 -0.4 -8.3 1.5 4.1 -1.2 -2.6 -4.9 0
2009 3.6 4.2 -1.5 3.5 3.9 5.4 0.2 3.2 11.6 5.4 -9.4 -8.7 21.5
2010 3.9 -1.1 2.7 5.8 -3 3.8 -2.4 -6.5 1.6 3.9 2.1 -3.1 7.2
2011 0.5 0.2 7.4 -4.2 -2.4 -2.7 -1.3 -0.1 3.4 0.6 2.9 1.2 5.1
2012 1.7 1 -1 1.6 1.2 0.9 4.1 -6 -1 2.5 1.9 2.4 9.5
2013 2.3 2.7 4 4.2 -3.3 4.2 -1.9 1.2 2.2 4.2 2.6 5.4 0
2014 0.3 2.9 2 -0.9 2.8 -1.7 1.2 1.4 0.7 0.7 3.4 -3.2 9.5
2015 -0.9 -0.8 5.8 -1.6 -5.4 1.3 -2.6 1 0.6 -1.6 3.1 -2.3 -3.8
2016 1.4 4.6 -2.2 -0.6 0.3 2.8 0.7 1.5 0.9 5.4 0.3 -1.7 13.8
2017 0.7 3.3 2.2 2.2 -0.2 1.6 1.2 -0.1 0.9 0.5 4.2 2.1 20.3
2018 -8.7 4.9 -6 1.4 1.7 4 0.7 -0.2 -0.4 -2.3 -3.5 4.5 -4.8
2019 -1.1 3.6 1.8 2.5 -4.5 0.7 6.6 -6 3.8 0.4 4 7.3 19.8
2020 2.4 12.2 -2.1 -7.5 3.2 4.2 -0.9 4.1 9.8 -11.9 -9.6 -0.9 0.2
2021 -9.5 -3 5.2 -4.3 2.4 3.1 -0.5 2.3 21.5 7.8 4 -15.9 9
2022 -6.3 5.9 12.8 -7.7 -3.3 6.6 -7.3 0.7 -6.9 2.3 -2.2 -4.4 -11.3
2023 1.3 9.4 -2.1 -5.2 0.2 2.3 7.9 -2.6 0.5 -0.8 -1.3 3.4 12.7
2024 -4 4.8 5.1 2.7 0 0 0 0 0 0 0 0 10.5