Smead Funds

  • Smead Value Fund

Smead Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2008 2.2 -11.6 -15.2 -9.8 6.6 0.1 -10.1 -0.7 4.3 -2.4 -6.8 0 0
2009 2.5 6.1 -3.3 3.8 4.8 9.1 1.1 2.2 10.8 10.7 -7.3 -10.7 30.8
2010 4.8 0.3 4.4 9.3 -3.7 5.5 -6 -8.4 0.1 7.5 1.2 -1.6 12.4
2011 4.3 -0.6 10.2 -6.1 -5.9 -2.3 0.1 -2.1 3.4 -1.2 3.9 2.1 4.7
2012 0 2.6 -1.6 5.1 2.9 3.4 5.2 -5.4 -0.2 4.8 5.6 3.1 27.8
2013 2.8 2.9 3.1 4.2 -4.5 5.9 -1.2 3.1 2.1 6.1 1.2 7.1 37.5
2014 1 3.5 2.5 -1.4 3.6 -1.2 2.8 1.3 -1.7 -0.3 5.3 -1.6 14.4
2015 -3.5 1.1 7.6 -2.6 -6.9 3.7 -0.2 1.9 -0.7 -0.5 6.5 -4 1.4
2016 1.1 7.3 -4 -0.7 0.9 3.2 -1.5 -0.8 1.5 3.8 -0.6 -6.2 3.3
2017 3.1 4.3 0.4 2.8 -0.4 2.4 3.1 -0.4 0.3 -1 5.3 2.8 25
2018 -9.6 2.8 -3 0.5 3.4 3.5 2.4 -1.2 1.2 -4.6 -3.8 4.6 -4.8
2019 -2.2 5.5 0.8 1 0 0.2 7.4 -5.1 4.9 -0.2 2 6.2 21.6
2020 3.2 15.9 -6 -3.5 5.8 5.4 0.8 4.7 15.6 -21.1 -9.6 -4.7 0.3
2021 -0.5 -2 6.8 -1.6 2.6 -0.6 3.2 2.9 6.7 6 6.2 2.7 37
2022 -6.5 4.6 14.3 -7.7 -2.5 9.1 -11.7 5 -6.6 1.7 -1 -0.3 -4.5
2023 8.9 7.9 -3.9 -3.9 -2.5 5.7 8 -6.3 2 -1.6 -5.6 7.5 15.3
2024 -5.4 7.1 4 -0.5 0 0 0 0 0 0 0 0 1.9