Smead Funds

  • Smead Value Fund

Smead Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2014 1.1 3.5 2.5 -1.4 3.5 -1.2 2.8 1.3 -1.7 -0.3 5.4 0 0
2015 -3.5 1.1 7.5 -2.6 -6.8 3.7 -0.1 1.9 -0.7 -0.5 6.5 -4 1.4
2016 1.1 7.3 -4 -0.8 0.9 3.3 -1.5 -0.7 1.6 3.8 -0.6 -6.2 3.4
2017 3.2 4.3 0.4 2.8 -0.3 2.4 3.1 -0.4 0.3 -1 5.3 2.8 0
2018 -9.6 2.7 -3 0.6 3.4 3.5 2.4 -1.2 1.2 -4.6 -3.8 4.6 -4.7
2019 -2.3 5.5 0.8 1 0 0.2 7.4 -5.1 4.9 -0.3 2.1 6.2 21.5
2020 3.2 15.9 -6 -3.5 5.8 5.4 0.7 4.7 15.5 -21.1 -9.6 -4.7 0.2
2021 -0.6 -2 6.8 -1.6 2.6 -0.6 3.2 2.9 6.8 6 6.3 2.6 36.9
2022 -6.5 4.6 14.2 -7.8 -2.5 9.1 -11.7 5 -6.6 1.7 -1 -0.2 -4.5
2023 8.8 7.9 -3.8 -3.9 -2.6 5.7 8 -6.3 2 -1.6 -5.6 7.5 15.2
2024 -5.4 7.1 4 -0.5 0 0 0 0 0 0 0 0 9.7