Performance
Monthly Performance
| Months | monthly portfolio performance | monthly benchmark performance |
|---|---|---|
|
January 2021 |
0.18% |
-0.07% |
|
February 2021 |
0.12% | 0.20% |
|
March 2021 |
1.52% | 1.56% |
|
April 2021 |
0.86% | 0.81% |
|
May 2021 |
0.49% | 0.38% |
|
June 2021 |
1.36% | 1.29% |
|
July 2021 |
0.95% | 0.79% |
|
August 2021 |
1.09% | 081% |
|
September 2021 |
-1.31% | -1.31% |
|
October 2021 |
1.14% | 1.38% |
|
November 2021 |
||
|
December 2021 |
||
|
Year-to-date |
6.56% | 5.96% |
|
Performance |
History |
Benchmark |
|---|---|---|
|
2020 |
5.12% |
5.29% |
|
2019 |
10.72% |
10.81% |
|
2018 |
-1.70% |
-2.35% |
|
2017 |
7.22% |
6.81% |
|
2016 |
3.7% |
5.19% |
|
2015 |
1.0% |
1.94% |
|
2014 |
7.9% |
9.67% |
|
2013 |
7.2% |
6.55% |
|
2012 |
7.1% |
10.24% |
|
2011 |
-2.2% |
0.28% |
|
2010 |
4.9% |
|
|
2009 |
10.0% |
|
|
2008 |
-12.0% |
|
|
2007 |
5.2% |
|
|
2006 |
9.6% |
|
|
2005 |
13.9% |