The Fund’s objective is a positive annual return to its investors. The performace is to be less volatile than the overall stock market trend over time.
Return estimate current month
Yield estimate 2024
Return February
Updated as of 2024-02-29
Yield 2024
Updated as of 2024-02-29
Return since inception
Updated as of 2024-02-29
The figures refer to estimated returns after management fees.
For more information contact us.
* The NAV course contains individual high-water land for the performance-based fee. Contact us for more information..
Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | 0.12% | 0.03% | -0.94% | 1.03% | -0.47% | 1.09% | 1.12% | 0.75% | 0.65% | 3.42% | |||
2014 | -1.23% | 1.97% | 0.03% | 0.90% | 1.17% | -0.11% | -0.50% | 1.42% | -0.14% | -0.15% | 2.56% | -1.52% | 4.40% |
2015 | 2.57% | 2.16% | 0.35% | -0.65% | -0.49% | -3.05% | 2.41% | -4.76% | -1.85% | 3.63% | 1.89% | -2.77% | -0.96% |
2016 | -2.67% | 0.95% | 1.19% | 0.09% | 0.76% | -0.66% | 1.91% | 0.18% | -0.23% | -0.21% | -0.31% | 1.47% | 2.42% |
2017 | -0.27% | 1.88% | 1.05% | 0.63% | 0.15% | -1.57% | -0.31% | 0.08% | 1.20% | 0.88% | -1.20% | -1.07% | 1.40% |
2018 | 2.15% | -2.23% | -1.67% | 2.15% | -2.18% | 0.05% | 1.18% | -0.53% | -0.53% | -3.62% | -1.09% | -3.44% | -9.52% |
2019 | 2.05% | 0.88% | -0.08% | 2.45% | -1.88% | 0.01% | -0.21% | -1.16% | -0.16% | -0.15% | 0.22% | 0.35% | 2.26% |
2020 | 0.49% | -2.29% | -4.22% | 1.43% | 1.77% | 2.50% | 1.13% | 5.29% | 0.29% | -2.65% | 8.36% | -0.21% | 11.86% |
2021 | 2.03% | 2.76% | 3.84% | 1.73% | 0.06% | 0.03% | 0.90% | 0.63% | -1.40% | 0.98% | -0.24% | 1.28% | 13.23% |
2022 | -2.98% | -2.29% | 0.97% | -1.66% | 0.68% | -3.82% | 2.42% | -0.86% | -1.80% | 0.96% | 1.94% | -2.53% | -8.83% |
2023 | 3.94% | 0.08% | 1.34% | -0.44% | -1.37% | 1.29% | 1.73% | -2.92% | -1.45% | -0.74% | 2.42% | 2.10% | 5.92% |
2024 | 0.57% | 1.86% | 2.45% |
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