Monolith vs reference index

Monolith (monthly returns in %)

yearjanfebmaraprmayjunjulaugseptoctnovdecyearcum.
20061.32.03.33.3
20074.94.52.41.73.1-0.3-0.41.4-1.8-3.1-2.31.912.215.9
2008-12.010.51.91.83.4-9.8-3.81.1-7.5-18.9-8.0-7.2-41.4-32.1
20090.2-8.22.411.03.5-4.25.711.713.43.110.911.076.019.5
2010-0.6-1.72.33.2-0.32.23.6-2.65.10.913.23.632.157.8
2011-2.83.82.60.32.1-3.4-3.8-3.1-7.14.8-4.11.8-9.343.2
20122.211.1-0.71.7-5.1-1.40.1-0.55.00.23.24.120.973.1
20132.61.2-0.25.5-4.8-2.42.41.17.55.10.71.521.4110.1
20140.22.8-0.63.53.30.0-2.8-1.62.2-2.0-1.30.84.4119.4
20156.85.81.31.5-1.2-2.96.7-4.9-4.65.60.81.015.9154.3
2016-3.1-1.12.70.51.1-1.71.90.7-4.6-3.31.62.8-3.0146.8
20173.34.43.36.83.32.1-2.5-3.3-1.40.83.22.324.1206.2
20183.0-3.4-3.02.65.5-0.40.6-5.7-4.5-8.8-10.8-8.1-29.5115.8
20194.53.0-2.212.6-4.81.3-5.2-4.77.3-0.310.5138.6

Monolith (end-of-month net asset value)

yearjanfebmaraprmayjunjulaugseptoctnovdec  
200650.0050.6451.65
200754.1756.6257.9658.9260.7560.5860.3661.1960.0958.2556.8957.96
200850.9956.3357.4158.4560.4254.4752.3952.9849.0039.7636.5933.95
200934.0131.2231.9635.4936.7335.1737.1741.5347.1148.5753.8459.75
201059.4158.4159.7361.6761.4962.8465.1063.4366.6867.3076.1778.90
201176.7379.6781.7281.9483.6480.8177.7275.3169.9973.3270.3271.59
201273.1981.3180.7582.1477.9676.8576.9376.5880.4080.5683.1086.54
201388.7889.8189.5994.5289.9487.8089.9390.9097.74102.75103.48105.07
2014105.29108.27107.63111.44115.09115.10111.84110.07112.51110.26108.80109.70
2015117.10123.91125.47127.33125.76122.14130.36123.96118.29124.91125.96127.16
2016123.17121.84125.15125.73127.08124.88127.22128.11122.25118.20120.03123.38
2017127.47133.07137.44146.72151.63154.79150.95145.96143.91145.01149.65153.09
2018157.71152.38147.88151.68160.00159.34160.35151.23144.4131.64117.37107.92
2019112.79116.12113.52127.87121.79123.37116.98111.54119.69119.30

Monolith Stonehenge
(monthly returns in %)

YearJanFebMarAprMayJunJulAugSepOctNovDecYearCum.
20061.32.23.53.5
20075.24.82.51.73.3-0.4-0.51.4-2.0-3.5-2.71.912.015.9
2008-13.311.72.01.93.6-11.0-4.41.1-8.6-21.6-9.0-8.2-46.3-37.8
20090.1-9.32.712.23.8-4.86.212.914.73.312.212.285.015.1
2010-0.7-2.02.53.6-0.42.44.0-3.05.71.014.93.935.555.9
2011-3.14.22.80.22.2-3.8-4.3-3.5-7.95.3-4.62.0-10.839.0
20122.412.4-0.81.9-5.8-1.60.1-0.65.60.23.44.622.870.7
20132.81.2-0.36.1-5.4-2.72.61.27.75.20.81.722.3108.7
20140.23.1-0.73.93.60.0-3.2-1.82.4-2.2-1.60.94.4117.9
20157.56.41.41.6-1.4-3.27.5-5.3-5.26.20.91.017.5156.0
2016-3.6-1.23.00.51.1-2.02.10.7-5.1-3.81.73.0-3.9146.0
20173.74.93.67.53.72.3-2.8-3.7-1.60.83.52.526.2210.6
20183.3-3.8-3.42.86.1-0.50.7-6.4-5.1-10.0-12.3-9.2-33.3107.10
20195.13.3-2.614.3-5.41.4-5.9-5.38.2-0.411.4130.8

Monolith Stonehenge
(end-of-month net asset value)

YearJanFebMarAprMayJunJulAugSepOctNovDec
20065050.6551.74
200754.4557.0758.559.5161.4861.2460.9561.8160.5558.4156.8557.93
200850.256.0657.1758.2660.3753.7551.3951.9847.5337.2733.931.11
200931.1328.2529.0232.5733.832.1734.1838.5944.2645.7451.357.54
201057.1456.0157.459.4659.2160.6363.0461.1864.6665.2975.0377.97
201175.5778.7580.9581.1582.9779.8276.3973.7267.8671.4668.1469.52
201271.2280.0879.4580.9676.2675.0175.0674.6378.7878.9281.6285.35
201387.7788.8688.5893.9588.8886.4988.7889.8496.79101.86102.64104.35
2014104.55107.82107.07111.26115.28115.24111.54109.53112.2109.72107.99108.95
2015117.13124.66126.35128.37126.57122.47131.63124.68118.25125.59126.71127.99
2016123.43121.89125.55126.15127.59125.07127.64128.59121.98117.38119.37123.01
2017127.51133.71138.49148.82154.32157.80153.37147.96145.21146.38151.56155.29
2018160,43154.31149.08153.25162.58161.75162.81152.43144.65130.17114.10103.55
2019108.87112.45109.53125.20118.49120.15113.11107.09115.89115.39
At www.citywire.co.uk further statistics can be viewed, which is also where comparisons with other investment funds can be made.
Data sources: Monolith Investment Management and Bloomberg

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