Performance History
Period
Gross (1)
Net (2)
1982 (3)
+38.4
+31.0
1983 (4)
+39.7
+31.5
1984
( 5.1)
( 8.2)
1985
+11.3
+ 8.2
1986
+38.4
+31.3
1987
+19.6
+16.2
1988 (5)
+ 9.9
+ 6.0
1989
+18.7
+15.4
1990
( 18.8)
( 21.9)
1991
+29.7
+24.3
1992
+22.8
+18.8
1993
+12.9
+ 9.8
1994
+23.0
+19.3
1995
+46.3
+37.6
1996
+36.0
+29.3
1997
+38.9
+31.7
1998
+20.4
+16.8
1999
+24.5
+20.2
2000
( 16.2)
( 19.2)
2001
+16.4
+13.4
2002
( 3.9)
( 6.9)
2003
+36.0
+29.3
2004
+32.9
+26.9
2005
+ 5.0
+ 2.0
2006
+21.6
+17.9
2007
+17.4
+14.2
2008
( 43.6)
( 46.6)
2009
+37.4
+34.4
2010
+37.0
+34.0
2011
+ 5.9
+ 2.9
2012
+ 7.2
+ 4.2
2013
+44.4
+35.4
2014
+ 7.8
+ 4.5
2015
( 5.9)
( 8.8)
2016
+23.3
+18.8
2017
+26.1
+21.3
2018
( 9.1)
( 11.7)
2019
+28.7
+23.4
2020
+16.7
+12.8
2021
+26.0
+21.3
2022
( 1.7)
( 4.8)
2023
+ 5.0
+ 1.9
2024 YTD (3/31/24)
+ 8.6
+ 7.8
CAGR (inception to 3/31/2024)
+15.6
+11.4
Cumulative Return (inception to 3/31/24)
+43,828
+ 8,988
Notes
1982 to 2023 are Audited
(1) Net of legal and accounting expenses
(2) Net of legal, accounting, management and performance fees
(3) February 1, 1982: Commenced operations
(4) Switched from calendar year to Sept. 30 fiscal year
(5) Switched from Sept. 30 fiscal year to calendar year
Past performance is no guarantee of future results. There can be no assurance that Santa Monica Partners will continue to achieve investment results similar to those set forth above. These performance results are only intended to provide background information about Santa Monica Partners and its investment strategies. Offers to participate in any investment vehicle would be made solely pursuant to a current offering memorandum for that investment vehicle. Any such investment would be subject to significant risks, as described in the offering memorandum. If you are interested, please contact us for further information.