Fund Update Dec 2023

 Year-to-date Fund Update

For year-to-date performance till Dec 2023, Shalom Fund return a YTD performance of 6.86% while STI return a YTD performance of -0.34%. Shalom fund outperform STI by 7.2% YTD

Monthly performance

For Dec 2023, Shalom Fund monthly return is 3.01% while STI monthly return is 5.44%. Shalom fund underperform STI by 2.43% for Dec 23

Fund Update Nov 2023

 Year-to-date Fund Update

For year-to-date performance till Nov 2023, Shalom Fund return a YTD performance of 3.74% while STI return a YTD performance of -5.48%. Shalom fund outperform STI by 9.22% YTD

Monthly performance

For Nov 2023, Shalom Fund monthly return is -0.48% while STI monthly return is 0.2%. Shalom fund underperform STI by 0.68% for Nov 23

Fund Update oct 2023

 Year-to-date Fund Update

For year-to-date performance till Oct 2023, Shalom Fund return a YTD performance of 4.25% while STI return a YTD performance of -5.67%. Shalom fund outperform STI by 9.92% YTD

Monthly performance

For Oct 2023, Shalom Fund monthly return is -2.06% while STI monthly return is -4.67%. Shalom fund outperform STI by 2.61% for Oct 23

Fund Update for Sep 2023

 Year-to-date Fund Update

For year-to-date performance till Sep 2023, Shalom Fund return a YTD performance of 6.44% while STI return a YTD performance of -1.04%. Shalom fund outperform STI by 7.48% YTD

Monthly performance

For Sep 2023, Shalom Fund monthly return is -3.21% while STI monthly return is -0.49%. Shalom fund underperform STI by 2.72% for Sep 23

Fund Update for Aug 2023

 Year-to-date Fund Update

For year-to-date performance till Aug 2023, Shalom Fund return a YTD performance of 9.98% while STI return a YTD performance of -0.55%. Shalom fund outperform STI by 10.63% YTD

Monthly performance

For Aug 2023, Shalom Fund monthly return is 2.42% while STI monthly return is -4.17%. Shalom fund outperform STI by 6.59% for Aug 23

Fund Update for Jul 2023

 Year-to-date Fund Update

For year-to-date performance till Jul 2023, Shalom Fund return a YTD return of 7.38% while STI return a YTD performance of 3.77%. Shalom fund outperform STI by 3.61% YTD

Monthly performance

For Jul 2023, Shalom Fund monthly return is 4.63% while STI monthly return is 5.24%. Shalom fund underperform STI by 0.61% for Jul 2023

 

June 2023 Fund Update

 Year-to-date Fund Update

For year-to-date performance till June 2023, Shalom Fund return a YTD return of 2.63% while STI return a YTD performance of -1.40%. Shalom fund outperform STI by 4.03% YTD

Monthly performance

For June 2023, Shalom Fund monthly return is 1.48% while STI monthly return is 1.49%. Shalom fund matches STI benchmark performance for June 2023

May 2023 Fund Update

 Year-to-date Fund Update

For year-to-date performance till May 2023, Shalom fund return a YTD return of 1.13% while STI return a YTD performance of -2.85%. Shalom fund outperform STI by 3.98%

Monthly performance

For May 2023, Shalom fund monthly return is -2.57% while STI monthly return is -3.42%. Shalom fund outperform STI by 0.85% for May 2023

Apr 2023 Fund Update

 Year-to-date Fund Update

For year-to-date performance till Feb 2023, Shalom fund return a YTD return of 3.8% while STI return a YTD performance of 0.59%. Shalom fund outperform STI by 3.21%

Monthly performance

For Apr 2023, Shalom fund monthly return is -2.20% while STI monthly return is 0.36%. Shalom fund underperform STI by 2.56%