Performance: Cutler Investment Fund, L.P.
Fund performance is presented as of February 28, 2026.
| 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
| Cutler Investment Fund | 18.5% | 2.0% | -42.7% | 46.4% | 17.3% | 1.2% | 22.8% | 29.8% | -6.2% | -8.0% | 21.2% | 9.5% | -4.8% | 18.7% | -11.8% | 28.7% | -7.1% | 0.1% | 7.1% | 15.7% | 10.5% |
| S & P 500 Index | 15.8% | 5.5% | -37.0% | 26.5% | 15.1% | 2.1% | 16.0% | 32.4% | 13.7% | 1.4% | 11.9% | 21.8% | -4.4% | 31.5% | 18.4% | 28.7% | -18.1% | 26.3% | 25.0% | 17.9% | 0.7% |
| ML US Convertibles* | 12.8% | 4.5% | -35.7% | 49.1% | 16.8% | -5.2% | 15.0% | 25.0% | 9.4% | -3.2% | 10.5% | 13.7% | 0.2% | 23.1% | 46.2% | 6.3% | -18.7% | 13.0% | – | – | – |
*Performance numbers updated quarterly.
- Returns are annualized compounded monthly total returns, net of management fees, expenses and annual performance allocations. Your accounts’ performance may vary from the overall fund’s performance if you added or withdrew money from your capital account during the year. Performance returns are estimates subject the partnership’s year-end financial audit.
- Source of the S&P 500 TR is S&P Dow Jones Indices. The S&P 500 TR is an index of the 500 leading companies in the U.S. and is designed to reflect the risk and return characteristics of the large-cap U.S. equities universe.
- The Merrill Lynch All U.S. Convertible Index is an unmanaged index consisting of convertible securities of all investment grades. Performance includes dividend and interest income, but does not reflect expenses or transaction costs.
- This document has been prepared from original sources and data believed to be reliable. However no representations are made as to the accuracy or completeness thereof. An investment in the Fund involves a high degree of risk and is suitable only for sophisticated investors. The market commentary and other information described herein is as of the date hereof or as otherwise specified and is subject to change. Past performance is not indicative of future results and there is no guarantee that the Fund will meet its investment objectives or be profitable. Other methods of calculating returns may produce different results. Investment return and principal value will fluctuate with market conditions. There is no assurance that the Fund will invest in any of the securities referenced herein. Stone Coast Fund Services performs monthly fund accounting & performance administration for Cutler Investment Fund, LP.