Performance
Annualized Returns to September 30, 2024
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | Since Inception | |
|---|---|---|---|---|---|---|---|
| Value Fund | 19.8% | 35.9% | 6.4% | 10.6% | 13.5% | 14.3% | 11.5% |
| Balanced Fund | 19.0% | 33.2% | 5.9% | 9.1% | 11.3% | 12.4% | 10.3% |
| Benchmark | 21.5% | 32.1% | 10.7% | 13.2% | 12.0% | 11.9% | 9.1% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (19 years 3 months).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (19 years 1 month).
- Index Benchmark is MSCI ACWI gross return, in Canadian dollars.
- The one-year returns are simple returns from October 1st to September 30th.
Past performance is not a guarantee of future performance.