Performance
Annualized Returns to June 30, 2024
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | Since Inception | |
|---|---|---|---|---|---|---|---|
| Value Fund | 14.8% | 23.1% | 5.8% | 10.1% | 13.4% | 14.8% | 11.4% |
| Balanced Fund | 14.5% | 22.8% | 5.3% | 8.6% | 11.3% | 12.6% | 10.2% |
| Benchmark | 15.5% | 24.0% | 9.5% | 12.3% | 11.7% | 12.1% | 9.0% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (19 years).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (18 years 10 month).
- Index Benchmark is MSCI ACWI gross return, in Canadian dollars.
- The one-year returns are simple returns from July 1st to June 30th.
Past performance is not a guarantee of future performance.