Performance
Annualized Returns to December 31, 2025
Performance numbers are updated quarterly
| 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Value Fund | 13.9% | 23.9% | 12.3% | 13.8% | 15.3% | 12.2% |
| Balanced Fund | 12.2% | 21.1% | 10.8% | 11.6% | 13.0% | 10.9% |
| Benchmark | 17.0% | 21.7% | 13.4% | 12.2% | 12.8% | 9.7% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (20 years 6 months).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (20 years 4 month).
- Index Benchmark is MSCI ACWI gross return, in Canadian dollars.
- The one-year returns are simple returns from January 1st to December 31st.
Past performance is not a guarantee of future performance.