Performance
Annualized Returns to March 31, 2025
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | Since Inception | |
|---|---|---|---|---|---|---|---|
| Value Fund | -7.7% | 13.0% | 9.6% | 14.7% | 12.4% | 14.0% | 11.5% |
| Balanced Fund | -5.8% | 13.4% | 9.2% | 13.1% | 10.5% | 12.2% | 10.3% |
| Benchmark | -1.3% | 14.2% | 12.6% | 16.0% | 10.8% | 12.0% | 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 9 months).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (19 years 7 month).
- Index Benchmark is MSCI ACWI gross return, in Canadian dollars.
- The one-year returns are simple returns from April 1st to March 31st.
Past performance is not a guarantee of future performance.