Performance
Annualized Returns to December 31, 2021
Performance numbers are updated quarterly
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
|---|---|---|---|---|---|
| Value Fund | 21.2% | 19.9% | 18.3% | 17.6% | 12.7% |
| Balanced Fund | 18.0% | 15.9% | 14.7% | 14.8% | 11.3% |
| Benchmark | 18.5% | 18.1% | 13.7% | 14.9% | 9.1% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (16 years 6 months).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (16 years 4 months).
- 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.