Annualized Returns to December 31, 2022

Performance numbers are updated quarterly

 1 Year3 Years5 Years10 YearsSince Inception
Value Fund-22.6%2.1%7.8%12.8%10.3%
Balanced Fund-20.2%1.6%5.8%10.6%9.2%
Benchmark-12.4%6.0%7.4%11.9%7.8% Value Fund
7.7% Balanced Fund
  • HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
  • HughesLittle Value Fund commenced operations June 30, 2005 (17 years 6 months).
  • HughesLittle Balanced Fund commenced operations August 31, 2005 (17 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.