Performance
Annualized Returns to March 31, 2022
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Value Fund | -9.4% | 5.2% | 11.2% | 14.3% | 15.4% | 11.8% |
| Balanced Fund | -8.6% | 3.7% | 8.7% | 11.2% | 12.9% | 10.5% |
| Benchmark | -6.6% | 7.1% | 11.8% | 10.8% | 13.1% | 8.5% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (16 years 9 months).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (16 years 7 months).
- 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.