Annualized Returns to March 31, 2024

Performance numbers are updated quarterly

 Year to Date1 Year3 Years5 Years10 Years15 YearsSince Inception
Value Fund11.8%25.6%7.0%9.9%13.3%15.6%11.4%
Balanced Fund10.8%24.0%6.0%8.1%11.0%13.1%10.2%
  • HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
  • HughesLittle Value Fund commenced operations June 30, 2005 (18 years 9 months).
  • HughesLittle Balanced Fund commenced operations August 31, 2005 (18 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.