Performance

Annualized Returns to March 31, 2022

Performance numbers are updated quarterly

 Year to Date1 Year3 Years5 Years10 YearsSince 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.