Performance
Annualized Returns to March 31, 2024
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | Since Inception | |
|---|---|---|---|---|---|---|---|
| Value Fund | 11.8% | 25.6% | 7.0% | 9.9% | 13.3% | 15.6% | 11.4% |
| Balanced Fund | 10.8% | 24.0% | 6.0% | 8.1% | 11.0% | 13.1% | 10.2% |
| Benchmark | 11.0% | 24.0% | 10.2% | 11.8% | 11.5% | 12.7% | 8.9% |
- 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.