Performance
Annualized Returns to September 30, 2021
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Value Fund | 13.8% | 31.6% | 15.0% | 17.1% | 17.8% | 12.5% |
| Balanced Fund | 11.9% | 27.2% | 11.7% | 13.8% | 14.9% | 11.1% |
| Benchmark | 10.8% | 21.4% | 12.3% | 13.0% | 14.7% | 8.8% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (16 years).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (15 years 10 months).
- Index Benchmark is MSCI ACWI gross return, in Canadian dollars.
- The one-year returns are simple returns from October 1st to September 30th.
Past performance is not a guarantee of future performance.