Performance
Annualized Returns to December 31, 2022
Performance numbers are updated quarterly
| 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
|---|---|---|---|---|---|
| Value Fund | -22.6% | 2.1% | 7.8% | 12.8% | 10.3% |
| Balanced Fund | -20.2% | 1.6% | 5.8% | 10.6% | 9.2% |
| Benchmark | -12.4% | 6.0% | 7.4% | 11.9% | 7.8% Value Fund 7.7% Balanced Fund |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (17 years 6 months).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (17 years 4 month).
- Index Benchmark is MSCI ACWI gross return, in Canadian dollars.
- The one-year returns are simple returns from January 1st to December 31st.
Past performance is not a guarantee of future performance.