Performance
Annualized Returns to June 30, 2023
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Value Fund | 13.7% | 18.0% | 9.1% | 7.9% | 12.9% | 10.8% |
| Balanced Fund | 10.6% | 13.8% | 7.3% | 5.7% | 10.5% | 9.6% |
| Benchmark | 11.7% | 20.3% | 10.4% | 8.8% | 11.9% | 8.2% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (18 years).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (17 years 10 month).
- Index Benchmark is MSCI ACWI gross return, in Canadian dollars.
- The one-year returns are simple returns from July 1st to June 30th.
Past performance is not a guarantee of future performance.