Performance
Annualized Returns to September 30, 2022
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Value Fund | -24.7% | -19.9% | 3.3% | 8.4% | 12.9% | 10.3% |
| Balanced Fund | -21.9% | -17.7% | 2.4% | 6.4% | 10.8% | 9.2% |
| Benchmark | -18.6% | -13.5% | 5.7% | 7.1% | 11.6% | 7.4% |
- HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
- HughesLittle Value Fund commenced operations June 30, 2005 (17 years 3 months).
- HughesLittle Balanced Fund commenced operations August 31, 2005 (17 years 1 month).
- 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.