Performance

Annualized Returns to December 31, 2023

Performance numbers are updated quarterly

 1 Year3 Years5 Years10 YearsSince Inception
Value Fund22.0%4.6%10.2%12.1%10.9%
Balanced Fund18.7%3.8%8.1%10.0%9.7%
Benchmark19.9%7.6%11.6%10.9%8.4%
  • HughesLittle performance results are in Canadian dollars and are after all fees and expenses.
  • HughesLittle Value Fund commenced operations June 30, 2005 (18 years 6 months).
  • HughesLittle Balanced Fund commenced operations August 31, 2005 (18 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.