Performance
As of June 30, 2021
Performance numbers are updated quarterly
| Year to Date | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception | |
|---|---|---|---|---|---|---|
| Value Fund | 10.8% | 35.0% | 15.0% | 18.7% | 16.8% | 12.5% |
| Balanced Fund | 9.5% | 30.0% | 11.6% | 15.2% | 14.0% | 11.2% |
| Benchmark | 9.6% | 27.2% | 12.8% | 14.1% | 13.3% | 8.9% |
- 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 July 1st to June 30th.
Past performance is not a guarantee of future performance.