Large Cap Fundamental Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 12/31/2018
Large Cap Fundamental Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
07/01/1980
Gross of Fees -17.94 -13.48 -13.48 7.82 5.91 13.66 12.64
Net of Fees -18.03 -13.81 -13.81 7.42 5.49 13.18 12.17
Russell 1000 Value Index -11.72 -8.27 -8.27 6.95 5.95 11.18 11.37
S&P 500 Index -13.52 -4.38 -4.38 9.26 8.49 13.12 11.26
Large Cap Fundamental Value Composite - Gross
Large Cap Fundamental Value Composite - Net
Russell 1000 Value Index
S&P 500 Index
15%
10%
5%
0%
-5%
-10%
-15%
-20%

Preliminary performance quoted represents past performance and does not guarantee future results.

Index definitions

GIPS Compliant Presentation