Mid-Cap Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 12/31/2018
Mid-Cap Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
01/01/1997
Gross of Fees -25.50 -18.36 -18.36 2.80 1.72 15.15 11.84
Net of Fees -25.65 -18.94 -18.94 2.11 1.03 14.37 10.99
Russell Midcap Value Index -14.95 -12.29 -12.29 6.06 5.44 13.03 9.54
Russell Midcap Index -15.37 -9.06 -9.06 7.04 6.26 14.03 9.40
Mid-Cap Value Composite - Gross
Mid-Cap Value Composite - Net
Russell Midcap Value Index
Russell Midcap Index
20%
10%
0%
-10%
-20%
-30%

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

Index definitions

GIPS Compliant Presentation