Small Cap Diversified Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 03/31/2018
Small Cap Diversified Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
07/01/2005
Gross of Fees -1.72 -1.72 13.36 11.62 14.78 12.62 9.56
Net of Fees -1.81 -1.81 12.75 10.90 13.93 11.64 8.57
Russell 2000 Value Index -2.64 -2.64 5.13 7.87 9.96 8.61 7.35
Russell 2000 Index -0.08 -0.08 11.79 8.39 11.47 9.84 8.54
Small Cap Diversified Value Composite - Gross
Small Cap Diversified Value Composite - Net
Russell 2000 Value Index
Russell 2000 Index
16%
12%
8%
4%
0%
-4%

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

Index definitions

GIPS Compliant Presentation