Small Cap Diversified Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 03/31/2019
Small Cap Diversified Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
07/01/2005
Gross of Fees 12.52 12.52 -0.97 13.74 8.09 18.94 8.75
Net of Fees 12.42 12.42 -1.24 13.18 7.44 17.99 7.83
Russell 2000 Value Index 11.93 11.93 0.17 10.86 5.59 14.12 6.81
Russell 2000 Index 14.58 14.58 2.05 12.92 7.05 15.36 8.05
Small Cap Diversified Value Composite - Gross
Small Cap Diversified Value Composite - Net
Russell 2000 Value Index
Russell 2000 Index
20%
15%
10%
5%
0%
-5%

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

Index definitions

GIPS Compliant Presentation