Small Cap Diversified Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 06/30/2019
Small Cap Diversified Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
07/01/2005
Gross of Fees 1.18 13.85 -8.07 13.65 7.85 15.71 8.68
Net of Fees 1.08 13.63 -8.42 13.09 7.21 14.79 7.76
Russell 2000 Value Index 1.38 13.47 -6.24 9.81 5.39 12.40 6.79
Russell 2000 Index 2.10 16.98 -3.31 12.30 7.06 13.45 8.06
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%
-10%

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

Index definitions

GIPS Compliant Presentation