Small Cap Diversified Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 12/31/2018
Small Cap Diversified Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
07/01/2005
Gross of Fees -19.93 -13.50 -13.50 10.42 6.40 15.38 7.97
Net of Fees -20.00 -13.75 -13.75 9.84 5.72 14.44 7.04
Russell 2000 Value Index -18.67 -12.86 -12.86 7.37 3.61 10.40 6.05
Russell 2000 Index -20.20 -11.01 -11.01 7.36 4.41 11.97 7.12
Small Cap Diversified Value Composite - Gross
Small Cap Diversified Value Composite - Net
Russell 2000 Value Index
Russell 2000 Index
18%
9%
0%
-9%
-18%
-27%

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

Index definitions

GIPS Compliant Presentation