Small Cap Value

Performance (%) Average Annual Total Returns for periods greater than one year
As of 09/30/2019
Small Cap Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
10/01/1985
Gross of Fees -2.03 10.47 -12.39 6.83 5.16 12.60 11.90
Net of Fees -2.18 9.96 -12.95 6.15 4.47 11.86 11.07
Russell 2000 Value Index -0.57 12.82 -8.24 6.54 7.17 10.06 10.54
Russell 2000 Index -2.40 14.18 -8.89 8.23 8.19 11.19 9.58
Small Cap Value Composite - Gross
Small Cap Value Composite - Net
Russell 2000 Value Index
Russell 2000 Index
15%
10%
5%
0%
-5%
-10%
-15%

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

Index definitions

GIPS Compliant Presentation