Value Opportunities

Performance (%) Average Annual Total Returns for periods greater than one year
As of 03/31/2018
Value Opportunities COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
11/01/2002
Gross of Fees -1.83 -1.83 9.82 9.39 12.34 14.18 14.06
Net of Fees -2.01 -2.01 9.00 8.59 11.52 13.33 13.22
S&P 500 Index -0.76 -0.76 13.99 10.78 13.31 9.49 9.57
Value Opportunities Composite - Gross
Value Opportunities Composite - Net
S&P 500 Index
15%
10%
5%
0%
-5%

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

Index definitions

GIPS Compliant Presentation