Small Cap Value (Limited Availability)

Performance (%) Average Annual Total Returns for periods greater than one year
As of 03/31/2018
Small Cap Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
10/01/1985
Gross of Fees -2.79 -2.79 4.13 5.18 11.39 11.91 12.55
Net of Fees -2.94 -2.94 3.46 4.48 10.65 11.17 11.71
Russell 2000 Value Index -2.64 -2.64 5.13 7.87 9.96 8.61 11.02
Russell 2000 Index -0.08 -0.08 11.79 8.39 11.47 9.84 9.99
Small Cap Value Composite - Gross
Small Cap Value Composite - Net
Russell 2000 Value Index
Russell 2000 Index
15%
10%
5%
0%
-5%

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

Index definitions

GIPS Compliant Presentation