Small Cap Value (Limited Availability)

Performance (%) Average Annual Total Returns for periods greater than one year
As of 12/31/2018
Small Cap Value COMPOSITE
QUARTER YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE
INCEPTION
10/01/1985
Gross of Fees -20.70 -13.58 -13.58 4.51 3.63 16.70 11.85
Net of Fees -20.84 -14.14 -14.14 3.83 2.95 15.94 11.02
Russell 2000 Value Index -18.67 -12.86 -12.86 7.37 3.61 10.40 10.39
Russell 2000 Index -20.20 -11.01 -11.01 7.36 4.41 11.97 9.37
Small Cap Value Composite - Gross
Small Cap Value Composite - Net
Russell 2000 Value Index
Russell 2000 Index
18%
12%
6%
0%
-6%
-12%
-18%
-24%

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

Index definitions

GIPS Compliant Presentation