Skip to main content

SMID Cap Value


SMID Cap Value Returns

Preliminary For Periods Ended December 31, 2023

  1. May 1, 2010
  2. All statistics are calculated as of December 31, 2023 net of fees since inception. Sharpe & Sortino ratios are calculated using the FTSE 3-Month Treasury Bill Index.

Past performance is not indicative of future results.

GIPS Performance Presentation

Past performance is not indicative of future results. Please see the important disclosures.