Microcap Equity
Annualized Returns As of 9/30/2023
| Period | Gross (%) | Net (%) | BUSMICV (%) | (%) |
| QTD | -9.25 | -9.54 | -6.41 | -9.98 |
| YTD | -2.80 | -3.71 | -4.40 | -4.23 |
| 1 Year | 7.43 | 6.10 | 2.77 | 0.49 |
| 3 Year | 11.61 | 10.24 | 14.25 | 2.27 |
| 5 Year | 3.19 | 1.90 | 2.04 | -3.15 |
| 7 Year | 9.03 | 7.69 | 6.43 | 2.45 |
| 10 Year | 8.81 | 7.46 | 6.77 | 3.38 |
| Since Inception 1 | 10.56 | 9.19 | 8.26 | 5.30 |
| ---PERFORMANCE BREAK--- | ||||
| Pre-Break 1 | 7.47 | 5.88 | - | - |
Calendar Year Returns As of 9/30/2023
| Year or YTD | Gross (%) | Net (%) | BUSMICV (%) | (%) |
| 2023 | -2.80 | -3.71 | -4.40 | -4.23 |
| 2022 | -18.58 | -19.61 | -16.53 | -26.07 |
| 2021 | 24.88 | 23.35 | 36.30 | 14.50 |
| 2020 | 15.08 | 13.66 | 7.65 | 16.63 |
| 2019 | 30.92 | 29.32 | 19.04 | 17.79 |
| 2018 | -11.97 | -13.08 | -12.67 | -15.58 |
| 2017 | 17.87 | 16.43 | 9.05 | 15.66 |
| 2016 | 35.42 | 33.78 | 36.16 | 17.86 |
| 2015 | 0.42 | -0.83 | -6.75 | -4.13 |
| 2014 | 3.26 | 1.98 | 3.27 | 2.74 |
| 2013 1 | 33.47 | 32.13 | 33.20 | 36.89 |
| ---PERFORMANCE BREAK--- | ||||
GIPS Statistics
As of 9/30/2023
| Year or YTD | # of Accts | Market Value ($MM) | Firm Assets ($MM) | Composite Dispersion (%) | Composite St. Dev. (% 3-Year Rolling) | BUSMICV St. Dev. (% 3-Year Rolling) | St. Dev. (% 3-Year Rolling) |
| 2023 | 3 | 213 | 53,051 | - | 25.49 | 25.55 | 25.12 |
| 2022 | 3 | 215 | 52,601 | - | 30.03 | 30.55 | 29.63 |
| 2021 | 4 | 315 | 67,356 | - | 29.05 | 28.73 | 27.22 |
| 2020 | 4 | 285 | 63,872 | - | 30.14 | 29.08 | 27.18 |
| 2019 | 2 | 163 | 74,024 | - | 18.66 | 16.04 | 16.10 |
| 2018 | 1 | 38 | 70,070 | - | 17.86 | 16.13 | 16.57 |
| 2017 | 1 | 47 | 74,382 | - | 14.52 | 14.64 | 13.93 |
| 2016 | 1 | 40 | 65,498 | - | 14.29 | 15.86 | 15.15 |
| 2015 | 1 | 30 | 68,819 | - | - | - | - |
| 2014 | 2 | 30 | 63,375 | - | - | - | - |
| 2013 1 | 2 | 31 | 50,050 | - | - | - | - |
| ---PERFORMANCE BREAK--- | |||||||
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