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Microcap Equity

Annualized Returns As of 3/31/2022

Period Gross (%) Net (%) BUSMICV (%) (%)
QTD -3.14 -3.45 -1.66 -9.07
YTD -3.14 -3.45 -1.66 -9.07
1 Year -5.31 -6.49 3.06 -18.15
3 Year 16.84 15.40 15.49 7.48
5 Year 12.85 11.45 10.72 6.50
7 Year 14.38 12.98 10.81 6.06
Since Inception 1 14.93 13.52 12.24 9.17
---PERFORMANCE BREAK---
Pre-Break 1 7.47 5.88 - -

Calendar Year Returns As of 3/31/2022

Year or YTD Gross (%) Net (%) BUSMICV (%) (%)
2022 -3.14 -3.45 -1.66 -9.07
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---
2012 1 13.23 11.71 - -

GIPS Statistics As of 3/31/2022
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)
2022 4 305 64,266 - 28.30 28.30 27.16
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---
2012 1 2 6 42,895 - 19.32 - -
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