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Microcap Equity

Annualized Returns As of 12/31/2023

Period Gross (%) Net (%) BUSMICV (%) (%)
QTD 11.59 11.25 14.28 12.76
YTD 8.46 7.12 9.41 7.99
1 Year 8.46 7.12 9.41 7.99
3 Year 3.31 2.03 7.57 -2.95
5 Year 10.68 9.31 9.78 4.66
7 Year 8.09 6.75 6.15 2.95
10 Year 9.24 7.89 7.13 3.59
Since Inception 1 11.42 10.05 9.41 -
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Calendar Year Returns As of 12/31/2023

Year or YTD Gross (%) Net (%) BUSMICV (%) (%)
2023 8.46 7.12 9.41 7.99
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 48.90
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GIPS Statistics As of 12/31/2023
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 2 198 59,468 - 24.21 24.08 23.85
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 - - - -
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