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LARGE-CAP | ALL-CAP | MID-CAP


MID-CAP DISCLOSURES (PDF)


Mid-Cap Performance


Annualized Periods as of 6/30/17

  Mid-Cap
(gross)
Mid-Cap
(net of 3%)
Russell Mid-Cap®
Value Index
S&P 500®
Index
 
Q2 2017 1.6% 0.8% 1.4% 3.1%  
YTD 2.9% 1.4% 5.2% 9.3%  
1 year 14.3% 10.9% 15.9% 17.9%  
3 years 6.6% 3.5% 7.5% 9.6%  
5 years 13.5% 10.2% 15.1% 14.6%  
7 years 13.9% 10.6% 15.3% 15.4%  
10 years 9.3% 6.1% 7.2% 7.2%  
Since Inception* 10.7% 7.5% 10.1% 8.2%  

* January 1, 2004

 

Annual Rates of Return

  Mid-Cap
(gross)
Mid-Cap
(net of 3%)
Russell Mid-Cap®
Value Index
S&P 500®
Index
 
2017 (through 6/30) 2.9% 1.4% 5.2% 9.3%  
2016 16.6% 13.2% 20.0% 12.0%  
2015 -2.1% -5.0% -4.8% 1.4%  
2014 15.2% 11.8% 14.8% 13.7%  
2013 33.6% 29.7% 33.5% 32.4%  
2012 11.3% 8.0% 18.5% 16.0%  
2011 5.3% 2.2% -1.4% 2.1%  
2010 22.8% 19.3% 24.8% 15.1%  
2009 28.1% 24.4% 34.2% 26.5%  
2008 -20.4% -22.8% -38.4% -37.0%  
2007 4.4% 1.3% -1.4% 5.5%  
2006 12.2% 8.9% 20.2% 15.8%  
2005 6.0% 2.9% 12.7% 4.9%  
2004 19.8% 16.3% 23.7% 10.9%  

Results are those of our Mid-Cap Value SMA Composite. Gross returns are stated before all fees and transaction costs and are shown as supplemental information. Net returns are simulated by reducing gross returns of the composite by an annual SMA fee of 3% (.25% per month).