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Composite Returns

ANNUALIZED AS OF 9.30.2024, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

Since Inception

8/31/2006

Trailing 1 Year
41.0%
Barton
36.4%
S&P 500 TOTAL RETURN INDEX


Trailing 5 Years
10.9%
Barton
16.0%
S&P 500 TOTAL RETURN INDEX


Trailing 10 Years
16.4%
Barton
13.4%
S&P 500 TOTAL RETURN INDEX


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