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Composite Returns

ANNUALIZED AS OF 9.30.2026, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

Since Inception

8/31/2006

Trailing 1 Year
-10.5%
Barton
15.7%
S&P 500 TOTAL RETURN INDEX


Trailing 5 Years
-1.1%
Barton
13.8%
S&P 500 TOTAL RETURN INDEX


Trailing 10 Years
15.3%
Barton
15.3%
S&P 500 TOTAL RETURN INDEX


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