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Composite Returns

ANNUALIZED AS OF 6.30.2025, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

Since Inception

8/31/2006

Trailing 1 Year
42.1%
Barton
15.2%
S&P 500 TOTAL RETURN INDEX


Trailing 5 Years
5.7%
Barton
16.7%
S&P 500 TOTAL RETURN INDEX


Trailing 10 Years
17.9%
Barton
13.7%
S&P 500 TOTAL RETURN INDEX


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