Unearthing transformational and disruptive growth companies
Learn about our approachComposite Returns
ANNUALIZED AS OF 6.30.2026, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED
Since Inception
8/31/2006
Trailing 1 Year
Barton
22.3%
S&P 500 TOTAL RETURN INDEX
Trailing 5 Years
Barton
13.4%
S&P 500 TOTAL RETURN INDEX
Trailing 10 Years
Barton
15.5%
S&P 500 TOTAL RETURN INDEX