Unearthing transformational and disruptive growth companies
Learn about our approachComposite Returns
ANNUALIZED AS OF 6.30.2024, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED
Since Inception
8/31/2006
Trailing 1 Year
Barton
24.6%
S&P 500 TOTAL RETURN INDEX
Trailing 5 Years
Barton
15.1%
S&P 500 TOTAL RETURN INDEX
Trailing 10 Years
Barton
12.9%
S&P 500 TOTAL RETURN INDEX