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Composite Returns

ANNUALIZED AS OF 9.30.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

SINCE INCEPTION

8/31/2006

  • Barton 100% 100%
  • S&P 500 TOTAL RETURN INDEX 62% 62%

13.3%

9.4%

TRAILING 1 YEAR

TRAILING 5 YEARS

Trailing 10 YEARS

30.1%

Barton

21.6%

S&P 500 Total Return Index

1.8%

Barton

9.9%

S&P 500 Total Return Index

14.2%

Barton

11.9%

S&P 500 Total Return Index

*DISCLOSURES
Explore Our Investment Process

Composite Returns

[ANNUALIZED AS OF 9.30.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]

SINCE INCEPTION 8/31/2006

13.3%

Barton

9.4%

S&P 500 Total Return Index

Trailing 1 YEAR

30.1%

Barton

21.6%

S&P 500 Total Return Index

Trailing 5 Years

1.8%

Barton

9.9%

S&P 500 Total Return Index

Trailing 10 Years

14.2%

Barton

11.9%

S&P 500 Total Return Index

* DISCLOSURES

Explore Our Investment Process

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Independent, highly focused, and accessible

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