

Capitalizing on Innovation
Unearthing transformational and disruptive growth companies
Composite Returns
ANNUALIZED AS OF 6.30.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED
SINCE INCEPTION
8/31/2006
- Barton 100%
- S&P 500 TOTAL RETURN INDEX 62%
14.0%
9.8%
TRAILING 1 YEAR
TRAILING 5 YEARS
Trailing 10 YEARS
Barton
19.6%
S&P 500 Total Return Index
Barton
12.3%
S&P 500 Total Return Index
Barton
12.9%
S&P 500 Total Return Index
Composite Returns
[ANNUALIZED AS OF 6.30.2023, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED]
SINCE INCEPTION 8/31/2006
14.0%
Barton
9.8%
S&P 500 Total Return Index
Trailing 1 YEAR
44.0%
Barton
19.6%
S&P 500 Total Return Index
Trailing 5 Years
4.5%
Barton
12.3%
S&P 500 Total Return Index
Trailing 10 Years
16.8%
Barton
12.9%
S&P 500 Total Return Index
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