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Composite Returns

ANNUALIZED AS OF 9.30.2025, NET OF FEES AND INCLUSIVE OF DIVIDENDS REINVESTED

Since Inception

8/31/2006

Trailing 1 Year
35.8%
Barton
17.6%
S&P 500 TOTAL RETURN INDEX


Trailing 5 Years
4.5%
Barton
16.5%
S&P 500 TOTAL RETURN INDEX


Trailing 10 Years
18.2%
Barton
15.3%
S&P 500 TOTAL RETURN INDEX


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