Past Performance

CUMULATIVE PERFORMANCE $10,000
  • Tradewale Managed Fund
  • Russell 1000
  • Dow Jones Adjusted Index
8000 10000 12000 14000 16000 18000
SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG
2017 2018
  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2019 6.11% 5.42% 9.21% 7.08% - - - - - - - -
2018 6.53% 4.95% 10.30% 9.12% 8.38% 5.83% 4.51% 4.73% 5.58% 7.91% 6.34% 5.04%
2017 4.05% 8.38% 5.94% 5.99% 6.81% 4.54% 6.31% 4.50% 4.12% 4.50% 3.40% 9.35%
2016 3.38% 4.25% 3.90% 4.53% 6.20% 8.15% 9.95% 3.40% 6.45% 8.30% 3.52% 3.97%
2015 4.78% 5.42% 3.32% 4.50% 8.15% 8.25% 9.30% 7.30% 3.58% 3.25% 4.59% 5.58%
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