Results

Results

year
2024
month
JANUARY

Monthly Performance Report / January 2024

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MONTHLY RESULTS

U.S. Equity Income (USD-based accounts)

JanFebMarAprMayJunJulAugSepOctNovDecYTD
2022 -- -- -- -0.4% 3.8% -8.1% 3.5% -1.0% -9.6% 9.2% 6.0% -2.1% -0.3%
2023 2.9% -4.6% 1.6% 0.7% -5.7% 5.3% 2.8% -3.5% -5.8% -2.2% 3.4% 3.3% -2.3%
2024 0.4% -- -- -- -- -- -- -- -- -- -- -- 0.4%
Top 10 Positions
Verizon Communications Inc.
C.H. Robinson Worldwide, Inc.
Lockheed Martin Corporation
Merck & Co., Inc.
Johnson & Johnson
CVS Health Corporation
AbbVie Inc.
Consolidated Edison Inc.
Huntington Ingalls Industries Inc.
Tractor Supply Company
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