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Results
Results
Monthly Performance Report / March 2024
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MONTHLY RESULTS
U.S. Equity Income (USD-based accounts)
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | 0.8% | 4.6% | -- | -- | -- | -- | -- | -- | -- | -- | -- | 5.9% |
Top 10 Positions
| Verizon Communications Inc. |
| Merck & Co., Inc. |
| Lockheed Martin Corporation |
| C.H. Robinson Worldwide, Inc. |
| Johnson & Johnson |
| CVS Health Corporation |
| AbbVie Inc. |
| Huntington Ingalls Industries Inc. |
| Consolidated Edison Inc. |
| Tractor Supply Company |
