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Results
Results
Monthly Performance Report / September 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% | 3.9% | -8% | 3.6% | -1.0% | -9.6% | 9.3% | 6.0% | -2.1% | 0.2% |
| 2023 | 3.0% | -4.1% | 1.6% | 0.8% | -5.5% | 5.5% | 2.4% | -3.2% | -5.8% | -2.5% | 4% | 3.8% | -0.9% |
| 2024 | 0.3% | 1.2% | 4.4% | -2.9% | 1.7% | -0.7% | 2.9% | 3.7% | 2.2% | -- | -- | -- | 13.5% |
Top 10 Positions
| Walmart Inc. |
| Altria Group Inc. |
| Ameriprise Financial Inc. |
| Church & Dwight Co., Inc. |
| Domino's Pizza Inc. |
| Verizon Communications Inc |
| Pfizer Inc. |
| Gilead Sciences Inc. |
| J.M. Smucker Company |
| WEC Energy Group Inc. |
