Results

Results

year
2024
month
SEPTEMBER

Monthly Performance Report / September 2024

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MONTHLY RESULTS

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

JanFebMarAprMayJunJulAugSepOctNovDecYTD
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.
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