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Results
Results
Monthly Performance Report / September 2025
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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% | -1.6% | 5.6% | -6.9% | 10.4% |
| 2025 | 3.4% | 0.1% | -1.0% | -2.8% | 1.4% | 1.6% | -2.7% | 1.1% | 1.9% | -- | -- | -- | 2.6% |
Top 10 Positions
| RTX Corporation |
| Yum! Brands, Inc. |
| Union Pacific Corporation |
| Abbott Laboratories |
| CF Industries Holdings, Inc. |
| International Business Machines Corporation |
| Automatic Data Processing, Inc. |
| Tractor Supply Company |
| Expand Energy Corporation |
| Otis Worldwide Corporation |
