SGA's U.S. Focused portfolio returned -1.7% (Gross) and -1.9% (Net) in Q3 versus -3.1% for the Russell 1000 Growth Index and -3.3% for the S&P 500 Index.
U.S. Focused annualized returns: 1 Year 24.7% (Gross), 23.7% (Net); 5 Year 8.9% (Gross), 8.0% (Net); 10 Year 13.4% (Gross), 12.5% (Net); Since Inception: 11.3% (Gross), 10.4% (Net).
Russell 1000 Growth Index annualized returns: 1 Year 27.7%; 5 Year 12.4%; 10 Year 14.5%; Since Inception: 11.3%.