Menu

Core Equity Composite Performance

Get a comprehensive review of South Atlantic Capital’s investment processes, portfolio characteristics, historical performances, and legal disclosure. For more information, please contact us in Wilmington, NC.

Performance

1YR 3YR 5YR 10YR 20YR SINCE INCEPTION
(1/1/92)
Core Equity Composite (Gross) 24.24% 4.29% 7.68% 8.58% 9.22% 12.37%
Core Equity Composite (Net) 23.01% 3.25% 6.61% 7.50% 8.16% 11.27%
Russell 1000 Value 27.76% 9.06% 10.71% 9.25% 8.54% 10.00%
S&P 500 36.35% 11.96% 16.01% 13.40% 10.72% 10.51%

* See "Performance Disclosures" below

as of 09/30/2024