Scout Investments

Annualized Total Returns as of 3/31/2024

  QTR 1 YR 3 YR 5 YR 10 YR Since Inception Inception Date  
Scout Mid Cap Equity Composite - Gross 13.39% 26.38% 5.07% 11.50% 10.90% 12.03% 12/31/2006
Scout Mid Cap Equity Composite - Net 13.18% 25.39% 4.24% 10.62% 10.03% 11.14% 12/31/2006
Russell Midcap® Index 8.60% 22.36% 6.07% 11.10% 9.95% 9.16%

Calendar-Year Returns

  Year Scout Mid Cap Equity
Composite - Gross
Scout Mid Cap Equity
Composite - Net
  2023 13.78% 12.89%
  2022 -16.47% -17.14%
  2021 17.14% 16.22%
  2020 28.65% 27.65%
  2019 21.88% 20.93%
  2018 -8.91% -9.64%
  2017 25.28% 24.31%
  2016 19.50% 18.56%
  2015 2.48% 1.67%
  2014 5.18% 4.34%
  2013 39.21% 38.14%
  2012 11.60% 10.72%
  2011 1.15% 0.34%
  2010 29.42% 28.42%
  2009 47.45% 46.31%
  2008 -34.11% -34.66%
  2007 23.37% 22.41%

Returns for periods less than one year are not annualized.

Past performance is no guarantee of future results. Performance figures are in U.S. dollars and assume reinvestment of income and dividends for the entire period stated. Performance figures stated gross of fees do not reflect the deduction of management fees. Performance results of clients would be reduced by the firm’s management fees. The net figures shown above reflect the highest applicable management fees for Scout Mid Cap Equity of 0.80% per annum. The firm's management fees are detailed in its Form ADV Part 2A.

There is no guarantee the portfolio will meet its investment objectives. All investments involve risk, including the possible loss of principal.

The Scout Mid Cap Equity Composite includes portfolios that invest in companies with market capitalizations, at the time of purchase, similar to companies in the Russell Midcap® Index. The Russell Midcap® Index consists of the smallest 800 securities in the Russell 1000® as ranked by total market capitalization. This index accurately captures the medium-sized universe of securities and represents approximately 34% of the Russell 1000® total market capitalization. The Russell Midcap® Index is an unmanaged index of stocks, bonds or mutual funds. The Index does not reflect management fees or transaction costs. It is not possible to invest directly in an unmanaged index.

London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2023. FTSE Russell is a trading name of certain of the LSE Group companies. Russell® is a trademark of the relevant LSE Group companies and is used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent.

The firm is defined as Scout Investments, Inc., a wholly owned subsidiary of Raymond James Investment Management. Scout Investments claims compliance with the Global Investment Performance Standards (GIPS®). Click here to obtain a copy of the compliant GIPS presentation.

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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