Chart detailing performance since inception by quarterly benchmark comparison
Read MoreCalm seas never made a sailor. While 2022 overall was not good, and the hoped-for Santa Claus rally didn’t materialize, our long-term numbers remain above average with our rank consistently in the top third of the Morningstar Balanced Fund 50%-70% equity universe.
Read MoreComparing end of October to end of November will be heartening, even in the face of more potential rate raises.
Read MoreSo far, 2022 has been one of the most volatile and perplexing stock markets that we have seen in some time.
Read MoreWhile September was challenging, for the 3 year and 5-year periods we were in the 23rd and 29th percentiles respectively. And it’s oyster season!
Read MoreHow do you tell how your investment is doing? Or how well it will do?
Read MoreDespite the heat, July was somewhat of a reprieve from the first 2 quarters.
Read MorePerformance of the Easton Episcopal Balanced Fund had a tremendous rebound in July, advancing 6.61% for the month.
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