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Performance

We aim to prove our worth.
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Benchmark for International All Cap Value is VXUS (Vanguard Total International Stock ETF)

Benchmark for International Small Cap Value is VSS (Vanguard FTSE All World ex US Small Cap ETF). Prior to October 18, 2022, the composite was named Global Small Cap Value. For periods presented October 18, 2022 and later, the composite is compared against VSS (Vanguard FTSE All-World ex-US Small Capital Index Fund). For periods presented prior to October 18, 2022, the composite is compared against a custom blended benchmark comprised of 50% IWM (iShares Russell 2000) and 50% VSS (Vanguard FTSE All world ex US Small Cap), rebalanced monthly. The International Small Cap Value Composite was created and incepted December 1, 2017. 

Performance presented gross and net of fees, and includes the reinvestment of income.  Past performance is not indicative of future results. Results are based on fully discretionary accounts under management, including those accounts no longer with the firm.

This site is not intended to provide any investment, financial, legal, regulatory, accounting, tax or similar advice, and nothing on this site should be construed as a recommendation by Ballina Capital, LLC (“Ballina”), its affiliates, or any third party, to acquire or dispose of any investment, or to engage in any investment strategy or transaction. An investment in any strategy involves a high degree of risk and there is always the possibility of loss, including the loss of principal. Nothing in this site may be considered as an offer or solicitation to purchase or sell securities or other services. For more information please see our Terms of Use .

"It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly," Theodore Roosevelt, 1910

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