Performance by Strategy

Total Return Annualized Performance by Account Strategy

As referenced on Fact Sheet, Net of Fees

Equity Only

Strategic Value

Capital Appreciation

Balanced

Income Oriented

Intermediate Strategic Income (formerly known as Short Duration High Yield*)

Strategic Income

Strategic Income – Custom Values (formerly known as Strategic Income ESG**)

*Prior to January 2024, this strategy was known as Short Duration High Yield. The objective of this strategy has not changed.

**Prior to January 2024, this strategy was known as the Strategic Income ESG strategy and was defined to focus primarily on investments with a favorable Environmental, Social, and Governance (ESG) profile.

Performance data quoted represents past performance; past performance does not guarantee future results. Current performance may be higher or lower than performance quoted. Please review the firm’s ADV and Form CRS before investing. Investments in lower-rated and non-rated fixed income securities present a greater risk of loss to principal than higher-rated fixed income securities. All investments involve risk and principal loss is possible. All performance data reflects the reinvestment of interest and dividends where applicable, and are net of management fees and based on time-weighted return. Multi-year periods are calculated by linking the annual rates of return within such periods. The performance shown for each Corbyn account strategy is calculated each quarter by including all Corbyn-managed accounts employing the stated strategy. Any account considered non-discretionary is excluded from the composite. Prior to 10/1/17, a new account or an account that changed strategy was included in the composite at the beginning of the first full quarter under management.  For a detailed description of the various account strategies, please refer to Account Strategies.

Please refer to the factsheet for each account strategy for a description of the benchmark used in comparing performance.

Fees on accounts: 1% on first $1,000,000; 0.70% on amounts between $1,000,000 and $3,000,000; and 0.50% on amounts greater than $3,000,000.

This material is not to be distributed without the written consent of Corbyn Investment Management, Inc.

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