Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.04
|
6.37
|
6.37
|
5.38
|
6.18
|
0.47
|
0.16
|
Composite (Net)
|
1.99
|
6.23
|
6.23
|
4.81
|
5.60
|
-0.08
|
-0.39
|
Benchmark
|
0.45
|
1.29
|
1.29
|
5.24
|
2.58
|
2.02
|
2.03
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.
Calendar year
Calendar year
2023
|
2022
|
2021
|
2020
|
2019
|
|
---|---|---|---|---|---|
Composite
|
-0.25
|
8.37
|
5.68
|
-15.84
|
-4.03
|
Benchmark
|
5.01
|
1.46
|
0.05
|
0.67
|
2.08
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.