Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.82
|
1.85
|
1.85
|
8.67
|
12.62
|
4.72
|
4.54
|
5.39
|
Composite (Net)
|
0.74
|
1.59
|
1.59
|
7.15
|
10.80
|
3.28
|
2.73
|
3.45
|
Benchmark 1
|
0.45
|
1.29
|
1.29
|
5.24
|
2.58
|
2.02
|
1.38
|
1.02
|
Benchmark 2
|
0.58
|
2.91
|
2.91
|
7.51
|
1.85
|
0.59
|
0.41
|
0.15
|
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
|
2018
|
2017
|
2016
|
2015
|
2014
|
|
---|---|---|---|---|---|---|---|---|---|---|
Composite
|
1.64
|
8.11
|
23.05
|
-11.63
|
-9.67
|
1.66
|
5.73
|
-1.82
|
10.25
|
6.11
|
Benchmark
|
5.01
|
1.46
|
0.05
|
0.67
|
2.28
|
1.87
|
0.86
|
0.33
|
0.05
|
0.03
|
Benchmark
|
4.16
|
0.08
|
0.97
|
-3.91
|
-0.03
|
-3.16
|
1.54
|
-4.90
|
5.45
|
3.53
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.