Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
4.46
|
9.24
|
9.24
|
16.68
|
6.77
|
5.78
|
6.71
|
8.27
|
Composite (Net)
|
4.37
|
8.97
|
8.97
|
15.52
|
5.71
|
4.73
|
5.65
|
7.20
|
Benchmark 1
|
1.83
|
5.05
|
5.05
|
15.03
|
5.92
|
7.37
|
5.61
|
5.70
|
Benchmark 2
|
2.43
|
5.50
|
5.50
|
14.62
|
3.36
|
8.00
|
5.75
|
5.79
|
Benchmark 3
|
1.35
|
0.91
|
0.91
|
6.19
|
3.58
|
3.42
|
4.12
|
5.36
|
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
|
3.65
|
-6.60
|
17.14
|
0.17
|
8.90
|
-8.11
|
16.05
|
0.26
|
11.46
|
9.79
|
Benchmark
|
14.35
|
-8.31
|
10.57
|
8.93
|
14.53
|
-3.34
|
11.16
|
4.00
|
-0.19
|
2.54
|
Benchmark
|
11.37
|
-10.13
|
11.67
|
17.89
|
13.71
|
-7.14
|
13.29
|
5.47
|
-0.97
|
1.81
|
Benchmark
|
6.96
|
-4.87
|
11.14
|
-2.36
|
13.32
|
-2.42
|
12.92
|
5.22
|
-1.71
|
5.50
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.