Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.23
|
7.93
|
7.93
|
11.80
|
11.52
|
8.22
|
7.70
|
Composite (Net)
|
2.14
|
7.66
|
7.66
|
10.68
|
10.42
|
7.15
|
6.64
|
Benchmark 1
|
1.83
|
5.74
|
5.74
|
17.22
|
6.86
|
8.69
|
8.19
|
Benchmark 2
|
1.35
|
3.40
|
3.40
|
9.66
|
5.34
|
5.57
|
4.55
|
Benchmark 3
|
2.30
|
4.46
|
4.46
|
7.64
|
5.75
|
5.83
|
6.91
|
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
|
|
---|---|---|---|---|---|---|---|---|
Composite
|
0.19
|
-2.34
|
23.65
|
5.08
|
12.81
|
-4.51
|
12.14
|
1.11
|
Benchmark
|
15.60
|
-8.81
|
12.70
|
11.34
|
16.25
|
-1.23
|
10.84
|
5.42
|
Benchmark
|
6.90
|
-3.18
|
12.14
|
4.60
|
10.71
|
-9.42
|
9.98
|
3.12
|
Benchmark
|
2.12
|
-2.55
|
16.80
|
-0.08
|
19.95
|
0.88
|
12.23
|
3.54
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.