Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
3.64
|
6.95
|
6.95
|
14.83
|
-
|
-
|
-
|
12.30
|
Composite (Net)
|
3.38
|
6.14
|
6.14
|
11.41
|
-
|
-
|
-
|
8.95
|
Russell 1000® Value Index
|
5.00
|
8.99
|
8.99
|
20.27
|
-
|
-
|
-
|
13.20
|
One-month, three-month and year-to-date returns are not annualized.
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.