Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
0.43
|
-1.27
|
5.59
|
11.36
|
-
|
-
|
-
|
9.04
|
Composite (Net)
|
0.18
|
-2.02
|
4.00
|
8.02
|
-
|
-
|
-
|
5.78
|
Russell 1000® Value Index
|
-0.94
|
-2.17
|
6.63
|
13.06
|
-
|
-
|
-
|
9.04
|
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.