Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
3.49
|
5.56
|
5.56
|
15.55
|
5.36
|
10.37
|
Composite (Net)
|
3.46
|
5.47
|
5.47
|
15.15
|
4.90
|
9.88
|
Benchmark
|
3.29
|
5.78
|
5.78
|
15.32
|
4.78
|
9.93
|
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
|
|
---|---|---|---|---|
Composite
|
18.64
|
-13.97
|
11.46
|
17.75
|
Benchmark
|
18.24
|
-14.45
|
11.26
|
18.84
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.