Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
3.32
|
7.24
|
7.24
|
26.32
|
6.48
|
11.08
|
9.20
|
10.05
|
Composite (Net)
|
3.28
|
7.12
|
7.12
|
25.76
|
6.00
|
10.56
|
8.67
|
9.40
|
Benchmark
|
3.58
|
5.18
|
5.18
|
19.71
|
-0.10
|
8.10
|
7.58
|
7.96
|
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
|
20.56
|
-15.54
|
23.87
|
11.78
|
22.42
|
-15.11
|
13.46
|
19.50
|
-0.64
|
11.54
|
Benchmark
|
16.93
|
-20.44
|
14.82
|
19.96
|
25.52
|
-11.01
|
14.65
|
21.31
|
-4.41
|
4.89
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.