Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.73
|
11.07
|
11.07
|
36.04
|
7.11
|
14.85
|
14.46
|
8.50
|
Composite (Net)
|
1.68
|
10.90
|
10.90
|
35.18
|
6.42
|
14.09
|
13.65
|
7.67
|
Benchmark
|
1.76
|
11.41
|
11.41
|
39.00
|
12.50
|
18.52
|
15.98
|
7.81
|
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
|
37.91
|
-34.87
|
19.78
|
37.15
|
38.46
|
2.94
|
35.57
|
-0.24
|
4.84
|
7.12
|
Benchmark
|
42.68
|
-29.14
|
27.60
|
38.49
|
36.39
|
-1.51
|
30.21
|
7.08
|
5.67
|
13.05
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.