Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.41
|
11.27
|
11.27
|
25.05
|
-3.62
|
9.64
|
10.13
|
8.01
|
Composite (Net)
|
2.35
|
11.08
|
11.08
|
24.08
|
-4.39
|
8.76
|
9.23
|
7.11
|
Benchmark
|
2.39
|
9.50
|
9.50
|
26.28
|
4.62
|
11.82
|
11.35
|
7.27
|
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
|
24.41
|
-41.73
|
3.47
|
58.93
|
41.08
|
-5.72
|
28.88
|
4.50
|
-0.98
|
2.31
|
Benchmark
|
25.87
|
-26.72
|
12.73
|
35.59
|
35.47
|
-4.75
|
25.27
|
7.33
|
-0.20
|
11.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.