Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
3.20
|
10.77
|
10.77
|
20.88
|
-4.89
|
8.69
|
9.83
|
9.99
|
Composite (Net)
|
3.13
|
10.54
|
10.54
|
19.85
|
-5.70
|
7.75
|
8.84
|
8.98
|
Benchmark
|
2.70
|
8.51
|
8.51
|
21.12
|
-0.81
|
9.39
|
9.56
|
8.34
|
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
|
20.48
|
-37.66
|
-4.77
|
62.40
|
39.18
|
-6.87
|
29.30
|
7.54
|
-1.30
|
0.71
|
Benchmark
|
18.93
|
-26.21
|
5.04
|
40.47
|
32.65
|
-7.47
|
24.46
|
9.73
|
-0.19
|
7.05
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.