Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.59
|
14.67
|
14.67
|
34.92
|
2.99
|
13.18
|
13.04
|
11.79
|
Composite (Net)
|
1.52
|
14.44
|
14.44
|
33.85
|
2.16
|
12.27
|
12.11
|
10.88
|
Benchmark
|
1.81
|
11.23
|
11.23
|
37.95
|
11.54
|
17.82
|
15.43
|
8.11
|
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
|
33.89
|
-36.92
|
7.73
|
49.25
|
37.49
|
0.42
|
34.86
|
-0.66
|
2.75
|
4.01
|
Benchmark
|
41.21
|
-28.97
|
25.85
|
38.26
|
35.85
|
-2.12
|
29.59
|
7.39
|
5.09
|
12.44
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.