Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.89
|
15.61
|
15.61
|
45.38
|
10.23
|
15.24
|
14.15
|
12.45
|
Composite (Net)
|
1.84
|
15.44
|
15.44
|
44.46
|
9.52
|
14.48
|
13.35
|
11.62
|
Benchmark
|
1.76
|
11.41
|
11.41
|
39.00
|
12.50
|
18.52
|
15.98
|
11.19
|
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
|
40.92
|
-30.65
|
16.23
|
32.43
|
33.11
|
0.92
|
33.25
|
-2.12
|
4.71
|
9.92
|
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.