Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.91
|
10.62
|
10.62
|
10.14
|
-6.06
|
7.61
|
9.09
|
12.65
|
Composite (Net)
|
0.84
|
10.40
|
10.40
|
9.17
|
-6.90
|
6.63
|
8.06
|
11.58
|
Benchmark
|
2.80
|
7.58
|
7.58
|
20.35
|
-2.68
|
7.38
|
7.89
|
8.04
|
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
|
4.24
|
-34.40
|
7.60
|
57.60
|
25.01
|
1.25
|
25.95
|
7.54
|
-2.99
|
-1.94
|
Benchmark
|
18.66
|
-26.36
|
2.83
|
34.63
|
28.48
|
-9.31
|
22.17
|
11.32
|
-1.38
|
5.60
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.