Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.71
|
0.75
|
0.75
|
4.37
|
-7.30
|
2.53
|
4.24
|
3.12
|
Composite (Net)
|
1.62
|
0.50
|
0.50
|
3.32
|
-8.23
|
1.51
|
3.20
|
2.10
|
Benchmark
|
2.48
|
2.37
|
2.37
|
8.15
|
-5.05
|
2.22
|
2.95
|
1.58
|
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
|
6.22
|
-25.39
|
0.19
|
22.87
|
22.60
|
-12.77
|
38.50
|
9.33
|
-14.43
|
-0.06
|
Benchmark
|
9.83
|
-20.09
|
-2.54
|
18.31
|
18.42
|
-14.57
|
37.28
|
11.19
|
-14.92
|
-2.19
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.