Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.90
|
1.91
|
1.91
|
5.51
|
-1.55
|
-0.80
|
1.16
|
1.03
|
Composite (Net)
|
0.85
|
1.75
|
1.75
|
4.88
|
-2.14
|
-1.39
|
0.56
|
0.42
|
Benchmark 1
|
2.48
|
2.37
|
2.37
|
8.15
|
-5.05
|
2.22
|
2.95
|
2.76
|
Benchmark 2
|
-0.33
|
1.58
|
1.58
|
7.34
|
-0.76
|
2.04
|
2.71
|
2.29
|
Benchmark 3
|
0.83
|
0.03
|
0.03
|
8.05
|
5.61
|
4.62
|
3.11
|
2.63
|
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
|
4.56
|
-10.38
|
1.83
|
-4.37
|
4.37
|
-8.59
|
27.14
|
5.50
|
-12.16
|
-0.27
|
Benchmark
|
9.83
|
-20.09
|
-2.54
|
18.31
|
18.42
|
-14.57
|
37.28
|
11.19
|
-14.92
|
-2.19
|
Benchmark
|
8.91
|
-13.95
|
5.55
|
7.79
|
8.49
|
-5.78
|
26.73
|
3.90
|
-12.05
|
1.10
|
Benchmark
|
10.37
|
-2.92
|
15.63
|
-1.95
|
8.92
|
-4.98
|
25.53
|
5.37
|
-16.82
|
-4.14
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.