Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
5.29
|
6.92
|
6.92
|
22.64
|
6.96
|
11.70
|
9.41
|
13.64
|
Composite (Net)
|
5.22
|
6.70
|
6.70
|
21.57
|
6.01
|
10.69
|
8.37
|
12.64
|
Benchmark
|
4.38
|
2.90
|
2.90
|
18.75
|
2.22
|
8.17
|
6.87
|
10.10
|
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
|
15.37
|
-12.00
|
36.58
|
1.44
|
21.96
|
-16.85
|
11.25
|
29.27
|
-4.26
|
8.02
|
Benchmark
|
14.65
|
-14.48
|
28.27
|
4.63
|
22.39
|
-12.86
|
7.84
|
31.74
|
-7.47
|
4.22
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.