Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
3.62
|
11.20
|
11.20
|
31.20
|
11.79
|
13.99
|
Composite (Net)
|
3.61
|
11.16
|
11.16
|
31.01
|
11.64
|
13.83
|
Benchmark
|
3.21
|
10.30
|
10.30
|
29.87
|
10.45
|
15.09
|
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
|
|
---|---|---|---|---|---|
Composite
|
26.56
|
-17.31
|
27.71
|
13.08
|
6.61
|
Benchmark
|
26.53
|
-19.13
|
26.45
|
20.96
|
9.04
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.