Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
2.96
|
6.52
|
6.52
|
20.55
|
25.27
|
Composite (Net)
|
2.89
|
6.30
|
6.30
|
19.59
|
24.28
|
Benchmark
|
3.14
|
8.20
|
8.20
|
23.22
|
28.18
|
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
|
|
---|---|---|
Composite
|
18.58
|
9.91
|
Benchmark
|
22.20
|
9.76
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.