Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
4.41
|
10.86
|
10.86
|
23.42
|
7.85
|
12.67
|
Composite (Net)
|
4.34
|
10.64
|
10.64
|
22.44
|
6.99
|
11.81
|
Benchmark
|
3.14
|
8.20
|
8.20
|
23.22
|
6.96
|
11.83
|
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
|
|
---|---|---|---|---|
Composite
|
18.26
|
-16.50
|
20.70
|
14.19
|
Benchmark
|
22.20
|
-18.36
|
18.54
|
17.78
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.