Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
4.77
|
11.58
|
11.58
|
26.42
|
9.02
|
10.11
|
8.65
|
10.24
|
Composite (Net)
|
4.72
|
11.42
|
11.42
|
25.64
|
8.32
|
9.38
|
7.91
|
9.50
|
Benchmark
|
3.14
|
8.20
|
8.20
|
23.22
|
6.96
|
10.92
|
8.66
|
9.75
|
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
|
20.68
|
-16.30
|
21.27
|
5.02
|
22.51
|
-10.03
|
23.72
|
9.25
|
-3.20
|
6.65
|
Benchmark
|
22.20
|
-18.36
|
18.54
|
16.25
|
26.60
|
-9.41
|
23.97
|
7.86
|
-2.36
|
4.16
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.