Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
3.34
|
4.64
|
4.64
|
8.77
|
5.51
|
5.63
|
6.05
|
5.71
|
Composite (Net)
|
3.30
|
4.51
|
4.51
|
8.23
|
4.99
|
5.10
|
5.52
|
5.18
|
Benchmark 1
|
3.21
|
8.88
|
8.88
|
25.11
|
8.60
|
12.07
|
9.39
|
7.59
|
Benchmark 2
|
2.41
|
5.61
|
5.61
|
11.11
|
4.92
|
5.97
|
7.66
|
6.81
|
Benchmark 3
|
1.73
|
0.74
|
0.74
|
6.44
|
3.81
|
3.74
|
5.11
|
6.07
|
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
|
4.85
|
-6.67
|
17.24
|
-0.73
|
19.21
|
-7.83
|
21.02
|
5.26
|
-1.47
|
8.53
|
Benchmark
|
23.79
|
-18.14
|
21.82
|
15.90
|
27.67
|
-8.71
|
22.40
|
7.51
|
-0.87
|
4.94
|
Benchmark
|
7.42
|
-9.79
|
14.26
|
2.61
|
23.17
|
-2.03
|
17.32
|
7.47
|
5.16
|
11.37
|
Benchmark
|
7.62
|
-7.75
|
16.09
|
-4.30
|
18.31
|
-4.33
|
18.44
|
7.25
|
-2.63
|
7.83
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.