Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
2.45
|
6.37
|
6.37
|
17.44
|
13.07
|
Composite (Net)
|
2.39
|
6.18
|
6.18
|
16.62
|
12.29
|
Benchmark
|
3.29
|
5.78
|
5.78
|
15.32
|
10.80
|
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
|
19.85
|
-2.82
|
Benchmark
|
18.24
|
-3.51
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.