Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.77
|
1.40
|
1.40
|
6.50
|
-7.48
|
2.82
|
4.01
|
7.68
|
Composite (Net)
|
2.69
|
1.16
|
1.16
|
5.49
|
-8.37
|
1.83
|
2.99
|
6.50
|
Benchmark
|
2.48
|
2.37
|
2.37
|
8.15
|
-5.05
|
2.22
|
2.95
|
5.24
|
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
|
8.87
|
-19.35
|
-11.71
|
23.25
|
28.10
|
-15.60
|
35.49
|
12.21
|
-12.46
|
-4.67
|
Benchmark
|
9.83
|
-20.09
|
-2.54
|
18.31
|
18.42
|
-14.57
|
37.28
|
11.19
|
-14.92
|
-2.19
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.