Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
6.91
|
9.74
|
21.65
|
36.37
|
2.44
|
13.48
|
7.55
|
Composite (Net)
|
6.88
|
9.65
|
21.34
|
35.62
|
1.47
|
12.32
|
6.41
|
Benchmark
|
3.69
|
5.48
|
12.91
|
23.01
|
5.14
|
12.22
|
5.11
|
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
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
24.06
|
-27.84
|
5.13
|
48.20
|
17.80
|
-18.75
|
Composite (Net)
|
22.65
|
-28.69
|
3.94
|
46.55
|
16.47
|
-19.62
|
Benchmark
|
23.92
|
-18.02
|
18.75
|
19.29
|
11.50
|
-23.05
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.