Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
4.89
|
11.62
|
11.62
|
32.02
|
13.39
|
14.95
|
12.51
|
12.06
|
Composite (Net)
|
4.85
|
11.48
|
11.48
|
31.36
|
12.82
|
14.34
|
11.88
|
11.31
|
Benchmark
|
3.22
|
10.56
|
10.56
|
29.88
|
11.49
|
15.05
|
12.96
|
9.90
|
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
|
25.32
|
-13.70
|
31.62
|
8.55
|
28.22
|
-8.43
|
23.89
|
8.70
|
0.64
|
15.00
|
Benchmark
|
26.29
|
-18.11
|
28.71
|
18.40
|
31.49
|
-4.38
|
21.83
|
11.96
|
1.38
|
13.69
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.