Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.63
|
14.13
|
14.13
|
46.06
|
14.96
|
19.88
|
16.68
|
16.16
|
Composite (Net)
|
2.59
|
13.99
|
13.99
|
45.29
|
14.30
|
19.19
|
15.99
|
15.48
|
Benchmark
|
1.76
|
11.41
|
11.41
|
39.00
|
12.50
|
18.52
|
15.98
|
15.86
|
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
|
48.73
|
-29.46
|
28.02
|
36.46
|
37.14
|
-0.22
|
30.33
|
-0.56
|
7.16
|
11.05
|
Benchmark
|
42.68
|
-29.14
|
27.60
|
38.49
|
36.39
|
-1.51
|
30.21
|
7.08
|
5.67
|
13.05
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.