Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
18.72
|
2.98
|
2.98
|
0.06
|
2.83
|
9.32
|
4.52
|
6.43
|
Composite (Net)
|
18.62
|
2.74
|
2.74
|
-0.91
|
1.85
|
8.28
|
3.52
|
5.06
|
Benchmark
|
20.37
|
-1.40
|
-1.40
|
-1.14
|
-0.84
|
7.66
|
4.15
|
1.14
|
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
|
8.98
|
-7.58
|
-10.92
|
24.57
|
40.54
|
-12.76
|
9.83
|
45.62
|
-24.80
|
-7.23
|
Benchmark
|
12.41
|
-12.84
|
-10.38
|
24.95
|
42.68
|
-10.04
|
10.23
|
60.72
|
-20.47
|
-14.18
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.