Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.46
|
6.74
|
6.74
|
21.47
|
5.98
|
11.47
|
8.86
|
14.79
|
Composite (Net)
|
2.40
|
6.53
|
6.53
|
20.41
|
5.04
|
10.46
|
7.83
|
13.68
|
Benchmark 1
|
3.58
|
5.18
|
5.18
|
19.71
|
-0.10
|
8.10
|
7.58
|
8.13
|
Benchmark 2
|
3.22
|
10.56
|
10.56
|
29.88
|
11.49
|
15.05
|
12.96
|
9.45
|
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
|
18.81
|
-16.72
|
26.35
|
17.69
|
21.90
|
-9.80
|
13.07
|
18.74
|
-11.00
|
11.75
|
Benchmark
|
16.93
|
-20.44
|
14.82
|
19.96
|
25.52
|
-11.01
|
14.65
|
21.31
|
-4.41
|
4.89
|
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.