Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.97
|
-0.96
|
-0.96
|
6.82
|
5.19
|
7.37
|
7.95
|
Composite (Net)
|
0.92
|
-1.12
|
-1.12
|
6.04
|
4.41
|
6.58
|
7.15
|
Benchmark
|
1.78
|
-1.30
|
-1.30
|
8.02
|
2.47
|
3.96
|
5.61
|
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
|
|
---|---|---|---|---|---|---|---|---|---|
Composite
|
11.54
|
-23.47
|
41.93
|
2.59
|
32.21
|
-5.74
|
8.59
|
9.31
|
4.21
|
Benchmark
|
11.36
|
-24.95
|
41.30
|
-5.12
|
28.66
|
-4.04
|
8.67
|
8.63
|
2.83
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.