Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
3.53
|
5.18
|
5.18
|
14.42
|
2.30
|
7.92
|
7.90
|
12.20
|
Composite (Net)
|
3.46
|
4.97
|
4.97
|
13.42
|
1.38
|
6.94
|
6.87
|
11.10
|
Benchmark
|
3.58
|
5.18
|
5.18
|
19.71
|
-0.10
|
8.10
|
7.58
|
9.44
|
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
|
10.67
|
-17.54
|
19.06
|
15.34
|
21.92
|
-10.30
|
13.75
|
22.47
|
-0.90
|
-0.11
|
Benchmark
|
16.93
|
-20.44
|
14.82
|
19.96
|
25.52
|
-11.01
|
14.65
|
21.31
|
-4.41
|
4.89
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.