Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
4.56
|
14.56
|
14.56
|
40.88
|
13.01
|
15.61
|
11.74
|
Composite (Net)
|
4.51
|
14.41
|
14.41
|
40.06
|
12.34
|
14.86
|
10.96
|
Benchmark
|
4.13
|
6.92
|
6.92
|
21.43
|
2.97
|
9.90
|
8.84
|
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
|
25.86
|
-14.51
|
32.80
|
10.01
|
27.95
|
-16.76
|
14.92
|
10.00
|
6.04
|
14.00
|
Benchmark
|
17.42
|
-18.37
|
18.18
|
19.99
|
27.77
|
-10.00
|
16.81
|
17.59
|
-2.90
|
7.07
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.