Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.66
|
0.72
|
0.72
|
5.27
|
-1.45
|
5.76
|
6.37
|
8.02
|
Composite (Net)
|
2.58
|
0.50
|
0.50
|
4.29
|
-2.38
|
4.75
|
5.34
|
6.97
|
Benchmark 1
|
4.06
|
2.58
|
2.58
|
10.04
|
-0.93
|
5.39
|
4.54
|
6.44
|
Benchmark 2
|
3.67
|
3.23
|
3.23
|
11.30
|
-0.14
|
5.31
|
4.40
|
6.21
|
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
|
12.32
|
-21.44
|
17.43
|
10.93
|
22.15
|
-12.20
|
30.79
|
7.31
|
5.44
|
-7.47
|
Benchmark
|
12.62
|
-20.59
|
11.14
|
12.78
|
25.41
|
-18.07
|
31.03
|
4.32
|
5.46
|
-5.35
|
Benchmark
|
14.72
|
-20.23
|
9.52
|
11.27
|
24.82
|
-17.34
|
29.30
|
3.57
|
3.15
|
-3.57
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.