Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
5.46
|
10.17
|
10.17
|
27.59
|
10.67
|
12.46
|
10.50
|
12.22
|
Composite (Net)
|
5.41
|
10.03
|
10.03
|
26.91
|
9.99
|
11.76
|
9.80
|
11.57
|
Benchmark 1
|
5.00
|
8.99
|
8.99
|
20.27
|
8.11
|
10.32
|
9.01
|
10.97
|
Benchmark 2
|
3.22
|
10.56
|
10.56
|
29.88
|
11.49
|
15.05
|
12.96
|
13.68
|
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
|
14.22
|
-6.10
|
23.91
|
2.93
|
31.08
|
-4.17
|
15.47
|
8.20
|
-0.38
|
10.96
|
Benchmark
|
11.46
|
-7.54
|
25.16
|
2.80
|
26.54
|
-8.27
|
13.66
|
17.34
|
-3.83
|
13.45
|
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.