Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
5.07
|
7.49
|
7.49
|
24.90
|
6.76
|
11.21
|
9.65
|
12.09
|
Composite (Net)
|
4.98
|
7.22
|
7.22
|
23.65
|
5.69
|
10.11
|
8.56
|
11.01
|
Benchmark
|
4.38
|
2.90
|
2.90
|
18.75
|
2.22
|
8.17
|
6.87
|
9.36
|
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
|
18.90
|
-13.67
|
28.29
|
1.32
|
28.45
|
-13.56
|
11.30
|
29.67
|
-4.31
|
7.78
|
Benchmark
|
14.65
|
-14.48
|
28.27
|
4.63
|
22.39
|
-12.86
|
7.84
|
31.74
|
-7.47
|
4.22
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.