Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.44
|
5.16
|
5.16
|
13.00
|
-0.62
|
4.56
|
4.70
|
5.74
|
Composite (Net)
|
2.36
|
4.91
|
4.91
|
11.92
|
-1.56
|
3.56
|
3.66
|
4.65
|
Benchmark 1
|
2.48
|
2.37
|
2.37
|
8.15
|
-5.05
|
2.22
|
2.95
|
1.32
|
Benchmark 2
|
1.40
|
2.09
|
2.09
|
14.83
|
-0.22
|
2.12
|
1.96
|
2.15
|
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
|
11.89
|
-17.43
|
3.65
|
9.34
|
17.42
|
-10.70
|
25.65
|
6.59
|
-9.36
|
1.03
|
Benchmark
|
9.83
|
-20.09
|
-2.54
|
18.31
|
18.42
|
-14.57
|
37.28
|
11.19
|
-14.92
|
-2.19
|
Benchmark
|
18.67
|
-18.51
|
8.38
|
-4.61
|
16.03
|
-7.56
|
23.57
|
16.17
|
-21.06
|
-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.