Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
3.04
|
4.00
|
4.00
|
11.02
|
-2.55
|
4.44
|
4.17
|
5.55
|
Composite (Net)
|
2.96
|
3.75
|
3.75
|
9.97
|
-3.48
|
3.44
|
3.14
|
4.47
|
Benchmark 1
|
2.48
|
2.37
|
2.37
|
8.15
|
-5.05
|
2.22
|
2.95
|
2.82
|
Benchmark 2
|
1.40
|
2.09
|
2.09
|
14.83
|
-0.22
|
2.12
|
1.96
|
2.51
|
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
|
11.92
|
-19.07
|
-0.50
|
16.87
|
17.15
|
-13.69
|
29.57
|
6.66
|
-12.25
|
1.02
|
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.