Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
3.02
|
8.32
|
8.32
|
25.70
|
8.92
|
15.66
|
Composite (Net)
|
2.97
|
8.16
|
8.16
|
24.95
|
8.27
|
14.97
|
Benchmark
|
3.23
|
10.02
|
10.02
|
29.29
|
9.78
|
15.77
|
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
|
|
---|---|---|---|---|
Composite
|
22.33
|
-18.35
|
25.04
|
19.23
|
Benchmark
|
25.96
|
-19.21
|
25.66
|
17.21
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.