Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
6.32
|
12.65
|
12.65
|
24.30
|
9.68
|
12.92
|
10.22
|
8.39
|
Composite (Net)
|
6.26
|
12.48
|
12.48
|
23.55
|
9.03
|
12.25
|
9.57
|
7.75
|
Benchmark
|
5.00
|
8.99
|
8.99
|
20.27
|
8.11
|
10.32
|
9.01
|
7.10
|
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
|
9.64
|
-8.89
|
29.42
|
9.69
|
22.95
|
-9.68
|
14.97
|
15.23
|
-1.95
|
13.24
|
Benchmark
|
11.46
|
-7.54
|
25.16
|
2.80
|
26.54
|
-8.27
|
13.66
|
17.34
|
-3.83
|
13.45
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.