Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
3.90
|
8.68
|
8.68
|
14.02
|
7.34
|
8.98
|
9.26
|
9.33
|
Composite (Net)
|
3.86
|
8.57
|
8.57
|
13.56
|
6.91
|
8.54
|
8.83
|
8.89
|
Benchmark 1
|
3.21
|
10.30
|
10.30
|
29.87
|
10.45
|
14.76
|
12.68
|
10.47
|
Benchmark 2
|
3.16
|
7.69
|
7.69
|
16.72
|
8.29
|
9.30
|
11.00
|
9.99
|
Benchmark 3
|
3.09
|
5.84
|
5.84
|
8.49
|
6.84
|
7.15
|
9.49
|
9.23
|
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
|
3.76
|
-3.35
|
16.07
|
4.69
|
28.05
|
-4.96
|
12.99
|
10.07
|
4.26
|
15.28
|
Benchmark
|
26.53
|
-19.13
|
26.45
|
20.96
|
31.43
|
-4.78
|
21.69
|
12.05
|
0.92
|
13.24
|
Benchmark
|
9.79
|
-9.19
|
21.01
|
5.76
|
27.96
|
1.55
|
19.18
|
10.67
|
5.64
|
16.54
|
Benchmark
|
0.72
|
-4.59
|
24.42
|
-1.11
|
28.26
|
0.27
|
17.41
|
10.37
|
4.34
|
17.49
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.