Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.76
|
2.15
|
2.15
|
8.18
|
1.71
|
4.80
|
7.53
|
8.37
|
Composite (Net)
|
1.71
|
1.99
|
1.99
|
7.53
|
1.10
|
4.17
|
6.89
|
7.73
|
Benchmark 1
|
3.58
|
5.18
|
5.18
|
19.71
|
-0.10
|
8.10
|
7.58
|
8.84
|
Benchmark 2
|
3.03
|
5.46
|
5.46
|
9.83
|
2.30
|
4.88
|
8.92
|
9.83
|
Benchmark 3
|
2.58
|
0.83
|
0.83
|
6.99
|
1.33
|
1.61
|
6.13
|
7.51
|
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
|
5.76
|
-13.94
|
29.44
|
-2.89
|
15.28
|
-5.44
|
11.22
|
21.13
|
4.54
|
10.88
|
Benchmark
|
16.93
|
-20.44
|
14.82
|
19.96
|
25.52
|
-11.01
|
14.65
|
21.31
|
-4.41
|
4.89
|
Benchmark
|
4.95
|
-9.81
|
16.94
|
-2.84
|
24.74
|
1.74
|
14.12
|
22.67
|
4.84
|
14.08
|
Benchmark
|
1.43
|
-11.50
|
29.84
|
-17.21
|
22.76
|
-5.13
|
8.92
|
31.72
|
3.00
|
11.17
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.