Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
1.07
|
0.63
|
0.34
|
3.09
|
-
|
-
|
-
|
1.59
|
Composite (Net)
|
0.94
|
0.25
|
-0.41
|
1.55
|
-
|
-
|
-
|
0.07
|
Bloomberg U.S. Treasury Intermediate Index
|
0.85
|
0.58
|
0.21
|
3.37
|
-
|
-
|
-
|
1.75
|
One-month, three-month and year-to-date returns are not annualized.
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.