Average annual returns
Average annual returns
(as of 12/31/2023)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
2.23
|
4.04
|
-
|
-
|
-
|
-
|
-
|
1.65
|
Composite (Net)
|
2.10
|
3.65
|
-
|
-
|
-
|
-
|
-
|
0.50
|
Bloomberg U.S. Treasury Intermediate Index
|
2.10
|
3.99
|
-
|
-
|
-
|
-
|
-
|
1.97
|
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.