Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
0.75
|
0.84
|
1.26
|
4.37
|
-
|
-
|
-
|
3.02
|
Composite (Net)
|
0.62
|
0.46
|
0.49
|
2.81
|
-
|
-
|
-
|
1.48
|
Bloomberg U.S. Treasury: 1-3 Year Index
|
0.58
|
0.91
|
1.19
|
4.51
|
-
|
-
|
-
|
3.09
|
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.