Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
Inception
|
|
---|---|---|---|---|
Composite (Gross)
|
1.20
|
1.89
|
1.89
|
10.21
|
Composite (Net)
|
1.17
|
1.78
|
1.78
|
9.92
|
Benchmark
|
1.01
|
1.64
|
1.64
|
9.66
|
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
|
|
---|---|
Composite
|
8.00
|
Benchmark
|
7.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.