Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
1.40
|
0.84
|
0.84
|
7.36
|
-2.70
|
Composite (Net)
|
1.38
|
0.78
|
0.78
|
7.07
|
-2.98
|
Benchmark
|
1.26
|
0.10
|
0.10
|
5.89
|
-2.79
|
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
|
|
---|---|---|---|
Composite
|
9.69
|
-15.39
|
-1.11
|
Benchmark
|
9.10
|
-14.11
|
-0.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.