Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
0.83
|
0.72
|
0.72
|
5.64
|
0.26
|
0.14
|
Composite (Net)
|
0.81
|
0.66
|
0.66
|
5.36
|
-0.03
|
-0.15
|
Benchmark
|
0.77
|
0.70
|
0.70
|
5.58
|
0.07
|
-0.03
|
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
|
6.19
|
-6.49
|
-0.44
|
Benchmark
|
6.47
|
-6.63
|
-0.19
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.