Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.21
|
3.40
|
4.80
|
10.78
|
-0.93
|
0.15
|
1.92
|
Composite (Net)
|
1.19
|
3.35
|
4.64
|
10.55
|
-1.22
|
-0.17
|
1.60
|
Benchmark
|
1.23
|
3.28
|
3.83
|
9.58
|
-1.40
|
-0.49
|
1.15
|
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
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
|
---|---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
8.80
|
-14.16
|
-0.54
|
3.70
|
7.47
|
-1.77
|
4.83
|
6.19
|
0.24
|
Composite (Net)
|
8.50
|
-14.47
|
-0.89
|
3.33
|
7.09
|
-2.11
|
4.47
|
5.84
|
0.16
|
Benchmark
|
8.01
|
-13.94
|
-1.02
|
2.65
|
6.25
|
-1.14
|
2.42
|
4.75
|
0.39
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.