Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.99
|
1.17
|
1.17
|
6.83
|
-0.38
|
0.44
|
1.30
|
2.27
|
Composite (Net)
|
0.97
|
1.12
|
1.12
|
6.55
|
-0.66
|
0.15
|
1.01
|
1.98
|
Benchmark
|
0.82
|
0.48
|
0.48
|
5.61
|
-0.59
|
0.12
|
0.84
|
1.89
|
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
|
2014
|
|
---|---|---|---|---|---|---|---|---|---|---|
Composite
|
6.61
|
-8.88
|
-0.18
|
0.89
|
3.68
|
-1.01
|
1.92
|
2.88
|
0.90
|
4.53
|
Benchmark
|
6.39
|
-8.00
|
-0.08
|
1.11
|
2.77
|
-0.49
|
1.19
|
2.58
|
0.55
|
3.73
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.