Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
0.09
|
2.42
|
2.42
|
10.74
|
3.53
|
4.34
|
Composite (Net)
|
0.05
|
2.32
|
2.32
|
10.32
|
3.10
|
3.90
|
Benchmark
|
0.33
|
0.97
|
0.97
|
3.70
|
1.30
|
1.07
|
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
|
|
---|---|---|---|---|
Composite
|
10.93
|
-5.43
|
3.29
|
2.80
|
Benchmark
|
3.30
|
0.09
|
-0.56
|
-0.09
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.