Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
0.66
|
1.76
|
6.31
|
7.87
|
4.27
|
4.77
|
Composite (Net)
|
0.63
|
1.66
|
5.98
|
7.43
|
3.84
|
4.33
|
Benchmark
|
0.28
|
0.90
|
2.84
|
3.84
|
2.02
|
1.41
|
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 (Gross)
|
11.34
|
-5.01
|
3.75
|
2.88
|
Composite (Net)
|
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.