Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.49
|
2.13
|
2.13
|
11.60
|
4.14
|
3.74
|
3.87
|
4.38
|
Composite (Net)
|
0.45
|
2.03
|
2.03
|
11.12
|
3.68
|
3.28
|
3.33
|
3.82
|
Benchmark
|
0.27
|
2.15
|
2.15
|
11.17
|
4.53
|
2.69
|
3.19
|
3.70
|
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
|
12.82
|
-6.17
|
5.00
|
1.12
|
4.39
|
0.47
|
3.73
|
5.67
|
3.67
|
3.13
|
Benchmark
|
12.16
|
-3.07
|
4.39
|
-4.45
|
4.51
|
1.48
|
3.57
|
5.45
|
4.31
|
3.48
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.