Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.11
|
1.45
|
1.45
|
5.59
|
-1.10
|
2.28
|
3.18
|
7.46
|
Composite (Net)
|
1.07
|
1.35
|
1.35
|
5.17
|
-1.49
|
1.87
|
2.77
|
7.07
|
Benchmark
|
0.92
|
-0.78
|
-0.78
|
1.70
|
-2.46
|
0.36
|
1.54
|
4.58
|
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
|
6.70
|
-14.85
|
1.97
|
8.89
|
14.08
|
-3.55
|
5.13
|
6.39
|
1.96
|
6.00
|
Benchmark
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
2.65
|
0.55
|
5.97
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.