Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.20
|
0.41
|
0.41
|
4.09
|
0.29
|
2.03
|
3.47
|
5.65
|
Composite (Net)
|
0.18
|
0.34
|
0.34
|
3.78
|
-0.01
|
1.73
|
3.16
|
5.09
|
Benchmark
|
0.00
|
-0.39
|
-0.39
|
3.13
|
-0.41
|
1.59
|
2.66
|
5.23
|
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
|
6.01
|
-8.39
|
2.34
|
4.42
|
7.66
|
2.19
|
6.50
|
1.02
|
3.62
|
11.82
|
Benchmark
|
6.40
|
-8.53
|
1.52
|
5.21
|
7.54
|
1.28
|
5.45
|
0.25
|
3.30
|
9.05
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.