Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.21
|
0.70
|
0.70
|
3.62
|
1.56
|
1.63
|
1.41
|
2.96
|
Composite (Net)
|
0.19
|
0.64
|
0.64
|
3.36
|
1.31
|
1.37
|
1.16
|
2.62
|
Benchmark
|
0.13
|
0.41
|
0.41
|
3.35
|
1.49
|
1.41
|
1.18
|
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
|
3.74
|
-0.56
|
0.29
|
1.31
|
2.16
|
1.55
|
1.32
|
0.16
|
0.53
|
0.71
|
Benchmark
|
3.97
|
0.07
|
0.16
|
1.04
|
2.08
|
1.55
|
1.29
|
0.30
|
0.61
|
0.58
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.