Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.62
|
1.99
|
1.99
|
7.00
|
2.82
|
2.71
|
2.01
|
3.75
|
Composite (Net)
|
0.60
|
1.92
|
1.92
|
6.68
|
2.51
|
2.39
|
1.68
|
3.39
|
Benchmark
|
0.45
|
1.25
|
1.25
|
5.27
|
2.58
|
2.14
|
1.53
|
2.71
|
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
|
5.51
|
-0.18
|
0.86
|
1.64
|
3.16
|
1.51
|
0.73
|
0.85
|
0.09
|
1.08
|
Benchmark
|
5.24
|
1.26
|
0.09
|
1.04
|
2.55
|
1.94
|
0.98
|
0.67
|
0.25
|
0.12
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.