Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.02
|
-0.26
|
-0.26
|
2.51
|
-1.88
|
1.34
|
2.56
|
4.38
|
Composite (Net)
|
1.00
|
-0.32
|
-0.32
|
2.21
|
-2.17
|
1.04
|
2.25
|
4.03
|
Benchmark 1
|
0.88
|
-0.72
|
-0.72
|
1.74
|
-2.35
|
0.62
|
1.70
|
3.12
|
Benchmark 2
|
0.92
|
-0.78
|
-0.78
|
1.70
|
-2.46
|
0.36
|
1.54
|
3.07
|
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
|
5.78
|
-13.17
|
-1.82
|
10.13
|
10.53
|
-1.16
|
4.97
|
4.01
|
1.16
|
7.43
|
Benchmark
|
5.72
|
-13.58
|
-1.75
|
8.93
|
9.71
|
-0.42
|
4.00
|
3.05
|
0.15
|
6.01
|
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.