Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.59
|
2.01
|
2.01
|
10.98
|
5.84
|
5.36
|
4.50
|
4.97
|
Composite (Net)
|
0.55
|
1.88
|
1.88
|
10.43
|
5.31
|
4.84
|
3.98
|
4.45
|
Benchmark 1
|
0.85
|
2.34
|
2.34
|
11.94
|
6.29
|
5.52
|
4.67
|
4.72
|
Benchmark 2
|
0.83
|
2.52
|
2.52
|
12.40
|
5.82
|
5.30
|
4.56
|
4.67
|
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
|
10.85
|
0.74
|
3.80
|
2.87
|
8.05
|
-0.26
|
3.16
|
7.47
|
0.95
|
1.48
|
Benchmark
|
13.02
|
0.58
|
4.60
|
2.49
|
9.04
|
0.84
|
3.92
|
8.56
|
1.21
|
1.71
|
Benchmark
|
13.04
|
-1.06
|
5.40
|
2.78
|
8.17
|
1.14
|
4.25
|
9.87
|
-0.39
|
2.06
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.