Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.00
|
-0.21
|
-0.21
|
3.35
|
-1.58
|
2.06
|
3.18
|
Composite (Net)
|
0.97
|
-0.28
|
-0.28
|
3.02
|
-1.91
|
1.70
|
2.80
|
Benchmark
|
0.92
|
-0.78
|
-0.78
|
1.70
|
-2.46
|
0.36
|
1.16
|
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
|
|
---|---|---|---|---|---|---|---|---|
Composite
|
6.84
|
-13.70
|
0.23
|
11.67
|
9.45
|
-0.19
|
5.67
|
5.48
|
Benchmark
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
1.25
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.