Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
-0.22
|
2.68
|
2.68
|
5.69
|
1.18
|
2.09
|
3.45
|
Composite (Net)
|
-0.24
|
2.61
|
2.61
|
5.39
|
0.86
|
1.75
|
3.08
|
Benchmark
|
0.04
|
2.78
|
2.78
|
4.88
|
0.52
|
-0.40
|
1.56
|
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
2024
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
|
---|---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.71
|
7.19
|
-13.39
|
0.58
|
12.08
|
9.89
|
0.21
|
6.09
|
5.86
|
Composite (Net)
|
2.42
|
6.83
|
-13.70
|
0.23
|
11.67
|
9.45
|
-0.19
|
5.67
|
5.48
|
Benchmark
|
1.25
|
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.