Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.55
|
0.34
|
0.34
|
6.81
|
-0.83
|
3.22
|
3.92
|
6.81
|
Composite (Net)
|
1.53
|
0.28
|
0.28
|
6.51
|
-1.12
|
2.89
|
3.55
|
6.35
|
Benchmark
|
1.39
|
-0.20
|
-0.20
|
5.43
|
-1.51
|
1.94
|
2.92
|
5.84
|
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
|
10.15
|
-16.43
|
1.15
|
11.87
|
16.94
|
-3.28
|
8.17
|
7.92
|
-1.83
|
8.49
|
Benchmark
|
9.41
|
-15.94
|
-0.40
|
9.43
|
16.46
|
-2.94
|
7.45
|
7.92
|
-2.75
|
8.31
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.