Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.38
|
0.03
|
0.03
|
5.21
|
-1.20
|
2.73
|
3.93
|
5.63
|
Composite (Net)
|
1.36
|
-0.03
|
-0.03
|
4.90
|
-1.50
|
2.42
|
3.62
|
5.26
|
Benchmark
|
1.23
|
-0.41
|
-0.41
|
4.15
|
-1.86
|
1.39
|
2.49
|
4.85
|
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
|
8.41
|
-15.10
|
-0.63
|
12.84
|
15.05
|
-2.29
|
7.35
|
7.06
|
0.50
|
10.85
|
Benchmark
|
8.18
|
-15.26
|
-1.08
|
9.35
|
13.80
|
-2.11
|
6.18
|
5.63
|
-0.77
|
7.53
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.