Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.99
|
-0.34
|
-0.34
|
2.75
|
-1.86
|
1.60
|
2.70
|
4.43
|
Composite (Net)
|
0.97
|
-0.41
|
-0.41
|
2.44
|
-2.19
|
1.25
|
2.33
|
4.04
|
Benchmark 1
|
0.92
|
-0.78
|
-0.78
|
1.70
|
-2.46
|
0.36
|
1.54
|
2.97
|
Benchmark 2
|
0.98
|
-0.47
|
-0.47
|
2.67
|
-2.11
|
0.69
|
1.83
|
3.26
|
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
|
6.42
|
-14.05
|
0.26
|
10.05
|
9.40
|
-0.16
|
4.75
|
4.48
|
0.37
|
6.86
|
Benchmark
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
2.65
|
0.55
|
5.97
|
Benchmark
|
6.17
|
-12.99
|
-1.10
|
7.58
|
9.29
|
-0.25
|
4.09
|
3.91
|
0.43
|
5.56
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.