Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.52
|
1.92
|
1.92
|
10.90
|
2.62
|
4.95
|
5.15
|
7.92
|
Composite (Net)
|
1.48
|
1.81
|
1.81
|
10.35
|
2.08
|
4.37
|
4.55
|
7.31
|
Benchmark
|
1.19
|
1.51
|
1.51
|
11.06
|
2.21
|
4.01
|
4.36
|
6.49
|
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
|
11.73
|
-10.71
|
6.92
|
7.50
|
12.63
|
-1.93
|
7.55
|
15.20
|
-3.75
|
4.34
|
Benchmark
|
13.47
|
-11.21
|
5.35
|
6.07
|
14.41
|
-2.27
|
7.48
|
17.49
|
-4.61
|
2.51
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.