Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.06
|
0.58
|
0.58
|
5.43
|
-0.12
|
2.80
|
3.25
|
Composite (Net)
|
1.03
|
0.51
|
0.51
|
5.12
|
-0.42
|
2.49
|
2.94
|
Benchmark
|
0.90
|
0.20
|
0.20
|
4.56
|
-0.52
|
1.77
|
2.30
|
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
|
|
---|---|---|---|---|---|---|---|---|---|
Composite
|
6.90
|
-9.30
|
-0.77
|
10.25
|
10.16
|
-0.52
|
4.53
|
4.67
|
-0.40
|
Benchmark
|
6.94
|
-9.10
|
-1.03
|
7.08
|
9.52
|
0.01
|
3.67
|
3.68
|
-0.56
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.