Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.13
|
4.20
|
5.19
|
10.17
|
0.55
|
1.92
|
2.45
|
4.98
|
Composite (Net)
|
1.11
|
4.12
|
4.95
|
9.84
|
0.25
|
1.61
|
2.11
|
4.61
|
Benchmark
|
1.08
|
4.17
|
4.68
|
9.45
|
0.17
|
1.26
|
1.96
|
4.39
|
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 (Gross)
|
5.78
|
-8.24
|
-0.83
|
8.10
|
7.23
|
0.84
|
2.63
|
2.94
|
0.97
|
3.40
|
Composite (Net)
|
5.46
|
-8.52
|
-1.12
|
7.77
|
6.86
|
0.49
|
2.28
|
2.58
|
0.62
|
3.04
|
Benchmark
|
5.24
|
-8.23
|
-1.44
|
6.43
|
6.80
|
0.88
|
2.14
|
2.08
|
1.07
|
3.13
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.