Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.68
|
-2.11
|
-2.11
|
-0.55
|
-5.74
|
-0.09
|
2.80
|
6.16
|
Composite (Net)
|
1.65
|
-2.19
|
-2.19
|
-0.85
|
-6.03
|
-0.39
|
2.48
|
5.80
|
Benchmark
|
1.59
|
-2.41
|
-2.41
|
-1.15
|
-6.04
|
-0.62
|
2.32
|
5.59
|
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
|
7.41
|
-27.67
|
-1.57
|
16.71
|
19.60
|
-4.57
|
11.18
|
6.71
|
-3.61
|
19.96
|
Benchmark
|
7.13
|
-27.09
|
-2.52
|
16.12
|
19.59
|
-4.68
|
10.71
|
6.67
|
-3.30
|
19.31
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.