Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.80
|
1.51
|
1.51
|
7.42
|
3.84
|
4.54
|
3.90
|
5.06
|
Composite (Net)
|
0.77
|
1.40
|
1.40
|
6.93
|
3.34
|
4.03
|
3.38
|
4.50
|
Benchmark
|
0.77
|
1.40
|
1.40
|
7.96
|
3.08
|
4.05
|
3.94
|
5.67
|
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
|
7.59
|
-1.70
|
3.80
|
5.62
|
6.97
|
0.86
|
2.54
|
4.77
|
2.30
|
0.83
|
Benchmark
|
8.86
|
-3.07
|
3.24
|
5.44
|
8.69
|
1.34
|
3.64
|
8.46
|
1.20
|
1.92
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.