Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.91
|
1.43
|
1.43
|
7.45
|
3.29
|
4.60
|
4.83
|
Composite (Net)
|
0.88
|
1.32
|
1.32
|
6.95
|
2.79
|
4.09
|
4.32
|
Benchmark
|
0.77
|
1.40
|
1.40
|
7.96
|
3.08
|
4.05
|
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
|
|
---|---|---|---|---|---|---|
Composite
|
7.85
|
-3.40
|
4.39
|
6.96
|
6.76
|
-0.42
|
Benchmark
|
8.86
|
-3.07
|
3.24
|
5.44
|
8.69
|
-0.66
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.