Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.54
|
0.93
|
0.93
|
5.49
|
1.17
|
2.69
|
2.41
|
5.05
|
Composite (Net)
|
0.52
|
0.88
|
0.88
|
5.25
|
0.93
|
2.44
|
2.16
|
4.63
|
Benchmark
|
0.40
|
0.42
|
0.42
|
3.49
|
0.25
|
1.36
|
1.29
|
4.22
|
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
|
6.41
|
-4.46
|
0.36
|
6.32
|
5.00
|
1.60
|
1.54
|
2.40
|
1.11
|
1.45
|
Benchmark
|
4.61
|
-3.69
|
-0.47
|
3.33
|
4.03
|
1.60
|
0.84
|
1.28
|
0.65
|
0.77
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.