Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.89
|
-1.33
|
-1.33
|
4.62
|
-3.64
|
1.65
|
3.06
|
Composite (Net)
|
1.87
|
-1.39
|
-1.39
|
4.35
|
-3.88
|
1.40
|
2.80
|
Benchmark 1
|
1.77
|
-1.49
|
-1.49
|
3.78
|
-4.20
|
0.94
|
2.29
|
Benchmark 2
|
1.91
|
-1.65
|
-1.65
|
3.31
|
-4.26
|
0.83
|
2.25
|
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
|
|
---|---|---|---|---|---|
Composite
|
11.61
|
-25.87
|
0.44
|
15.05
|
22.63
|
Benchmark
|
10.94
|
-25.64
|
-0.37
|
14.04
|
21.96
|
Benchmark
|
10.73
|
-25.29
|
-1.18
|
13.32
|
23.36
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.