Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.61
|
1.69
|
1.69
|
7.01
|
2.87
|
2.93
|
2.35
|
4.42
|
Composite (Net)
|
0.59
|
1.64
|
1.64
|
6.79
|
2.66
|
2.72
|
2.12
|
3.94
|
Benchmark
|
0.44
|
1.18
|
1.18
|
5.19
|
2.34
|
2.07
|
1.52
|
3.49
|
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
|
6.58
|
-0.45
|
0.40
|
3.03
|
4.13
|
1.66
|
1.60
|
1.83
|
0.62
|
0.61
|
Benchmark
|
5.19
|
0.69
|
0.10
|
1.31
|
2.69
|
1.99
|
0.98
|
0.80
|
0.26
|
0.18
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.