Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-1.60
|
-4.26
|
2.37
|
14.98
|
4.38
|
10.39
|
8.47
|
13.40
|
Composite (Net)
|
-1.67
|
-4.45
|
1.96
|
14.00
|
3.46
|
9.39
|
7.44
|
12.41
|
Benchmark
|
-1.69
|
-3.64
|
-0.85
|
10.90
|
-0.53
|
7.07
|
6.23
|
9.91
|
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
|
15.37
|
-12.00
|
36.58
|
1.44
|
21.96
|
-16.85
|
11.25
|
29.27
|
-4.26
|
8.02
|
Benchmark
|
14.65
|
-14.48
|
28.27
|
4.63
|
22.39
|
-12.86
|
7.84
|
31.74
|
-7.47
|
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.