Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
1.64
|
4.45
|
15.79
|
22.73
|
7.55
|
13.06
|
Composite (Net)
|
1.57
|
4.24
|
15.33
|
21.75
|
6.69
|
12.20
|
Benchmark
|
2.23
|
2.87
|
11.30
|
19.38
|
5.43
|
11.84
|
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
|
|
---|---|---|---|---|
Composite
|
18.26
|
-16.50
|
20.70
|
14.19
|
Benchmark
|
22.20
|
-18.36
|
18.54
|
17.78
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.