Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
-2.77
|
-2.01
|
4.23
|
9.15
|
10.34
|
Composite (Net)
|
-2.82
|
-2.18
|
3.86
|
8.39
|
9.57
|
Benchmark
|
-1.61
|
-0.42
|
5.34
|
11.54
|
9.23
|
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
|
|
---|---|---|
Composite
|
19.85
|
-2.82
|
Benchmark
|
18.24
|
-3.51
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.