Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
4.06
|
2.51
|
7.72
|
17.18
|
16.53
|
Composite (Net)
|
3.99
|
2.30
|
7.29
|
16.15
|
15.47
|
Benchmark
|
6.07
|
4.24
|
8.42
|
18.46
|
15.18
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.
Calendar year
Calendar year
2023
|
2022
|
|
---|---|---|
Composite
|
21.61
|
2.20
|
Benchmark
|
20.03
|
1.94
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.