Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
2.02
|
2.34
|
12.22
|
24.16
|
9.83
|
Composite (Net)
|
1.97
|
2.21
|
11.94
|
23.53
|
9.21
|
Benchmark
|
-0.94
|
-2.17
|
6.62
|
13.06
|
5.00
|
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
|
23.64
|
-10.59
|
Benchmark
|
11.46
|
-5.33
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.