Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-3.24
|
7.55
|
10.76
|
13.94
|
4.09
|
7.99
|
3.75
|
6.63
|
Composite (Net)
|
-3.32
|
7.30
|
10.24
|
12.85
|
3.10
|
6.97
|
2.76
|
5.27
|
Benchmark
|
-2.20
|
8.52
|
7.01
|
14.25
|
1.01
|
5.98
|
4.14
|
1.41
|
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
|
8.98
|
-7.58
|
-10.92
|
24.57
|
40.54
|
-12.76
|
9.83
|
45.62
|
-24.80
|
-7.23
|
Benchmark
|
12.41
|
-12.84
|
-10.38
|
24.95
|
42.68
|
-10.04
|
10.23
|
60.72
|
-20.47
|
-14.18
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.