Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.27
|
-2.36
|
6.53
|
15.52
|
6.18
|
13.13
|
11.23
|
13.13
|
Composite (Net)
|
1.22
|
-2.52
|
6.18
|
14.68
|
5.36
|
12.24
|
10.33
|
12.21
|
Benchmark
|
3.10
|
3.22
|
13.56
|
23.13
|
8.05
|
14.14
|
12.15
|
13.96
|
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
|
26.81
|
-20.56
|
24.95
|
21.38
|
31.75
|
-7.00
|
20.43
|
12.29
|
-2.97
|
10.47
|
Benchmark
|
25.96
|
-19.21
|
25.66
|
20.89
|
31.02
|
-5.24
|
21.13
|
12.74
|
0.48
|
12.56
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.