Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-1.58
|
-2.32
|
4.26
|
13.43
|
1.51
|
10.37
|
8.07
|
14.55
|
Composite (Net)
|
-1.64
|
-2.52
|
3.84
|
12.47
|
0.61
|
9.38
|
7.05
|
13.44
|
Benchmark
|
-0.93
|
-3.28
|
1.73
|
10.06
|
-2.58
|
6.94
|
7.00
|
7.92
|
Benchmark
|
3.59
|
4.28
|
15.29
|
24.56
|
10.01
|
15.05
|
12.86
|
9.53
|
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
|
18.81
|
-16.72
|
26.35
|
17.69
|
21.90
|
-9.80
|
13.07
|
18.74
|
-11.00
|
11.75
|
Benchmark
|
16.93
|
-20.44
|
14.82
|
19.96
|
25.52
|
-11.01
|
14.65
|
21.31
|
-4.41
|
4.89
|
Benchmark
|
26.29
|
-18.11
|
28.71
|
18.40
|
31.49
|
-4.38
|
21.83
|
11.96
|
1.38
|
13.69
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.