Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
-1.79
|
-2.53
|
11.67
|
25.66
|
9.53
|
14.17
|
10.72
|
Composite (Net)
|
-1.83
|
-2.66
|
11.36
|
24.94
|
8.88
|
13.44
|
9.95
|
Benchmark
|
-1.50
|
-4.27
|
2.35
|
10.47
|
-0.29
|
8.31
|
7.99
|
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
|
25.86
|
-14.51
|
32.80
|
10.01
|
27.95
|
-16.76
|
14.92
|
10.00
|
6.04
|
14.00
|
Benchmark
|
17.42
|
-18.37
|
18.18
|
19.99
|
27.77
|
-10.00
|
16.81
|
17.59
|
-2.90
|
7.07
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.