Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-2.63
|
-3.62
|
-1.90
|
3.91
|
-3.33
|
5.48
|
7.11
|
10.18
|
Composite (Net)
|
-2.70
|
-3.82
|
-2.32
|
3.00
|
-4.23
|
4.49
|
6.08
|
9.11
|
Benchmark
|
-1.94
|
-2.78
|
1.49
|
9.14
|
-1.29
|
6.87
|
6.29
|
9.41
|
Benchmark
|
-1.96
|
-3.24
|
1.77
|
9.08
|
-1.50
|
6.45
|
5.99
|
9.19
|
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
|
14.94
|
-23.72
|
21.61
|
10.24
|
25.14
|
-10.91
|
24.72
|
19.26
|
-0.62
|
0.67
|
Benchmark
|
15.76
|
-18.76
|
15.75
|
15.96
|
26.19
|
-13.86
|
22.66
|
12.71
|
-0.31
|
1.90
|
Benchmark
|
15.31
|
-18.71
|
14.77
|
15.71
|
25.55
|
-14.17
|
22.79
|
11.08
|
0.24
|
1.81
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.