Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-2.11
|
-0.51
|
0.21
|
5.60
|
-4.47
|
5.47
|
5.95
|
7.80
|
Composite (Net)
|
-2.18
|
-0.74
|
-0.24
|
4.63
|
-5.37
|
4.47
|
4.93
|
6.76
|
Benchmark
|
-2.88
|
-1.56
|
0.98
|
7.80
|
-2.98
|
4.69
|
4.04
|
6.17
|
Benchmark
|
-2.76
|
-1.74
|
1.43
|
8.50
|
-2.24
|
4.41
|
3.83
|
5.92
|
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
|
12.32
|
-21.44
|
17.43
|
10.93
|
22.15
|
-12.20
|
30.79
|
7.31
|
5.44
|
-7.47
|
Benchmark
|
12.62
|
-20.59
|
11.14
|
12.78
|
25.41
|
-18.07
|
31.03
|
4.32
|
5.46
|
-5.35
|
Benchmark
|
14.72
|
-20.23
|
9.52
|
11.27
|
24.82
|
-17.34
|
29.30
|
3.57
|
3.15
|
-3.57
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.