Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
3.84
|
6.30
|
11.79
|
18.37
|
0.34
|
5.58
|
4.57
|
6.04
|
Composite (Net)
|
3.76
|
6.05
|
11.25
|
17.24
|
-0.62
|
4.58
|
3.54
|
4.95
|
Benchmark
|
3.94
|
5.00
|
7.49
|
12.55
|
-5.07
|
3.10
|
2.79
|
1.60
|
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
|
11.89
|
-17.43
|
3.65
|
9.34
|
17.42
|
-10.70
|
25.65
|
6.59
|
-9.36
|
1.03
|
Benchmark
|
9.83
|
-20.09
|
-2.54
|
18.31
|
18.42
|
-14.57
|
37.28
|
11.19
|
-14.92
|
-2.19
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.