Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
4.93
|
6.60
|
10.87
|
16.66
|
-1.53
|
5.58
|
4.10
|
5.91
|
Composite (Net)
|
4.85
|
6.35
|
10.34
|
15.55
|
-2.47
|
4.58
|
3.08
|
4.84
|
Benchmark
|
3.94
|
5.00
|
7.49
|
12.55
|
-5.07
|
3.10
|
2.79
|
3.12
|
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
|
11.92
|
-19.07
|
-0.50
|
16.87
|
17.15
|
-13.69
|
29.57
|
6.66
|
-12.25
|
1.02
|
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.