Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
3.68
|
4.67
|
13.38
|
23.09
|
7.59
|
15.95
|
Composite (Net)
|
3.63
|
4.51
|
13.04
|
22.35
|
6.94
|
15.26
|
Benchmark
|
3.10
|
3.22
|
13.56
|
23.13
|
8.05
|
15.61
|
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
|
|
---|---|---|---|---|
Composite
|
22.33
|
-18.35
|
25.04
|
19.23
|
Benchmark
|
25.96
|
-19.21
|
25.66
|
17.21
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.