Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
1.79
|
0.94
|
11.79
|
19.88
|
5.05
|
Composite (Net)
|
1.75
|
0.81
|
11.51
|
19.25
|
4.48
|
Benchmark
|
3.10
|
3.22
|
13.56
|
23.13
|
6.84
|
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
|
|
---|---|---|---|
Composite
|
19.75
|
-19.18
|
4.91
|
Benchmark
|
25.96
|
-19.21
|
4.37
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.