Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
0.97
|
1.38
|
3.30
|
11.73
|
11.73
|
Composite (Net)
|
0.93
|
1.27
|
3.07
|
11.31
|
11.31
|
Benchmark
|
0.89
|
1.27
|
2.92
|
11.05
|
11.05
|
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
|
|
---|---|
Composite
|
8.00
|
Benchmark
|
7.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.