Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
0.73
|
0.24
|
1.09
|
6.76
|
-2.38
|
Composite (Net)
|
0.71
|
0.18
|
0.97
|
6.48
|
-2.66
|
Benchmark
|
0.69
|
0.20
|
0.30
|
6.10
|
-2.48
|
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
|
9.69
|
-15.39
|
-1.11
|
Benchmark
|
9.10
|
-14.11
|
-0.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.