Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.23
|
2.12
|
4.41
|
11.18
|
3.66
|
4.40
|
4.71
|
5.23
|
Composite (Net)
|
0.19
|
2.01
|
4.20
|
10.71
|
3.21
|
3.93
|
4.19
|
4.74
|
Benchmark
|
0.08
|
2.30
|
4.50
|
10.44
|
4.95
|
2.89
|
3.30
|
1.79
|
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
|
13.09
|
-8.29
|
7.14
|
2.76
|
5.16
|
2.08
|
4.72
|
6.66
|
5.07
|
6.32
|
Benchmark
|
12.19
|
-3.13
|
4.44
|
-4.56
|
4.51
|
1.51
|
3.58
|
5.46
|
4.31
|
3.50
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.