Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
0.14
|
2.00
|
4.47
|
9.98
|
3.95
|
4.60
|
Composite (Net)
|
0.11
|
1.90
|
4.26
|
9.55
|
3.52
|
4.16
|
Benchmark
|
0.30
|
0.94
|
1.92
|
3.86
|
1.67
|
1.26
|
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
|
10.93
|
-5.43
|
3.29
|
2.80
|
Benchmark
|
3.30
|
0.09
|
-0.56
|
-0.09
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.