Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.42
|
2.40
|
4.59
|
10.93
|
4.47
|
4.03
|
3.97
|
4.50
|
Composite (Net)
|
0.38
|
2.30
|
4.37
|
10.47
|
4.01
|
3.57
|
3.44
|
3.94
|
Benchmark
|
0.07
|
2.31
|
4.50
|
10.44
|
4.97
|
2.92
|
3.30
|
3.82
|
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
|
12.82
|
-6.17
|
5.00
|
1.12
|
4.39
|
0.47
|
3.73
|
5.67
|
3.67
|
3.13
|
Benchmark
|
12.16
|
-3.07
|
4.39
|
-4.45
|
4.51
|
1.48
|
3.57
|
5.45
|
4.31
|
3.48
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.