Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.41
|
0.69
|
1.60
|
8.20
|
0.93
|
3.59
|
3.31
|
3.28
|
Composite (Net)
|
0.38
|
0.59
|
1.41
|
7.76
|
0.45
|
3.10
|
2.81
|
2.77
|
Benchmark
|
0.95
|
0.07
|
-0.71
|
2.63
|
-3.02
|
-0.23
|
1.35
|
1.37
|
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
|
9.56
|
-8.88
|
3.19
|
8.41
|
8.76
|
-0.56
|
6.95
|
6.04
|
-3.90
|
2.57
|
Benchmark
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
2.65
|
0.55
|
5.97
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.