Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.32
|
1.76
|
3.76
|
6.69
|
-0.33
|
1.89
|
4.09
|
4.42
|
Composite (Net)
|
2.28
|
1.64
|
3.50
|
6.15
|
-0.83
|
1.38
|
3.57
|
3.90
|
Benchmark
|
2.08
|
1.54
|
2.30
|
6.60
|
-0.27
|
2.29
|
3.77
|
3.43
|
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
|
6.34
|
-11.98
|
4.79
|
2.14
|
9.79
|
3.84
|
9.09
|
-0.04
|
4.88
|
16.02
|
Benchmark
|
8.09
|
-11.29
|
5.23
|
5.12
|
9.41
|
3.35
|
7.98
|
1.89
|
2.42
|
11.91
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.