Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.33
|
0.35
|
0.61
|
3.99
|
0.18
|
1.68
|
2.50
|
4.22
|
Composite (Net)
|
1.30
|
0.28
|
0.46
|
3.68
|
-0.12
|
1.38
|
2.19
|
3.90
|
Benchmark
|
1.29
|
-0.34
|
-0.63
|
2.69
|
-0.45
|
1.16
|
2.09
|
3.55
|
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
|
5.22
|
-6.04
|
1.61
|
4.18
|
6.45
|
1.29
|
4.75
|
-0.44
|
2.53
|
7.57
|
Benchmark
|
5.26
|
-5.95
|
0.86
|
4.73
|
6.44
|
1.58
|
4.33
|
0.01
|
2.83
|
6.36
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.