Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.37
|
0.55
|
0.97
|
4.18
|
-0.19
|
1.68
|
3.21
|
5.63
|
Composite (Net)
|
1.34
|
0.48
|
0.81
|
3.86
|
-0.49
|
1.37
|
2.90
|
5.07
|
Benchmark
|
1.53
|
-0.02
|
-0.40
|
3.21
|
-0.88
|
1.16
|
2.39
|
5.20
|
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
|
6.01
|
-8.39
|
2.34
|
4.42
|
7.66
|
2.19
|
6.50
|
1.02
|
3.62
|
11.82
|
Benchmark
|
6.40
|
-8.53
|
1.52
|
5.21
|
7.54
|
1.28
|
5.45
|
0.25
|
3.30
|
9.05
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.