Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.49
|
1.04
|
1.63
|
3.97
|
1.76
|
1.98
|
1.83
|
2.99
|
Composite (Net)
|
0.46
|
0.98
|
1.51
|
3.71
|
1.50
|
1.73
|
1.58
|
2.72
|
Benchmark
|
0.68
|
0.59
|
0.51
|
2.91
|
0.53
|
1.07
|
1.16
|
2.11
|
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
|
3.69
|
-0.63
|
0.16
|
2.85
|
3.46
|
1.75
|
1.58
|
0.23
|
0.95
|
1.57
|
Benchmark
|
3.43
|
-2.26
|
0.36
|
2.36
|
3.07
|
1.75
|
1.24
|
0.19
|
0.90
|
0.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.