Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.77
|
0.86
|
1.40
|
4.00
|
1.15
|
1.54
|
1.65
|
3.63
|
Composite (Net)
|
0.75
|
0.79
|
1.27
|
3.74
|
0.90
|
1.29
|
1.39
|
3.22
|
Benchmark
|
0.68
|
0.59
|
0.51
|
2.91
|
0.53
|
1.07
|
1.16
|
3.12
|
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
|
3.92
|
-2.48
|
0.55
|
2.22
|
3.06
|
1.81
|
2.08
|
0.14
|
0.90
|
1.92
|
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.