Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.68
|
0.94
|
1.48
|
4.02
|
1.79
|
1.73
|
1.50
|
2.49
|
Composite (Net)
|
0.66
|
0.87
|
1.35
|
3.76
|
1.54
|
1.48
|
1.25
|
2.22
|
Benchmark
|
0.42
|
0.83
|
1.25
|
3.61
|
1.75
|
1.45
|
1.24
|
2.03
|
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
|
3.90
|
-0.59
|
0.24
|
1.66
|
2.23
|
1.57
|
1.33
|
0.11
|
0.56
|
0.62
|
Benchmark
|
3.97
|
0.07
|
0.16
|
1.04
|
2.08
|
1.55
|
1.29
|
0.30
|
0.61
|
0.58
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.