Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.19
|
0.26
|
0.94
|
4.77
|
-3.09
|
0.56
|
2.50
|
Composite (Net)
|
1.17
|
0.19
|
0.79
|
4.45
|
-3.38
|
0.25
|
2.19
|
Benchmark
|
1.05
|
-0.19
|
-0.08
|
3.81
|
-3.59
|
0.34
|
2.40
|
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
|
|
---|---|---|---|---|---|---|---|
Composite
|
8.53
|
-18.48
|
2.18
|
8.67
|
9.71
|
1.03
|
7.02
|
Benchmark
|
8.84
|
-18.11
|
0.94
|
10.52
|
11.08
|
0.62
|
7.41
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.