Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.75
|
1.68
|
3.71
|
7.33
|
3.29
|
2.86
|
2.15
|
3.77
|
Composite (Net)
|
0.72
|
1.61
|
3.56
|
7.01
|
2.99
|
2.54
|
1.82
|
3.42
|
Benchmark
|
0.43
|
1.32
|
2.59
|
5.56
|
3.03
|
2.26
|
1.66
|
2.74
|
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
|
5.51
|
-0.18
|
0.86
|
1.64
|
3.16
|
1.51
|
0.73
|
0.85
|
0.09
|
1.08
|
Benchmark
|
5.24
|
1.26
|
0.09
|
1.04
|
2.55
|
1.94
|
0.98
|
0.67
|
0.25
|
0.12
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.