Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.97
|
0.26
|
0.00
|
3.50
|
-2.57
|
0.68
|
2.32
|
4.34
|
Composite (Net)
|
0.95
|
0.19
|
-0.12
|
3.22
|
-2.86
|
0.39
|
2.02
|
3.99
|
Benchmark
|
0.87
|
0.05
|
-0.68
|
2.74
|
-3.11
|
-0.07
|
1.51
|
3.08
|
Benchmark
|
0.95
|
0.07
|
-0.71
|
2.63
|
-3.02
|
-0.23
|
1.35
|
3.03
|
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
|
5.78
|
-13.17
|
-1.82
|
10.13
|
10.53
|
-1.16
|
4.97
|
4.01
|
1.16
|
7.43
|
Benchmark
|
5.72
|
-13.58
|
-1.75
|
8.93
|
9.71
|
-0.42
|
4.00
|
3.05
|
0.15
|
6.01
|
Benchmark
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
2.65
|
0.55
|
5.97
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.