Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.43
|
1.14
|
2.11
|
4.77
|
2.55
|
1.86
|
1.35
|
2.25
|
Composite (Net)
|
0.42
|
1.12
|
2.05
|
4.66
|
2.44
|
1.76
|
1.24
|
2.08
|
Benchmark
|
0.28
|
0.86
|
1.51
|
2.89
|
1.60
|
1.14
|
0.80
|
1.54
|
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
|
4.53
|
0.80
|
0.01
|
0.78
|
1.54
|
1.42
|
0.68
|
0.34
|
0.25
|
0.12
|
Benchmark
|
2.51
|
0.78
|
0.01
|
0.42
|
1.10
|
1.05
|
0.46
|
0.18
|
0.01
|
0.00
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.