Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.04
|
0.45
|
0.11
|
3.95
|
-2.43
|
1.06
|
2.48
|
4.39
|
Composite (Net)
|
1.02
|
0.38
|
-0.02
|
3.65
|
-2.75
|
0.72
|
2.12
|
4.00
|
Benchmark
|
0.95
|
0.07
|
-0.71
|
2.63
|
-3.02
|
-0.23
|
1.35
|
2.93
|
Benchmark
|
0.91
|
0.19
|
-0.28
|
3.47
|
-2.68
|
0.11
|
1.63
|
3.23
|
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
|
6.42
|
-14.05
|
0.26
|
10.05
|
9.40
|
-0.16
|
4.75
|
4.48
|
0.37
|
6.86
|
Benchmark
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
2.65
|
0.55
|
5.97
|
Benchmark
|
6.17
|
-12.99
|
-1.10
|
7.58
|
9.29
|
-0.25
|
4.09
|
3.91
|
0.43
|
5.56
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.