Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.83
|
0.79
|
0.95
|
4.78
|
-0.79
|
1.38
|
2.03
|
4.87
|
Composite (Net)
|
0.81
|
0.72
|
0.80
|
4.46
|
-1.09
|
1.07
|
1.70
|
4.51
|
Benchmark
|
0.80
|
0.64
|
0.49
|
4.19
|
-1.18
|
0.71
|
1.55
|
4.28
|
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
|
5.46
|
-8.52
|
-1.12
|
7.77
|
6.86
|
0.49
|
2.28
|
2.58
|
0.62
|
3.04
|
Benchmark
|
5.24
|
-8.23
|
-1.44
|
6.43
|
6.80
|
0.88
|
2.14
|
2.08
|
1.07
|
3.13
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.