Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.94
|
0.65
|
0.52
|
4.28
|
-0.97
|
1.17
|
2.14
|
3.84
|
Composite (Net)
|
0.92
|
0.59
|
0.40
|
4.00
|
-1.26
|
0.87
|
1.84
|
3.49
|
Benchmark
|
0.80
|
0.64
|
0.49
|
4.19
|
-1.18
|
0.71
|
1.55
|
2.82
|
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
|
5.35
|
-8.52
|
-1.31
|
7.28
|
7.82
|
0.13
|
3.35
|
3.10
|
0.93
|
4.64
|
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.