Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.78
|
1.59
|
3.04
|
7.74
|
3.15
|
4.63
|
4.91
|
Composite (Net)
|
0.74
|
1.48
|
2.82
|
7.27
|
2.65
|
4.13
|
4.40
|
Benchmark
|
0.69
|
1.43
|
2.85
|
8.11
|
3.07
|
3.99
|
4.45
|
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
|
|
---|---|---|---|---|---|---|
Composite
|
7.85
|
-3.40
|
4.39
|
6.96
|
6.76
|
-0.42
|
Benchmark
|
8.86
|
-3.07
|
3.24
|
5.44
|
8.69
|
-0.66
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.