Average annual returns
Average annual returns
(as of 6/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.64
|
-1.17
|
-2.49
|
3.74
|
-6.19
|
0.09
|
2.70
|
Composite (Net)
|
0.62
|
-1.23
|
-2.61
|
3.48
|
-6.42
|
-0.16
|
2.44
|
Benchmark
|
0.62
|
-1.50
|
-2.97
|
2.65
|
-6.68
|
-0.67
|
1.90
|
Benchmark
|
0.57
|
-1.68
|
-3.30
|
2.01
|
-6.76
|
-0.87
|
1.83
|
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
|
|
---|---|---|---|---|---|
Composite
|
11.61
|
-25.87
|
0.44
|
15.05
|
22.63
|
Benchmark
|
10.94
|
-25.64
|
-0.37
|
14.04
|
21.96
|
Benchmark
|
10.73
|
-25.29
|
-1.18
|
13.32
|
23.36
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.