Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
-3.97
|
-0.69
|
-0.69
|
4.70
|
-
|
-
|
-
|
17.75
|
Composite (Net)
|
-4.21
|
-1.44
|
-1.44
|
1.56
|
-
|
-
|
-
|
14.22
|
S&P 500 Index
|
-5.63
|
-4.27
|
-4.27
|
8.25
|
-
|
-
|
-
|
24.59
|
One-month, three-month and year-to-date returns are not annualized.
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.