Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
0.80
|
7.47
|
13.26
|
25.02
|
6.24
|
10.93
|
Composite (Net)
|
0.77
|
7.37
|
12.96
|
24.58
|
5.80
|
10.45
|
Benchmark
|
0.92
|
7.26
|
12.99
|
24.77
|
5.48
|
10.42
|
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
|
|
---|---|---|---|---|
Composite
|
18.64
|
-13.97
|
11.46
|
17.75
|
Benchmark
|
18.24
|
-14.45
|
11.26
|
18.84
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.