Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.58
|
6.18
|
6.18
|
12.53
|
-7.77
|
7.23
|
13.42
|
Composite (Net)
|
2.52
|
5.96
|
5.96
|
11.55
|
-8.60
|
6.25
|
12.36
|
Benchmark
|
2.80
|
7.58
|
7.58
|
20.35
|
-2.68
|
7.38
|
8.88
|
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
|
|
---|---|---|---|---|---|---|---|
Composite
|
13.34
|
-37.37
|
-2.24
|
66.14
|
35.52
|
1.69
|
38.26
|
Benchmark
|
18.66
|
-26.36
|
2.83
|
34.63
|
28.48
|
-9.31
|
22.17
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.