Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
1.61
|
10.88
|
10.88
|
6.48
|
10.70
|
Composite (Net)
|
1.55
|
10.69
|
10.69
|
5.74
|
9.93
|
Benchmark
|
-0.40
|
6.86
|
6.86
|
4.88
|
8.68
|
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
2024
|
2023
|
2022
|
|
---|---|---|---|
Composite (Gross)
|
2.15
|
20.69
|
-2.42
|
Composite (Net)
|
1.44
|
19.85
|
-2.82
|
Benchmark
|
3.82
|
18.24
|
-3.51
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.