Average annual returns
Average annual returns
(as of 6/30/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
7.64
|
17.59
|
16.49
|
13.30
|
15.44
|
15.44
|
Composite (Net)
|
7.57
|
17.36
|
16.03
|
12.39
|
14.44
|
14.44
|
Benchmark
|
6.95
|
16.53
|
14.53
|
9.39
|
13.22
|
13.22
|
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)
|
4.77
|
22.76
|
2.69
|
Composite (Net)
|
3.93
|
21.61
|
2.20
|
Benchmark
|
3.56
|
20.03
|
1.94
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.