Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
0.61
|
-0.93
|
-0.93
|
-1.23
|
10.27
|
Composite (Net)
|
0.54
|
-1.13
|
-1.13
|
-2.02
|
9.30
|
Benchmark
|
0.04
|
-1.72
|
-1.72
|
-2.14
|
8.31
|
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.