Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
0.62
|
3.94
|
11.96
|
26.53
|
16.55
|
Composite (Net)
|
0.55
|
3.73
|
11.29
|
25.47
|
15.51
|
Benchmark
|
1.26
|
3.96
|
12.71
|
27.40
|
15.36
|
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
|
|
---|---|---|
Composite
|
21.61
|
2.20
|
Benchmark
|
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.