Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
6.09
|
9.02
|
13.50
|
23.70
|
-1.08
|
4.88
|
4.73
|
5.02
|
Composite (Net)
|
6.01
|
8.77
|
12.73
|
22.59
|
-1.97
|
3.92
|
3.73
|
3.99
|
Benchmark
|
6.68
|
8.72
|
16.86
|
26.05
|
0.40
|
5.75
|
4.02
|
4.34
|
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
|
2016
|
2015
|
2014
|
|
---|---|---|---|---|---|---|---|---|---|---|
Composite
|
7.88
|
-18.35
|
-12.55
|
23.90
|
26.26
|
-15.31
|
35.70
|
11.98
|
-12.25
|
-4.89
|
Benchmark
|
9.83
|
-20.09
|
-2.54
|
18.31
|
18.42
|
-14.57
|
37.28
|
11.19
|
-14.92
|
-2.19
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.