Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
-1.14
|
-1.13
|
-1.13
|
20.98
|
-4.22
|
8.06
|
4.61
|
Composite (Net)
|
-1.17
|
-1.22
|
-1.22
|
19.84
|
-5.26
|
6.87
|
3.44
|
Benchmark
|
0.08
|
1.05
|
1.05
|
20.56
|
4.23
|
8.51
|
3.65
|
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
|
|
---|---|---|---|---|---|---|
Composite
|
22.65
|
-28.69
|
3.94
|
46.55
|
16.47
|
-19.62
|
Benchmark
|
23.92
|
-18.02
|
18.75
|
19.29
|
11.50
|
-23.05
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.