Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.17
|
6.31
|
4.29
|
16.40
|
-0.97
|
6.94
|
8.57
|
10.51
|
Composite (Net)
|
1.10
|
6.09
|
3.63
|
15.41
|
-1.88
|
5.94
|
7.53
|
9.44
|
Benchmark
|
1.87
|
9.39
|
11.02
|
24.87
|
2.20
|
9.00
|
7.99
|
10.01
|
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
|
14.94
|
-23.72
|
21.61
|
10.24
|
25.14
|
-10.91
|
24.72
|
19.26
|
-0.62
|
0.67
|
Benchmark
|
15.76
|
-18.76
|
15.75
|
15.96
|
26.19
|
-13.86
|
22.66
|
12.71
|
-0.31
|
1.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.