Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.59
|
9.55
|
9.78
|
21.99
|
-1.05
|
8.03
|
7.87
|
8.43
|
Composite (Net)
|
1.51
|
9.30
|
9.04
|
20.89
|
-1.97
|
7.02
|
6.83
|
7.38
|
Benchmark
|
2.71
|
10.45
|
11.53
|
23.36
|
0.05
|
6.85
|
5.99
|
6.89
|
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
|
12.32
|
-21.44
|
17.43
|
10.93
|
22.15
|
-12.20
|
30.79
|
7.31
|
5.44
|
-7.47
|
Benchmark
|
12.62
|
-20.59
|
11.14
|
12.78
|
25.41
|
-18.07
|
31.03
|
4.32
|
5.46
|
-5.35
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.