Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-2.46
|
-1.79
|
-1.79
|
1.36
|
6.30
|
18.35
|
9.46
|
11.23
|
Composite (Net)
|
-2.52
|
-1.96
|
-1.96
|
0.66
|
5.50
|
17.45
|
8.58
|
10.22
|
Benchmark
|
-3.68
|
-2.11
|
-2.11
|
2.27
|
3.78
|
16.70
|
7.62
|
9.17
|
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
2024
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
|
---|---|---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
12.84
|
10.35
|
-3.83
|
29.73
|
4.08
|
36.62
|
-12.39
|
12.13
|
22.69
|
-1.88
|
Composite (Net)
|
12.05
|
9.50
|
-4.60
|
28.72
|
3.24
|
35.50
|
-13.14
|
11.19
|
21.66
|
-2.71
|
Benchmark
|
13.07
|
12.71
|
-12.03
|
28.34
|
4.96
|
27.06
|
-12.29
|
13.34
|
20.00
|
-4.78
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.