Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
6.86
|
11.46
|
21.95
|
33.28
|
3.19
|
7.17
|
3.67
|
4.82
|
Composite (Net)
|
6.78
|
11.19
|
21.08
|
32.01
|
2.21
|
6.15
|
2.65
|
3.75
|
Benchmark
|
6.68
|
8.72
|
16.86
|
26.05
|
0.40
|
5.75
|
4.02
|
4.16
|
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
|
10.49
|
-17.48
|
-6.46
|
18.38
|
12.71
|
-19.67
|
33.10
|
0.45
|
-8.80
|
-1.71
|
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.