Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-2.67
|
-1.55
|
-1.55
|
11.90
|
3.77
|
13.74
|
7.40
|
8.67
|
Composite (Net)
|
-2.72
|
-1.68
|
-1.68
|
11.28
|
3.16
|
13.08
|
6.77
|
8.02
|
Benchmark
|
-6.81
|
-9.48
|
-9.48
|
-4.01
|
0.52
|
13.27
|
6.30
|
7.69
|
Benchmark
|
-0.79
|
0.49
|
0.49
|
13.02
|
5.73
|
11.85
|
8.65
|
10.10
|
Benchmark
|
-2.78
|
-2.37
|
-2.37
|
6.73
|
0.70
|
9.36
|
5.75
|
7.44
|
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)
|
16.10
|
6.40
|
-13.41
|
30.20
|
-2.30
|
15.96
|
-4.87
|
11.88
|
21.85
|
5.16
|
Composite (Net)
|
15.44
|
5.76
|
-13.94
|
29.44
|
-2.89
|
15.28
|
-5.44
|
11.22
|
21.13
|
4.54
|
Benchmark
|
11.54
|
16.93
|
-20.44
|
14.82
|
19.96
|
25.52
|
-11.01
|
14.65
|
21.31
|
-4.41
|
Benchmark
|
18.62
|
4.95
|
-9.81
|
16.94
|
-2.84
|
24.74
|
1.74
|
14.12
|
22.67
|
4.84
|
Benchmark
|
10.22
|
1.43
|
-11.50
|
29.84
|
-17.21
|
22.76
|
-5.13
|
8.92
|
31.72
|
3.00
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.