Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
0.33
|
1.73
|
1.73
|
6.19
|
3.28
|
1.53
|
Composite (Net)
|
0.31
|
1.67
|
1.67
|
5.94
|
3.00
|
1.25
|
Benchmark
|
0.25
|
1.71
|
1.71
|
6.43
|
3.36
|
1.46
|
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
|
|
---|---|---|---|---|
Composite (Gross)
|
5.14
|
6.49
|
-6.20
|
-0.14
|
Composite (Net)
|
4.88
|
6.19
|
-6.49
|
-0.44
|
Benchmark
|
5.37
|
6.47
|
-6.63
|
-0.19
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.