Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
0.92
|
3.07
|
4.91
|
8.80
|
1.42
|
1.22
|
Composite (Net)
|
0.90
|
3.01
|
4.72
|
8.54
|
1.13
|
0.93
|
Benchmark
|
1.03
|
3.37
|
5.10
|
9.29
|
1.27
|
1.12
|
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
|
|
---|---|---|---|
Composite
|
6.19
|
-6.49
|
-0.44
|
Benchmark
|
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.