Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-0.61
|
2.54
|
2.54
|
7.01
|
2.09
|
3.09
|
3.92
|
3.52
|
Composite (Net)
|
-0.65
|
2.43
|
2.43
|
6.58
|
1.68
|
2.67
|
3.51
|
3.11
|
Benchmark
|
-0.24
|
2.36
|
2.36
|
4.87
|
1.13
|
1.35
|
2.31
|
2.43
|
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)
|
5.98
|
8.80
|
-17.77
|
2.29
|
10.81
|
20.61
|
-5.55
|
8.36
|
8.25
|
2.42
|
Composite (Net)
|
5.56
|
8.36
|
-18.10
|
1.88
|
10.37
|
20.13
|
-5.93
|
7.93
|
7.82
|
2.01
|
Benchmark
|
2.03
|
8.18
|
-15.26
|
-1.08
|
9.35
|
13.80
|
-2.11
|
6.18
|
5.63
|
-0.77
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.