Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-0.15
|
0.87
|
0.87
|
3.94
|
2.91
|
2.08
|
1.86
|
3.64
|
Composite (Net)
|
-0.17
|
0.81
|
0.81
|
3.68
|
2.65
|
1.82
|
1.61
|
3.24
|
Benchmark
|
-0.01
|
1.03
|
1.03
|
3.52
|
2.39
|
1.47
|
1.40
|
3.14
|
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)
|
3.60
|
4.18
|
-2.23
|
0.80
|
2.48
|
3.32
|
2.07
|
2.33
|
0.39
|
1.15
|
Composite (Net)
|
3.34
|
3.92
|
-2.48
|
0.55
|
2.22
|
3.06
|
1.81
|
2.08
|
0.14
|
0.90
|
Benchmark
|
2.38
|
3.43
|
-2.26
|
0.36
|
2.36
|
3.07
|
1.75
|
1.24
|
0.19
|
0.90
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.