Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.29
|
5.49
|
6.48
|
15.03
|
-1.52
|
0.91
|
3.13
|
Composite (Net)
|
1.27
|
5.41
|
6.24
|
14.69
|
-1.81
|
0.61
|
2.82
|
Benchmark
|
1.46
|
5.42
|
5.33
|
13.64
|
-1.94
|
0.74
|
3.03
|
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
|
2020
|
2019
|
2018
|
2017
|
|
---|---|---|---|---|---|---|---|
Composite
|
8.53
|
-18.48
|
2.18
|
8.67
|
9.71
|
1.03
|
7.02
|
Benchmark
|
8.84
|
-18.11
|
0.94
|
10.52
|
11.08
|
0.62
|
7.41
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.