Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.30
|
1.34
|
1.34
|
6.48
|
4.85
|
3.64
|
2.53
|
3.83
|
Composite (Net)
|
0.27
|
1.27
|
1.27
|
6.16
|
4.54
|
3.33
|
2.20
|
3.48
|
Benchmark
|
0.35
|
1.04
|
1.04
|
5.21
|
4.35
|
2.61
|
2.03
|
2.79
|
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)
|
7.16
|
5.83
|
0.12
|
1.16
|
1.96
|
3.52
|
1.87
|
1.08
|
1.20
|
0.44
|
Composite (Net)
|
6.84
|
5.51
|
-0.18
|
0.86
|
1.64
|
3.16
|
1.51
|
0.73
|
0.85
|
0.09
|
Benchmark
|
5.43
|
5.24
|
1.26
|
0.09
|
1.04
|
2.55
|
1.94
|
0.98
|
0.67
|
0.25
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.