Average annual returns
Average annual returns
(as of 3/31/2025)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
-0.04
|
2.92
|
2.92
|
5.44
|
1.03
|
0.96
|
2.38
|
4.43
|
Composite (Net)
|
-0.06
|
2.86
|
2.86
|
5.18
|
0.74
|
0.67
|
2.08
|
4.08
|
Benchmark
|
0.05
|
2.70
|
2.70
|
4.66
|
0.45
|
-0.34
|
1.58
|
3.19
|
Benchmark
|
0.04
|
2.78
|
2.78
|
4.88
|
0.52
|
-0.40
|
1.46
|
3.15
|
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)
|
2.19
|
6.09
|
-12.91
|
-1.53
|
10.45
|
10.86
|
-0.87
|
5.28
|
4.32
|
1.47
|
Composite (Net)
|
1.93
|
5.78
|
-13.17
|
-1.82
|
10.13
|
10.53
|
-1.16
|
4.97
|
4.01
|
1.16
|
Benchmark
|
1.18
|
5.72
|
-13.58
|
-1.75
|
8.93
|
9.71
|
-0.42
|
4.00
|
3.05
|
0.15
|
Benchmark
|
1.25
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
2.65
|
0.55
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.