Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.41
|
5.29
|
5.05
|
12.31
|
-1.06
|
0.95
|
2.26
|
6.03
|
Composite (Net)
|
1.38
|
5.21
|
4.81
|
11.97
|
-1.36
|
0.65
|
1.96
|
5.59
|
Benchmark
|
1.34
|
5.20
|
4.45
|
11.57
|
-1.39
|
0.33
|
1.84
|
5.38
|
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
|
2016
|
2015
|
2014
|
|
---|---|---|---|---|---|---|---|---|---|---|
Composite
|
5.91
|
-13.55
|
-1.03
|
8.50
|
8.73
|
-0.14
|
3.35
|
2.85
|
0.33
|
5.95
|
Benchmark
|
5.53
|
-13.01
|
-1.54
|
7.51
|
8.72
|
0.01
|
3.54
|
2.65
|
0.55
|
5.97
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.