Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
1.42
|
5.23
|
4.94
|
12.38
|
-0.95
|
1.00
|
2.35
|
6.00
|
Composite (Net)
|
1.40
|
5.16
|
4.71
|
12.04
|
-1.25
|
0.68
|
1.97
|
5.55
|
Benchmark
|
1.34
|
5.20
|
4.45
|
11.57
|
-1.39
|
0.33
|
1.84
|
5.09
|
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
|
6.03
|
-13.17
|
-1.58
|
8.85
|
8.61
|
-0.37
|
3.46
|
2.83
|
0.50
|
6.07
|
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.