Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.56
|
8.04
|
4.44
|
18.84
|
-4.20
|
0.35
|
3.98
|
4.96
|
Composite (Net)
|
2.53
|
7.96
|
4.20
|
18.49
|
-4.49
|
0.04
|
3.66
|
4.64
|
Benchmark
|
2.62
|
8.10
|
4.54
|
18.86
|
-4.25
|
-0.41
|
3.18
|
4.09
|
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
|
11.01
|
-25.97
|
-0.80
|
16.32
|
24.08
|
-7.04
|
12.41
|
10.91
|
-3.43
|
17.16
|
Benchmark
|
10.73
|
-25.29
|
-1.18
|
13.32
|
23.36
|
-6.76
|
12.21
|
10.22
|
-4.56
|
16.39
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.