Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Gross)
|
0.97
|
3.16
|
5.48
|
9.06
|
2.42
|
3.06
|
2.76
|
5.10
|
Composite (Net)
|
0.96
|
3.11
|
5.32
|
8.84
|
2.18
|
2.82
|
2.51
|
4.68
|
Benchmark
|
0.83
|
2.96
|
4.38
|
7.19
|
1.50
|
1.70
|
1.64
|
4.27
|
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
|
6.41
|
-4.46
|
0.36
|
6.32
|
5.00
|
1.60
|
1.54
|
2.40
|
1.11
|
1.45
|
Benchmark
|
4.61
|
-3.69
|
-0.47
|
3.33
|
4.03
|
1.60
|
0.84
|
1.28
|
0.65
|
0.77
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.