Average annual returns
Average annual returns
(as of 9/30/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
Inception
|
|
---|---|---|---|---|---|---|---|
Composite (Gross)
|
2.51
|
8.13
|
5.44
|
20.11
|
-3.82
|
0.55
|
3.99
|
Composite (Net)
|
2.49
|
8.06
|
5.25
|
19.81
|
-4.06
|
0.29
|
3.73
|
Benchmark
|
2.37
|
7.83
|
4.63
|
18.86
|
-4.33
|
-0.25
|
3.16
|
Benchmark
|
2.62
|
8.10
|
4.54
|
18.86
|
-4.25
|
-0.41
|
3.14
|
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
|
|
---|---|---|---|---|---|
Composite
|
11.61
|
-25.87
|
0.44
|
15.05
|
22.63
|
Benchmark
|
10.94
|
-25.64
|
-0.37
|
14.04
|
21.96
|
Benchmark
|
10.73
|
-25.29
|
-1.18
|
13.32
|
23.36
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.