Average annual returns
Average annual returns
(as of 12/31/2023)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Fund
|
3.27
|
6.01
|
11.73
|
11.73
|
2.17
|
5.25
|
4.65
|
7.31
|
Benchmark
|
3.69
|
7.07
|
13.47
|
13.47
|
2.01
|
5.19
|
4.51
|
6.49
|
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
|
|
---|---|---|---|---|---|---|---|---|---|---|
Fund
|
11.73
|
-10.71
|
6.92
|
7.50
|
12.63
|
-1.93
|
7.55
|
15.20
|
-3.75
|
4.34
|
Benchmark
|
13.47
|
-11.21
|
5.35
|
6.07
|
14.41
|
-2.27
|
7.48
|
17.49
|
-4.61
|
2.51
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.