Average annual returns
Average annual returns
(as of 12/31/2023)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
3.07
|
8.53
|
-
|
-
|
-
|
-
|
-
|
7.05
|
Composite (Net)
|
2.81
|
7.70
|
-
|
-
|
-
|
-
|
-
|
4.13
|
Russell 1000® Value Index
|
5.54
|
9.50
|
-
|
-
|
-
|
-
|
-
|
5.97
|
One-month, three-month and year-to-date returns are not annualized.
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.