Average annual returns
Average annual returns
(as of 6/30/2025)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
3.16
|
4.99
|
7.64
|
11.49
|
10.05
|
Composite (Net)
|
2.90
|
4.19
|
6.02
|
8.15
|
6.76
|
Benchmark
|
3.42
|
3.79
|
6.00
|
13.70
|
10.92
|
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
2024
|
2023
|
|
---|---|---|
Composite (Gross)
|
9.37
|
7.05
|
Composite (Net)
|
6.09
|
4.13
|
Benchmark
|
14.37
|
5.97
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.