Average annual returns
Average annual returns
(as of 12/31/2023)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
5Y
|
10Y
|
Inception
|
|
---|---|---|---|---|---|---|---|---|
Composite (Pure Gross)
|
1.21
|
2.61
|
-
|
-
|
-
|
-
|
-
|
2.50
|
Composite (Net)
|
1.08
|
2.22
|
-
|
-
|
-
|
-
|
-
|
1.35
|
Bloomberg U.S. Treasury: 1-3 Year Index
|
1.16
|
2.56
|
-
|
-
|
-
|
-
|
-
|
2.66
|
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.