Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
3Y
|
Inception
|
|
---|---|---|---|---|---|---|
Composite (Gross)
|
1.70
|
1.50
|
1.50
|
6.43
|
0.19
|
1.01
|
Composite (Net)
|
1.68
|
1.41
|
1.41
|
6.05
|
-0.16
|
0.66
|
Benchmark 1
|
0.64
|
2.08
|
2.08
|
6.72
|
4.48
|
4.20
|
Benchmark 2
|
0.74
|
-1.67
|
-1.67
|
0.44
|
-4.78
|
-4.43
|
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
|
|
---|---|---|---|---|
Fund
|
7.08
|
-12.44
|
3.79
|
3.67
|
Benchmark
|
5.98
|
3.48
|
2.52
|
0.64
|
Benchmark
|
5.70
|
-17.26
|
-4.22
|
3.59
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.