Sign up to get our insights delivered to your inbox

Subscribe

EXPLORE MORE

View: Performance Vehicles

Composite Performance
Total Returns (US$)
As of June 30, 2023
Excluding Sales Charge Including Sales Charge Linked Benchmark S&P 500 Index
YTD 1.94% -2.64% 1.75% 16.89%
QTD 1.39% -3.18% 0.94% 8.74%
1 Year 9.48% 4.55% 10.54% 19.59%
3 Year 22.72% 20.85% 21.87% 14.61%
5 Year 3.26% 2.31% 5.72% 12.31%
Since Inception (12/20/13) 1.54% 1.05% 3.45% 11.96%
Vehicles

Sign up to get our insights delivered to your inbox

Need to contact us?

We’d be happy to answer questions about our investment solutions or any corporate-related inquiries.