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Last Quarter Performance
YTD Performance
APR 1, 2025 - JUN 30, 2025 (4:00 PM EST)
JAN 1, 2025 - JUN 30, 2025 (4:00 PM EST)
+9.99%
Time-weighted rate of return (pre-tax)
This
measures
the
cumulative
investment
performance
for
the
quarter. It reflects any growth and
income generated by the investments,
net of fees.
+3.70%
Time-weighted rate of return (pre-tax)
This
measures
the
cumulative
investment performance for the quarter.
It reflects any growth and income
generated by the investments, net of
fees.