| Period | CASS | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -4.92% | -0.52% | -0.01% | -4.40% |
| 5D | +0.09% | -1.18% | -1.84% | +1.27% |
| 1M | +1.29% | -1.48% | -5.39% | +2.77% |
| 3M | +0.07% | +2.83% | +3.27% | -2.75% |
| 6M | +15.43% | +6.78% | +7.12% | +8.65% |
| YTD | +35.13% | +11.24% | +14.89% | +23.89% |
| 1Y | +37.83% | +10.91% | +12.15% | +26.93% |
| 3Y | +44.33% | +84.21% | +104.97% | -39.89% |
| 5Y | +30.24% | +66.67% | +85.80% | -36.44% |