| Period | CASS | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +0.69% | -0.36% | -1.20% | +1.05% |
| 5D | +0.29% | +0.59% | +0.76% | -0.31% |
| 1M | +1.88% | -1.16% | -4.21% | +3.05% |
| 3M | -2.71% | -2.37% | -6.85% | -0.34% |
| 6M | +20.79% | +2.81% | -3.08% | +17.98% |
| YTD | +37.30% | +10.42% | +10.89% | +26.88% |
| 1Y | +36.21% | +13.32% | +12.63% | +22.89% |
| 3Y | +35.25% | +67.55% | +76.16% | -32.30% |
| 5Y | +23.36% | +60.75% | +71.08% | -37.39% |