| Period | CASS | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -0.86% | +0.01% | -0.03% | -0.86% |
| 5D | +0.65% | +0.93% | +1.29% | -0.28% |
| 1M | -3.15% | +0.49% | +4.31% | -3.64% |
| 3M | +1.89% | +2.94% | +5.63% | -1.05% |
| 6M | +16.74% | +13.86% | +23.64% | +2.88% |
| YTD | +32.09% | +12.66% | +22.22% | +19.43% |
| 1Y | +36.90% | +14.60% | +23.31% | +22.30% |
| 3Y | +42.50% | +79.19% | +105.47% | -36.68% |
| 5Y | +28.31% | +76.98% | +108.34% | -48.67% |