| Period | CFA | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -0.02% | +0.18% | +0.09% | -0.19% |
| 5D | +0.28% | +1.46% | +2.48% | -1.18% |
| 1M | +4.04% | +0.71% | -1.99% | +3.33% |
| 3M | +0.47% | +3.96% | +5.61% | -3.48% |
| 6M | +4.80% | +6.99% | +7.08% | -2.19% |
| YTD | +9.75% | +12.86% | +17.74% | -3.11% |
| 1Y | +10.61% | +12.22% | +14.06% | -1.61% |
| 3Y | +53.49% | +85.53% | +106.73% | -32.04% |
| 5Y | +33.60% | +67.89% | +86.97% | -34.29% |