| Period | CFA | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +0.36% | +0.02% | +0.09% | +0.34% |
| 5D | +0.18% | +0.34% | +0.71% | -0.16% |
| 1M | +0.96% | +3.40% | +5.31% | -2.44% |
| 3M | +5.71% | +1.27% | -3.65% | +4.44% |
| 6M | +5.27% | +11.61% | +16.98% | -6.34% |
| YTD | +11.60% | +12.14% | +16.02% | -0.53% |
| 1Y | +12.53% | +18.47% | +24.04% | -5.94% |
| 3Y | +44.16% | +73.02% | +93.96% | -28.86% |
| 5Y | +36.58% | +69.40% | +87.07% | -32.82% |