| Period | CFA | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -0.56% | -0.46% | -0.65% | -0.10% |
| 5D | -0.61% | -0.90% | -1.45% | +0.30% |
| 1M | -4.12% | -1.98% | -3.47% | -2.15% |
| 3M | +0.78% | +1.43% | -4.87% | -0.65% |
| 6M | +8.75% | +16.78% | +21.04% | -8.03% |
| YTD | +7.36% | +10.86% | +14.91% | -3.51% |
| 1Y | +8.99% | +14.76% | +19.18% | -5.77% |
| 3Y | +39.46% | +70.73% | +90.08% | -31.26% |
| 5Y | +34.60% | +71.59% | +88.47% | -36.99% |