| Period | SPFI | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -0.35% | -0.36% | -1.20% | +0.01% |
| 5D | -1.00% | +0.59% | +0.76% | -1.59% |
| 1M | -2.02% | -1.16% | -4.21% | -0.86% |
| 3M | -5.95% | -2.37% | -6.85% | -3.59% |
| 6M | +6.41% | +2.81% | -3.08% | +3.60% |
| YTD | +11.42% | +10.42% | +10.89% | +0.99% |
| 1Y | +15.38% | +13.32% | +12.63% | +2.05% |
| 3Y | +58.73% | +67.55% | +76.16% | -8.82% |
| 5Y | +61.25% | +60.75% | +71.08% | +0.50% |