| Period | TAX | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +0.33% | -0.03% | +0.04% | +0.36% |
| 5D | +0.38% | -0.01% | -0.34% | +0.39% |
| 1M | +3.04% | +3.59% | +4.24% | -0.55% |
| 3M | +3.16% | +1.46% | -3.34% | +1.69% |
| 6M | +9.90% | +11.61% | +17.08% | -1.71% |
| YTD | +10.27% | +12.07% | +15.97% | -1.81% |
| 1Y | +16.50% | +18.68% | +24.17% | -2.18% |
| 3Y | +29.73% | +72.93% | +93.87% | -43.20% |
| 5Y | +29.73% | +70.05% | +89.08% | -40.32% |