| Period | TAX | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | -0.53% | -0.64% | -1.47% | +0.10% |
| 5D | -1.41% | -0.33% | -1.27% | -1.07% |
| 1M | -1.70% | +0.82% | +3.94% | -2.52% |
| 3M | -2.09% | +2.29% | +2.91% | -4.38% |
| 6M | +5.62% | +12.56% | +20.93% | -6.94% |
| YTD | +5.95% | +13.04% | +21.78% | -7.09% |
| 1Y | +8.13% | +14.73% | +22.11% | -6.60% |
| 3Y | +24.65% | +78.64% | +103.69% | -53.99% |
| 5Y | +24.65% | +77.66% | +108.33% | -53.01% |