| Period | TAX | S&P 500 | NASDAQ | vs S&P |
|---|---|---|---|---|
| 1D | +0.65% | +1.13% | +1.73% | -0.48% |
| 5D | -0.77% | +0.23% | +1.09% | -0.99% |
| 1M | -3.77% | -0.63% | -0.08% | -3.14% |
| 3M | -0.88% | +2.45% | -2.85% | -3.33% |
| 6M | +12.64% | +16.36% | +21.93% | -3.72% |
| YTD | +6.01% | +11.63% | +16.93% | -5.62% |
| 1Y | +10.20% | +15.69% | +21.51% | -5.49% |
| 3Y | +24.71% | +71.90% | +93.42% | -47.19% |
| 5Y | +24.71% | +75.70% | +96.04% | -50.98% |