The historical performance of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through June 2018.
Since the beginning of 2015 the fund has outperformed the S&P500 by 27% and outperformed the Nasdaq by 10%.
The trailing twelve month performance of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through June 2018.
Over the prior twelve months the fund has outperformed the S&P500 by 2% and underperformed the Nasdaq by 5%.
The year to date Sharpe ratio of the fund relative to the S&P500 Index and Nasdaq Composite index is shown above. The data is updated through June 2018.