Jan 23, 2018 – Jan 17, 2019 S&P 500 -7%
Nearest whole percent rounding.
Excluding dividend payments.
Excluding fund fees.
Note: In the rare event of a sole company available for investment in a given year, a maximum of half of the fund may be invested.
Fund results actual, pre-inc, and unaudited. Investment results may vary from year to year depending on market conditions.