Our Performance
Performance Tab
The Performance Report is displayed by default. You can sort the data in a column by clicking on the column heading. Click once to sort in ascending order; click again to sort in descending order.
Annual Tab
This tab displays simple (not compounded) annual returns. You can sort the data in a column by clicking on the column heading. Click once to sort in ascending order; click again to sort in descending order.
Distribution Tab
Distributions are payments from the fund that may include dividends, interest, and capital gains from the sale of securities and/or return of capital. A distribution is made by cash or by reinvesting in additional units. Funds are required to distribute capital gains.