Historical Quarterly Performance vs Benchmark

The chart below compares the fund return against our benchmark for each quarter since inception. The column on the far right shows the calendar year (or YTD) return. The fund performance was positive in 80% of these quarterly periods. After changing from outside advisors to internal management in 2016, the Fund performance has exceeded the benchmark 60% of the periods; prior to that the Fund exceeded benchmark only about 25% of the time.

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