Quarterly Returns +
| Year | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -18.3 | 15.3 | 2.3 | 8.4 | -0.8 | 2.8 | 2.6 | 9.1 | 14.7 | - |
| Q2 | - | 24.4 | 4.4 | 7.9 | 5 | 1.5 | 1.2 | 3.7 | 2.8 | -4.5 | - |
| Q3 | - | 9 | -3 | 5.3 | 5.7 | 6 | -6.6 | -0.1 | 8.4 | 6.1 | - |
| Q4 | - | - | 2.5 | -16.4 | 6.4 | -0.1 | 5.4 | 2.9 | 8.8 | -1.8 | - |
Monthly Returns +
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2020 | 1.06 | -7.25 | -12.87 | 13.73 | 5.17 | 4.01 | 7.03 | 8.75 | -5.51 | -0.59 | 8.44 | 1.12 |
Annual Returns +
| Year | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FINSX | 0% | 0% | 0% | 0% | 19.3% | 19.4% | 11.4% | 20.6% | -37.8% | 29.4% | 16.3% | -0.7% | 16.1% | 32.8% | 9.4% | 2.6% | 6.6% | 28.4% | -4.4% | 21.9% | 14.6% | 0% |
| ^RLG - Russell 1000? Growth Index | 0% | 0% | 0% | 28.3% | 5.2% | 4.1% | 7.8% | 10.5% | -39.3% | 34.8% | 14.9% | 1.1% | 13.3% | 31.3% | 11.3% | 4% | 5.3% | 28.4% | -2.8% | 34.7% | 37.1% | -3.9% |
