Information as of June 30, 2026

Cumulative Performance:
Performance:
1M3M6MYTD1Y2Y3Y5Y
Fund 0.75% 3.08% 2.19% 2.21% 8.02% 8.58% 10.07% 3.96%
Benchmark 0.78% 3.48% 3.40% 3.37% 7.96% 8.21% 9.14% 4.26%
Risk metrics:
Standard deviation 4.4%
Sharpe ratio 1.2
Beta 0.9
Tracking error 1.2%
R-Squared 93.1%