Performance data shown represents past performance which does not guarantee future results and other calculation methods may produce different results. There is the possibility of loss of principal value. Your portfolio results may differ due to your particular investment guidelines, active portfolio management and changing market conditions.
Source: Genus Investment Research
Annualized Returns show how much an investment has grown or declined, on average, over each year of a multi-year period.
Cumulative Returns show how much an investment has grown or declined, in total, over a multi-year period.