| 週期 | Tri Continental | 標普 500 | 納斯達克 | 道瓊斯 |
|---|---|---|---|---|
| 今年以來 | 10.66% | 8.52% | 7.03% | 9.75% |
| 近 1 週 | 0.48% | 1.07% | 3.72% | 1.00% |
| 近 1 月 | 0.98% | 1.02% | 1.66% | 1.68% |
| 近 6 月 | 8.57% | 6.46% | 4.27% | 7.61% |
| 近 1 年 | 19.11% | 16.26% | 17.46% | 17.64% |
| 近 3 年 | 63.55% | 62.12% | 73.76% | 48.75% |
| 成立以來 | 519.35% | 43.95% | 1136.99% | 4028.24% |
