| vs S&P 500 | vs Russell 1000 Growth | ||
| Up Capture | 106.0 | 86.0 | |
| Down Capture | 88.4 | 70.9 | |
| Alpha | 4.2 | 6.0 | |
| Beta | 0.96 | 0.75 | |
| Sharpe Ratio vs. 3-month T-Bill | 0.17 |
| TIM | S&P500 | ||
| Weighted Avg. Market Cap ($B) | 38.0 | 86.3 | |
| Median Market Cap ($B) | 23.0 | 9.3 | |
| P/E (trailing 12 mos.) | 20.7 | 21.6 | |
| Price/Book | 2.7 | 2.2 | |
| EPS Growth (5 Years) | 26.5 | 18.8 |