| vs. R2500 Gr | |
| Up Capture | 114.0 |
| Down Capture | 107.0 |
| Alpha | 0.86 |
| Beta | 0.94 |
| Sharpe Ratio vs. 3-month T-Bill | -0.20 |
| TIM | Russ 2500Gr | ||
| Weighted Avg. Market Cap ($B) | 1.5 | 2.3 | |
| Median Market Cap ($B) | 1.2 | 0.64 | |
| P/E (trailing 12 mos.) | 27.0 | 34.8 | |
| Price/Book | 2.3 | 2.9 | |
| EPS Growth (5 Years) | 26.1 | 25.2 |