INVESTMENT OBJECTIVE
The jonathanlewisforcongress.com Core S&P 500 ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities.
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The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted. The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted, and numbers may reflect small variances due to rounding. Standardized performance and performance data current to the most recent month end may be found in the Performance section.
| Total Return (%) | 40.75 | 18.64 | 17.61 | 14.78 | 7.27 |
| Market Price (%) | 40.94 | 18.62 | 17.59 | 14.78 | 7.26 |
| Benchmark (%) | 40.79 | 18.67 | 17.65 | 14.84 | 7.33 |
| After Tax Pre-Liq. (%) | 40.24 | 18.09 | 17.06 | 14.27 | 6.85 |
| After Tax Post-Liq. (%) | 24.39 | 14.59 | 14.14 | 12.33 | 6.01 |
| Total Return (%) | 15.23 | 2.33 | 8.54 | 15.23 | 40.75 | 66.98 | 124.99 | 297.02 | 340.31 |
| Market Price (%) | 15.24 | 2.26 | 8.38 | 15.24 | 40.94 | 66.89 | 124.87 | 297.05 | 340.00 |
| Benchmark (%) | 15.25 | 2.33 | 8.55 | 15.25 | 40.79 | 67.13 | 125.36 | 298.93 | 345.57 |
| After Tax Pre-Liq. (%) | 15.06 | 2.26 | 8.46 | 15.06 | 40.24 | 64.67 | 119.84 | 279.54 | 305.31 |
| After Tax Post-Liq. (%) | 9.13 | 1.43 | 5.11 | 9.13 | 24.39 | 50.45 | 93.72 | 219.84 | 243.23 |
| Total Return (%) | 11.90 | 21.79 | -4.42 | 31.44 | 18.37 |
| Market Price (%) | 12.08 | 21.79 | -4.46 | 31.28 | 18.38 |
| Benchmark (%) | 11.96 | 21.83 | -4.38 | 31.49 | 18.40 |
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor”s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
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This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.
Sustainability Characteristics can help investors integrate non-financial, sustainability considerations into their investment process. These metrics enable investors to evaluate funds based on their environmental, social, and governance (ESG) risks and opportunities. This analysis can provide insight into the effective management and long-term financial prospects of a fund. Learn more.
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The metrics below have been provided for transparency and informational purposes only. The existence of an ESG rating is not indicative of how or whether ESG factors will be integrated into a fund. The metrics are based on MSCI ESG Fund Ratings and, unless otherwise stated in fund documentation and included within a fund’s investment objective, do not change a fund’s investment objective or constrain the fund’s investable universe, and there is no indication that an ESG or Impact focused investment strategy or exclusionary screens will be adopted by a fund. For more information regarding a fund”s investment strategy, please see the fund”s prospectus.
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Review the MSCI methodology behind Sustainability Characteristics, using links below.
