Advisors Capital Total Return – Equity ACUSX
ACUSX
Advisors Capital Total Return – Equity SPFIX
Shelton S&P 500 Index Investor PRJPX
T. Rowe Price Japan ZTR
Virtus Total Return Fund Inc. SLANX
DWS Latin America Equity A PIGDX
Federated Hermes International Growth Fund Class IS STITX
Virtus SGA International Growth Fund Class I SMAYX
Small Cap Growth Fund Class Y HRVIX
Heartland Value Plus Fund Investor Class Shs WFIVX
FT Wilshire 5000 Index Invmt
Advisors Capital Total Return – Equity SPFIX
Shelton S&P 500 Index Investor PRJPX
T. Rowe Price Japan ZTR
Virtus Total Return Fund Inc. SLANX
DWS Latin America Equity A PIGDX
Federated Hermes International Growth Fund Class IS STITX
Virtus SGA International Growth Fund Class I SMAYX
Small Cap Growth Fund Class Y HRVIX
Heartland Value Plus Fund Investor Class Shs WFIVX
FT Wilshire 5000 Index Invmt
Performance
| Periode | ACUSX | SPFIX | PRJPX | ZTR | SLANX | PIGDX | STITX | SMAYX | HRVIX | WFIVX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 11.09 % | 11.12 % | 0.07 % | 2.53 % | 18.24 % | 4.92 % | -1.94 % | 14.36 % | 14.14 % | 6.00 % |
| YTD | 13.71 % | 13.38 % | 14.57 % | 6.36 % | 54.53 % | 20.06 % | 8.13 % | 6.86 % | 4.40 % | 7.68 % |
| 1Y | 10.13 % | 9.28 % | 12.84 % | 5.29 % | 42.71 % | 13.96 % | -19.87 % | -5.67 % | -5.80 % | 2.99 % |
| 3Y | 47.58 % | 36.95 % | 14.37 % | -7.72 % | 31.91 % | 27.31 % | -11.66 % | 29.76 % | -2.06 % | 47.69 % |
| 5Y | 40.20 % | 38.52 % | -33.15 % | -26.95 % | 14.29 % | -3.18 % | -28.56 % | -3.60 % | -3.57 % | 42.66 % |
| 10Y | 40.20 % | 109.39 % | 28.83 % | -47.14 % | 133.04 % | 70.60 % | -16.89 % | 44.53 % | 42.68 % | 97.64 % |
| Depuis le début | 40.20 % | 736.10 % | 34.50 % | -84.23 % | 75.08 % | 70.60 % | 0.93 % | 37.52 % | 270.40 % | 251.80 % |