
Brown Advisory Flexible Equity Fund Advisor Shs BAFAX
BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs WBENX
William Blair Emerging Mkts Growth N FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class PABCX
PGIM Balanced Fund- Class C PALRX
PGIM Balanced Fund- Class R NEAGX
Needham Aggressive Growth Fund Retail Class PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SWEGX
Schwab MarketTrack All Equity
Brown Advisory Flexible Equity Fund Advisor Shs WBENX
William Blair Emerging Mkts Growth N FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class PABCX
PGIM Balanced Fund- Class C PALRX
PGIM Balanced Fund- Class R NEAGX
Needham Aggressive Growth Fund Retail Class PGROX
BNY Mellon Worldwide Growth Fund, Inc. Class A SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SWEGX
Schwab MarketTrack All Equity
Performance
Periode | BAFAX | WBENX | FTCLX | FCAZX | PABCX | PALRX | NEAGX | PGROX | SWYNX | SWEGX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 16.98 % | 31.75 % | 14.19 % | 15.14 % | 17.40 % | 17.35 % | 54.61 % | 20.92 % | 22.26 % | 22.73 % |
YTD | 7.49 % | 21.67 % | 4.21 % | 5.33 % | 10.95 % | 10.91 % | 27.04 % | 11.41 % | 17.51 % | 17.66 % |
1Y | 3.81 % | 18.28 % | 0.56 % | 0.95 % | 3.03 % | 2.89 % | 25.95 % | -0.73 % | 13.45 % | 7.47 % |
3Y | 66.95 % | 51.79 % | 42.46 % | 45.00 % | 38.19 % | 38.00 % | 113.21 % | 30.29 % | 65.19 % | 49.62 % |
5Y | 58.50 % | -11.12 % | 16.02 % | 19.17 % | 17.76 % | 17.56 % | 105.78 % | 18.07 % | 61.26 % | 45.55 % |
10Y | 180.63 % | 30.51 % | 35.25 % | 39.62 % | 26.70 % | 26.30 % | 170.92 % | 36.78 % | 123.50 % | 62.04 % |
Depuis le début | 334.12 % | 53.16 % | 132.04 % | 64.14 % | 44.48 % | 41.98 % | 490.60 % | 484.96 % | 123.50 % | 173.20 % |