
BlackRock Taxable Municipal Bond Trust BBN
BBN
BlackRock Taxable Municipal Bond Trust BTZ
BlackRock Credit Allocation Income Trust PALRX
PGIM Balanced Fund- Class R PABCX
PGIM Balanced Fund- Class C WBENX
William Blair Emerging Mkts Growth N SWEGX
Schwab MarketTrack All Equity BSMAX
iShares Russell Small/Mid-Cap Idx Inv A SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund HNTVX
Heartland Value Fund Insti Class Shs BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs
BlackRock Taxable Municipal Bond Trust BTZ
BlackRock Credit Allocation Income Trust PALRX
PGIM Balanced Fund- Class R PABCX
PGIM Balanced Fund- Class C WBENX
William Blair Emerging Mkts Growth N SWEGX
Schwab MarketTrack All Equity BSMAX
iShares Russell Small/Mid-Cap Idx Inv A SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund HNTVX
Heartland Value Fund Insti Class Shs BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs
Performance
Periode | BBN | BTZ | PALRX | PABCX | WBENX | SWEGX | BSMAX | SWYNX | HNTVX | BAFAX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 4.74 % | 8.97 % | 17.35 % | 17.40 % | 34.30 % | 24.35 % | 28.40 % | 23.82 % | 28.12 % | 16.98 % |
YTD | 2.79 % | 5.33 % | 10.91 % | 10.95 % | 21.67 % | 17.66 % | 10.13 % | 17.51 % | 13.00 % | 7.49 % |
1Y | -3.44 % | -0.81 % | 2.89 % | 3.03 % | 18.93 % | 6.80 % | 7.00 % | 12.76 % | 3.35 % | 3.81 % |
3Y | 2.48 % | 16.42 % | 38.00 % | 38.19 % | 51.79 % | 49.62 % | 38.92 % | 65.19 % | 35.77 % | 66.95 % |
5Y | -36.11 % | -20.72 % | 17.56 % | 17.76 % | -11.38 % | 45.63 % | 39.44 % | 61.14 % | 46.49 % | 58.50 % |
10Y | -18.10 % | -10.95 % | 26.30 % | 26.70 % | 30.51 % | 61.85 % | 93.01 % | 123.50 % | 39.85 % | 180.63 % |
Depuis le début | -17.20 % | -55.76 % | 41.98 % | 44.48 % | 53.16 % | 173.20 % | 84.90 % | 123.50 % | 39.25 % | 334.12 % |