Madison Small Cap Fund Class Y BVAOX
BVAOX
Madison Small Cap Fund Class Y WELNX
William Blair Emerging Mkts Ldrs N FLRUX
Meeder Conservative Allocation Retail CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin ASQIX
American Century Small Company Fund Investor Class WSBFX
Boston Trust Walden Balanced Fund FTGWX
Westwood Broadmark Tactical Gr Inst DUNK
Dana Unconstrained Equity ETF NCBVX
PGIM QMA Mid-Cap Value Fund- Class C NEEGX
Needham Growth Fund- Retail Class
Madison Small Cap Fund Class Y WELNX
William Blair Emerging Mkts Ldrs N FLRUX
Meeder Conservative Allocation Retail CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin ASQIX
American Century Small Company Fund Investor Class WSBFX
Boston Trust Walden Balanced Fund FTGWX
Westwood Broadmark Tactical Gr Inst DUNK
Dana Unconstrained Equity ETF NCBVX
PGIM QMA Mid-Cap Value Fund- Class C NEEGX
Needham Growth Fund- Retail Class
Performance
| Periode | BVAOX | WELNX | FLRUX | CBLLX | ASQIX | WSBFX | FTGWX | DUNK | NCBVX | NEEGX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 2.55 % | 14.02 % | 3.98 % | 6.73 % | 18.35 % | 10.82 % | 10.01 % | -2.00 % | 13.86 % | 17.00 % |
| YTD | -3.73 % | 24.95 % | 5.51 % | 13.97 % | 15.86 % | 11.67 % | 9.88 % | -2.00 % | 13.97 % | 6.57 % |
| 1Y | -16.54 % | 20.23 % | 2.53 % | -18.43 % | 8.41 % | 8.49 % | 4.15 % | -2.00 % | 7.71 % | 1.18 % |
| 3Y | 13.38 % | 35.58 % | 14.51 % | -21.24 % | 41.45 % | 11.52 % | 11.57 % | -2.00 % | 30.06 % | 43.65 % |
| 5Y | -18.36 % | -10.67 % | 2.44 % | -23.15 % | 19.57 % | 12.94 % | 6.16 % | -2.00 % | 59.61 % | 18.92 % |
| 10Y | -67.66 % | 51.72 % | 1.76 % | -5.62 % | 52.03 % | 67.27 % | 14.55 % | -2.00 % | 47.03 % | 61.52 % |
| Depuis le début | 8.50 % | 30.34 % | 94.48 % | 42.57 % | 274.00 % | 147.90 % | 16.52 % | -2.00 % | 127.60 % | 551.90 % |