
Meeder Muirfield Retail FLMFX
FLMFX
Meeder Muirfield Retail BSMAX
iShares Russell Small/Mid-Cap Idx Inv A MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A SWEGX
Schwab MarketTrack All Equity QRSVX
FPA Queens Road Small Cap Value Inv FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F PABCX
PGIM Balanced Fund- Class C
Meeder Muirfield Retail BSMAX
iShares Russell Small/Mid-Cap Idx Inv A MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A SWEGX
Schwab MarketTrack All Equity QRSVX
FPA Queens Road Small Cap Value Inv FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F PABCX
PGIM Balanced Fund- Class C
Performance
Periode | FLMFX | BSMAX | MNDAX | SWEGX | QRSVX | FTCLX | FCAZX | SWYNX | SSPIX | PABCX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 21.41 % | 25.41 % | 23.62 % | 23.94 % | 23.02 % | 13.87 % | 14.73 % | 22.77 % | 25.52 % | 17.28 % |
YTD | 11.05 % | 8.46 % | 8.41 % | 17.27 % | 12.77 % | 3.77 % | 4.86 % | 17.09 % | 12.97 % | 10.83 % |
1Y | -5.76 % | 5.44 % | 7.04 % | 6.58 % | 6.59 % | 0.09 % | 0.41 % | 12.53 % | 2.01 % | 3.15 % |
3Y | 24.08 % | 36.81 % | 36.67 % | 49.12 % | 40.74 % | 41.85 % | 44.35 % | 64.60 % | 43.77 % | 38.04 % |
5Y | 34.97 % | 38.90 % | -21.18 % | 46.79 % | 70.93 % | 16.92 % | 20.04 % | 62.20 % | 38.29 % | 18.65 % |
10Y | 51.95 % | 89.69 % | 18.53 % | 61.51 % | 84.87 % | 34.83 % | 39.08 % | 122.70 % | 113.09 % | 26.57 % |
Depuis le début | 103.00 % | 82.10 % | 170.60 % | 172.30 % | 339.80 % | 131.04 % | 63.40 % | 122.70 % | 410.71 % | 44.33 % |