Invesco Energy Fund IENAX
IENAX
Invesco Energy Fund PAXS
PIMCO Access Income Fund DLY
DoubleLine Yield Opportunities Fund BTO
John Hancock Financial Opportunities Fund MEGI
NYLI CBRE Global Infrastructure Megatrends Term Fund NIE
Virtus Equity & Convertible Income Fund SWOBX
Schwab Balanced Fund AIO
Virtus Artificial Intelligence & Technology Opportunities Fund ROGSX
Red Oak Technology Select Fund PXSIX
Pax Small Cap Fund
Invesco Energy Fund PAXS
PIMCO Access Income Fund DLY
DoubleLine Yield Opportunities Fund BTO
John Hancock Financial Opportunities Fund MEGI
NYLI CBRE Global Infrastructure Megatrends Term Fund NIE
Virtus Equity & Convertible Income Fund SWOBX
Schwab Balanced Fund AIO
Virtus Artificial Intelligence & Technology Opportunities Fund ROGSX
Red Oak Technology Select Fund PXSIX
Pax Small Cap Fund
Performance
| Periode | IENAX | PAXS | DLY | BTO | MEGI | NIE | SWOBX | AIO | ROGSX | PXSIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 14.43 % | 7.34 % | -1.14 % | 17.75 % | 14.31 % | 21.38 % | 16.07 % | 22.72 % | 39.78 % | 27.72 % |
| YTD | 5.27 % | 3.28 % | -7.34 % | 0.85 % | 17.75 % | 7.07 % | 11.00 % | -0.50 % | 22.34 % | 9.48 % |
| 1Y | 0.13 % | 0.06 % | -10.70 % | 4.24 % | 2.91 % | 9.45 % | 5.45 % | 6.70 % | 18.59 % | 5.66 % |
| 3Y | 12.90 % | 6.49 % | 12.32 % | 12.12 % | 23.42 % | 24.94 % | 25.75 % | 55.10 % | 103.20 % | 35.19 % |
| 5Y | 208.64 % | -19.60 % | -15.55 % | 56.85 % | -25.70 % | 1.03 % | 7.72 % | 5.58 % | 57.17 % | 40.78 % |
| 10Y | 7.47 % | -19.60 % | -27.03 % | 42.88 % | -25.70 % | 41.99 % | 21.94 % | 20.20 % | 246.94 % | 41.09 % |
| Depuis le début | 57.68 % | -19.60 % | -27.03 % | 78.10 % | -25.70 % | 2.40 % | 85.60 % | 20.20 % | 477.30 % | 94.00 % |