
Columbia Dividend Opportunity Fund Class A INUTX
INUTX
Columbia Dividend Opportunity Fund Class A MERAX
Madison Mid Cap Fund Class A GTSGX
Madison Mid Cap Fund Class Y HASCX
Harbor Small Cap Value Fund Institutional Class BRMKX
iShares Russell Mid-Cap Index K BRMAX
iShares Russell Mid-Cap Index Inv A TRJWX
T. Rowe Price Retirement Balanced ClassI SAIFX
ClearBridge Large Cap Value Fund Class I SINAX
ClearBridge Large Cap Value Fund Class A DIAMX
Diamond Hill Long-Short Fund
Columbia Dividend Opportunity Fund Class A MERAX
Madison Mid Cap Fund Class A GTSGX
Madison Mid Cap Fund Class Y HASCX
Harbor Small Cap Value Fund Institutional Class BRMKX
iShares Russell Mid-Cap Index K BRMAX
iShares Russell Mid-Cap Index Inv A TRJWX
T. Rowe Price Retirement Balanced ClassI SAIFX
ClearBridge Large Cap Value Fund Class I SINAX
ClearBridge Large Cap Value Fund Class A DIAMX
Diamond Hill Long-Short Fund
Performance
Periode | INUTX | MERAX | GTSGX | HASCX | BRMKX | BRMAX | TRJWX | SAIFX | SINAX | DIAMX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 15.95 % | 12.86 % | 13.10 % | 21.39 % | 21.21 % | 21.13 % | 10.25 % | 16.16 % | 16.15 % | 15.77 % |
YTD | 9.05 % | 1.61 % | 1.97 % | 0.45 % | 7.74 % | 7.73 % | 7.92 % | 6.89 % | 6.87 % | 12.80 % |
1Y | 0.54 % | -6.30 % | -5.96 % | -1.30 % | 1.85 % | 1.79 % | 4.30 % | -5.68 % | -5.66 % | 1.59 % |
3Y | 20.96 % | 37.50 % | 39.44 % | 15.21 % | 37.93 % | 37.73 % | 14.49 % | 24.63 % | 24.59 % | 19.20 % |
5Y | 30.13 % | 43.48 % | 47.64 % | 28.75 % | 40.11 % | 39.79 % | 14.49 % | 31.78 % | 31.76 % | 26.15 % |
10Y | 12.75 % | 79.64 % | 90.57 % | 63.59 % | 67.54 % | 64.39 % | 14.49 % | 51.53 % | 51.62 % | 25.66 % |
Depuis le début | 106.78 % | 56.01 % | 153.53 % | 325.00 % | 60.00 % | 64.39 % | 14.49 % | 138.51 % | 209.70 % | 194.30 % |