Columbia Dividend Opportunity Fund Class A INUTX
INUTX
Columbia Dividend Opportunity Fund Class A GTSGX
Madison Mid Cap Fund Class Y MERAX
Madison Mid Cap Fund Class A 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 DIAMX
Diamond Hill Long-Short Fund SINAX
ClearBridge Large Cap Value Fund Class A SAIFX
ClearBridge Large Cap Value Fund Class I
Columbia Dividend Opportunity Fund Class A GTSGX
Madison Mid Cap Fund Class Y MERAX
Madison Mid Cap Fund Class A 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 DIAMX
Diamond Hill Long-Short Fund SINAX
ClearBridge Large Cap Value Fund Class A SAIFX
ClearBridge Large Cap Value Fund Class I
Performance
| Periode | INUTX | GTSGX | MERAX | HASCX | BRMKX | BRMAX | TRJWX | DIAMX | SINAX | SAIFX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 4.19 % | 4.19 % | 4.02 % | 12.62 % | 9.39 % | 9.40 % | 4.25 % | 10.08 % | 9.97 % | 9.99 % |
| YTD | 7.39 % | 2.46 % | 2.07 % | 4.16 % | 10.57 % | 10.52 % | 7.32 % | 17.67 % | 9.66 % | 9.71 % |
| 1Y | 5.42 % | -7.34 % | -7.69 % | -1.63 % | 6.00 % | 5.92 % | 4.71 % | 14.68 % | -3.80 % | -3.81 % |
| 3Y | 13.80 % | 26.69 % | 25.00 % | 11.94 % | 31.68 % | 31.37 % | 13.85 % | 26.03 % | 15.92 % | 15.99 % |
| 5Y | 20.05 % | 34.68 % | 31.01 % | 14.74 % | 31.68 % | 31.37 % | 13.85 % | 20.58 % | 24.93 % | 24.88 % |
| 10Y | 17.25 % | 92.16 % | 81.33 % | 72.62 % | 78.67 % | 77.45 % | 13.85 % | 31.20 % | 61.68 % | 61.53 % |
| Depuis le début | 103.64 % | 154.75 % | 56.73 % | 340.70 % | 64.20 % | 68.63 % | 13.85 % | 207.00 % | 217.78 % | 144.81 % |