JPMorgan Intrepid Sustainable Equity Fund - A Class JICAX
JICAX
JPMorgan Intrepid Sustainable Equity Fund - A Class SEEKX
Steward Large Cap Enhanced Index Fund A SPVYX
Small Cap Value Fund Class Y SLANX
DWS Latin America Equity A BULIX
American Century Utilities Fund Investor Class SPFIX
Shelton S&P 500 Index Investor SWYOX
Schwab Capital Trust - Target 2065 Index Fund ZTR
Virtus Total Return Fund Inc. CIGRX
Calamos International Growth Fund Class A NBH
Neuberger Berman Municipal Fund Inc.
JPMorgan Intrepid Sustainable Equity Fund - A Class SEEKX
Steward Large Cap Enhanced Index Fund A SPVYX
Small Cap Value Fund Class Y SLANX
DWS Latin America Equity A BULIX
American Century Utilities Fund Investor Class SPFIX
Shelton S&P 500 Index Investor SWYOX
Schwab Capital Trust - Target 2065 Index Fund ZTR
Virtus Total Return Fund Inc. CIGRX
Calamos International Growth Fund Class A NBH
Neuberger Berman Municipal Fund Inc.
Performance
| Periode | JICAX | SEEKX | SPVYX | SLANX | BULIX | SPFIX | SWYOX | ZTR | CIGRX | NBH |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 2.05 % | 12.12 % | 19.98 % | 17.30 % | 6.75 % | 9.93 % | 12.26 % | 3.07 % | -6.16 % | 3.76 % |
| YTD | 3.42 % | 16.30 % | 15.31 % | 55.23 % | 14.21 % | 13.22 % | 20.28 % | 6.39 % | 5.33 % | -1.83 % |
| 1Y | -0.70 % | 3.85 % | -8.55 % | 43.35 % | 13.07 % | 9.12 % | 14.08 % | 5.32 % | -4.30 % | -3.77 % |
| 3Y | 57.47 % | 59.16 % | 15.62 % | 34.10 % | 19.96 % | 41.82 % | 58.78 % | -5.47 % | 30.28 % | -7.60 % |
| 5Y | 58.10 % | -21.28 % | 15.26 % | 11.49 % | 14.41 % | 36.31 % | 48.30 % | -28.26 % | -16.36 % | -32.29 % |
| 10Y | 134.05 % | 5.94 % | 19.92 % | 132.09 % | 26.56 % | 103.93 % | 48.30 % | -47.78 % | 56.85 % | -34.17 % |
| Depuis le début | 244.87 % | 59.80 % | 8.62 % | 75.87 % | 102.50 % | 734.90 % | 48.30 % | -84.23 % | 218.69 % | -31.98 % |