
Janus Henderson Adaptive Risk Managed U.S. Equity Fund JRSIX
JRSIX
Janus Henderson Adaptive Risk Managed U.S. Equity Fund LVAQX
LSV Small Cap Value Fund CCSMX
Conestoga SMid Cap Fund GMLGX
GuideMark Large Cap Core Fund LACFX
Lord Abbett Convertible Fund MFCAX
Meridian Contrarian Fund STK
Columbia Seligman Premium Technology Growth Fund MHD
BlackRock MuniHoldings Fund, Inc. MUJ
BlackRock MuniHoldings New Jersey Quality Fund, Inc. MXXIX
Marsico Midcap Growth Focus Fund
Janus Henderson Adaptive Risk Managed U.S. Equity Fund LVAQX
LSV Small Cap Value Fund CCSMX
Conestoga SMid Cap Fund GMLGX
GuideMark Large Cap Core Fund LACFX
Lord Abbett Convertible Fund MFCAX
Meridian Contrarian Fund STK
Columbia Seligman Premium Technology Growth Fund MHD
BlackRock MuniHoldings Fund, Inc. MUJ
BlackRock MuniHoldings New Jersey Quality Fund, Inc. MXXIX
Marsico Midcap Growth Focus Fund
Performance
Periode | JRSIX | LVAQX | CCSMX | GMLGX | LACFX | MFCAX | STK | MHD | MUJ | MXXIX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 21.90 % | 19.96 % | 3.78 % | 25.43 % | 26.38 % | 37.44 % | 39.33 % | 6.79 % | 7.09 % | 32.29 % |
YTD | 10.85 % | 4.27 % | -5.03 % | 10.46 % | 21.46 % | 18.09 % | 13.72 % | -0.51 % | 3.65 % | 25.73 % |
1Y | 7.57 % | -2.43 % | -7.08 % | 7.15 % | 23.83 % | 14.23 % | 9.69 % | -6.72 % | -3.08 % | 27.36 % |
3Y | 52.80 % | 26.49 % | 35.60 % | 52.62 % | 40.00 % | 24.32 % | 53.16 % | 5.26 % | 4.12 % | 110.73 % |
5Y | 2.67 % | 74.57 % | 19.50 % | 58.50 % | -10.30 % | 22.60 % | 58.96 % | -23.03 % | -14.67 % | 49.48 % |
10Y | 44.53 % | 51.29 % | 170.93 % | 141.56 % | 52.58 % | 14.53 % | 113.43 % | -30.38 % | -14.55 % | 197.68 % |
Depuis le début | 28.74 % | 43.74 % | 147.16 % | 261.86 % | 71.84 % | 2.75 % | 82.71 % | -23.28 % | -23.13 % | 528.40 % |