Lazard US Equity Concentrated Portfolio Open Shares LEVOX
LEVOX
Lazard US Equity Concentrated Portfolio Open Shares LEVIX
Lazard US Equity Concentrated Portfolio BMDIX
Baird Mid Cap Growth Fund - Institutional Class BMDSX
Baird Mid Cap Growth Fund - Investor Class SLGFX
SEI Institutional Managed Trust Large Cap Index Fund Class F SFAAX
Allspring Index Asset Allocation Fund Class A ARTTX
Artisan Focus Fund Investor Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares BOSOX
Boston Trust Walden Small Cap Fund BAUAX
Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs
Lazard US Equity Concentrated Portfolio Open Shares LEVIX
Lazard US Equity Concentrated Portfolio BMDIX
Baird Mid Cap Growth Fund - Institutional Class BMDSX
Baird Mid Cap Growth Fund - Investor Class SLGFX
SEI Institutional Managed Trust Large Cap Index Fund Class F SFAAX
Allspring Index Asset Allocation Fund Class A ARTTX
Artisan Focus Fund Investor Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares BOSOX
Boston Trust Walden Small Cap Fund BAUAX
Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs
Performance
| Periode | LEVOX | LEVIX | BMDIX | BMDSX | SLGFX | SFAAX | ARTTX | SWYFX | BOSOX | BAUAX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 17.02 % | 17.13 % | -2.88 % | -3.00 % | 13.98 % | 9.62 % | 4.73 % | 10.38 % | 4.34 % | 16.60 % |
| YTD | 218.69 % | 219.29 % | -8.09 % | -8.31 % | 16.06 % | 10.44 % | 14.08 % | 16.00 % | -0.73 % | 8.14 % |
| 1Y | 28.85 % | 25.55 % | -16.29 % | -16.86 % | 8.17 % | 7.35 % | 11.47 % | 10.19 % | -6.62 % | 0.80 % |
| 3Y | -19.30 % | -22.15 % | -4.13 % | -5.59 % | 62.83 % | 17.17 % | 49.97 % | 38.48 % | 11.47 % | 11.12 % |
| 5Y | -26.93 % | -29.60 % | -26.27 % | -29.17 % | 73.96 % | 6.89 % | 46.26 % | 35.01 % | 18.53 % | 29.85 % |
| 10Y | -7.54 % | -11.10 % | 45.03 % | 36.26 % | 129.10 % | 51.66 % | 253.05 % | 93.79 % | 50.04 % | 38.39 % |
| Depuis le début | 201.37 % | 26.18 % | 115.80 % | 94.30 % | 129.10 % | 325.10 % | 253.05 % | 93.79 % | 80.14 % | 84.75 % |