Needham Growth Fund- Retail Class NEEGX
NEEGX
Needham Growth Fund- Retail Class DUNK
Dana Unconstrained Equity ETF NESGX
Needham Small Cap Growth Fund - Retail Class WELNX
William Blair Emerging Mkts Ldrs N BVAOX
Madison Small Cap Fund Class Y OCMAX
OCM Gold Atlas FLRUX
Meeder Conservative Allocation Retail VTN
Invesco Trust for Investment Grade New York Municipals FTGWX
Westwood Broadmark Tactical Gr Inst NCBVX
PGIM QMA Mid-Cap Value Fund- Class C
Needham Growth Fund- Retail Class DUNK
Dana Unconstrained Equity ETF NESGX
Needham Small Cap Growth Fund - Retail Class WELNX
William Blair Emerging Mkts Ldrs N BVAOX
Madison Small Cap Fund Class Y OCMAX
OCM Gold Atlas FLRUX
Meeder Conservative Allocation Retail VTN
Invesco Trust for Investment Grade New York Municipals FTGWX
Westwood Broadmark Tactical Gr Inst NCBVX
PGIM QMA Mid-Cap Value Fund- Class C
Performance
| Periode | NEEGX | DUNK | NESGX | WELNX | BVAOX | OCMAX | FLRUX | VTN | FTGWX | NCBVX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 17.00 % | -1.45 % | 28.71 % | 14.02 % | 2.55 % | 51.55 % | 3.98 % | 14.31 % | 10.01 % | 13.86 % |
| YTD | 6.57 % | -1.45 % | 19.14 % | 24.95 % | -3.73 % | 149.04 % | 5.51 % | 8.64 % | 9.88 % | 13.97 % |
| 1Y | 1.18 % | -1.45 % | 13.98 % | 20.23 % | -16.54 % | 128.80 % | 2.53 % | 3.52 % | 4.15 % | 7.71 % |
| 3Y | 43.65 % | -1.45 % | 41.12 % | 35.58 % | 13.38 % | 231.67 % | 14.51 % | 13.41 % | 11.57 % | 30.06 % |
| 5Y | 18.92 % | -1.45 % | 18.85 % | -10.67 % | -18.36 % | 159.51 % | 2.44 % | -7.52 % | 6.16 % | 59.61 % |
| 10Y | 61.52 % | -1.45 % | 316.12 % | 51.72 % | -67.66 % | 380.08 % | 1.76 % | -17.55 % | 14.55 % | 47.03 % |
| Depuis le début | 551.90 % | -1.45 % | 1 189.57 % | 30.34 % | 8.50 % | 58.23 % | 94.48 % | -21.19 % | 16.52 % | 127.60 % |