Oakmark Equity And Income Fund Investor Class OAKBX
OAKBX
Oakmark Equity And Income Fund Investor Class AEUDX
American Century Equity Income Fund R6 Class ARTIX
Artisan International Fund Inv Shs GAB
The Gabelli Equity Trust Inc. TWEIX
American Century Equity Income Investor Class HHHSX
Hartford Schroders Emerging Markets Equity Fund Class R4 TAIFX
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1 SEMVX
Hartford Schroders Emerging Markets Equity Fund TLQIX
TIAA-CREF Lifecycle Index 2025 Fund Institutional Class
Oakmark Equity And Income Fund Investor Class AEUDX
American Century Equity Income Fund R6 Class ARTIX
Artisan International Fund Inv Shs GAB
The Gabelli Equity Trust Inc. TWEIX
American Century Equity Income Investor Class HHHSX
Hartford Schroders Emerging Markets Equity Fund Class R4 TAIFX
American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1 SEMVX
Hartford Schroders Emerging Markets Equity Fund TLQIX
TIAA-CREF Lifecycle Index 2025 Fund Institutional Class
Performance
| Periode | OAKBX | AEUDX | ARTIX | GAB | TWEIX | HHHSX | TAIFX | SEMVX | TLQIX |
|---|---|---|---|---|---|---|---|---|---|
| 6M | 10.88 % | 9.72 % | 19.95 % | 13.53 % | 9.62 % | 36.80 % | 12.71 % | 36.70 % | 14.68 % |
| YTD | 5.51 % | 8.01 % | 31.06 % | 10.15 % | 7.91 % | 33.27 % | 9.83 % | 33.17 % | 12.80 % |
| 1Y | 3.95 % | -5.25 % | 15.22 % | 8.14 % | -5.36 % | 24.19 % | 3.80 % | 24.02 % | 4.97 % |
| 3Y | 31.69 % | 2.50 % | 62.43 % | 17.83 % | 2.39 % | 63.22 % | 26.66 % | 62.88 % | 32.85 % |
| 5Y | 32.80 % | 5.99 % | 6.09 % | 11.60 % | 5.88 % | 26.81 % | 21.21 % | 27.22 % | 18.70 % |
| 10Y | 22.77 % | 5.86 % | 24.68 % | 5.44 % | 5.63 % | 73.94 % | 39.84 % | 88.78 % | 57.98 % |
| Depuis le début | 279.00 % | 1.01 % | 200.42 % | -32.94 % | 80.00 % | 73.94 % | 70.80 % | 119.37 % | 145.51 % |