T. Rowe Price Small-Cap Value Fund PRSVX
PRSVX
T. Rowe Price Small-Cap Value Fund MCVIX
MFS Mid Cap Value Fund PLFMX
Principal LargeCap S&P 500 Index Fund LIHKX
BlackRock LifePath Index 2045 Fund CBALX
Columbia Balanced Fund VTMSX
Vanguard Tax Managed Small Cap Fund PRDSX
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund VSEQX
Vanguard Horizon Funds - Vanguard Strategic Equity Fund SOPAX
ClearBridge Dividend Strategy Fund GQETX
GMO Quality Fund
T. Rowe Price Small-Cap Value Fund MCVIX
MFS Mid Cap Value Fund PLFMX
Principal LargeCap S&P 500 Index Fund LIHKX
BlackRock LifePath Index 2045 Fund CBALX
Columbia Balanced Fund VTMSX
Vanguard Tax Managed Small Cap Fund PRDSX
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund VSEQX
Vanguard Horizon Funds - Vanguard Strategic Equity Fund SOPAX
ClearBridge Dividend Strategy Fund GQETX
GMO Quality Fund
Performance
| Periode | PRSVX | MCVIX | PLFMX | LIHKX | CBALX | VTMSX | PRDSX | VSEQX | SOPAX | GQETX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 21.28 % | 16.00 % | 27.76 % | 22.08 % | 18.55 % | 23.96 % | 26.67 % | 28.38 % | 11.48 % | 21.25 % |
| YTD | 7.38 % | 5.98 % | 15.31 % | 17.46 % | 11.42 % | 4.29 % | 10.78 % | 12.71 % | 8.35 % | 14.24 % |
| 1Y | -2.10 % | -7.18 % | 13.28 % | 13.22 % | 4.95 % | 4.49 % | 1.19 % | 1.59 % | -0.96 % | 7.56 % |
| 3Y | 12.28 % | 19.56 % | 67.33 % | 62.04 % | 37.42 % | 28.95 % | 37.06 % | 24.69 % | 23.14 % | 53.92 % |
| 5Y | 22.95 % | 42.09 % | 53.57 % | 57.25 % | 21.14 % | 57.85 % | 12.11 % | 26.63 % | 27.96 % | 44.91 % |
| 10Y | 22.57 % | 64.49 % | 124.14 % | 113.62 % | 57.04 % | 116.29 % | 82.92 % | 25.96 % | 65.07 % | 76.52 % |
| Depuis le début | 463.10 % | 257.42 % | 217.90 % | 160.40 % | 177.85 % | 875.77 % | 377.80 % | 295.73 % | 111.49 % | 85.70 % |