
FPA Queens Road Small Cap Value Inv QRSVX
QRSVX
FPA Queens Road Small Cap Value Inv ICSCX
William Blair Small Cap Value Fund Class I GTSCX
Glenmede Small Cap Equity Portfolio SWEGX
Schwab MarketTrack All Equity FLMFX
Meeder Muirfield Retail MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares BSMAX
iShares Russell Small/Mid-Cap Idx Inv A SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I ARSVX
AMG River Road Small Cap Value Fund - Class N PALRX
PGIM Balanced Fund- Class R
FPA Queens Road Small Cap Value Inv ICSCX
William Blair Small Cap Value Fund Class I GTSCX
Glenmede Small Cap Equity Portfolio SWEGX
Schwab MarketTrack All Equity FLMFX
Meeder Muirfield Retail MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares BSMAX
iShares Russell Small/Mid-Cap Idx Inv A SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I ARSVX
AMG River Road Small Cap Value Fund - Class N PALRX
PGIM Balanced Fund- Class R
Performance
Periode | QRSVX | ICSCX | GTSCX | SWEGX | FLMFX | MDRFX | BSMAX | SMVTX | ARSVX | PALRX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 24.82 % | 15.70 % | 17.29 % | 25.38 % | 23.42 % | 16.65 % | 28.21 % | 24.43 % | 13.02 % | 18.79 % |
YTD | 12.72 % | -2.24 % | -5.22 % | 17.66 % | 11.27 % | 7.84 % | 8.28 % | 8.52 % | 0.84 % | 10.97 % |
1Y | 7.30 % | -8.85 % | -11.08 % | 6.47 % | -5.83 % | -3.20 % | 5.21 % | -1.74 % | -2.50 % | 2.95 % |
3Y | 40.40 % | -0.62 % | -0.27 % | 48.16 % | 23.87 % | 21.65 % | 34.67 % | 30.68 % | 14.77 % | 37.19 % |
5Y | 70.85 % | 19.45 % | 30.75 % | 47.28 % | 35.24 % | 39.95 % | 38.67 % | 17.34 % | 39.59 % | 18.57 % |
10Y | 84.78 % | -23.09 % | 24.09 % | 62.04 % | 52.25 % | 11.99 % | 89.38 % | 0.78 % | 29.41 % | 26.36 % |
Depuis le début | 339.60 % | 187.40 % | 72.95 % | 173.20 % | 103.40 % | 124.20 % | 81.80 % | 29.90 % | 55.89 % | 42.05 % |