Steward Large Cap Enhanced Index Fund A SEEKX
SEEKX
Steward Large Cap Enhanced Index Fund A WFIVX
FT Wilshire 5000 Index Invmt SWYOX
Schwab Capital Trust - Target 2065 Index Fund WTSGX
Segall Bryant & Hamill Small Cap Growth Fund Retail Class SMAYX
Small Cap Growth Fund Class Y STITX
Virtus SGA International Growth Fund Class I SWYLX
Schwab Target 2020 Index Fund Institutional Shares HRVIX
Heartland Value Plus Fund Investor Class Shs HNVIX
Heartland Value Plus Fund Insti Class Shs MCEMX
Martin Currie Emerging Markets Fund Class IS
Steward Large Cap Enhanced Index Fund A WFIVX
FT Wilshire 5000 Index Invmt SWYOX
Schwab Capital Trust - Target 2065 Index Fund WTSGX
Segall Bryant & Hamill Small Cap Growth Fund Retail Class SMAYX
Small Cap Growth Fund Class Y STITX
Virtus SGA International Growth Fund Class I SWYLX
Schwab Target 2020 Index Fund Institutional Shares HRVIX
Heartland Value Plus Fund Investor Class Shs HNVIX
Heartland Value Plus Fund Insti Class Shs MCEMX
Martin Currie Emerging Markets Fund Class IS
Performance
| Periode | SEEKX | WFIVX | SWYOX | WTSGX | SMAYX | STITX | SWYLX | HRVIX | HNVIX | MCEMX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 13.51 % | 5.96 % | 12.82 % | 15.27 % | 14.39 % | -3.06 % | 7.47 % | 13.39 % | 13.51 % | 19.46 % |
| YTD | 17.87 % | 8.91 % | 21.33 % | 11.12 % | 8.80 % | 8.42 % | 12.49 % | 5.52 % | 5.77 % | 33.17 % |
| 1Y | 5.58 % | 4.52 % | 15.17 % | 4.68 % | -3.75 % | -20.25 % | 5.16 % | -4.95 % | -5.00 % | 28.69 % |
| 3Y | 3.45 % | 44.11 % | 55.83 % | 45.39 % | 32.51 % | -10.48 % | 22.13 % | -1.34 % | -1.43 % | 40.87 % |
| 5Y | -19.07 % | 44.28 % | 49.60 % | 19.49 % | -1.85 % | -28.37 % | 12.75 % | -2.53 % | -2.77 % | 2.25 % |
| 10Y | 10.12 % | 99.89 % | 49.60 % | 232.10 % | 47.15 % | -16.67 % | 46.80 % | 44.22 % | 43.43 % | 105.88 % |
| Depuis le début | 61.96 % | 255.80 % | 49.60 % | 226.48 % | 40.01 % | 1.20 % | 46.80 % | 274.40 % | 51.42 % | 68.20 % |