
Allspring Index Asset Allocation Fund Class A SFAAX
SFAAX
Allspring Index Asset Allocation Fund Class A RYTFX
Royce Total Return Fund Service Class LEVIX
Lazard US Equity Concentrated Portfolio SWYFX
Schwab Target 2035 Index Fund Institutional Shares BMDSX
Baird Mid Cap Growth Fund - Investor Class BMDIX
Baird Mid Cap Growth Fund - Institutional Class SLGFX
SEI Institutional Managed Trust Large Cap Index Fund Class F BOSOX
Boston Trust Walden Small Cap Fund NEFSX
Natixis Funds Trust I U.S. Equity Opportunities Fund Class A SWYMX
Schwab Target 2050 Index Fund Institutional Shares
Allspring Index Asset Allocation Fund Class A RYTFX
Royce Total Return Fund Service Class LEVIX
Lazard US Equity Concentrated Portfolio SWYFX
Schwab Target 2035 Index Fund Institutional Shares BMDSX
Baird Mid Cap Growth Fund - Investor Class BMDIX
Baird Mid Cap Growth Fund - Institutional Class SLGFX
SEI Institutional Managed Trust Large Cap Index Fund Class F BOSOX
Boston Trust Walden Small Cap Fund NEFSX
Natixis Funds Trust I U.S. Equity Opportunities Fund Class A SWYMX
Schwab Target 2050 Index Fund Institutional Shares
Performance
Periode | SFAAX | RYTFX | LEVIX | SWYFX | BMDSX | BMDIX | SLGFX | BOSOX | NEFSX | SWYMX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 17.46 % | 15.04 % | 298.36 % | 19.61 % | 10.40 % | 10.47 % | 29.06 % | 7.98 % | 28.49 % | 24.08 % |
YTD | 8.91 % | -2.80 % | 207.36 % | 14.38 % | -5.80 % | -5.66 % | 13.17 % | -4.02 % | 11.08 % | 16.86 % |
1Y | -3.14 % | -5.44 % | 20.98 % | 10.16 % | -12.42 % | -11.89 % | 9.78 % | -10.19 % | 9.45 % | 12.56 % |
3Y | 18.59 % | 3.94 % | -18.06 % | 50.55 % | 7.43 % | 9.06 % | 72.78 % | 10.97 % | 52.92 % | 62.72 % |
5Y | 6.56 % | -21.54 % | -28.85 % | 42.57 % | -22.27 % | -19.13 % | 82.67 % | 31.02 % | 24.04 % | 58.55 % |
10Y | 40.81 % | -46.09 % | -14.90 % | 91.09 % | 33.96 % | 42.54 % | 123.40 % | 19.62 % | 70.30 % | 117.12 % |
Depuis le début | 319.20 % | -10.94 % | 21.46 % | 91.09 % | 99.60 % | 121.50 % | 123.40 % | 74.16 % | 283.52 % | 117.12 % |