Shelton S&P 500 Index Investor SPFIX
SPFIX
Shelton S&P 500 Index Investor PRJPX
T. Rowe Price Japan ACUSX
Advisors Capital Total Return – Equity WFIVX
FT Wilshire 5000 Index Invmt PIGDX
Federated Hermes International Growth Fund Class IS ZTR
Virtus Total Return Fund Inc. SEEKX
Steward Large Cap Enhanced Index Fund A ARTZX
Artisan Sustainable Emerging Markets Fund - Investor Shares PFPFX
Poplar Forest Partners Fund Class A JICAX
JPMorgan Intrepid Sustainable Equity Fund - A Class
Shelton S&P 500 Index Investor PRJPX
T. Rowe Price Japan ACUSX
Advisors Capital Total Return – Equity WFIVX
FT Wilshire 5000 Index Invmt PIGDX
Federated Hermes International Growth Fund Class IS ZTR
Virtus Total Return Fund Inc. SEEKX
Steward Large Cap Enhanced Index Fund A ARTZX
Artisan Sustainable Emerging Markets Fund - Investor Shares PFPFX
Poplar Forest Partners Fund Class A JICAX
JPMorgan Intrepid Sustainable Equity Fund - A Class
Performance
| Periode | SPFIX | PRJPX | ACUSX | WFIVX | PIGDX | ZTR | SEEKX | ARTZX | PFPFX | JICAX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 11.12 % | 0.07 % | 11.09 % | 6.00 % | 4.92 % | 2.53 % | 13.56 % | 17.47 % | 7.53 % | 3.35 % |
| YTD | 13.38 % | 14.57 % | 13.71 % | 7.68 % | 20.06 % | 6.36 % | 16.56 % | 38.39 % | 13.32 % | 3.78 % |
| 1Y | 9.28 % | 12.84 % | 10.13 % | 2.99 % | 13.96 % | 5.29 % | 4.08 % | 34.21 % | 11.58 % | -0.35 % |
| 3Y | 36.95 % | 14.37 % | 47.58 % | 47.69 % | 27.31 % | -7.72 % | 2.22 % | 67.31 % | 8.73 % | 51.79 % |
| 5Y | 38.52 % | -33.15 % | 40.20 % | 42.66 % | -3.18 % | -26.95 % | -19.97 % | 24.62 % | 29.24 % | 60.55 % |
| 10Y | 109.39 % | 28.83 % | 40.20 % | 97.64 % | 70.60 % | -47.14 % | 8.89 % | 129.43 % | 36.11 % | 140.56 % |
| Depuis le début | 736.10 % | 34.50 % | 40.20 % | 251.80 % | 70.60 % | -84.23 % | 60.16 % | 35.05 % | 118.16 % | 246.09 % |