
SEI Institutional Managed Trust S&P 500 Index Fund Class F SSPIX
SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F SPIIX
SEI Institutional Managed Trust S&P 500 Index Fund Class I NEAGX
Needham Aggressive Growth Fund Retail Class FLMFX
Meeder Muirfield Retail SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A BSMAX
iShares Russell Small/Mid-Cap Idx Inv A QRSVX
FPA Queens Road Small Cap Value Inv ICSCX
William Blair Small Cap Value Fund Class I FCAZX
Franklin Corefolio Allocation Fund Advisor Class
SEI Institutional Managed Trust S&P 500 Index Fund Class F SPIIX
SEI Institutional Managed Trust S&P 500 Index Fund Class I NEAGX
Needham Aggressive Growth Fund Retail Class FLMFX
Meeder Muirfield Retail SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A BSMAX
iShares Russell Small/Mid-Cap Idx Inv A QRSVX
FPA Queens Road Small Cap Value Inv ICSCX
William Blair Small Cap Value Fund Class I FCAZX
Franklin Corefolio Allocation Fund Advisor Class
Performance
Periode | SSPIX | SPIIX | NEAGX | FLMFX | SMVTX | MNDAX | BSMAX | QRSVX | ICSCX | FCAZX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 29.22 % | 29.20 % | 54.35 % | 23.42 % | 24.43 % | 26.16 % | 28.21 % | 24.82 % | 15.70 % | 17.44 % |
YTD | 13.57 % | 13.56 % | 23.57 % | 11.27 % | 8.52 % | 8.01 % | 8.28 % | 12.72 % | -2.24 % | 5.16 % |
1Y | 2.14 % | 2.24 % | 23.57 % | -5.83 % | -1.74 % | 6.56 % | 5.21 % | 7.30 % | -8.85 % | 0.29 % |
3Y | 42.88 % | 43.15 % | 105.40 % | 23.87 % | 30.68 % | 34.00 % | 34.67 % | 40.40 % | -0.62 % | 43.07 % |
5Y | 39.02 % | 39.42 % | 101.86 % | 35.24 % | 17.34 % | -21.47 % | 38.67 % | 70.85 % | 19.45 % | 20.38 % |
10Y | 114.21 % | 115.21 % | 163.41 % | 52.25 % | 0.78 % | 18.09 % | 89.38 % | 84.78 % | -23.09 % | 39.48 % |
Depuis le début | 413.40 % | 252.43 % | 474.50 % | 103.40 % | 29.90 % | 169.60 % | 81.80 % | 339.60 % | 187.40 % | 63.87 % |