Schwab MarketTrack All Equity SWEGX
SWEGX
Schwab MarketTrack All Equity QRSVX
FPA Queens Road Small Cap Value Inv SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund PABCX
PGIM Balanced Fund- Class C PALRX
PGIM Balanced Fund- Class R FLMFX
Meeder Muirfield Retail BSMAX
iShares Russell Small/Mid-Cap Idx Inv A WBENX
William Blair Emerging Mkts Growth N ICSCX
William Blair Small Cap Value Fund Class I FTCLX
Franklin Corefolio Allocation Fund Class C
Schwab MarketTrack All Equity QRSVX
FPA Queens Road Small Cap Value Inv SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund PABCX
PGIM Balanced Fund- Class C PALRX
PGIM Balanced Fund- Class R FLMFX
Meeder Muirfield Retail BSMAX
iShares Russell Small/Mid-Cap Idx Inv A WBENX
William Blair Emerging Mkts Growth N ICSCX
William Blair Small Cap Value Fund Class I FTCLX
Franklin Corefolio Allocation Fund Class C
Performance
| Periode | SWEGX | QRSVX | SWYNX | PABCX | PALRX | FLMFX | BSMAX | WBENX | ICSCX | FTCLX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 13.35 % | 13.46 % | 12.63 % | 10.43 % | 10.51 % | 8.14 % | 16.36 % | 16.35 % | 14.65 % | 1.71 % |
| YTD | 21.75 % | 17.15 % | 20.98 % | 14.04 % | 14.09 % | 10.50 % | 14.35 % | 23.03 % | 7.01 % | 6.95 % |
| 1Y | 9.23 % | 6.43 % | 14.65 % | 5.18 % | 5.11 % | 5.65 % | 8.35 % | 20.16 % | -3.20 % | 1.79 % |
| 3Y | 40.44 % | 36.55 % | 54.22 % | 33.20 % | 33.24 % | 20.38 % | 35.40 % | 46.91 % | 2.81 % | 33.00 % |
| 5Y | 37.17 % | 54.46 % | 53.40 % | 16.44 % | 16.37 % | 26.73 % | 31.15 % | -15.35 % | 12.32 % | 11.34 % |
| 10Y | 73.12 % | 94.84 % | 130.10 % | 40.14 % | 39.94 % | 52.57 % | 108.70 % | 44.43 % | -11.83 % | 42.79 % |
| Depuis le début | 182.70 % | 356.90 % | 130.10 % | 48.51 % | 46.05 % | 102.00 % | 92.00 % | 54.86 % | 214.60 % | 138.12 % |