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 BSMAX
iShares Russell Small/Mid-Cap Idx Inv A FLMFX
Meeder Muirfield Retail WBENX
William Blair Emerging Mkts Growth N BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs ICSCX
William Blair Small Cap Value Fund Class I
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 BSMAX
iShares Russell Small/Mid-Cap Idx Inv A FLMFX
Meeder Muirfield Retail WBENX
William Blair Emerging Mkts Growth N BAFAX
Brown Advisory Flexible Equity Fund Advisor Shs ICSCX
William Blair Small Cap Value Fund Class I
Performance
| Periode | SWEGX | QRSVX | SWYNX | PABCX | PALRX | BSMAX | FLMFX | WBENX | BAFAX | ICSCX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 24.35 % | 24.99 % | 23.82 % | 17.40 % | 17.35 % | 28.40 % | 22.01 % | 34.30 % | 16.98 % | 16.76 % |
| YTD | 17.66 % | 13.87 % | 17.51 % | 10.95 % | 10.91 % | 10.13 % | 11.60 % | 21.67 % | 7.49 % | -0.71 % |
| 1Y | 6.80 % | 8.00 % | 12.76 % | 3.03 % | 2.89 % | 7.00 % | -5.38 % | 18.93 % | 3.81 % | -7.63 % |
| 3Y | 49.62 % | 42.11 % | 65.19 % | 38.19 % | 38.00 % | 38.92 % | 24.69 % | 51.79 % | 66.95 % | 1.99 % |
| 5Y | 45.63 % | 70.35 % | 61.14 % | 17.76 % | 17.56 % | 39.44 % | 33.68 % | -11.38 % | 58.50 % | 19.73 % |
| 10Y | 61.85 % | 86.83 % | 123.50 % | 26.70 % | 26.30 % | 93.01 % | 52.69 % | 30.51 % | 180.63 % | -21.74 % |
| Depuis le début | 173.20 % | 344.10 % | 123.50 % | 44.48 % | 41.98 % | 84.90 % | 104.00 % | 53.16 % | 334.12 % | 191.90 % |