Schwab Balanced Fund SWOBX
SWOBX
Schwab Balanced Fund CMIDX
Congress Mid Cap Growth Fund WFLLX
Allspring Large Cap Core Fund IENAX
Invesco Energy Fund DLY
DoubleLine Yield Opportunities Fund ROGSX
Red Oak Technology Select Fund BTO
John Hancock Financial Opportunities Fund BCSIX
Brown Capital Management Small Company Fund BFTIX
Baron Fifth Avenue Growth Fund BFTHX
Baron Fifth Avenue Growth Fund
Schwab Balanced Fund CMIDX
Congress Mid Cap Growth Fund WFLLX
Allspring Large Cap Core Fund IENAX
Invesco Energy Fund DLY
DoubleLine Yield Opportunities Fund ROGSX
Red Oak Technology Select Fund BTO
John Hancock Financial Opportunities Fund BCSIX
Brown Capital Management Small Company Fund BFTIX
Baron Fifth Avenue Growth Fund BFTHX
Baron Fifth Avenue Growth Fund
Performance
| Periode | SWOBX | CMIDX | WFLLX | IENAX | DLY | ROGSX | BTO | BCSIX | BFTIX | BFTHX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 17.13 % | 16.56 % | 30.32 % | 9.67 % | -1.29 % | 44.99 % | 11.56 % | 13.08 % | 39.48 % | 39.43 % |
| YTD | 10.83 % | 1.97 % | 15.65 % | 4.16 % | -8.66 % | 22.44 % | -3.85 % | -10.19 % | 13.36 % | 13.25 % |
| 1Y | 5.16 % | -13.16 % | 6.10 % | -1.99 % | -10.67 % | 18.57 % | -1.99 % | -36.14 % | 23.37 % | 23.17 % |
| 3Y | 25.54 % | 7.55 % | 41.44 % | 11.71 % | 10.72 % | 103.38 % | 6.89 % | -38.17 % | 133.87 % | 132.23 % |
| 5Y | 8.81 % | 5.84 % | 26.94 % | 214.99 % | -15.84 % | 60.28 % | 52.70 % | -64.74 % | 40.80 % | 39.13 % |
| 10Y | 21.43 % | 117.22 % | 36.84 % | 9.83 % | -28.06 % | 245.99 % | 33.81 % | -40.24 % | 294.21 % | 284.43 % |
| Depuis le début | 85.30 % | 230.28 % | 191.69 % | 56.02 % | -28.06 % | 477.80 % | 69.80 % | 353.90 % | 861.64 % | 815.24 % |