Schwab Balanced Fund SWOBX
SWOBX
Schwab Balanced Fund CMIDX
Congress Mid Cap Growth Fund UOPSX
ProFunds UltraNASDAQ-100 Fund WFLLX
Allspring Large Cap Core Fund DLY
DoubleLine Yield Opportunities Fund ROGSX
Red Oak Technology Select Fund BCSIX
Brown Capital Management Small Company Fund STK
Columbia Seligman Premium Technology Growth Fund IENAX
Invesco Energy Fund IGR
CBRE Global Real Estate Income Fund
Schwab Balanced Fund CMIDX
Congress Mid Cap Growth Fund UOPSX
ProFunds UltraNASDAQ-100 Fund WFLLX
Allspring Large Cap Core Fund DLY
DoubleLine Yield Opportunities Fund ROGSX
Red Oak Technology Select Fund BCSIX
Brown Capital Management Small Company Fund STK
Columbia Seligman Premium Technology Growth Fund IENAX
Invesco Energy Fund IGR
CBRE Global Real Estate Income Fund
Performance
| Periode | SWOBX | CMIDX | UOPSX | WFLLX | DLY | ROGSX | BCSIX | STK | IENAX | IGR |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 8.57 % | -13.66 % | 19.46 % | 12.44 % | -7.38 % | 13.59 % | -51.52 % | 17.82 % | 2.42 % | -15.86 % |
| YTD | 11.36 % | -17.37 % | 19.19 % | 15.65 % | -9.41 % | 19.22 % | -56.63 % | 7.74 % | 10.23 % | -9.38 % |
| 1Y | 3.73 % | -20.91 % | 7.76 % | 0.48 % | -11.19 % | 10.90 % | -58.71 % | 6.39 % | 11.58 % | -16.51 % |
| 3Y | 21.22 % | -16.72 % | 220.27 % | 42.78 % | 8.33 % | 92.41 % | -65.50 % | 43.44 % | 16.06 % | -24.35 % |
| 5Y | 3.44 % | -20.99 % | 43.79 % | 34.40 % | -22.70 % | 44.52 % | -83.45 % | 26.06 % | 151.18 % | -36.40 % |
| 10Y | 22.42 % | 77.40 % | 562.54 % | 34.83 % | -28.66 % | 246.00 % | -69.49 % | 89.29 % | 42.41 % | -41.61 % |
| Depuis le début | 86.20 % | 167.66 % | 854.59 % | 191.69 % | -28.66 % | 462.60 % | 119.20 % | 73.11 % | 65.11 % | -71.21 % |