
Schwab Small-Cap Index Fund-Select Shares SWSSX
SWSSX
Schwab Small-Cap Index Fund-Select Shares OAKLX
Oakmark Select Fund Investor Class BGKEX
Baillie Gifford Emerging Markets Equities Fund Class K YACKX
AMG Yacktman Fund Class I DHLYX
Diamond Hill Large Cap Fund Class Y MAGWX
MFS Growth Allocation Fund - Class A PAWAX
T. Rowe Price All-Cap Opportunities Fund - Advisor Class GAB
The Gabelli Equity Trust Inc. TNIBX
T. Rowe Price Intl Bd (USD Hdgd) PGGFX
American Funds Global Growth Portfolio Class F-1
Schwab Small-Cap Index Fund-Select Shares OAKLX
Oakmark Select Fund Investor Class BGKEX
Baillie Gifford Emerging Markets Equities Fund Class K YACKX
AMG Yacktman Fund Class I DHLYX
Diamond Hill Large Cap Fund Class Y MAGWX
MFS Growth Allocation Fund - Class A PAWAX
T. Rowe Price All-Cap Opportunities Fund - Advisor Class GAB
The Gabelli Equity Trust Inc. TNIBX
T. Rowe Price Intl Bd (USD Hdgd) PGGFX
American Funds Global Growth Portfolio Class F-1
Performance
Periode | SWSSX | OAKLX | BGKEX | YACKX | DHLYX | MAGWX | PAWAX | GAB | TNIBX | PGGFX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 34.78 % | 14.20 % | 35.08 % | 15.22 % | 8.81 % | 15.10 % | 24.10 % | 12.78 % | 1.42 % | 26.40 % |
YTD | 14.19 % | 4.84 % | 33.68 % | 12.49 % | 3.51 % | 11.90 % | 14.98 % | 11.73 % | 0.94 % | 19.48 % |
1Y | 11.84 % | 9.06 % | 20.36 % | -0.90 % | -9.55 % | 3.42 % | 6.00 % | 9.89 % | 0.82 % | 13.27 % |
3Y | 45.39 % | 67.40 % | 57.99 % | 19.59 % | 14.45 % | 31.73 % | 68.53 % | 19.52 % | 1.42 % | 60.06 % |
5Y | 40.97 % | 109.70 % | 9.21 % | 24.56 % | 16.53 % | 16.45 % | 67.72 % | 14.07 % | -16.26 % | 37.03 % |
10Y | 55.17 % | 112.58 % | 41.16 % | 6.37 % | 47.39 % | 46.59 % | 320.89 % | 7.33 % | -14.00 % | 87.85 % |
Depuis le début | 178.57 % | 736.50 % | 41.16 % | 152.10 % | 122.12 % | 173.10 % | 879.49 % | -31.97 % | -14.00 % | 166.24 % |