Schwab Target 2015 Index Fund Institutional Shares SWYBX
SWYBX
Schwab Target 2015 Index Fund Institutional Shares SWYAX
Schwab Target 2010 Index Fund Institutional Shares BLUI
Bluemonte Diversified Income ETF HILFX
Hennessy Large Cap Financial Fund Institutional Class SSGFX
Sextant Growth Fund, Saturna Investment Trust NSDVX
North Star Dividend Fund Class I MSSVX
AMG Frontier Small Cap Growth Fund - Class N SISAX
SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F SSIFX
Sextant International Fund a series of Saturna Investment Trust SIFZX
Sextant International Fund Z Class
Schwab Target 2015 Index Fund Institutional Shares SWYAX
Schwab Target 2010 Index Fund Institutional Shares BLUI
Bluemonte Diversified Income ETF HILFX
Hennessy Large Cap Financial Fund Institutional Class SSGFX
Sextant Growth Fund, Saturna Investment Trust NSDVX
North Star Dividend Fund Class I MSSVX
AMG Frontier Small Cap Growth Fund - Class N SISAX
SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F SSIFX
Sextant International Fund a series of Saturna Investment Trust SIFZX
Sextant International Fund Z Class
Performance
| Periode | SWYBX | SWYAX | BLUI | HILFX | SSGFX | NSDVX | MSSVX | SISAX | SSIFX | SIFZX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 11.88 % | 10.97 % | 1.46 % | 28.14 % | 34.66 % | 6.68 % | 35.20 % | 19.10 % | 30.98 % | 31.17 % |
| YTD | 10.63 % | 10.15 % | 1.46 % | 15.16 % | 17.21 % | -2.38 % | 6.56 % | 13.48 % | 24.74 % | 24.94 % |
| 1Y | 5.29 % | 4.71 % | 1.46 % | 21.57 % | 17.06 % | -5.98 % | -5.48 % | 5.83 % | 16.05 % | 16.23 % |
| 3Y | 28.60 % | 25.56 % | 1.46 % | 45.34 % | 82.35 % | 7.48 % | 36.07 % | 29.64 % | 72.83 % | 73.46 % |
| 5Y | 14.45 % | 11.97 % | 1.46 % | 42.63 % | 58.87 % | 19.61 % | -6.42 % | 29.06 % | 46.17 % | 46.76 % |
| 10Y | 39.40 % | 35.60 % | 1.46 % | 90.83 % | 151.93 % | 21.69 % | -38.41 % | 65.07 % | 85.43 % | 67.68 % |
| Depuis le début | 39.40 % | 35.60 % | 1.46 % | 73.91 % | 1 195.40 % | 35.69 % | -43.40 % | 190.15 % | 449.60 % | 67.68 % |