Invesco Trust for Investment Grade New York Municipals VTN
VTN
Invesco Trust for Investment Grade New York Municipals VPV
Invesco Pennsylvania Value Municipal Income Trust DUNK
Dana Unconstrained Equity ETF BVAOX
Madison Small Cap Fund Class Y FLRUX
Meeder Conservative Allocation Retail NEEGX
Needham Growth Fund- Retail Class CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin WSBFX
Boston Trust Walden Balanced Fund WELNX
William Blair Emerging Mkts Ldrs N NESGX
Needham Small Cap Growth Fund - Retail Class
Invesco Trust for Investment Grade New York Municipals VPV
Invesco Pennsylvania Value Municipal Income Trust DUNK
Dana Unconstrained Equity ETF BVAOX
Madison Small Cap Fund Class Y FLRUX
Meeder Conservative Allocation Retail NEEGX
Needham Growth Fund- Retail Class CBLLX
Wells Fargo C&B Large Cap Value Fund - Class Admin WSBFX
Boston Trust Walden Balanced Fund WELNX
William Blair Emerging Mkts Ldrs N NESGX
Needham Small Cap Growth Fund - Retail Class
Performance
| Periode | VTN | VPV | DUNK | BVAOX | FLRUX | NEEGX | CBLLX | WSBFX | WELNX | NESGX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 14.22 % | 5.10 % | -1.96 % | 2.55 % | 3.98 % | 17.00 % | 6.73 % | 10.82 % | 14.02 % | 28.71 % |
| YTD | 8.56 % | 0.05 % | -1.96 % | -3.73 % | 5.51 % | 6.57 % | 13.97 % | 11.67 % | 24.95 % | 19.14 % |
| 1Y | 3.44 % | -5.84 % | -1.96 % | -16.54 % | 2.53 % | 1.18 % | -18.43 % | 8.49 % | 20.23 % | 13.98 % |
| 3Y | 13.33 % | 3.53 % | -1.96 % | 13.38 % | 14.51 % | 43.65 % | -21.24 % | 11.52 % | 35.58 % | 41.12 % |
| 5Y | -7.59 % | -16.56 % | -1.96 % | -18.36 % | 2.44 % | 18.92 % | -23.15 % | 12.94 % | -10.67 % | 18.85 % |
| 10Y | -17.62 % | -15.41 % | -1.96 % | -67.66 % | 1.76 % | 61.52 % | -5.62 % | 67.27 % | 51.72 % | 316.12 % |
| Depuis le début | -21.25 % | -27.64 % | -1.96 % | 8.50 % | 94.48 % | 551.90 % | 42.57 % | 147.90 % | 30.34 % | 1 189.57 % |