Wasatch Micro Cap Fund WMICX
WMICX
Wasatch Micro Cap Fund WAMVX
Wasatch Micro Cap Value Fund WIIOX
Wasatch International Opportunities Fund HNASX
Homestead Fds, Inc. Growth Fund NMVLX
Nuance Mid Cap Value Fund NNLEX
Nicholas Limited Edition Fund SWHRX
Schwab Target 2025 Fund BTIEX
DWS Equity 500 Index Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund GLRBX
James Balanced: Golden Rainbow Fund
Wasatch Micro Cap Fund WAMVX
Wasatch Micro Cap Value Fund WIIOX
Wasatch International Opportunities Fund HNASX
Homestead Fds, Inc. Growth Fund NMVLX
Nuance Mid Cap Value Fund NNLEX
Nicholas Limited Edition Fund SWHRX
Schwab Target 2025 Fund BTIEX
DWS Equity 500 Index Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund GLRBX
James Balanced: Golden Rainbow Fund
Performance
| Periode | WMICX | WAMVX | WIIOX | HNASX | NMVLX | NNLEX | SWHRX | BTIEX | TRRVX | GLRBX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 24.63 % | 23.27 % | 1.91 % | 29.34 % | 11.17 % | 0.29 % | 12.76 % | 26.12 % | 10.95 % | 14.23 % |
| YTD | 1.46 % | 7.23 % | 5.61 % | 12.82 % | 1.06 % | -10.25 % | 11.34 % | 13.61 % | 9.92 % | 10.12 % |
| 1Y | 0.60 % | 9.07 % | -0.93 % | 10.90 % | -8.46 % | -13.39 % | 1.79 % | -2.83 % | 2.73 % | 5.93 % |
| 3Y | 46.75 % | 54.51 % | 11.89 % | 92.34 % | 3.35 % | 10.87 % | 21.45 % | 7.66 % | 17.81 % | 29.52 % |
| 5Y | -17.49 % | 59.28 % | 11.89 % | 41.64 % | -1.75 % | 14.80 % | 4.53 % | -13.68 % | 6.80 % | 17.41 % |
| 10Y | 11.04 % | 217.08 % | 11.89 % | 154.27 % | 20.86 % | 104.77 % | 13.48 % | -21.23 % | 27.93 % | -1.53 % |
| Depuis le début | 210.41 % | 1 150.97 % | 11.89 % | 102.23 % | 24.14 % | 325.94 % | 59.58 % | 91.83 % | 42.90 % | 62.98 % |