American Century Disciplined Growth Fund ADCCX
ADCCX
American Century Disciplined Growth Fund VALLX
Value Line Larger Companies Focused Fund VALSX
Value Line Select Growth Fund NMCO
Nuveen Municipal Credit Opportunities Fund WOGSX
White Oak Select Growth Fund NMIMX
Columbia Large Cap Enhanced Core Fund RPGRX
T. Rowe Price Target Retirement 2035 Fund TOCQX
Tocqueville Fund EWMCX
Evercore Equity Fund RPTFX
T. Rowe Price Target Retirement 2045 Fund
American Century Disciplined Growth Fund VALLX
Value Line Larger Companies Focused Fund VALSX
Value Line Select Growth Fund NMCO
Nuveen Municipal Credit Opportunities Fund WOGSX
White Oak Select Growth Fund NMIMX
Columbia Large Cap Enhanced Core Fund RPGRX
T. Rowe Price Target Retirement 2035 Fund TOCQX
Tocqueville Fund EWMCX
Evercore Equity Fund RPTFX
T. Rowe Price Target Retirement 2045 Fund
Performance
| Periode | ADCCX | VALLX | VALSX | NMCO | WOGSX | NMIMX | RPGRX | TOCQX | EWMCX | RPTFX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 34.82 % | 50.53 % | 2.42 % | 8.80 % | 24.66 % | 22.91 % | 14.54 % | 32.24 % | 22.28 % | 18.17 % |
| YTD | 13.89 % | 31.36 % | -0.32 % | 1.07 % | 15.96 % | 8.60 % | 11.97 % | 19.79 % | 8.89 % | 13.96 % |
| 1Y | -24.26 % | 36.58 % | -14.50 % | -6.36 % | 3.16 % | 0.74 % | 5.98 % | 11.48 % | 1.87 % | 8.45 % |
| 3Y | 32.72 % | 124.01 % | 14.55 % | -1.41 % | 54.15 % | 45.84 % | 32.97 % | 50.79 % | 60.76 % | 44.73 % |
| 5Y | -23.23 % | 24.71 % | -24.09 % | -11.28 % | 42.74 % | 19.47 % | 21.57 % | 45.48 % | 61.41 % | 33.08 % |
| 10Y | 4.35 % | 79.36 % | 0.53 % | -27.90 % | 150.02 % | 41.83 % | 49.04 % | 75.34 % | 181.93 % | 68.92 % |
| From the beginning | 44.62 % | 167.99 % | 350.99 % | -27.90 % | 1 476.60 % | 199.40 % | 69.86 % | 461.10 % | 445.95 % | 94.52 % |