Brown Capital Management Small Company Fund BCSIX
BCSIX
Brown Capital Management Small Company Fund CMIDX
Congress Mid Cap Growth Fund BFTIX
Baron Fifth Avenue Growth Fund BFTHX
Baron Fifth Avenue Growth Fund WFLLX
Allspring Large Cap Core Fund NOSGX
Northern Small Cap Value Fund SWOBX
Schwab Balanced Fund ROGSX
Red Oak Technology Select Fund BTO
John Hancock Financial Opportunities Fund DLY
DoubleLine Yield Opportunities Fund
Brown Capital Management Small Company Fund CMIDX
Congress Mid Cap Growth Fund BFTIX
Baron Fifth Avenue Growth Fund BFTHX
Baron Fifth Avenue Growth Fund WFLLX
Allspring Large Cap Core Fund NOSGX
Northern Small Cap Value Fund SWOBX
Schwab Balanced Fund ROGSX
Red Oak Technology Select Fund BTO
John Hancock Financial Opportunities Fund DLY
DoubleLine Yield Opportunities Fund
Performance
| Periode | BCSIX | CMIDX | BFTIX | BFTHX | WFLLX | NOSGX | SWOBX | ROGSX | BTO | DLY |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 15.94 % | 20.00 % | 44.40 % | 44.35 % | 33.46 % | 23.35 % | 18.90 % | 48.01 % | 12.43 % | 0.41 % |
| YTD | -10.03 % | 2.29 % | 13.66 % | 13.55 % | 15.65 % | 6.87 % | 11.00 % | 22.04 % | -3.96 % | -8.22 % |
| 1Y | -36.64 % | -12.65 % | 22.18 % | 21.97 % | 5.41 % | -35.05 % | 4.92 % | 17.84 % | -2.30 % | -9.86 % |
| 3Y | -39.06 % | 6.44 % | 130.28 % | 128.61 % | 40.12 % | -25.43 % | 24.90 % | 101.29 % | 5.44 % | 11.34 % |
| 5Y | -64.68 % | 6.18 % | 41.17 % | 39.49 % | 26.94 % | -17.77 % | 8.98 % | 59.75 % | 52.52 % | -15.43 % |
| 10Y | -40.14 % | 117.90 % | 295.25 % | 285.43 % | 36.84 % | -33.27 % | 21.63 % | 244.85 % | 33.65 % | -27.72 % |
| From the beginning | 354.70 % | 231.31 % | 864.20 % | 817.63 % | 191.69 % | 38.40 % | 85.60 % | 475.90 % | 69.60 % | -27.72 % |