Baron Fifth Avenue Growth Fund BFTIX
BFTIX
Baron Fifth Avenue Growth Fund ROGSX
Red Oak Technology Select Fund BCSIX
Brown Capital Management Small Company Fund SWOBX
Schwab Balanced Fund CMIDX
Congress Mid Cap Growth Fund IENAX
Invesco Energy Fund DLY
DoubleLine Yield Opportunities Fund PFPRX
Parnassus Mid Cap Growth Fund AIO
Virtus Artificial Intelligence & Technology Opportunities Fund BTO
John Hancock Financial Opportunities Fund
Baron Fifth Avenue Growth Fund ROGSX
Red Oak Technology Select Fund BCSIX
Brown Capital Management Small Company Fund SWOBX
Schwab Balanced Fund CMIDX
Congress Mid Cap Growth Fund IENAX
Invesco Energy Fund DLY
DoubleLine Yield Opportunities Fund PFPRX
Parnassus Mid Cap Growth Fund AIO
Virtus Artificial Intelligence & Technology Opportunities Fund BTO
John Hancock Financial Opportunities Fund
Performance
| Periode | BFTIX | ROGSX | BCSIX | SWOBX | CMIDX | IENAX | DLY | PFPRX | AIO | BTO |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 44.40 % | 48.01 % | 15.94 % | 18.90 % | 20.00 % | 12.13 % | 0.41 % | 34.23 % | 25.97 % | 12.43 % |
| YTD | 13.66 % | 22.04 % | -10.03 % | 11.00 % | 2.29 % | 4.75 % | -8.22 % | 9.16 % | -2.03 % | -3.96 % |
| 1Y | 22.18 % | 17.84 % | -36.64 % | 4.92 % | -12.65 % | -1.14 % | -9.86 % | -0.75 % | 5.15 % | -2.30 % |
| 3Y | 130.28 % | 101.29 % | -39.06 % | 24.90 % | 6.44 % | 11.80 % | 11.34 % | 53.62 % | 51.83 % | 5.44 % |
| 5Y | 41.17 % | 59.75 % | -64.68 % | 8.98 % | 6.18 % | 216.77 % | -15.43 % | 21.90 % | 3.91 % | 52.52 % |
| 10Y | 295.25 % | 244.85 % | -40.14 % | 21.63 % | 117.90 % | 10.45 % | -27.72 % | 77.87 % | 18.35 % | 33.65 % |
| From the beginning | 864.20 % | 475.90 % | 354.70 % | 85.60 % | 231.31 % | 56.91 % | -27.72 % | 77.51 % | 18.35 % | 69.60 % |