Baron Health Care Fund Retail Shares BHCFX
BHCFX
Baron Health Care Fund Retail Shares CLFFX
Clifford Capital Partners Fund Investor Class NBREX
Neuberger Berman Mid Cap Instrinsic Value Fd Trust SGOAX
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F CLIFX
Clifford Capital Partners Fund Institutional Class DMO
Western Asset Mortgage Opportunity Fund Inc. MRLTX
AMG Renaissance Large Cap Growth Fund - Class N ARHVX
American Century One Choice 2065 Inv BCV
Bancroft Fund Ltd. UMPIX
ProFunds UltraMid Cap Fund Investor Class
Baron Health Care Fund Retail Shares CLFFX
Clifford Capital Partners Fund Investor Class NBREX
Neuberger Berman Mid Cap Instrinsic Value Fd Trust SGOAX
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F CLIFX
Clifford Capital Partners Fund Institutional Class DMO
Western Asset Mortgage Opportunity Fund Inc. MRLTX
AMG Renaissance Large Cap Growth Fund - Class N ARHVX
American Century One Choice 2065 Inv BCV
Bancroft Fund Ltd. UMPIX
ProFunds UltraMid Cap Fund Investor Class
Performance
| Periode | BHCFX | CLFFX | NBREX | SGOAX | CLIFX | DMO | MRLTX | ARHVX | BCV | UMPIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 12.73 % | 22.67 % | 26.87 % | 21.22 % | 22.68 % | 5.69 % | 25.75 % | 21.17 % | 47.41 % | 40.35 % |
| YTD | 1.26 % | 12.35 % | 6.19 % | 13.72 % | 12.44 % | 1.11 % | 10.25 % | 13.55 % | 31.60 % | 0.08 % |
| 1Y | -9.21 % | 11.14 % | -0.96 % | 3.79 % | 10.80 % | -3.10 % | 0.15 % | 8.28 % | 35.90 % | -7.59 % |
| 3Y | 14.87 % | 25.07 % | 23.45 % | 27.73 % | 25.13 % | 13.02 % | 37.24 % | 44.52 % | 37.58 % | 48.54 % |
| 5Y | 14.13 % | 45.97 % | 73.93 % | 24.19 % | 46.69 % | -11.60 % | 32.08 % | 35.33 % | -10.62 % | 81.51 % |
| 10Y | 93.10 % | 101.02 % | 27.63 % | 61.75 % | 102.96 % | -51.90 % | 74.01 % | 39.43 % | 20.08 % | 139.10 % |
| From the beginning | 93.10 % | 122.17 % | 127.98 % | 210.34 % | 124.31 % | -40.67 % | 94.66 % | 39.43 % | 18.80 % | 564.70 % |