DWS Equity 500 Index Fund BTIEX
BTIEX
DWS Equity 500 Index Fund GLRBX
James Balanced: Golden Rainbow Fund WMICX
Wasatch Micro Cap Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund PRLAX
T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund MUA
BlackRock MuniAssets Fund, Inc. NMVLX
Nuance Mid Cap Value Fund CSSZX
Columbia Select Small Cap Value Fund SWHRX
Schwab Target 2025 Fund MGRIX
Marsico Growth Fund
DWS Equity 500 Index Fund GLRBX
James Balanced: Golden Rainbow Fund WMICX
Wasatch Micro Cap Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund PRLAX
T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund MUA
BlackRock MuniAssets Fund, Inc. NMVLX
Nuance Mid Cap Value Fund CSSZX
Columbia Select Small Cap Value Fund SWHRX
Schwab Target 2025 Fund MGRIX
Marsico Growth Fund
Performance
| Periode | BTIEX | GLRBX | WMICX | TRRVX | PRLAX | MUA | NMVLX | CSSZX | SWHRX | MGRIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 25.63 % | 14.24 % | 26.96 % | 11.13 % | 19.42 % | 7.16 % | 11.76 % | 24.48 % | 12.78 % | 27.71 % |
| YTD | 13.01 % | 10.08 % | 2.43 % | 9.85 % | 30.49 % | -3.75 % | 0.41 % | 3.10 % | 11.20 % | 10.98 % |
| 1Y | -3.35 % | 5.75 % | 0.96 % | 2.51 % | 6.05 % | -13.35 % | -9.52 % | -13.25 % | 1.47 % | 7.13 % |
| 3Y | 7.10 % | 29.47 % | 48.15 % | 17.72 % | 15.12 % | 7.70 % | 2.68 % | 4.65 % | 21.30 % | 104.49 % |
| 5Y | -15.53 % | 16.52 % | -17.51 % | 6.17 % | 19.49 % | -23.07 % | -3.62 % | 19.41 % | 3.65 % | 8.18 % |
| 10Y | -21.62 % | -1.41 % | 12.40 % | 27.84 % | 22.78 % | -19.99 % | 19.84 % | 2.82 % | 13.42 % | 36.45 % |
| From the beginning | 90.82 % | 62.92 % | 213.38 % | 42.80 % | 114.00 % | -28.20 % | 23.34 % | 52.43 % | 59.38 % | 187.10 % |