Ariel Appreciation Fund CAAPX
CAAPX
Ariel Appreciation Fund DHMAX
Diamond Hill Small-Mid Cap Fund MGOAX
Victory Munder Mid-Cap Core Growth Fund MXAPX
Empower Aggressive Profile Fund DISIX
BNY Mellon Smallcap Stock Index Fund TWBIX
American Century Balanced Fund USBLX
USAA Growth and Tax Strategy Fund SMDIX
Hartford Schroders US MidCap Opportunities Fund
Ariel Appreciation Fund DHMAX
Diamond Hill Small-Mid Cap Fund MGOAX
Victory Munder Mid-Cap Core Growth Fund MXAPX
Empower Aggressive Profile Fund DISIX
BNY Mellon Smallcap Stock Index Fund TWBIX
American Century Balanced Fund USBLX
USAA Growth and Tax Strategy Fund SMDIX
Hartford Schroders US MidCap Opportunities Fund
Performance
| Periode | CAAPX | DHMAX | MGOAX | MXAPX | DISIX | TWBIX | USBLX | SMDIX |
|---|---|---|---|---|---|---|---|---|
| 6M | 4.76 % | 4.29 % | -13.33 % | 3.55 % | 15.77 % | 7.05 % | 7.98 % | 1.81 % |
| YTD | -1.54 % | 3.25 % | -10.18 % | 9.46 % | 7.67 % | 7.16 % | 7.32 % | -1.24 % |
| 1Y | -1.38 % | 2.16 % | -10.07 % | 6.24 % | -8.01 % | 6.94 % | 7.24 % | -1.75 % |
| 3Y | 3.86 % | 13.82 % | -12.31 % | 18.80 % | -6.61 % | 33.04 % | 34.25 % | 17.49 % |
| 5Y | -10.68 % | 15.90 % | -44.49 % | -2.39 % | -17.60 % | -0.28 % | 26.58 % | 8.47 % |
| 10Y | -13.14 % | 44.72 % | -80.74 % | -12.55 % | -9.93 % | 20.92 % | 73.49 % | 73.77 % |
| From the beginning | 156.53 % | 157.11 % | -52.10 % | -37.32 % | -9.93 % | 111.00 % | 199.10 % | 91.18 % |