Calvert Conservative Allocation Fund CCLAX
CCLAX
Calvert Conservative Allocation Fund BWLAX
American Beacon Bridgeway Large Cap Value Fund ADNRX
American Beacon ARK Transformational Innovation Fund DNMDX
Dunham Monthly Distribution Fund DSCVX
BNY Mellon Opportunistic Small Cap Fund LVOLX
SGI U.S. Large Equity Fund FIFNX
Fidelity Founders Fund SECEX
Guggenheim StylePlus - Large Core Fund HGLB
Highland Global Allocation Fund MASGX
Matthews Emerging Markets Sustainable Future Fund
Calvert Conservative Allocation Fund BWLAX
American Beacon Bridgeway Large Cap Value Fund ADNRX
American Beacon ARK Transformational Innovation Fund DNMDX
Dunham Monthly Distribution Fund DSCVX
BNY Mellon Opportunistic Small Cap Fund LVOLX
SGI U.S. Large Equity Fund FIFNX
Fidelity Founders Fund SECEX
Guggenheim StylePlus - Large Core Fund HGLB
Highland Global Allocation Fund MASGX
Matthews Emerging Markets Sustainable Future Fund
Performance
| Periode | CCLAX | BWLAX | ADNRX | DNMDX | DSCVX | LVOLX | FIFNX | SECEX | HGLB | MASGX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 5.22 % | 20.42 % | 18.64 % | 0.52 % | 11.15 % | 9.75 % | 11.64 % | 14.81 % | 1.68 % | 6.03 % |
| YTD | 7.83 % | 24.18 % | 41.33 % | 1.07 % | 9.70 % | 8.45 % | 12.78 % | 16.09 % | 28.90 % | 13.48 % |
| 1Y | 6.27 % | 23.74 % | 35.52 % | 1.11 % | 9.28 % | 7.77 % | 11.45 % | -6.50 % | 25.34 % | 11.61 % |
| 3Y | 16.21 % | 16.48 % | 112.81 % | -5.38 % | 22.73 % | 10.45 % | 95.06 % | 46.77 % | -3.09 % | 7.20 % |
| 5Y | -1.34 % | 8.73 % | 112.81 % | -12.29 % | 2.37 % | -6.36 % | 54.89 % | 2.62 % | 41.74 % | -4.51 % |
| 10Y | 19.48 % | 20.57 % | 112.81 % | -17.78 % | 18.09 % | 41.91 % | 160.02 % | 20.24 % | -39.53 % | 48.57 % |
| From the beginning | 27.60 % | 92.38 % | 112.81 % | -21.81 % | 169.52 % | 30.14 % | 160.02 % | 8.55 % | -39.53 % | 35.50 % |