Columbia Select Large Cap Value Fund CSVZX
CSVZX
Columbia Select Large Cap Value Fund AIVFX
American Funds International Vantage Fund FIDLX
Fidelity Advisor Large Cap Fund PARMX
Parnassus Mid Cap Fund FSSMX
Fidelity Stock Sector Mid Cap Fund YAFIX
AMG Funds - AMG Yacktman Focused Fund PEOPX
BNY Mellon S&P 500 Index Fund YAFFX
AMG Yacktman Focused Fund GOF
Guggenheim Strategic Opportunities Fund CHTTX
AMG River Road Mid Cap Value Fund
Columbia Select Large Cap Value Fund AIVFX
American Funds International Vantage Fund FIDLX
Fidelity Advisor Large Cap Fund PARMX
Parnassus Mid Cap Fund FSSMX
Fidelity Stock Sector Mid Cap Fund YAFIX
AMG Funds - AMG Yacktman Focused Fund PEOPX
BNY Mellon S&P 500 Index Fund YAFFX
AMG Yacktman Focused Fund GOF
Guggenheim Strategic Opportunities Fund CHTTX
AMG River Road Mid Cap Value Fund
Performance
| Periode | CSVZX | AIVFX | FIDLX | PARMX | FSSMX | YAFIX | PEOPX | YAFFX | GOF | CHTTX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 23.28 % | 18.28 % | 31.67 % | 19.44 % | 17.52 % | 16.84 % | 25.96 % | 16.71 % | -0.65 % | 12.83 % |
| YTD | 17.98 % | 25.26 % | 20.50 % | 10.00 % | 5.76 % | 14.69 % | 13.67 % | 14.51 % | -7.01 % | 6.13 % |
| 1Y | 10.08 % | 15.14 % | 13.74 % | -5.33 % | 0.30 % | -1.54 % | 3.80 % | -1.48 % | -9.49 % | -5.84 % |
| 3Y | 42.85 % | 59.72 % | 78.96 % | 24.74 % | 29.63 % | 18.81 % | 40.24 % | 19.00 % | -5.59 % | 27.73 % |
| 5Y | 62.85 % | 33.46 % | 101.80 % | 11.43 % | 31.53 % | 17.75 % | 21.15 % | 17.88 % | -20.20 % | -31.62 % |
| 10Y | 84.08 % | 38.08 % | 90.54 % | 50.44 % | 44.78 % | -13.88 % | 26.38 % | -13.49 % | -21.08 % | -42.95 % |
| From the beginning | 203.71 % | 38.08 % | 90.54 % | 173.60 % | 124.34 % | 8.74 % | 422.80 % | 112.30 % | -28.82 % | 112.80 % |