
Columbia Thermostat Fund Institutional 3 Class CYYYX
CYYYX
Columbia Thermostat Fund Institutional 3 Class CDHAX
Calvert International Responsible Idx A CDHIX
Calvert International Responsible Idx I CDHRX
Calvert International Responsible Idx R6 SFAAX
Allspring Index Asset Allocation Fund Class A SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares BPAIX
Boston Partners All Cap Value Fund Institutional Class RYTFX
Royce Total Return Fund Service Class BAUAX
Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs
Columbia Thermostat Fund Institutional 3 Class CDHAX
Calvert International Responsible Idx A CDHIX
Calvert International Responsible Idx I CDHRX
Calvert International Responsible Idx R6 SFAAX
Allspring Index Asset Allocation Fund Class A SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares BPAIX
Boston Partners All Cap Value Fund Institutional Class RYTFX
Royce Total Return Fund Service Class BAUAX
Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs
Performance
Periode | CYYYX | CDHAX | CDHIX | CDHRX | SFAAX | SWYMX | SWYFX | BPAIX | RYTFX | BAUAX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 17.29 % | 23.08 % | 23.24 % | 23.26 % | 18.46 % | 24.94 % | 20.36 % | 20.83 % | 17.44 % | 22.63 % |
YTD | 14.00 % | 28.87 % | 29.13 % | 29.15 % | 9.85 % | 17.67 % | 15.10 % | 13.42 % | -0.76 % | 5.11 % |
1Y | 10.30 % | 18.58 % | 18.65 % | 18.58 % | -2.31 % | 13.34 % | 10.85 % | 0.18 % | -3.46 % | -10.11 % |
3Y | 31.51 % | 70.49 % | 70.93 % | 70.69 % | 18.73 % | 61.78 % | 49.96 % | 11.39 % | 6.11 % | 9.36 % |
5Y | 1.16 % | 52.31 % | 52.48 % | 52.19 % | 7.36 % | 59.53 % | 43.47 % | 39.03 % | -20.71 % | 41.22 % |
10Y | 25.65 % | 86.35 % | 89.21 % | 76.75 % | 42.65 % | 118.62 % | 92.29 % | 53.43 % | -44.57 % | 31.56 % |
From the beginning | 30.02 % | 86.35 % | 89.21 % | 76.75 % | 322.80 % | 118.62 % | 92.29 % | 256.56 % | -9.08 % | 79.56 % |