
Franklin Growth Allocation Fund Class R FGTRX
FGTRX
Franklin Growth Allocation Fund Class R TRSJX
T. Rowe Price Retirement 2065 RPFFX
Royce Premier Fund Service Class SWYGX
Schwab Target 2040 Index Fund Institutional Shares BTT
Blackrock Municipal 2030 Target Term Trust USAWX
USAA Sustainable World Fund Shares SWYEX
Schwab Target 2030 Index Fund Institutional Shares EVSYX
Allspring Disciplined U.S. Core Fund Admin Class RYOFX
Royce Opportunity Fund Service Class DMIDX
BNY Mellon MidCap Index Fund Class I
Franklin Growth Allocation Fund Class R TRSJX
T. Rowe Price Retirement 2065 RPFFX
Royce Premier Fund Service Class SWYGX
Schwab Target 2040 Index Fund Institutional Shares BTT
Blackrock Municipal 2030 Target Term Trust USAWX
USAA Sustainable World Fund Shares SWYEX
Schwab Target 2030 Index Fund Institutional Shares EVSYX
Allspring Disciplined U.S. Core Fund Admin Class RYOFX
Royce Opportunity Fund Service Class DMIDX
BNY Mellon MidCap Index Fund Class I
Performance
Periode | FGTRX | TRSJX | RPFFX | SWYGX | BTT | USAWX | SWYEX | EVSYX | RYOFX | DMIDX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 17.02 % | 23.70 % | 25.68 % | 22.46 % | 9.84 % | 26.89 % | 18.01 % | 29.31 % | 44.04 % | 22.41 % |
YTD | 9.80 % | 16.67 % | 6.24 % | 16.36 % | 9.79 % | 16.40 % | 13.95 % | 14.00 % | 11.58 % | 5.72 % |
1Y | 7.04 % | 11.87 % | -4.57 % | 12.07 % | 5.74 % | 6.78 % | 9.62 % | 9.29 % | 8.20 % | -7.94 % |
3Y | 45.25 % | 55.72 % | 19.58 % | 55.15 % | 10.27 % | 63.65 % | 43.81 % | 43.24 % | 30.07 % | 1.30 % |
5Y | 19.07 % | 51.93 % | 31.83 % | 50.22 % | -9.65 % | 30.21 % | 35.53 % | 38.97 % | 37.48 % | -5.62 % |
10Y | 24.17 % | 51.16 % | 118.66 % | 103.40 % | 8.84 % | 26.66 % | 78.90 % | 78.88 % | 37.24 % | -18.80 % |
From the beginning | 98.45 % | 51.16 % | 21.14 % | 103.40 % | -9.40 % | 243.50 % | 78.90 % | 94.83 % | 93.35 % | -18.80 % |