
Meeder Muirfield Retail FLMFX
FLMFX
Meeder Muirfield Retail BSMAX
iShares Russell Small/Mid-Cap Idx Inv A MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A SWEGX
Schwab MarketTrack All Equity QRSVX
FPA Queens Road Small Cap Value Inv FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F PABCX
PGIM Balanced Fund- Class C
Meeder Muirfield Retail BSMAX
iShares Russell Small/Mid-Cap Idx Inv A MNDAX
MFS Series Trust I - MFS New Discovery Fund Class A SWEGX
Schwab MarketTrack All Equity QRSVX
FPA Queens Road Small Cap Value Inv FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SSPIX
SEI Institutional Managed Trust S&P 500 Index Fund Class F PABCX
PGIM Balanced Fund- Class C
Performance
Periode | FLMFX | BSMAX | MNDAX | SWEGX | QRSVX | FTCLX | FCAZX | SWYNX | SSPIX | PABCX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 23.42 % | 28.21 % | 26.16 % | 25.38 % | 24.82 % | 16.52 % | 17.44 % | 25.08 % | 29.22 % | 18.77 % |
YTD | 11.27 % | 8.28 % | 8.01 % | 17.66 % | 12.72 % | 4.03 % | 5.16 % | 17.46 % | 13.57 % | 10.95 % |
1Y | -5.83 % | 5.21 % | 6.56 % | 6.47 % | 7.30 % | -0.09 % | 0.29 % | 12.37 % | 2.14 % | 2.98 % |
3Y | 23.87 % | 34.67 % | 34.00 % | 48.16 % | 40.40 % | 40.58 % | 43.07 % | 63.66 % | 42.88 % | 37.30 % |
5Y | 35.24 % | 38.67 % | -21.47 % | 47.28 % | 70.85 % | 17.22 % | 20.38 % | 62.71 % | 39.02 % | 18.77 % |
10Y | 52.25 % | 89.38 % | 18.09 % | 62.04 % | 84.78 % | 35.18 % | 39.48 % | 123.40 % | 114.21 % | 26.70 % |
From the beginning | 103.40 % | 81.80 % | 169.60 % | 173.20 % | 339.60 % | 131.64 % | 63.87 % | 123.40 % | 413.40 % | 44.48 % |