Fidelity Select FinTech Portfolio FSVLX
FSVLX
Fidelity Select FinTech Portfolio IBCA
iShares Trust LIPRX
Loomis Sayles Inflation Protected Securities Fund Retail Cl BVEFX
Becker Value Equity Fund Retail Class RWDIX
Redwood Managed Volatility Fund Class I GLU
The Gabelli Global Utility & Income Trust IGI
Western Asset Investment Grade Defined Opportunity Trust Inc. MCDFX
Matthews China Dividend Fund Investor Class MGSEX
AMG Veritas Asia Pacific Fund Class N MSEIX
AMG Veritas Asia Pacific Fund Class I
Fidelity Select FinTech Portfolio IBCA
iShares Trust LIPRX
Loomis Sayles Inflation Protected Securities Fund Retail Cl BVEFX
Becker Value Equity Fund Retail Class RWDIX
Redwood Managed Volatility Fund Class I GLU
The Gabelli Global Utility & Income Trust IGI
Western Asset Investment Grade Defined Opportunity Trust Inc. MCDFX
Matthews China Dividend Fund Investor Class MGSEX
AMG Veritas Asia Pacific Fund Class N MSEIX
AMG Veritas Asia Pacific Fund Class I
Performance
| Periode | FSVLX | IBCA | LIPRX | BVEFX | RWDIX | GLU | IGI | MCDFX | MGSEX | MSEIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 11.67 % | 4.41 % | 1.34 % | 14.49 % | 2.58 % | 13.52 % | 2.96 % | 20.41 % | 39.72 % | 39.90 % |
| YTD | 4.13 % | 2 530.00 % | 3.81 % | 12.53 % | -1.07 % | 20.27 % | 2.02 % | 30.92 % | 41.70 % | 41.98 % |
| 1Y | 12.42 % | 2 503.96 % | 2.08 % | 5.44 % | -3.22 % | 12.19 % | -1.53 % | 22.65 % | 34.50 % | 34.56 % |
| 3Y | 54.36 % | 2 530.00 % | 2.40 % | 15.98 % | -4.46 % | 31.96 % | 7.33 % | 36.21 % | 58.23 % | 58.71 % |
| 5Y | 36.97 % | 2 530.00 % | -16.60 % | 30.83 % | -23.71 % | 11.50 % | -19.49 % | -15.07 % | -32.68 % | -29.29 % |
| 10Y | 49.33 % | 2 530.00 % | -3.73 % | 23.64 % | -23.71 % | 3.10 % | -18.66 % | 5.50 % | -4.43 % | 2.65 % |
| From the beginning | 101.90 % | 2 530.00 % | -8.50 % | 123.47 % | -25.80 % | -9.06 % | -16.55 % | 51.60 % | 325.53 % | 20.67 % |