Hennessy Gas Utility Fund GASFX
GASFX
Hennessy Gas Utility Fund TIQIX
Touchstone Non-US ESG Equity Fund PABFX
PGIM Balanced Fund TBLWX
T. Rowe Price Retirement Blend 2030 Fund TBLGX
T. Rowe Price Retirement Blend 2030 Fund ARSIX
AMG River Road Small Cap Value Fund PEXMX
T. Rowe Price Extended Equity Market Index Fund NEAIX
Needham Aggressive Growth Fund MPIEX
Mondrian International Value Equity Fund SWDRX
Schwab Target 2030 Fund
Hennessy Gas Utility Fund TIQIX
Touchstone Non-US ESG Equity Fund PABFX
PGIM Balanced Fund TBLWX
T. Rowe Price Retirement Blend 2030 Fund TBLGX
T. Rowe Price Retirement Blend 2030 Fund ARSIX
AMG River Road Small Cap Value Fund PEXMX
T. Rowe Price Extended Equity Market Index Fund NEAIX
Needham Aggressive Growth Fund MPIEX
Mondrian International Value Equity Fund SWDRX
Schwab Target 2030 Fund
Performance
| Periode | GASFX | TIQIX | PABFX | TBLWX | TBLGX | ARSIX | PEXMX | NEAIX | MPIEX | SWDRX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 5.73 % | 20.68 % | 17.42 % | 16.36 % | 16.55 % | 12.07 % | 32.55 % | 54.93 % | 15.70 % | 15.76 % |
| YTD | 10.91 % | 26.12 % | 11.10 % | 12.94 % | 13.24 % | 1.55 % | 12.11 % | 27.50 % | 29.09 % | 12.88 % |
| 1Y | 6.63 % | 17.57 % | 2.97 % | 8.47 % | 8.65 % | -1.44 % | 6.23 % | 26.57 % | 10.19 % | 4.31 % |
| 3Y | 21.35 % | 70.61 % | 38.25 % | 44.72 % | 44.74 % | 18.29 % | 40.97 % | 116.50 % | 59.96 % | 29.85 % |
| 5Y | 20.18 % | 39.63 % | 17.85 % | 15.20 % | 15.50 % | 41.88 % | 14.12 % | 136.71 % | 50.88 % | 11.29 % |
| 10Y | 6.25 % | 64.30 % | 26.86 % | 15.20 % | 15.50 % | 35.45 % | 49.07 % | 180.80 % | 26.47 % | 17.34 % |
| From the beginning | 199.00 % | 76.94 % | 94.10 % | 15.20 % | 15.50 % | 17.02 % | 268.50 % | 180.80 % | 80.60 % | 81.04 % |