James Balanced: Golden Rainbow Fund GLRBX
GLRBX
James Balanced: Golden Rainbow Fund BTIEX
DWS Equity 500 Index Fund MUA
BlackRock MuniAssets Fund, Inc. NNLEX
Nicholas Limited Edition Fund MGRIX
Marsico Growth Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund WMICX
Wasatch Micro Cap Fund NMVLX
Nuance Mid Cap Value Fund MVF
BlackRock MuniVest Fund, Inc. SWHRX
Schwab Target 2025 Fund
James Balanced: Golden Rainbow Fund BTIEX
DWS Equity 500 Index Fund MUA
BlackRock MuniAssets Fund, Inc. NNLEX
Nicholas Limited Edition Fund MGRIX
Marsico Growth Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund WMICX
Wasatch Micro Cap Fund NMVLX
Nuance Mid Cap Value Fund MVF
BlackRock MuniVest Fund, Inc. SWHRX
Schwab Target 2025 Fund
Performance
| Periode | GLRBX | BTIEX | MUA | NNLEX | MGRIX | TRRVX | WMICX | NMVLX | MVF | SWHRX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 15.47 % | 29.15 % | 9.16 % | 2.43 % | 31.93 % | 11.82 % | 28.26 % | 12.08 % | 6.51 % | 13.89 % |
| YTD | 10.12 % | 13.61 % | -4.11 % | -10.25 % | 11.48 % | 9.92 % | 1.46 % | 1.06 % | -2.22 % | 11.34 % |
| 1Y | 6.20 % | -3.04 % | -15.04 % | -13.08 % | 6.46 % | 2.95 % | 1.71 % | -7.77 % | -7.00 % | 2.12 % |
| 3Y | 29.52 % | 7.16 % | 8.93 % | 11.99 % | 104.98 % | 18.10 % | 47.27 % | 3.35 % | 7.15 % | 21.73 % |
| 5Y | 17.41 % | -13.68 % | -23.25 % | 14.80 % | 10.41 % | 6.80 % | -17.49 % | -1.75 % | -18.71 % | 4.53 % |
| 10Y | -1.53 % | -21.23 % | -20.46 % | 104.77 % | 36.17 % | 27.93 % | 11.04 % | 20.86 % | -28.60 % | 13.48 % |
| From the beginning | 62.98 % | 91.83 % | -28.47 % | 325.94 % | 188.40 % | 42.90 % | 210.41 % | 24.14 % | -29.60 % | 59.58 % |