iShares Trust IBCA
IBCA
iShares Trust FSVLX
Fidelity Select FinTech Portfolio RWDIX
Redwood Managed Volatility Fund Class I IGI
Western Asset Investment Grade Defined Opportunity Trust Inc. BTTRX
American Century Zero Coupon 2025 Fund Investor Class LIPRX
Loomis Sayles Inflation Protected Securities Fund Retail Cl BVEFX
Becker Value Equity Fund Retail Class MGSEX
AMG Veritas Asia Pacific Fund Class N MSEIX
AMG Veritas Asia Pacific Fund Class I SISAX
SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F
iShares Trust FSVLX
Fidelity Select FinTech Portfolio RWDIX
Redwood Managed Volatility Fund Class I IGI
Western Asset Investment Grade Defined Opportunity Trust Inc. BTTRX
American Century Zero Coupon 2025 Fund Investor Class LIPRX
Loomis Sayles Inflation Protected Securities Fund Retail Cl BVEFX
Becker Value Equity Fund Retail Class MGSEX
AMG Veritas Asia Pacific Fund Class N MSEIX
AMG Veritas Asia Pacific Fund Class I SISAX
SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F
Performance
| Periode | IBCA | FSVLX | RWDIX | IGI | BTTRX | LIPRX | BVEFX | MGSEX | MSEIX | SISAX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 5.08 % | 10.50 % | 2.40 % | 3.65 % | 1.42 % | 1.45 % | 14.11 % | 37.20 % | 37.37 % | 17.19 % |
| YTD | 2 528.00 % | 3.15 % | -1.24 % | 2.32 % | 2.78 % | 3.81 % | 12.32 % | 39.53 % | 39.80 % | 14.94 % |
| 1Y | 2 501.98 % | 11.05 % | -3.39 % | -1.06 % | 3.50 % | 1.87 % | 4.81 % | 33.29 % | 33.37 % | 8.78 % |
| 3Y | 2 528.00 % | 57.85 % | -4.47 % | 8.56 % | 12.29 % | 2.83 % | 17.61 % | 56.24 % | 56.70 % | 28.70 % |
| 5Y | 2 528.00 % | 35.69 % | -23.85 % | -19.25 % | -0.37 % | -16.60 % | 30.59 % | -33.71 % | -30.37 % | 31.89 % |
| 10Y | 2 528.00 % | 47.93 % | -23.85 % | -18.42 % | 15.77 % | -3.73 % | 23.42 % | -5.90 % | 1.08 % | 65.85 % |
| From the beginning | 2 528.00 % | 100.00 % | -25.93 % | -16.30 % | 430.00 % | -8.50 % | 123.07 % | 319.00 % | 18.82 % | 193.87 % |