IVA Worldwide Fund Class A IVWAX
Trading inactive
IVWAX
IVA Worldwide Fund Class A VUVLX
Vanguard U.S. Value Fund Investor Shares DRNYX
BNY Mellon New York Tax Exempt Bond Fund, Inc. PBFBX
PGIM Balanced Fund- Class B MTXVX
MainStay Income Builder Fund Class R3 MCYBX
BMO TCH Core Plus Bond Fund Class Y Shares DFCIX
Delaware SMID Cap Growth Fund Class A QIVAX
Invesco International Equity Fund Class A JPEAX
JPMorgan Tax Aware Equity Fund Class A ISARX
AB Cap Fund, Inc. - AB International Strategic Core Portfolio - A
IVA Worldwide Fund Class A VUVLX
Vanguard U.S. Value Fund Investor Shares DRNYX
BNY Mellon New York Tax Exempt Bond Fund, Inc. PBFBX
PGIM Balanced Fund- Class B MTXVX
MainStay Income Builder Fund Class R3 MCYBX
BMO TCH Core Plus Bond Fund Class Y Shares DFCIX
Delaware SMID Cap Growth Fund Class A QIVAX
Invesco International Equity Fund Class A JPEAX
JPMorgan Tax Aware Equity Fund Class A ISARX
AB Cap Fund, Inc. - AB International Strategic Core Portfolio - A
Performance
| Periode | IVWAX | VUVLX | DRNYX | PBFBX | MTXVX | MCYBX | DFCIX | QIVAX | JPEAX | ISARX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 0.00 % | 0.00 % | -0.66 % | 0.00 % | 10.30 % | 0.00 % | -2.07 % | 4.90 % | 3.81 % | 16.26 % |
| YTD | 0.00 % | 0.00 % | -0.88 % | 0.00 % | 2.09 % | 0.00 % | 3.14 % | 10.63 % | 0.00 % | 5.80 % |
| 1Y | 0.00 % | 0.00 % | 0.45 % | 0.00 % | 8.30 % | 0.00 % | 10.82 % | 11.20 % | 22.26 % | 8.19 % |
| 3Y | 0.00 % | -8.59 % | -11.57 % | -8.24 % | -8.72 % | -3.49 % | -61.50 % | -3.15 % | 1.20 % | 5.80 % |
| 5Y | 0.00 % | -7.11 % | -9.19 % | -2.68 % | 0.05 % | 1.13 % | -38.34 % | 2.63 % | 27.09 % | 21.35 % |
| 10Y | 0.00 % | 33.41 % | -8.40 % | 10.27 % | 10.05 % | -1.52 % | -46.11 % | 24.64 % | 55.67 % | 38.42 % |
| From the beginning | 0.00 % | 72.16 % | 4.08 % | 13.81 % | 10.05 % | 16.30 % | 68.73 % | 81.33 % | 126.94 % | 38.42 % |