Loomis Sayles Inflation Protected Securities Fund Retail Cl LIPRX
LIPRX
Loomis Sayles Inflation Protected Securities Fund Retail Cl IGI
Western Asset Investment Grade Defined Opportunity Trust Inc. BVEFX
Becker Value Equity Fund Retail Class MCDFX
Matthews China Dividend Fund Investor Class BTTRX
American Century Zero Coupon 2025 Fund Investor Class MGSEX
AMG Veritas Asia Pacific Fund Class N MSEIX
AMG Veritas Asia Pacific Fund Class I IBCA
iShares Trust FSVLX
Fidelity Select FinTech Portfolio TGVNX
TCW Relative Value Mid Cap Fund Class N
Loomis Sayles Inflation Protected Securities Fund Retail Cl IGI
Western Asset Investment Grade Defined Opportunity Trust Inc. BVEFX
Becker Value Equity Fund Retail Class MCDFX
Matthews China Dividend Fund Investor Class BTTRX
American Century Zero Coupon 2025 Fund Investor Class MGSEX
AMG Veritas Asia Pacific Fund Class N MSEIX
AMG Veritas Asia Pacific Fund Class I IBCA
iShares Trust FSVLX
Fidelity Select FinTech Portfolio TGVNX
TCW Relative Value Mid Cap Fund Class N
Performance
| Periode | LIPRX | IGI | BVEFX | MCDFX | BTTRX | MGSEX | MSEIX | IBCA | FSVLX | TGVNX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 1.45 % | 3.34 % | 14.11 % | 19.12 % | 1.42 % | 37.20 % | 37.37 % | 5.20 % | 10.50 % | 18.21 % |
| YTD | 3.81 % | 2.02 % | 12.32 % | 30.22 % | 2.78 % | 39.53 % | 39.80 % | 2 530.99 % | 3.15 % | 10.96 % |
| 1Y | 1.87 % | -1.36 % | 4.81 % | 22.40 % | 3.50 % | 33.29 % | 33.37 % | 2 504.94 % | 11.05 % | 1.65 % |
| 3Y | 2.83 % | 8.24 % | 17.61 % | 26.62 % | 12.29 % | 56.24 % | 56.70 % | 2 530.99 % | 57.85 % | 37.68 % |
| 5Y | -16.60 % | -19.49 % | 30.59 % | -15.52 % | -0.37 % | -33.71 % | -30.37 % | 2 530.99 % | 35.69 % | 59.09 % |
| 10Y | -3.73 % | -18.66 % | 23.42 % | 4.94 % | 15.77 % | -5.90 % | 1.08 % | 2 530.99 % | 47.93 % | 37.12 % |
| From the beginning | -8.50 % | -16.55 % | 123.07 % | 50.80 % | 430.00 % | 319.00 % | 18.82 % | 2 530.99 % | 100.00 % | 120.45 % |