Loomis Sayles Small Cap Value Fund Class N LSCNX
LSCNX
Loomis Sayles Small Cap Value Fund Class N LSCRX
Loomis Sayles Small Capital Value Fund Retail Class MSGAX
Meridian Small Cap Growth Fund A Class QGIAX
Pear Tree Quality Institutional TMVIX
Timothy Plan Large/Mid Cap Value Fund - Class I WASMX
Boston Trust Walden SMID Cap Fund BGR
BlackRock Energy and Resources Trust VAESX
Virtus KAR Emerging Markets Small-Cap Fund A ARSMX
AMG River Road Small-Mid Cap Value Fund - Class N WOOPX
JPMorgan SMID Cap Equity Fund Class I
Loomis Sayles Small Cap Value Fund Class N LSCRX
Loomis Sayles Small Capital Value Fund Retail Class MSGAX
Meridian Small Cap Growth Fund A Class QGIAX
Pear Tree Quality Institutional TMVIX
Timothy Plan Large/Mid Cap Value Fund - Class I WASMX
Boston Trust Walden SMID Cap Fund BGR
BlackRock Energy and Resources Trust VAESX
Virtus KAR Emerging Markets Small-Cap Fund A ARSMX
AMG River Road Small-Mid Cap Value Fund - Class N WOOPX
JPMorgan SMID Cap Equity Fund Class I
Performance
| Periode | LSCNX | LSCRX | MSGAX | QGIAX | TMVIX | WASMX | BGR | VAESX | ARSMX | WOOPX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 10.38 % | 10.18 % | 7.04 % | -11.81 % | -5.83 % | 3.63 % | 0.07 % | -3.15 % | 2.56 % | -4.31 % |
| YTD | 6.65 % | 6.31 % | -1.35 % | -8.83 % | -3.24 % | 0.41 % | 5.32 % | 8.78 % | 0.52 % | -7.60 % |
| 1Y | -3.38 % | -3.77 % | -2.73 % | -9.15 % | -3.11 % | -0.73 % | 6.32 % | 7.97 % | 0.63 % | -9.10 % |
| 3Y | -3.97 % | -5.25 % | 25.79 % | 25.16 % | 11.55 % | 27.49 % | 11.25 % | 32.83 % | 16.16 % | 15.29 % |
| 5Y | -15.89 % | -17.59 % | -0.42 % | 9.75 % | 13.55 % | 27.23 % | 87.85 % | -5.67 % | 17.30 % | -15.76 % |
| 10Y | -27.42 % | -29.43 % | 123.71 % | 43.48 % | 37.22 % | 95.08 % | 8.91 % | 102.28 % | 33.38 % | -12.58 % |
| From the beginning | -26.06 % | 30.71 % | 151.10 % | 48.64 % | 23.51 % | 139.34 % | -46.20 % | 95.63 % | -4.18 % | 68.90 % |