LSV Global Managed Volatility Fund LVAFX
LVAFX
LSV Global Managed Volatility Fund GAGEX
Guinness Atkinson Global Energy Fund FFIDX
Fidelity Fund QSML
Wisdomtree U.S. Smallcap Quality Growth Fund FIRVX
Fidelity Managed Retirement 2020 Fund FSYJX
Fidelity Sustainable Emerging Markets Fund RCKSX
Rock Oak Core Growth Fund JAQAX
Janus Henderson Asia Equity Fund ALTEX
Firsthand Alternative Energy Fund FIRQX
Fidelity Managed Retirement 2010 Fund
LSV Global Managed Volatility Fund GAGEX
Guinness Atkinson Global Energy Fund FFIDX
Fidelity Fund QSML
Wisdomtree U.S. Smallcap Quality Growth Fund FIRVX
Fidelity Managed Retirement 2020 Fund FSYJX
Fidelity Sustainable Emerging Markets Fund RCKSX
Rock Oak Core Growth Fund JAQAX
Janus Henderson Asia Equity Fund ALTEX
Firsthand Alternative Energy Fund FIRQX
Fidelity Managed Retirement 2010 Fund
Performance
| Periode | LVAFX | GAGEX | FFIDX | QSML | FIRVX | FSYJX | RCKSX | JAQAX | ALTEX | FIRQX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 4.25 % | 2.49 % | 15.34 % | 14.67 % | 5.92 % | 16.79 % | 6.41 % | 4.38 % | 12.91 % | 4.17 % |
| YTD | 14.61 % | 9.71 % | 17.70 % | 6.90 % | 10.23 % | 34.11 % | 14.18 % | 5.47 % | 8.66 % | 7.66 % |
| 1Y | 11.29 % | 13.31 % | 15.68 % | 6.90 % | 8.59 % | 31.50 % | 12.08 % | 9.39 % | 6.44 % | 6.37 % |
| 3Y | 2.76 % | 0.93 % | 89.48 % | 17.66 % | 19.17 % | 52.46 % | 46.78 % | -23.04 % | -9.71 % | 12.28 % |
| 5Y | 11.62 % | 94.21 % | 81.57 % | 17.66 % | 1.69 % | 14.80 % | 10.44 % | -0.60 % | -24.95 % | -6.99 % |
| 10Y | 23.45 % | 30.65 % | 169.15 % | 17.66 % | 5.60 % | 14.80 % | 84.50 % | -2.72 % | 94.39 % | -0.92 % |
| From the beginning | 15.30 % | 90.64 % | 572.46 % | 17.66 % | 17.00 % | 14.80 % | 119.00 % | 0.20 % | 14.11 % | 13.90 % |