MFS Mid Cap Value Fund MCVIX
MCVIX
MFS Mid Cap Value Fund PRSVX
T. Rowe Price Small-Cap Value Fund LIHKX
BlackRock LifePath Index 2045 Fund MRSRX
MFS Research International Fund LIPIX
BlackRock LifePath Index 2050 Fund CBALX
Columbia Balanced Fund PLFMX
Principal LargeCap S&P 500 Index Fund VTMSX
Vanguard Tax Managed Small Cap Fund VEVCX
Victory Sycamore Established Value Fund LIJKX
BlackRock LifePath Index 2035 Fund
MFS Mid Cap Value Fund PRSVX
T. Rowe Price Small-Cap Value Fund LIHKX
BlackRock LifePath Index 2045 Fund MRSRX
MFS Research International Fund LIPIX
BlackRock LifePath Index 2050 Fund CBALX
Columbia Balanced Fund PLFMX
Principal LargeCap S&P 500 Index Fund VTMSX
Vanguard Tax Managed Small Cap Fund VEVCX
Victory Sycamore Established Value Fund LIJKX
BlackRock LifePath Index 2035 Fund
Performance
| Periode | MCVIX | PRSVX | LIHKX | MRSRX | LIPIX | CBALX | PLFMX | VTMSX | VEVCX | LIJKX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 13.89 % | 19.03 % | 19.24 % | 11.49 % | 21.02 % | 15.50 % | 23.27 % | 21.45 % | 8.35 % | 15.19 % |
| YTD | 6.14 % | 8.18 % | 18.27 % | 19.82 % | 19.66 % | 12.05 % | 16.27 % | 5.47 % | 1.22 % | 15.44 % |
| 1Y | -6.29 % | -0.58 % | 14.85 % | 11.59 % | 16.11 % | 6.10 % | 15.05 % | 6.53 % | -10.59 % | 11.70 % |
| 3Y | 17.52 % | 10.87 % | 60.27 % | 47.32 % | 65.08 % | 36.48 % | 65.99 % | 27.47 % | 0.45 % | 46.24 % |
| 5Y | 44.38 % | 25.82 % | 60.27 % | 35.56 % | 66.97 % | 23.13 % | 57.28 % | 62.30 % | 23.44 % | 39.76 % |
| 10Y | 64.49 % | 23.33 % | 114.04 % | 60.81 % | 123.61 % | 56.93 % | 123.85 % | 117.42 % | 47.25 % | 81.79 % |
| From the beginning | 257.95 % | 467.30 % | 162.20 % | 105.49 % | 177.50 % | 179.41 % | 220.53 % | 886.74 % | 47.25 % | 117.60 % |