Marsico Growth Fund MGRIX
MGRIX
Marsico Growth Fund OBIOX
Oberweis International Opportunities Fund GLRBX
James Balanced: Golden Rainbow Fund VALSX
Value Line Select Growth Fund PRLAX
T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund WPOIX
Weitz Partners III Opportunity Fund MVF
BlackRock MuniVest Fund, Inc. BTIEX
DWS Equity 500 Index Fund MUA
BlackRock MuniAssets Fund, Inc. CMAAX
Calvert Moderate Allocation Fund
Marsico Growth Fund OBIOX
Oberweis International Opportunities Fund GLRBX
James Balanced: Golden Rainbow Fund VALSX
Value Line Select Growth Fund PRLAX
T. Rowe Price International Funds, Inc. - T. Rowe Price Latin America Fund WPOIX
Weitz Partners III Opportunity Fund MVF
BlackRock MuniVest Fund, Inc. BTIEX
DWS Equity 500 Index Fund MUA
BlackRock MuniAssets Fund, Inc. CMAAX
Calvert Moderate Allocation Fund
Performance
| Periode | MGRIX | OBIOX | GLRBX | VALSX | PRLAX | WPOIX | MVF | BTIEX | MUA | CMAAX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 28.78 % | 22.15 % | 14.43 % | 3.34 % | 19.25 % | 10.83 % | 4.90 % | 26.42 % | 7.36 % | 14.43 % |
| YTD | 11.91 % | 28.16 % | 10.26 % | 0.78 % | 30.30 % | 2.53 % | -1.94 % | 13.72 % | -3.57 % | 9.65 % |
| 1Y | 8.02 % | 20.78 % | 5.92 % | -13.49 % | 5.90 % | -4.17 % | -5.87 % | -2.74 % | -13.19 % | 5.43 % |
| 3Y | 106.20 % | 54.77 % | 29.68 % | 15.82 % | 14.95 % | 22.92 % | 7.13 % | 7.78 % | 7.90 % | 28.96 % |
| 5Y | 9.08 % | -14.96 % | 16.71 % | -24.52 % | 19.32 % | 9.23 % | -18.38 % | -15.00 % | -22.93 % | 12.65 % |
| 10Y | 37.60 % | 16.57 % | -1.25 % | 1.61 % | 22.60 % | 50.15 % | -28.32 % | -21.12 % | -19.84 % | 22.41 % |
| From the beginning | 189.50 % | 137.34 % | 63.18 % | 355.98 % | 113.70 % | 122.58 % | -29.40 % | 92.03 % | -28.07 % | 59.13 % |