Needham Aggressive Growth Fund NEAIX
NEAIX
Needham Aggressive Growth Fund TBLWX
T. Rowe Price Retirement Blend 2030 Fund TBLGX
T. Rowe Price Retirement Blend 2030 Fund GASFX
Hennessy Gas Utility Fund PABFX
PGIM Balanced Fund USAGX
Victory Precious Metals and Minerals Fund PEXMX
T. Rowe Price Extended Equity Market Index Fund TIQIX
Touchstone Non-US ESG Equity Fund ARSIX
AMG River Road Small Cap Value Fund MPIEX
Mondrian International Value Equity Fund
Needham Aggressive Growth Fund TBLWX
T. Rowe Price Retirement Blend 2030 Fund TBLGX
T. Rowe Price Retirement Blend 2030 Fund GASFX
Hennessy Gas Utility Fund PABFX
PGIM Balanced Fund USAGX
Victory Precious Metals and Minerals Fund PEXMX
T. Rowe Price Extended Equity Market Index Fund TIQIX
Touchstone Non-US ESG Equity Fund ARSIX
AMG River Road Small Cap Value Fund MPIEX
Mondrian International Value Equity Fund
Performance
| Periode | NEAIX | TBLWX | TBLGX | GASFX | PABFX | USAGX | PEXMX | TIQIX | ARSIX | MPIEX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 17.38 % | 7.14 % | 7.03 % | -7.33 % | 11.42 % | 63.20 % | 10.25 % | 7.86 % | -3.56 % | 13.52 % |
| YTD | 24.49 % | 11.86 % | 11.96 % | -2.93 % | 13.91 % | 147.93 % | 8.28 % | 24.83 % | -6.30 % | 36.24 % |
| 1Y | 24.59 % | 11.10 % | 11.20 % | -2.31 % | 13.00 % | 154.04 % | 7.46 % | 21.90 % | -5.43 % | 32.27 % |
| 3Y | 98.15 % | 37.64 % | 37.76 % | 5.57 % | 35.01 % | 194.11 % | 41.51 % | 56.07 % | 8.91 % | 46.62 % |
| 5Y | 100.40 % | 14.10 % | 14.20 % | 13.68 % | 15.43 % | 128.52 % | -4.74 % | 26.01 % | 14.24 % | 39.84 % |
| 10Y | 174.16 % | 14.10 % | 14.20 % | 10.00 % | 39.85 % | 459.70 % | 56.16 % | 63.88 % | 29.13 % | 46.84 % |
| From the beginning | 174.16 % | 14.10 % | 14.20 % | 161.70 % | 99.00 % | 384.70 % | 255.90 % | 75.14 % | 7.98 % | 90.60 % |