Needham Growth Fund- Retail Class NEEGX
NEEGX
Needham Growth Fund- Retail Class NESGX
Needham Small Cap Growth Fund - Retail Class DUNK
Tidal Trust I WSBFX
Boston Trust Walden Balanced Fund WELNX
William Blair Emerging Mkts Ldrs N AMIDX
Amana Developing World Fund Institutional Class JNVSX
Jensen Quality Value Fund J Shares LPDAX
BlackRock LifePath Dynamic 2060 Inv A AMDWX
Amana Mutual Funds Trust Developing World Fund FLRUX
Meeder Conservative Allocation Retail
Needham Growth Fund- Retail Class NESGX
Needham Small Cap Growth Fund - Retail Class DUNK
Tidal Trust I WSBFX
Boston Trust Walden Balanced Fund WELNX
William Blair Emerging Mkts Ldrs N AMIDX
Amana Developing World Fund Institutional Class JNVSX
Jensen Quality Value Fund J Shares LPDAX
BlackRock LifePath Dynamic 2060 Inv A AMDWX
Amana Mutual Funds Trust Developing World Fund FLRUX
Meeder Conservative Allocation Retail
Performance
| Periode | NEEGX | NESGX | DUNK | WSBFX | WELNX | AMIDX | JNVSX | LPDAX | AMDWX | FLRUX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 40.65 % | 52.17 % | 0.86 % | 14.02 % | 28.51 % | 21.71 % | 6.51 % | 23.79 % | 21.55 % | 8.55 % |
| YTD | 7.13 % | 11.32 % | 0.86 % | 7.70 % | 24.73 % | 13.72 % | -0.21 % | 17.35 % | 13.55 % | 5.77 % |
| 1Y | -3.12 % | 12.60 % | 0.86 % | 1.44 % | 18.78 % | 6.64 % | -9.51 % | 8.19 % | 6.61 % | 3.26 % |
| 3Y | 57.94 % | 50.41 % | 0.86 % | 15.34 % | 45.30 % | 47.49 % | 28.00 % | 64.81 % | 47.42 % | 17.45 % |
| 5Y | 28.09 % | 31.66 % | 0.86 % | 13.10 % | -3.86 % | 36.40 % | 34.46 % | 47.43 % | 36.18 % | 5.86 % |
| 10Y | 49.71 % | 288.41 % | 0.86 % | 49.72 % | 38.79 % | 64.33 % | 51.87 % | 67.43 % | 64.36 % | -11.89 % |
| From the beginning | 555.30 % | 1 104.96 % | 0.86 % | 139.10 % | 30.11 % | 40.29 % | 86.50 % | 67.43 % | 51.85 % | 94.96 % |