
T. Rowe Price All-Cap Opportunities Fund - Advisor Class PAWAX
PAWAX
T. Rowe Price All-Cap Opportunities Fund - Advisor Class PNAIX
T. Rowe Price All-Cap Opportunities Fund - I Class OAKLX
Oakmark Select Fund Investor Class SWSSX
Schwab Small-Cap Index Fund-Select Shares HGOSX
The Hartford Growth Opportunities Fund Class R4 HGOAX
The Hartford Growth Opportunities Fund Class A HGOYX
The Hartford Growth Opportunities Fund - Class Y CSJZX
Cohen & Steers Realty Shares Fund Class Z DHLYX
Diamond Hill Large Cap Fund Class Y BPTIX
Baron Partners Fund Institutional Shares
T. Rowe Price All-Cap Opportunities Fund - Advisor Class PNAIX
T. Rowe Price All-Cap Opportunities Fund - I Class OAKLX
Oakmark Select Fund Investor Class SWSSX
Schwab Small-Cap Index Fund-Select Shares HGOSX
The Hartford Growth Opportunities Fund Class R4 HGOAX
The Hartford Growth Opportunities Fund Class A HGOYX
The Hartford Growth Opportunities Fund - Class Y CSJZX
Cohen & Steers Realty Shares Fund Class Z DHLYX
Diamond Hill Large Cap Fund Class Y BPTIX
Baron Partners Fund Institutional Shares
Performance
Periode | PAWAX | PNAIX | OAKLX | SWSSX | HGOSX | HGOAX | HGOYX | CSJZX | DHLYX | BPTIX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 25.22 % | 25.46 % | 14.81 % | 33.30 % | 35.09 % | 35.14 % | 35.32 % | 4.66 % | 8.96 % | 26.96 % |
YTD | 13.90 % | 14.24 % | 4.12 % | 11.78 % | 12.19 % | 12.27 % | 12.51 % | 3.54 % | 2.27 % | 2.83 % |
1Y | 4.59 % | 5.20 % | 7.44 % | 7.71 % | 19.39 % | 19.47 % | 19.79 % | -6.77 % | -11.36 % | 32.90 % |
3Y | 66.94 % | 63.63 % | 66.26 % | 42.32 % | 130.55 % | 130.94 % | 132.80 % | 17.74 % | 13.08 % | 62.21 % |
5Y | 66.35 % | 16.93 % | 107.80 % | 38.43 % | 65.05 % | 65.53 % | 67.66 % | 16.54 % | 14.89 % | 97.82 % |
10Y | 315.29 % | 99.36 % | 110.12 % | 51.96 % | 344.32 % | 321.94 % | 334.65 % | 1.32 % | 44.79 % | 608.88 % |
From the beginning | 870.25 % | 99.36 % | 730.80 % | 172.70 % | 794.26 % | 1 110.76 % | 1 416.04 % | 1.32 % | 119.45 % | 1 939.00 % |