
Pax Large Cap Fund Individual Investor Class PAXLX
PAXLX
Pax Large Cap Fund Individual Investor Class GATMX
Goldman Sachs Structured International Tax-Managed Equity Fund Class A OIIEX
Optimum International Fund Institutional Class PXSCX
Pax Small Cap Fund Individual Investor Class HRTVX
Heartland Value Fund Investor Class Shs WBSIX
William Blair Small Cap Growth Fund Class I WBSNX
William Blair Small Cap Growth Fund Class N BIRAX
BlackRock Sustainable Adg Lg Cp Cr A SMDIX
Hartford Schroders US MidCap Opportunities Fund SSHVX
Sound Shore Fund Institutional Class
Pax Large Cap Fund Individual Investor Class GATMX
Goldman Sachs Structured International Tax-Managed Equity Fund Class A OIIEX
Optimum International Fund Institutional Class PXSCX
Pax Small Cap Fund Individual Investor Class HRTVX
Heartland Value Fund Investor Class Shs WBSIX
William Blair Small Cap Growth Fund Class I WBSNX
William Blair Small Cap Growth Fund Class N BIRAX
BlackRock Sustainable Adg Lg Cp Cr A SMDIX
Hartford Schroders US MidCap Opportunities Fund SSHVX
Sound Shore Fund Institutional Class
Performance
Periode | PAXLX | GATMX | OIIEX | PXSCX | HRTVX | WBSIX | WBSNX | BIRAX | SMDIX | SSHVX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 29.73 % | 20.91 % | 17.69 % | 29.03 % | 27.10 % | 20.74 % | 20.58 % | 26.93 % | 16.13 % | 23.11 % |
YTD | 12.27 % | 32.33 % | 21.50 % | 7.78 % | 11.03 % | -1.44 % | -1.62 % | 10.96 % | 2.48 % | 9.43 % |
1Y | -7.58 % | 22.00 % | 14.45 % | 2.75 % | 1.19 % | -7.57 % | -9.65 % | 5.27 % | -5.53 % | -12.00 % |
3Y | 24.30 % | 76.06 % | 61.45 % | 34.30 % | 31.77 % | 23.13 % | 18.67 % | 48.63 % | 22.75 % | 23.50 % |
5Y | 23.98 % | 58.69 % | 23.45 % | 61.60 % | 44.91 % | -1.94 % | -9.68 % | 49.87 % | 25.87 % | 8.71 % |
10Y | 42.70 % | 83.82 % | 35.18 % | 94.08 % | 36.01 % | 33.32 % | 16.58 % | 129.22 % | 55.91 % | -7.27 % |
From the beginning | 42.70 % | 62.50 % | 80.82 % | 285.23 % | 452.46 % | 248.10 % | 184.70 % | 133.80 % | 98.40 % | -8.91 % |