Parnassus Mid Cap Growth Fund PFPRX
PFPRX
Parnassus Mid Cap Growth Fund USBLX
USAA Growth and Tax Strategy Fund AIO
Virtus Artificial Intelligence & Technology Opportunities Fund DISIX
BNY Mellon Smallcap Stock Index Fund DHMAX
Diamond Hill Small-Mid Cap Fund BFTHX
Baron Fifth Avenue Growth Fund BFTIX
Baron Fifth Avenue Growth Fund CAAPX
Ariel Appreciation Fund TWBIX
American Century Balanced Fund
Parnassus Mid Cap Growth Fund USBLX
USAA Growth and Tax Strategy Fund AIO
Virtus Artificial Intelligence & Technology Opportunities Fund DISIX
BNY Mellon Smallcap Stock Index Fund DHMAX
Diamond Hill Small-Mid Cap Fund BFTHX
Baron Fifth Avenue Growth Fund BFTIX
Baron Fifth Avenue Growth Fund CAAPX
Ariel Appreciation Fund TWBIX
American Century Balanced Fund
Performance
| Periode | PFPRX | USBLX | AIO | DISIX | DHMAX | BFTHX | BFTIX | CAAPX | TWBIX |
|---|---|---|---|---|---|---|---|---|---|
| 6M | -4.56 % | 8.13 % | -2.98 % | 15.93 % | 3.79 % | 9.52 % | 9.70 % | 3.94 % | 7.27 % |
| YTD | -6.26 % | 7.32 % | -5.63 % | 7.67 % | 3.25 % | 11.55 % | 11.87 % | -1.54 % | 7.16 % |
| 1Y | -6.96 % | 7.86 % | -3.55 % | -7.65 % | 2.68 % | 10.92 % | 11.25 % | -0.82 % | 7.22 % |
| 3Y | 28.46 % | 34.25 % | 39.28 % | -6.61 % | 13.82 % | 138.06 % | 140.00 % | 3.86 % | 33.04 % |
| 5Y | -6.60 % | 26.74 % | -10.48 % | -17.34 % | 16.42 % | 30.78 % | 32.54 % | -10.14 % | -0.19 % |
| 10Y | 80.05 % | 72.89 % | 14.00 % | -9.93 % | 43.92 % | 273.91 % | 283.78 % | -13.97 % | 20.37 % |
| From the beginning | 52.45 % | 199.10 % | 14.00 % | -9.93 % | 157.11 % | 801.50 % | 849.01 % | 156.53 % | 111.00 % |