
FPA Queens Road Small Cap Value Inv QRSVX
QRSVX
FPA Queens Road Small Cap Value Inv ICSCX
William Blair Small Cap Value Fund Class I GTSCX
Glenmede Small Cap Equity Portfolio SWEGX
Schwab MarketTrack All Equity FLMFX
Meeder Muirfield Retail MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares BSMAX
iShares Russell Small/Mid-Cap Idx Inv A SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I ARSVX
AMG River Road Small Cap Value Fund - Class N PALRX
PGIM Balanced Fund- Class R
FPA Queens Road Small Cap Value Inv ICSCX
William Blair Small Cap Value Fund Class I GTSCX
Glenmede Small Cap Equity Portfolio SWEGX
Schwab MarketTrack All Equity FLMFX
Meeder Muirfield Retail MDRFX
BlackRock Mid-Cap Value Fund Investor A Shares BSMAX
iShares Russell Small/Mid-Cap Idx Inv A SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I ARSVX
AMG River Road Small Cap Value Fund - Class N PALRX
PGIM Balanced Fund- Class R
Performance
Periode | QRSVX | ICSCX | GTSCX | SWEGX | FLMFX | MDRFX | BSMAX | SMVTX | ARSVX | PALRX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 23.02 % | 13.55 % | 14.77 % | 23.94 % | 21.41 % | 14.32 % | 25.41 % | 22.57 % | 10.13 % | 17.08 % |
YTD | 12.77 % | -2.52 % | -5.59 % | 17.27 % | 11.05 % | 7.17 % | 8.46 % | 8.44 % | 0.39 % | 10.80 % |
1Y | 6.59 % | -9.50 % | -11.80 % | 6.58 % | -5.76 % | -3.34 % | 5.44 % | -1.82 % | -3.12 % | 3.06 % |
3Y | 40.74 % | 0.14 % | 0.85 % | 49.12 % | 24.08 % | 22.22 % | 36.81 % | 32.58 % | 15.87 % | 37.86 % |
5Y | 70.93 % | 19.12 % | 30.24 % | 46.79 % | 34.97 % | 39.08 % | 38.90 % | 17.25 % | 38.96 % | 18.38 % |
10Y | 84.87 % | -23.31 % | 23.61 % | 61.51 % | 51.95 % | 11.29 % | 89.69 % | 0.70 % | 28.83 % | 26.17 % |
From the beginning | 339.80 % | 186.60 % | 72.28 % | 172.30 % | 103.00 % | 122.80 % | 82.10 % | 29.80 % | 55.19 % | 41.83 % |