Royce Premier Fund Service Class RPFFX
RPFFX
Royce Premier Fund Service Class EVSYX
Allspring Disciplined U.S. Core Fund Admin Class FGTRX
Franklin Growth Allocation Fund Class R SWYGX
Schwab Target 2040 Index Fund Institutional Shares RYOFX
Royce Opportunity Fund Service Class BTT
Blackrock Municipal 2030 Target Term Trust TRSJX
T. Rowe Price Retirement 2065 WSMDX
William Blair Small-Mid Cap Growth Fund Class I WSMNX
William Blair Small-Mid Cap Growth Fund Class N ACEVX
American Century International Value Fund Investor Class
Royce Premier Fund Service Class EVSYX
Allspring Disciplined U.S. Core Fund Admin Class FGTRX
Franklin Growth Allocation Fund Class R SWYGX
Schwab Target 2040 Index Fund Institutional Shares RYOFX
Royce Opportunity Fund Service Class BTT
Blackrock Municipal 2030 Target Term Trust TRSJX
T. Rowe Price Retirement 2065 WSMDX
William Blair Small-Mid Cap Growth Fund Class I WSMNX
William Blair Small-Mid Cap Growth Fund Class N ACEVX
American Century International Value Fund Investor Class
Performance
| Periode | RPFFX | EVSYX | FGTRX | SWYGX | RYOFX | BTT | TRSJX | WSMDX | WSMNX | ACEVX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | -1.36 % | 10.21 % | 5.87 % | 10.96 % | 11.48 % | 3.61 % | 11.79 % | 13.14 % | 12.97 % | 12.48 % |
| YTD | -2.11 % | 14.00 % | 12.03 % | 18.19 % | 6.33 % | 8.48 % | 19.63 % | 3.46 % | 3.20 % | 40.46 % |
| 1Y | -8.86 % | 4.72 % | 7.36 % | 12.16 % | 1.56 % | 5.87 % | 13.27 % | -12.06 % | -13.33 % | 31.71 % |
| 3Y | 1.70 % | 52.35 % | 38.22 % | 45.29 % | 15.25 % | 4.43 % | 47.55 % | 9.60 % | 6.74 % | 57.16 % |
| 5Y | 5.25 % | 39.82 % | 15.35 % | 41.60 % | 6.78 % | -10.69 % | 42.35 % | -3.36 % | -6.33 % | 43.58 % |
| 10Y | 106.35 % | 76.25 % | 29.50 % | 106.60 % | 38.01 % | 6.93 % | 54.99 % | 122.83 % | 113.27 % | 56.11 % |
| From the beginning | 11.61 % | 94.83 % | 102.47 % | 106.60 % | 84.24 % | -10.48 % | 54.99 % | 654.52 % | 537.44 % | -9.49 % |