Schwab Core Equity Fund SWANX
SWANX
Schwab Core Equity Fund FSLSX
Fidelity Value Strategies Fund FMSTX
Federated Hermes MDT Large Cap Value Fund HYT
BlackRock Corporate High Yield Fund, Inc. USWGX
USAA Sustainable World Fund RYPRX
Royce Premier Fund SXPCX
DWS S&P 500 Index Fund FSLVX
Fidelity Stock Selector Large Cap Value Fund QCSCX
Federated Hermes MDT Small Cap Core Fund THOIX
Thornburg Global Opportunities Fund
Schwab Core Equity Fund FSLSX
Fidelity Value Strategies Fund FMSTX
Federated Hermes MDT Large Cap Value Fund HYT
BlackRock Corporate High Yield Fund, Inc. USWGX
USAA Sustainable World Fund RYPRX
Royce Premier Fund SXPCX
DWS S&P 500 Index Fund FSLVX
Fidelity Stock Selector Large Cap Value Fund QCSCX
Federated Hermes MDT Small Cap Core Fund THOIX
Thornburg Global Opportunities Fund
Performance
| Periode | SWANX | FSLSX | FMSTX | HYT | USWGX | RYPRX | SXPCX | FSLVX | QCSCX | THOIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 4.90 % | 14.83 % | 6.51 % | -7.76 % | 1.88 % | -1.59 % | 10.00 % | 5.90 % | 9.10 % | 12.41 % |
| YTD | 7.33 % | 10.35 % | 13.48 % | -10.00 % | 7.91 % | -2.68 % | 14.19 % | 8.27 % | 4.75 % | 31.80 % |
| 1Y | 4.68 % | 8.91 % | 11.92 % | -8.71 % | 5.76 % | -4.96 % | 10.98 % | 6.74 % | 3.03 % | 30.43 % |
| 3Y | 49.14 % | 27.73 % | 34.16 % | 3.24 % | 47.67 % | 4.88 % | 58.11 % | 27.77 % | 44.25 % | 53.94 % |
| 5Y | 3.90 % | 44.07 % | 21.09 % | -22.45 % | 14.28 % | -22.39 % | 48.62 % | 35.40 % | 38.16 % | 34.90 % |
| 10Y | 28.15 % | 44.07 % | 39.84 % | -10.54 % | 21.68 % | -27.11 % | 115.30 % | 80.12 % | 149.41 % | 86.68 % |
| From the beginning | 150.40 % | 501.50 % | 74.02 % | -40.60 % | 90.23 % | 110.80 % | 241.29 % | 194.50 % | 120.48 % | 299.16 % |