Schwab Target 2020 Fund SWCRX
SWCRX
Schwab Target 2020 Fund SWHRX
Schwab Target 2025 Fund TRFFX
T. Rowe Price Target Retirement 2055 Fund TMSRX
T. Rowe Price Multi-Strategy Total Return Fund NCA
Nuveen California Municipal Value Fund LBGIX
ClearBridge Mid Cap Growth Fund DBL
DoubleLine Opportunistic Credit Fund NPCT
Nuveen Core Plus Impact Fund MYIMX
Victory Integrity Mid-Cap Value Fund SAISX
SA International Small Company Fund
Schwab Target 2020 Fund SWHRX
Schwab Target 2025 Fund TRFFX
T. Rowe Price Target Retirement 2055 Fund TMSRX
T. Rowe Price Multi-Strategy Total Return Fund NCA
Nuveen California Municipal Value Fund LBGIX
ClearBridge Mid Cap Growth Fund DBL
DoubleLine Opportunistic Credit Fund NPCT
Nuveen Core Plus Impact Fund MYIMX
Victory Integrity Mid-Cap Value Fund SAISX
SA International Small Company Fund
Performance
| Periode | SWCRX | SWHRX | TRFFX | TMSRX | NCA | LBGIX | DBL | NPCT | MYIMX | SAISX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 12.39 % | 12.85 % | 20.95 % | -1.76 % | 7.71 % | 24.65 % | 2.57 % | 8.58 % | 19.45 % | 23.15 % |
| YTD | 10.80 % | 11.27 % | 15.33 % | -2.93 % | 5.67 % | 7.12 % | 0.45 % | 1.41 % | 8.84 % | 30.04 % |
| 1Y | 0.00 % | 1.53 % | 9.74 % | -8.13 % | -2.40 % | 12.69 % | -0.06 % | -6.60 % | -10.89 % | 17.97 % |
| 3Y | 14.31 % | 21.37 % | 51.80 % | -6.10 % | 9.56 % | 71.50 % | 12.49 % | 7.28 % | 14.51 % | 54.03 % |
| 5Y | -5.95 % | 3.72 % | 40.65 % | -15.28 % | -13.04 % | 25.72 % | -17.61 % | -46.20 % | 39.23 % | 33.75 % |
| 10Y | -1.33 % | 13.49 % | 81.64 % | -10.70 % | -16.60 % | 104.85 % | -38.54 % | -46.20 % | 63.30 % | 30.83 % |
| From the beginning | 40.46 % | 59.48 % | 110.07 % | -10.70 % | -8.31 % | 301.17 % | -39.59 % | -46.20 % | 140.91 % | 154.69 % |