
Schwab Small-Cap Index Fund-Select Shares SWSSX
SWSSX
Schwab Small-Cap Index Fund-Select Shares OAKLX
Oakmark Select Fund Investor Class BGKEX
Baillie Gifford Emerging Markets Equities Fund Class K YACKX
AMG Yacktman Fund Class I DHLYX
Diamond Hill Large Cap Fund Class Y MAGWX
MFS Growth Allocation Fund - Class A PAWAX
T. Rowe Price All-Cap Opportunities Fund - Advisor Class GAB
The Gabelli Equity Trust Inc. TNIBX
T. Rowe Price Intl Bd (USD Hdgd) PGGFX
American Funds Global Growth Portfolio Class F-1
Schwab Small-Cap Index Fund-Select Shares OAKLX
Oakmark Select Fund Investor Class BGKEX
Baillie Gifford Emerging Markets Equities Fund Class K YACKX
AMG Yacktman Fund Class I DHLYX
Diamond Hill Large Cap Fund Class Y MAGWX
MFS Growth Allocation Fund - Class A PAWAX
T. Rowe Price All-Cap Opportunities Fund - Advisor Class GAB
The Gabelli Equity Trust Inc. TNIBX
T. Rowe Price Intl Bd (USD Hdgd) PGGFX
American Funds Global Growth Portfolio Class F-1
Performance
Periode | SWSSX | OAKLX | BGKEX | YACKX | DHLYX | MAGWX | PAWAX | GAB | TNIBX | PGGFX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 36.17 % | 15.60 % | 37.54 % | 16.28 % | 10.29 % | 16.00 % | 26.42 % | 15.16 % | 1.18 % | 28.32 % |
YTD | 14.19 % | 4.84 % | 33.68 % | 12.49 % | 3.51 % | 11.90 % | 14.98 % | 11.73 % | 0.94 % | 19.48 % |
1Y | 10.03 % | 8.17 % | 19.07 % | -1.60 % | -10.28 % | 3.10 % | 5.58 % | 9.69 % | 0.70 % | 12.94 % |
3Y | 45.39 % | 67.40 % | 57.99 % | 19.59 % | 14.45 % | 31.73 % | 68.53 % | 19.52 % | 1.42 % | 60.06 % |
5Y | 41.41 % | 109.23 % | 9.03 % | 24.56 % | 16.29 % | 16.30 % | 67.94 % | 13.21 % | -16.34 % | 36.89 % |
10Y | 55.23 % | 111.56 % | 41.16 % | 5.88 % | 46.55 % | 46.35 % | 319.24 % | 6.95 % | -14.00 % | 87.72 % |
From the beginning | 178.57 % | 736.50 % | 41.16 % | 152.10 % | 122.12 % | 173.10 % | 879.49 % | -31.97 % | -14.00 % | 166.24 % |