T. Rowe Price Large-Cap Value Fund TRLUX
TRLUX
T. Rowe Price Large-Cap Value Fund MASKX
iShares Russell 2000 Small-Cap Index Fund MDSKX
iShares Russell 2000 Small-Cap Index Fund NINDX
Columbia Large Cap Index Fund NBSRX
Neuberger Berman Sustainable Equity Fund BEGRX
Franklin Mutual Beacon Fund MAAGX
MFS Aggressive Growth Allocation Fund CSQ
Calamos Strategic Total Return Fund JSCOX
Janus Henderson Small Cap Value Fund MACFX
MFS Conservative Allocation Fund
T. Rowe Price Large-Cap Value Fund MASKX
iShares Russell 2000 Small-Cap Index Fund MDSKX
iShares Russell 2000 Small-Cap Index Fund NINDX
Columbia Large Cap Index Fund NBSRX
Neuberger Berman Sustainable Equity Fund BEGRX
Franklin Mutual Beacon Fund MAAGX
MFS Aggressive Growth Allocation Fund CSQ
Calamos Strategic Total Return Fund JSCOX
Janus Henderson Small Cap Value Fund MACFX
MFS Conservative Allocation Fund
Performance
| Periode | TRLUX | MASKX | MDSKX | NINDX | NBSRX | BEGRX | MAAGX | CSQ | JSCOX | MACFX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 11.55 % | 29.06 % | 28.90 % | 10.25 % | 15.39 % | 15.46 % | 15.31 % | 19.41 % | 18.96 % | 7.28 % |
| YTD | 8.69 % | 13.72 % | 13.46 % | 4.13 % | 11.14 % | 19.11 % | 14.54 % | 8.60 % | 6.22 % | 7.61 % |
| 1Y | -3.10 % | 8.78 % | 8.78 % | -1.90 % | 10.78 % | 9.04 % | 6.96 % | 8.17 % | -7.00 % | 1.62 % |
| 3Y | -1.81 % | 33.08 % | 33.05 % | 28.86 % | 43.86 % | 31.42 % | 37.10 % | 41.89 % | 4.05 % | 15.56 % |
| 5Y | 20.30 % | 39.50 % | 39.47 % | 15.84 % | 37.56 % | 33.85 % | 30.21 % | 40.43 % | 30.37 % | 3.42 % |
| 10Y | 40.43 % | 73.50 % | 73.59 % | 53.00 % | 55.71 % | 17.77 % | 68.79 % | 87.33 % | 11.89 % | 19.25 % |
| From the beginning | 40.43 % | 177.60 % | 177.40 % | 515.20 % | 442.80 % | 465.17 % | 247.24 % | 27.13 % | 4.85 % | 76.54 % |