USAA Sustainable World Fund Shares USAWX
USAWX
USAA Sustainable World Fund Shares FZADX
Fidelity Advisor Dividend Growth Z TRSJX
T. Rowe Price Retirement 2065 FGTRX
Franklin Growth Allocation Fund Class R SWYEX
Schwab Target 2030 Index Fund Institutional Shares RYOFX
Royce Opportunity Fund Service Class BRXAX
MFS Blended Research International Equity Fund - Class A WSMNX
William Blair Small-Mid Cap Growth Fund Class N WSMDX
William Blair Small-Mid Cap Growth Fund Class I SWYGX
Schwab Target 2040 Index Fund Institutional Shares
USAA Sustainable World Fund Shares FZADX
Fidelity Advisor Dividend Growth Z TRSJX
T. Rowe Price Retirement 2065 FGTRX
Franklin Growth Allocation Fund Class R SWYEX
Schwab Target 2030 Index Fund Institutional Shares RYOFX
Royce Opportunity Fund Service Class BRXAX
MFS Blended Research International Equity Fund - Class A WSMNX
William Blair Small-Mid Cap Growth Fund Class N WSMDX
William Blair Small-Mid Cap Growth Fund Class I SWYGX
Schwab Target 2040 Index Fund Institutional Shares
Performance
| Periode | USAWX | FZADX | TRSJX | FGTRX | SWYEX | RYOFX | BRXAX | WSMNX | WSMDX | SWYGX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 13.04 % | 1.15 % | 11.79 % | 5.87 % | 9.04 % | 11.48 % | 14.90 % | 12.97 % | 13.14 % | 10.96 % |
| YTD | 19.82 % | 5.48 % | 19.63 % | 12.03 % | 15.22 % | 6.33 % | 38.13 % | 3.20 % | 3.46 % | 18.19 % |
| 1Y | 8.80 % | -3.93 % | 13.27 % | 7.36 % | 9.50 % | 1.56 % | 28.67 % | -13.33 % | -12.06 % | 12.16 % |
| 3Y | 55.50 % | 28.46 % | 47.55 % | 38.22 % | 34.90 % | 15.25 % | 57.69 % | 6.74 % | 9.60 % | 45.29 % |
| 5Y | 24.11 % | 41.80 % | 42.35 % | 15.35 % | 28.94 % | 6.78 % | 49.46 % | -6.33 % | -3.36 % | 41.60 % |
| 10Y | 36.53 % | 52.06 % | 54.99 % | 29.50 % | 80.90 % | 38.01 % | 85.41 % | 113.27 % | 122.83 % | 106.60 % |
| From the beginning | 253.60 % | 56.56 % | 54.99 % | 102.47 % | 80.90 % | 84.24 % | 80.58 % | 537.44 % | 654.52 % | 106.60 % |