Vanguard Mid-Cap Growth Fund VMGRX
VMGRX
Vanguard Mid-Cap Growth Fund NINDX
Columbia Large Cap Index Fund NBSRX
Neuberger Berman Sustainable Equity Fund TRLUX
T. Rowe Price Large-Cap Value Fund POMIX
T. Rowe Price Total Equity Market Index Fund MASKX
iShares Russell 2000 Small-Cap Index Fund MDSKX
iShares Russell 2000 Small-Cap Index Fund CSQ
Calamos Strategic Total Return Fund MAAGX
MFS Aggressive Growth Allocation Fund BFGUX
Baron Focused Growth Fund
Vanguard Mid-Cap Growth Fund NINDX
Columbia Large Cap Index Fund NBSRX
Neuberger Berman Sustainable Equity Fund TRLUX
T. Rowe Price Large-Cap Value Fund POMIX
T. Rowe Price Total Equity Market Index Fund MASKX
iShares Russell 2000 Small-Cap Index Fund MDSKX
iShares Russell 2000 Small-Cap Index Fund CSQ
Calamos Strategic Total Return Fund MAAGX
MFS Aggressive Growth Allocation Fund BFGUX
Baron Focused Growth Fund
Performance
| Periode | VMGRX | NINDX | NBSRX | TRLUX | POMIX | MASKX | MDSKX | CSQ | MAAGX | BFGUX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 28.42 % | 13.42 % | 18.00 % | 12.85 % | 27.59 % | 35.96 % | 35.79 % | 26.66 % | 18.36 % | 22.04 % |
| YTD | 9.22 % | 2.29 % | 9.79 % | 7.61 % | 14.14 % | 14.01 % | 13.74 % | 7.83 % | 13.25 % | 8.58 % |
| 1Y | 8.73 % | -3.94 % | 8.41 % | -5.42 % | 13.10 % | 7.04 % | 7.00 % | 7.83 % | 4.84 % | 23.40 % |
| 3Y | 61.88 % | 31.86 % | 47.15 % | 1.56 % | 77.40 % | 38.66 % | 38.63 % | 51.72 % | 40.09 % | 62.89 % |
| 5Y | -8.10 % | 11.08 % | 32.53 % | 17.01 % | 82.20 % | 37.36 % | 37.40 % | 34.77 % | 26.24 % | 62.89 % |
| 10Y | 20.06 % | 53.10 % | 56.51 % | 39.02 % | 202.18 % | 73.50 % | 73.60 % | 90.11 % | 68.49 % | 62.89 % |
| From the beginning | 195.10 % | 504.30 % | 436.20 % | 39.02 % | 607.10 % | 178.30 % | 178.10 % | 26.23 % | 243.35 % | 62.89 % |