Vanguard Tax Managed Small Cap Fund VTMSX
VTMSX
Vanguard Tax Managed Small Cap Fund VSEQX
Vanguard Horizon Funds - Vanguard Strategic Equity Fund PRDSX
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund SOPAX
ClearBridge Dividend Strategy Fund PRSVX
T. Rowe Price Small-Cap Value Fund PLFMX
Principal LargeCap S&P 500 Index Fund MCVIX
MFS Mid Cap Value Fund LIHKX
BlackRock LifePath Index 2045 Fund GQETX
GMO Quality Fund FEQIX
Fidelity Equity Income Fund
Vanguard Tax Managed Small Cap Fund VSEQX
Vanguard Horizon Funds - Vanguard Strategic Equity Fund PRDSX
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund SOPAX
ClearBridge Dividend Strategy Fund PRSVX
T. Rowe Price Small-Cap Value Fund PLFMX
Principal LargeCap S&P 500 Index Fund MCVIX
MFS Mid Cap Value Fund LIHKX
BlackRock LifePath Index 2045 Fund GQETX
GMO Quality Fund FEQIX
Fidelity Equity Income Fund
Performance
| Periode | VTMSX | VSEQX | PRDSX | SOPAX | PRSVX | PLFMX | MCVIX | LIHKX | GQETX | FEQIX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 23.96 % | 28.38 % | 26.67 % | 11.48 % | 21.28 % | 27.76 % | 16.00 % | 22.08 % | 21.25 % | 15.88 % |
| YTD | 4.29 % | 12.71 % | 10.78 % | 8.35 % | 7.38 % | 15.31 % | 5.98 % | 17.46 % | 14.24 % | 13.38 % |
| 1Y | 4.49 % | 1.59 % | 1.19 % | -0.96 % | -2.10 % | 13.28 % | -7.18 % | 13.22 % | 7.56 % | 5.33 % |
| 3Y | 28.95 % | 24.69 % | 37.06 % | 23.14 % | 12.28 % | 67.33 % | 19.56 % | 62.04 % | 53.92 % | 33.36 % |
| 5Y | 57.85 % | 26.63 % | 12.11 % | 27.96 % | 22.95 % | 53.57 % | 42.09 % | 57.25 % | 44.91 % | 47.61 % |
| 10Y | 116.29 % | 25.96 % | 82.92 % | 65.07 % | 22.57 % | 124.14 % | 64.49 % | 113.62 % | 76.52 % | 51.74 % |
| From the beginning | 875.77 % | 295.73 % | 377.80 % | 111.49 % | 463.10 % | 217.90 % | 257.42 % | 160.40 % | 85.70 % | 320.91 % |