
White Oak Select Growth Fund WOGSX
WOGSX
White Oak Select Growth Fund TRHRX
T. Rowe Price Target Retirement 2040 Fund RPTFX
T. Rowe Price Target Retirement 2045 Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund SWHRX
Schwab Target 2025 Fund NMIMX
Columbia Large Cap Enhanced Core Fund SGIDX
Crossmark Steward Global Equity Income Fund WIIOX
Wasatch International Opportunities Fund VALLX
Value Line Larger Companies Focused Fund WMICX
Wasatch Micro Cap Fund
White Oak Select Growth Fund TRHRX
T. Rowe Price Target Retirement 2040 Fund RPTFX
T. Rowe Price Target Retirement 2045 Fund TRRVX
T. Rowe Price Target Retirement 2025 Fund SWHRX
Schwab Target 2025 Fund NMIMX
Columbia Large Cap Enhanced Core Fund SGIDX
Crossmark Steward Global Equity Income Fund WIIOX
Wasatch International Opportunities Fund VALLX
Value Line Larger Companies Focused Fund WMICX
Wasatch Micro Cap Fund
Performance
Periode | WOGSX | TRHRX | RPTFX | TRRVX | SWHRX | NMIMX | SGIDX | WIIOX | VALLX | WMICX |
---|---|---|---|---|---|---|---|---|---|---|
6M | 27.33 % | 17.98 % | 19.89 % | 11.82 % | 13.89 % | 26.57 % | 21.24 % | 0.31 % | 54.68 % | 28.26 % |
YTD | 16.31 % | 13.13 % | 14.08 % | 9.92 % | 11.34 % | 9.21 % | 17.57 % | 5.61 % | 31.55 % | 1.46 % |
1Y | 3.31 % | 7.00 % | 8.08 % | 2.51 % | 1.53 % | 1.07 % | 8.09 % | -0.62 % | 34.90 % | 0.60 % |
3Y | 53.21 % | 38.04 % | 43.71 % | 17.23 % | 20.71 % | 44.90 % | 36.90 % | 11.89 % | 121.24 % | 44.46 % |
5Y | 43.18 % | 27.22 % | 33.22 % | 6.80 % | 4.53 % | 20.15 % | 26.71 % | 11.89 % | 24.89 % | -17.49 % |
10Y | 150.78 % | 57.95 % | 69.09 % | 27.93 % | 13.48 % | 42.63 % | 32.84 % | 11.89 % | 79.62 % | 11.04 % |
From the beginning | 1 481.40 % | 81.44 % | 94.72 % | 42.90 % | 59.58 % | 201.10 % | 53.88 % | 11.89 % | 168.38 % | 210.41 % |