Zacks Small-Cap Core Fund ZSCCX
ZSCCX
Zacks Small-Cap Core Fund PLBEX
Plumb Equity Fund FHSNX
Fidelity Health Savings Index Fund FSEBX
Fidelity Sustainability U.S. Equity Fund WSCVX
Walthausen Small Cap Value Fund FRNKX
Frank Value Fund JMCRX
James Micro Cap Fund TEEAX
RBC Small Cap Core Fund ICHKX
Guinness Atkinson China & Hong Kong Fund CIF
MFS Intermediate High Income Fund
Zacks Small-Cap Core Fund PLBEX
Plumb Equity Fund FHSNX
Fidelity Health Savings Index Fund FSEBX
Fidelity Sustainability U.S. Equity Fund WSCVX
Walthausen Small Cap Value Fund FRNKX
Frank Value Fund JMCRX
James Micro Cap Fund TEEAX
RBC Small Cap Core Fund ICHKX
Guinness Atkinson China & Hong Kong Fund CIF
MFS Intermediate High Income Fund
Performance
| Periode | ZSCCX | PLBEX | FHSNX | FSEBX | WSCVX | FRNKX | JMCRX | TEEAX | ICHKX | CIF |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 17.87 % | 5.41 % | 5.65 % | 14.43 % | 5.67 % | -4.23 % | 13.85 % | 14.03 % | 17.26 % | -1.16 % |
| YTD | 13.34 % | 5.19 % | 10.18 % | 15.30 % | 2.51 % | 0.75 % | 6.15 % | 2.87 % | 31.80 % | -2.30 % |
| 1Y | 12.64 % | 4.57 % | 8.55 % | 14.08 % | 1.80 % | 1.01 % | 5.21 % | 2.50 % | 27.69 % | -0.58 % |
| 3Y | 16.12 % | 76.09 % | 18.45 % | 71.57 % | -13.45 % | 13.49 % | 45.15 % | -23.80 % | 10.98 % | -2.30 % |
| 5Y | 36.12 % | -12.40 % | 1.56 % | 51.50 % | -23.95 % | 17.21 % | 63.77 % | -64.96 % | -33.48 % | -30.89 % |
| 10Y | 95.24 % | 47.20 % | 30.25 % | 51.50 % | -23.72 % | 17.64 % | 108.05 % | -60.86 % | -25.89 % | -24.78 % |
| From the beginning | 130.47 % | 57.95 % | 30.25 % | 51.50 % | 47.30 % | 61.35 % | 297.95 % | -64.59 % | 28.80 % | -83.00 % |