| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.77 | 10,577 |
| 6 Month | 25.56 | 12,556 |
| 1 Year | 30.41 | 13,041 |
| 3 Year* | 12.63 | 14,288 |
| 5 Year* | 11.03 | 16,873 |
| 10 Year* | -- | -- |
| 15 Year* | -- | -- |
| -- | -- | 11.03 | 12.63 | 30.41 | 25.56 | 5.77 | 9.27 | 14.97 | Total Return % | ||
| -- | -- | 3.41 | 0.21 | -2.36 | -2.34 | -1.35 | -0.16 | -1.94 | +/- Small Value Category Trailing Return | ||
| -- | -- | 8 | 52 | 69 | 78 | 83 | 56 | 82 | Percentile Rank in Category | ||
| -- | 59 | 82 | 87 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -- | 5.51 | -3.46 | -0.30 | 1.56 | -4.56 | 1.59 | -2.92 | +/- S&P 500 Trailing Return | ||
| -- | -- | 0.36 | -2.84 | -6.13 | -3.35 | -1.47 | 0.70 | -3.80 | +/- Morningstar Small Value Trailing Return | ||