| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -0.54 | 9,946 |
| 6 Month | 8.07 | 10,807 |
| 1 Year | 20.67 | 12,067 |
| 3 Year* | -7.61 | 7,886 |
| 5 Year* | -0.25 | 9,876 |
| 10 Year* | 2.96 | 13,387 |
| 15 Year* | 8.40 | 33,530 |
| 8.40 | 2.96 | -0.25 | -7.61 | 20.67 | 8.07 | -0.54 | -5.10 | -3.37 | Total Return % | ||
| 1.09 | 0.31 | 0.73 | 1.86 | -3.84 | 3.55 | 0.50 | 2.63 | 1.46 | +/- Large Value Category Trailing Return | ||
| 21 | 43 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 0.80 | 3.76 | -0.18 | -0.28 | -5.27 | 1.02 | 1.04 | 1.29 | 0.46 | +/- S&P 500 Trailing Return | ||
| -- | 1.09 | 1.40 | 4.43 | 4.51 | 4.55 | 2.42 | 1.54 | -0.32 | +/- Morningstar Large Value Trailing Return | ||