| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.21 | 9,879 |
| 6 Month | 8.23 | 10,823 |
| 1 Year | 35.35 | 13,535 |
| 3 Year* | -10.86 | 7,083 |
| 5 Year* | -0.89 | 9,563 |
| 10 Year* | 5.99 | 17,892 |
| 15 Year* | 10.44 | 44,350 |
| 10.44 | 5.99 | -0.89 | -10.86 | 35.35 | 8.23 | -1.21 | -5.92 | -2.71 | Total Return % | ||
| 3.13 | 3.34 | 0.09 | -1.39 | 10.84 | 3.71 | -0.17 | 1.81 | 2.12 | +/- Large Value Category Trailing Return | ||
| 2 | 4 | 57 | 78 | 9 | 9 | 25 | 31 | 13 | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 2.84 | 6.79 | -0.82 | -3.53 | 9.41 | 1.18 | 0.37 | 0.47 | 1.12 | +/- S&P 500 Trailing Return | ||
| -- | 4.12 | 0.76 | 1.18 | 19.19 | 4.71 | 1.75 | 0.72 | 0.34 | +/- Morningstar Large Value Trailing Return | ||