| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -0.26 | 9,974 |
| 6 Month | 6.16 | 10,616 |
| 1 Year | 19.71 | 11,971 |
| 3 Year* | 3.31 | 11,026 |
| 5 Year* | 3.16 | 11,683 |
| 10 Year* | 5.35 | 16,840 |
| 15 Year* | -- | -- |
| -- | 5.35 | 3.16 | 3.31 | 19.71 | 6.16 | -0.26 | -3.47 | -1.89 | Total Return % | ||
| -- | 2.70 | 4.14 | 12.78 | -4.80 | 1.64 | 0.78 | 4.26 | 2.94 | +/- Large Value Category Trailing Return | ||
| -- | 10 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 6.15 | 3.23 | 10.64 | -6.23 | -0.89 | 1.32 | 2.92 | 1.94 | +/- S&P 500 Trailing Return | ||
| -- | 3.48 | 4.81 | 15.35 | 3.55 | 2.64 | 2.70 | 3.17 | 1.16 | +/- Morningstar Large Value Trailing Return | ||