| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 7.99 | 10,799 |
| 6 Month | 16.69 | 11,669 |
| 1 Year | 25.07 | 12,507 |
| 3 Year* | 15.69 | 15,484 |
| 5 Year* | 5.39 | 13,002 |
| 10 Year* | 6.73 | 19,181 |
| 15 Year* | -- | -- |
| -- | 6.73 | 5.39 | 15.69 | 25.07 | 16.69 | 7.99 | 5.20 | 14.38 | Total Return % | ||
| -- | -3.52 | -1.28 | -1.43 | -11.22 | -8.21 | -2.32 | -3.27 | -4.81 | +/- Large Value Category Trailing Return | ||
| -- | 81 | 31 | 70 | 95 | 97 | 96 | 93 | 96 | Percentile Rank in Category | ||
| -- | 192 | 256 | 270 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -1.15 | -0.30 | -2.67 | -6.52 | -4.72 | -2.81 | -2.17 | -3.43 | +/- S&P 500 Trailing Return | ||
| -- | -0.68 | 2.41 | -1.55 | -6.26 | -5.38 | -2.23 | -1.83 | -3.25 | +/- Morningstar Large Value Trailing Return | ||