| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 7.73 | 10,773 |
| 6 Month | 18.46 | 11,846 |
| 1 Year | 24.40 | 12,440 |
| 3 Year* | 14.11 | 14,858 |
| 5 Year* | 5.40 | 13,008 |
| 10 Year* | 6.99 | 19,653 |
| 15 Year* | -- | -- |
| -- | 6.99 | 5.40 | 14.11 | 24.40 | 18.46 | 7.73 | 5.63 | 14.47 | Total Return % | ||
| -- | -3.26 | -1.08 | -0.33 | -10.30 | -8.64 | -1.35 | -3.17 | -4.51 | +/- Large Value Category Trailing Return | ||
| -- | 75 | 28 | 57 | 96 | 97 | 96 | 93 | 96 | Percentile Rank in Category | ||
| -- | 192 | 256 | 270 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -0.89 | -0.12 | -1.98 | -6.31 | -5.54 | -2.60 | -2.05 | -3.42 | +/- S&P 500 Trailing Return | ||
| -- | -0.42 | 2.59 | -0.94 | -6.36 | -5.62 | -2.18 | -1.85 | -3.13 | +/- Morningstar Large Value Trailing Return | ||