| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.64 | 9,836 |
| 6 Month | 8.86 | 10,886 |
| 1 Year | 29.05 | 12,905 |
| 3 Year* | -7.51 | 7,912 |
| 5 Year* | 1.33 | 10,683 |
| 10 Year* | 5.23 | 16,649 |
| 15 Year* | 8.08 | 32,076 |
| 8.08 | 5.23 | 1.33 | -7.51 | 29.05 | 8.86 | -1.64 | -6.57 | -3.31 | Total Return % | ||
| 0.77 | 2.58 | 1.92 | 1.37 | 3.15 | 2.93 | 0.35 | -0.08 | 0.25 | +/- Large Value Category Trailing Return | ||
| 31 | 12 | 16 | 29 | 27 | 7 | 36 | 49 | 33 | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 0.48 | 6.03 | 1.40 | -0.18 | 3.11 | 1.81 | -0.06 | -0.18 | 0.52 | +/- S&P 500 Trailing Return | ||
| -- | 3.36 | 2.98 | 4.53 | 12.89 | 5.34 | 1.32 | 0.07 | -0.26 | +/- Morningstar Large Value Trailing Return | ||