| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.17 | 10,517 |
| 6 Month | 17.28 | 11,728 |
| 1 Year | 30.72 | 13,072 |
| 3 Year* | 17.02 | 16,024 |
| 5 Year* | 7.52 | 14,370 |
| 10 Year* | 8.14 | 21,871 |
| 15 Year* | -- | -- |
| -- | 8.14 | 7.52 | 17.02 | 30.72 | 17.28 | 5.17 | 1.03 | 16.83 | Total Return % | ||
| -- | -1.49 | 0.24 | 1.50 | -0.46 | -0.73 | -0.23 | 0.72 | -0.95 | +/- Small Blend Category Trailing Return | ||
| -- | 83 | 45 | 29 | 52 | 63 | 57 | 26 | 65 | Percentile Rank in Category | ||
| -- | 134 | 180 | 195 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 0.56 | 0.85 | 0.64 | 5.09 | 1.87 | -1.81 | 1.80 | -0.15 | +/- S&P 500 Trailing Return | ||
| -- | -2.75 | -0.82 | 1.50 | -0.39 | -0.93 | 0.44 | 2.26 | -0.98 | +/- Morningstar Small Core Trailing Return | ||