| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -2.78 | 9,722 |
| 6 Month | 5.65 | 10,565 |
| 1 Year | 20.63 | 12,063 |
| 3 Year* | -4.19 | 8,795 |
| 5 Year* | 3.43 | 11,837 |
| 10 Year* | 5.42 | 16,952 |
| 15 Year* | 9.19 | 37,389 |
| 9.19 | 5.42 | 3.43 | -4.19 | 20.63 | 5.65 | -2.78 | -6.56 | -4.61 | Total Return % | ||
| 1.88 | 2.77 | 4.41 | 5.28 | -3.88 | 1.13 | -1.74 | 1.17 | 0.22 | +/- Large Value Category Trailing Return | ||
| 9 | 9 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 1.59 | 6.22 | 3.50 | 3.14 | -5.31 | -1.40 | -1.20 | -0.17 | -0.78 | +/- S&P 500 Trailing Return | ||
| -- | 3.55 | 5.08 | 7.85 | 4.47 | 2.13 | 0.18 | 0.08 | -1.56 | +/- Morningstar Large Value Trailing Return | ||