| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 1.12 | 10,112 |
| 6 Month | 6.97 | 10,697 |
| 1 Year | 37.87 | 13,787 |
| 3 Year* | -6.55 | 8,161 |
| 5 Year* | 1.53 | 10,789 |
| 10 Year* | 4.18 | 15,061 |
| 15 Year* | 8.50 | 33,997 |
| 8.50 | 4.18 | 1.53 | -6.55 | 37.87 | 6.97 | 1.12 | -7.31 | -4.07 | Total Return % | ||
| 0.16 | -1.65 | 2.04 | 2.41 | 7.33 | 2.27 | -0.35 | 1.20 | 1.45 | +/- Small Blend Category Trailing Return | ||
| 53 | 74 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 116 | 170 | 197 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 0.90 | 4.98 | 1.60 | 0.78 | 11.93 | -0.08 | 2.70 | -0.92 | -0.24 | +/- S&P 500 Trailing Return | ||
| -- | -4.58 | 0.08 | 0.96 | -3.11 | -1.15 | 0.28 | -0.24 | -0.46 | +/- Morningstar Small Core Trailing Return | ||