| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 4.27 | 10,427 |
| 6 Month | 15.18 | 11,518 |
| 1 Year | 28.76 | 12,876 |
| 3 Year* | 13.91 | 14,780 |
| 5 Year* | 6.77 | 13,875 |
| 10 Year* | 10.71 | 27,661 |
| 15 Year* | 9.54 | 39,228 |
| 9.54 | 10.71 | 6.77 | 13.91 | 28.76 | 15.18 | 4.27 | 0.61 | 14.78 | Total Return % | ||
| 2.55 | 1.21 | -0.86 | -2.20 | 1.13 | -3.17 | -1.99 | -0.55 | -3.38 | +/- Small Growth Category Trailing Return | ||
| 12 | 21 | 63 | 82 | 40 | 81 | 81 | 59 | 83 | Percentile Rank in Category | ||
| -- | 143 | 182 | 195 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 4.93 | 3.13 | 0.10 | -2.47 | 3.13 | -0.23 | -2.71 | 1.38 | -2.20 | +/- S&P 500 Trailing Return | ||
| 4.74 | 0.93 | -1.53 | -3.99 | 1.34 | -2.46 | -1.79 | -0.15 | -2.94 | +/- Morningstar Small Growth Trailing Return | ||