| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.16 | 9,884 |
| 6 Month | 6.06 | 10,606 |
| 1 Year | 32.83 | 13,283 |
| 3 Year* | -11.09 | 7,028 |
| 5 Year* | -2.54 | 8,793 |
| 10 Year* | 0.48 | 10,491 |
| 15 Year* | 5.96 | 23,830 |
| 5.96 | 0.48 | -2.54 | -11.09 | 32.83 | 6.06 | -1.16 | -6.53 | -3.26 | Total Return % | ||
| -1.35 | -2.17 | -1.56 | -1.62 | 8.32 | 1.54 | -0.12 | 1.20 | 1.57 | +/- Large Value Category Trailing Return | ||
| 82 | 85 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -1.64 | 1.28 | -2.47 | -3.76 | 6.89 | -0.99 | 0.42 | -0.14 | 0.57 | +/- S&P 500 Trailing Return | ||
| -- | -1.39 | -0.89 | 0.95 | 16.67 | 2.54 | 1.80 | 0.11 | -0.21 | +/- Morningstar Large Value Trailing Return | ||