| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 5.24 | 10,524 |
| 6 Month | 23.37 | 12,337 |
| 1 Year | 30.62 | 13,062 |
| 3 Year* | 12.57 | 14,265 |
| 5 Year* | 5.56 | 13,107 |
| 10 Year* | 10.99 | 28,369 |
| 15 Year* | 8.61 | 34,518 |
| 8.61 | 10.99 | 5.56 | 12.57 | 30.62 | 23.37 | 5.24 | 5.31 | 15.52 | Total Return % | ||
| 1.63 | 0.80 | -1.53 | -4.04 | 1.25 | 1.86 | -2.22 | 0.01 | -0.53 | +/- Small Blend Category Trailing Return | ||
| 14 | 26 | 79 | 92 | 32 | 20 | 92 | 45 | 62 | Percentile Rank in Category | ||
| -- | 133 | 177 | 192 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 4.28 | 3.11 | -0.48 | -5.33 | 2.85 | 4.98 | -4.18 | 0.58 | -1.15 | +/- S&P 500 Trailing Return | ||
| -0.23 | -0.37 | -2.68 | -4.23 | 0.63 | 1.06 | -3.01 | -0.05 | -1.58 | +/- Morningstar Small Core Trailing Return | ||