| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 8.16 | 10,816 |
| 6 Month | 20.70 | 12,070 |
| 1 Year | 28.07 | 12,807 |
| 3 Year* | 23.29 | 18,741 |
| 5 Year* | 13.68 | 18,985 |
| 10 Year* | 12.83 | 33,438 |
| 15 Year* | 9.12 | 37,031 |
| 9.12 | 12.83 | 13.68 | 23.29 | 28.07 | 20.70 | 8.16 | 1.38 | 21.83 | Total Return % | ||
| 2.13 | 3.33 | 6.05 | 7.18 | 0.44 | 2.35 | 1.90 | 0.22 | 3.67 | +/- Small Growth Category Trailing Return | ||
| 16 | 2 | 1 | 1 | 48 | 26 | 16 | 37 | 13 | Percentile Rank in Category | ||
| -- | 143 | 182 | 195 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 4.51 | 5.25 | 7.01 | 6.91 | 2.44 | 5.29 | 1.18 | 2.15 | 4.85 | +/- S&P 500 Trailing Return | ||
| 4.32 | 3.05 | 5.38 | 5.39 | 0.65 | 3.06 | 2.10 | 0.62 | 4.11 | +/- Morningstar Small Growth Trailing Return | ||