| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 1.00 | 10,100 |
| 6 Month | 9.45 | 10,945 |
| 1 Year | 38.30 | 13,830 |
| 3 Year* | -4.52 | 8,704 |
| 5 Year* | 1.95 | 11,014 |
| 10 Year* | 2.99 | 13,426 |
| 15 Year* | 9.24 | 37,647 |
| 9.24 | 2.99 | 1.95 | -4.52 | 38.30 | 9.45 | 1.00 | -6.40 | -3.44 | Total Return % | ||
| 1.82 | 2.74 | 2.50 | 3.58 | 8.72 | 4.72 | 0.39 | 2.81 | 2.83 | +/- Small Growth Category Trailing Return | ||
| 17 | 24 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 139 | 190 | 213 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 1.64 | 3.79 | 2.02 | 2.81 | 12.36 | 2.40 | 2.58 | -0.01 | 0.39 | +/- S&P 500 Trailing Return | ||
| -- | 5.07 | 1.55 | 2.09 | 8.37 | 5.84 | 1.49 | 1.79 | 2.04 | +/- Morningstar Small Growth Trailing Return | ||