| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 11.49 | 11,149 |
| 6 Month | 36.94 | 13,694 |
| 1 Year | 46.02 | 14,602 |
| 3 Year* | 11.31 | 13,791 |
| 5 Year* | 6.22 | 13,522 |
| 10 Year* | -- | -- |
| 15 Year* | -- | -- |
| -- | -- | 6.22 | 11.31 | 46.02 | 36.94 | 11.49 | 11.05 | 24.67 | Total Return % | ||
| -- | -- | 1.99 | -3.10 | 13.72 | 12.15 | 1.44 | 3.34 | 6.45 | +/- Large Value Category Trailing Return | ||
| -- | -- | 16 | 94 | 1 | 1 | 11 | 2 | 2 | Percentile Rank in Category | ||
| -- | 192 | 256 | 270 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | -- | 0.70 | -4.78 | 15.31 | 12.94 | 1.16 | 3.37 | 6.78 | +/- S&P 500 Trailing Return | ||
| -- | -- | 3.41 | -3.74 | 15.26 | 12.86 | 1.58 | 3.57 | 7.07 | +/- Morningstar Large Value Trailing Return | ||