| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 9.64 | 10,964 |
| 6 Month | 26.55 | 12,655 |
| 1 Year | 35.55 | 13,555 |
| 3 Year* | 17.98 | 16,422 |
| 5 Year* | 8.74 | 15,204 |
| 10 Year* | 11.05 | 28,522 |
| 15 Year* | 6.45 | 25,538 |
| 6.45 | 11.05 | 8.74 | 17.98 | 35.55 | 26.55 | 9.64 | 9.49 | 18.00 | Total Return % | ||
| -0.53 | 0.86 | 1.69 | 0.70 | 1.17 | 1.17 | 0.43 | 0.15 | 0.22 | +/- Small Blend Category Trailing Return | ||
| 68 | 26 | 22 | 38 | 35 | 28 | 35 | 36 | 44 | Percentile Rank in Category | ||
| -- | 133 | 177 | 192 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 2.12 | 3.17 | 3.05 | -0.38 | 3.96 | 5.14 | -1.16 | 2.12 | 0.19 | +/- S&P 500 Trailing Return | ||
| -2.39 | -0.31 | 0.39 | 0.14 | -0.92 | -0.33 | -0.76 | -0.32 | -1.46 | +/- Morningstar Small Core Trailing Return | ||