| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.87 | 9,813 |
| 6 Month | 5.67 | 10,567 |
| 1 Year | 22.71 | 12,271 |
| 3 Year* | -7.06 | 8,028 |
| 5 Year* | 0.66 | 10,334 |
| 10 Year* | 3.62 | 14,270 |
| 15 Year* | 8.20 | 32,614 |
| 8.20 | 3.62 | 0.66 | -7.06 | 22.71 | 5.67 | -1.87 | -5.74 | -3.78 | Total Return % | ||
| 0.89 | 0.97 | 1.64 | 2.41 | -1.80 | 1.15 | -0.83 | 1.99 | 1.05 | +/- Large Value Category Trailing Return | ||
| 27 | 34 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 0.60 | 4.42 | 0.73 | 0.27 | -3.23 | -1.38 | -0.29 | 0.65 | 0.05 | +/- S&P 500 Trailing Return | ||
| -- | 1.75 | 2.31 | 4.98 | 6.55 | 2.15 | 1.09 | 0.90 | -0.73 | +/- Morningstar Large Value Trailing Return | ||