| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.63 | 9,837 |
| 6 Month | 5.79 | 10,579 |
| 1 Year | 24.64 | 12,464 |
| 3 Year* | -9.88 | 7,319 |
| 5 Year* | -0.56 | 9,723 |
| 10 Year* | 1.30 | 11,379 |
| 15 Year* | 7.60 | 30,004 |
| 7.60 | 1.30 | -0.56 | -9.88 | 24.64 | 5.79 | -1.63 | -6.00 | -3.22 | Total Return % | ||
| 0.29 | -1.35 | 0.42 | -0.41 | 0.13 | 1.27 | -0.59 | 1.73 | 1.61 | +/- Large Value Category Trailing Return | ||
| 44 | 71 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 0.00 | 2.10 | -0.49 | -2.55 | -1.30 | -1.26 | -0.05 | 0.39 | 0.61 | +/- S&P 500 Trailing Return | ||
| -- | -0.57 | 1.09 | 2.16 | 8.48 | 2.27 | 1.33 | 0.64 | -0.17 | +/- Morningstar Large Value Trailing Return | ||