| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.58 | 9,842 |
| 6 Month | 5.89 | 10,589 |
| 1 Year | 24.86 | 12,486 |
| 3 Year* | -9.74 | 7,353 |
| 5 Year* | -0.42 | 9,792 |
| 10 Year* | 1.44 | 11,537 |
| 15 Year* | -- | -- |
| -- | 1.44 | -0.42 | -9.74 | 24.86 | 5.89 | -1.58 | -6.00 | -3.22 | Total Return % | ||
| -- | -1.21 | 0.56 | -0.27 | 0.35 | 1.37 | -0.54 | 1.73 | 1.61 | +/- Large Value Category Trailing Return | ||
| -- | 70 | 45 | 61 | 52 | 46 | 34 | 32 | 29 | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 2.24 | -0.35 | -2.41 | -1.08 | -1.16 | 0.00 | 0.39 | 0.61 | +/- S&P 500 Trailing Return | ||
| -- | -0.43 | 1.23 | 2.30 | 8.70 | 2.37 | 1.38 | 0.64 | -0.17 | +/- Morningstar Large Value Trailing Return | ||