| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 7.51 | 10,751 |
| 6 Month | 20.26 | 12,026 |
| 1 Year | 27.84 | 12,784 |
| 3 Year* | 19.82 | 17,202 |
| 5 Year* | 12.06 | 17,671 |
| 10 Year* | 14.81 | 39,792 |
| 15 Year* | 9.34 | 38,167 |
| 9.34 | 14.81 | 12.06 | 19.82 | 27.84 | 20.26 | 7.51 | 3.83 | 16.48 | Total Return % | ||
| 3.12 | 4.83 | 4.67 | 2.98 | 2.95 | 0.71 | 0.11 | -2.10 | 1.08 | +/- Small Growth Category Trailing Return | ||
| 8 | 1 | 2 | 20 | 24 | 43 | 49 | 95 | 37 | Percentile Rank in Category | ||
| -- | 141 | 182 | 194 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 5.01 | 6.93 | 6.02 | 1.92 | 0.07 | 1.87 | -1.91 | -0.90 | -0.19 | +/- S&P 500 Trailing Return | ||
| 5.57 | 4.26 | 3.81 | 0.81 | 1.88 | 0.30 | 0.56 | -2.15 | 1.43 | +/- Morningstar Small Growth Trailing Return | ||