| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -0.69 | 9,931 |
| 6 Month | 8.37 | 10,837 |
| 1 Year | 35.19 | 13,519 |
| 3 Year* | -10.00 | 7,290 |
| 5 Year* | -1.01 | 9,505 |
| 10 Year* | 4.02 | 14,831 |
| 15 Year* | 7.74 | 30,595 |
| 7.74 | 4.02 | -1.01 | -10.00 | 35.19 | 8.37 | -0.69 | -7.09 | -3.19 | Total Return % | ||
| 0.43 | 1.37 | -0.03 | -0.53 | 10.68 | 3.85 | 0.35 | 0.64 | 1.64 | +/- Large Value Category Trailing Return | ||
| 41 | 30 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 0.14 | 4.82 | -0.94 | -2.67 | 9.25 | 1.32 | 0.89 | -0.70 | 0.64 | +/- S&P 500 Trailing Return | ||
| -- | 2.15 | 0.64 | 2.04 | 19.03 | 4.85 | 2.27 | -0.45 | -0.14 | +/- Morningstar Large Value Trailing Return | ||