| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | -1.51 | 9,849 |
| 6 Month | 7.80 | 10,780 |
| 1 Year | 29.00 | 12,900 |
| 3 Year* | -7.85 | 7,825 |
| 5 Year* | 0.21 | 10,105 |
| 10 Year* | 4.26 | 15,177 |
| 15 Year* | 8.80 | 35,435 |
| 8.80 | 4.26 | 0.21 | -7.85 | 29.00 | 7.80 | -1.51 | -5.72 | -3.25 | Total Return % | ||
| 1.49 | 1.61 | 1.19 | 1.62 | 4.49 | 3.28 | -0.47 | 2.01 | 1.58 | +/- Large Value Category Trailing Return | ||
| 16 | 25 | -- | -- | -- | -- | -- | -- | -- | Percentile Rank in Category | ||
| -- | 183 | 270 | 298 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| 1.20 | 5.06 | 0.28 | -0.52 | 3.06 | 0.75 | 0.07 | 0.67 | 0.58 | +/- S&P 500 Trailing Return | ||
| -- | 2.39 | 1.86 | 4.19 | 12.84 | 4.28 | 1.45 | 0.92 | -0.20 | +/- Morningstar Large Value Trailing Return | ||