| Total Return % | Growth of 10K | |
|---|---|---|
| 3 Month | 7.84 | 10,784 |
| 6 Month | 20.84 | 12,084 |
| 1 Year | 37.13 | 13,713 |
| 3 Year* | 15.72 | 15,496 |
| 5 Year* | 10.99 | 16,843 |
| 10 Year* | 10.88 | 28,089 |
| 15 Year* | -- | -- |
| -- | 10.88 | 10.99 | 15.72 | 37.13 | 20.84 | 7.84 | 2.20 | 19.68 | Total Return % | ||
| -- | 1.25 | 3.71 | 0.20 | 5.95 | 2.83 | 2.44 | 1.89 | 1.90 | +/- Small Blend Category Trailing Return | ||
| -- | 19 | 5 | 48 | 13 | 15 | 10 | 6 | 19 | Percentile Rank in Category | ||
| -- | 134 | 180 | 195 | -- | -- | -- | -- | -- | Number of Funds in Category | ||
| -- | 3.30 | 4.32 | -0.66 | 11.50 | 5.43 | 0.86 | 2.97 | 2.70 | +/- S&P 500 Trailing Return | ||
| -- | -0.01 | 2.65 | 0.20 | 6.02 | 2.63 | 3.11 | 3.43 | 1.87 | +/- Morningstar Small Core Trailing Return | ||