Lord Abbett Floating Rate A
for period ending December 31, 2024
Quick Links
Overview
LFRAX is the Recipe ID for this portfolio recipe
This Recipe ID appears in the scatterplots and comparisons below.
Portfolio Recipe Provider Lord Abbett (www.lordabbett.com)
Description Lord Abbett Floating Rate A gives investors access to a multi-strategy, income portfolio that uses floating rate securities. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.
Category Tactical: Managed
Ingredients Used This portfolio invests in floating rate securities.
Peer Group Tactical: Managed. See How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is a mutual fund and its holdings are determined by the fund's manager, Lord Abbett. The investment seeks a high level of current income. Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in floating or adjustable rate senior loans. It may invest up to 25% of its total assets in senior loans made to foreign-domiciled borrowers and foreign securities, including emerging market securities. The fund may invest up to 20% of its net assets in other types of debt securities and short-term instruments. In addition, it may invest up to 10% of its net assets in derivatives. You may consult www.lordabbett.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost
- Since this is a mutual fund, you can purchase this directly through your broker using the ticker LFRAX. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
How to Invest
You can invest in this portfolio by buying the ticker symbol "LFRAX" at your favorite brokerage.
How to Rebalance
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.
Compare: Total Return
for period ending December 31, 2024
5-year graph
●
LFRAX
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
| |
YTD |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
3.7% |
0.4% |
3.7% |
0.7% |
1.0% |
2.6% |
3.5% |
|
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
14.4% |
-2.5% |
14.4% |
3.8% |
8.2% |
8.2% |
9.2% |
7.6% |
| Global Equities (ACWI) |
17.5% |
-2.7% |
17.5% |
5.4% |
10.1% |
9.4% |
9.2% |
|
| U.S. Equities (SPY) |
24.9% |
-2.4% |
24.9% |
8.8% |
14.5% |
13.0% |
13.8% |
10.3% |
| U.S. Bonds (BND) |
1.4% |
-1.7% |
1.4% |
-2.4% |
-0.4% |
1.3% |
2.3% |
3.0% |
| Ranking: Peer Group* |
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| Ranking: All Recipes |
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| GABCX |
8.40328250351565% |
-1.37% |
8.40328250351565% |
4.37272216699676% |
4.07533792480737% |
3.29053322488251% |
3.34011276795341% |
3.84725348403661% |
| VYM |
17.5898814554853% |
-4.58827005286184% |
17.5898814554853% |
7.65611614381425% |
9.75519843658124% |
9.7717081344717% |
11.8125919248489% |
0% |
| WFAIX |
17.5343954333834% |
-2.62539765870777% |
17.5343954333834% |
4.49138760183176% |
9.03527281262553% |
8.25823046874878% |
10.3431805512037% |
7.88513279881851% |
| FPACX |
14.7391678755052% |
-1.27% |
14.7391678755052% |
6.27214884499683% |
9.15551178997529% |
7.71475064401916% |
8.67260795567699% |
8.07617552341893% |
| VGSTX |
11.020583773429% |
-2.88% |
11.020583773429% |
1.87003008656526% |
7.07656624568691% |
7.49101532775867% |
8.36212977280359% |
7.16122182886114% |
| VWELX |
17.360696476838% |
-1.88% |
17.360696476838% |
4.72189038654911% |
8.60911320402657% |
8.73503069093386% |
9.56822658853178% |
8.35269885745762% |
| VASGX |
15.3028710338611% |
-2.58% |
15.3028710338611% |
4.26808822872837% |
8.39788885575807% |
8.15231749448262% |
9.0301834354914% |
7.17808418993613% |
| VWINX |
6.45620762075403% |
-2.92364235344501% |
6.45620762075403% |
1.15819433312216% |
4.01754422775242% |
5.22202012190616% |
6.72230772290401% |
6.27156634404678% |
| VLAAX |
11.4575577473754% |
-5.37% |
11.4575577473754% |
2.81722255580248% |
6.97797242536493% |
8.21843303729253% |
9.87012978712931% |
7.86802202195374% |
| VBIAX |
16.8556415058435% |
-2.51% |
16.8556415058435% |
4.51166977223216% |
8.70669016898673% |
8.36673633163791% |
9.44218883398744% |
7.78565198023826% |
| SWOBX |
14.9984095845228% |
-1.8268759432982% |
14.9984095845228% |
2.7610732901205% |
7.39650201946787% |
7.26074661063421% |
8.34981878857872% |
6.57214926271128% |
| JANBX |
17.8542705208631% |
-2.04875377075975% |
17.8542705208631% |
3.34155355747303% |
8.13768602862557% |
8.55087111849209% |
9.10773351961487% |
8.49960899155358% |
| FPURX |
20.8866543079649% |
-1.88% |
20.8866543079649% |
6.13553654838377% |
11.3826530268779% |
9.70482585508825% |
10.4113710111592% |
8.44157448632554% |
| FBALX |
18.4945785577928% |
-2.3% |
18.4945785577928% |
5.21787817884913% |
11.0079145273003% |
9.679529373735% |
10.4240284608635% |
8.63699432510479% |
| DODBX |
10.4057424375928% |
-3.95% |
10.4057424375928% |
5.20514793266225% |
8.41776511366346% |
7.80888791939356% |
9.46932040424871% |
7.29744171788544% |
| COTZX |
8.27116448579355% |
-1.9% |
8.27116448579355% |
1.7287751976605% |
7.74810944494995% |
6.38004664315681% |
7.68898047669329% |
6.52789829482274% |
| BETFX |
11.9878117498151% |
-2.49620809443962% |
11.9878117498151% |
3.04893513662241% |
5.75644054007098% |
5.65596818809782% |
6.37685072521161% |
0% |
| XCOR |
29.5737998778465% |
-0.0927925543031449% |
29.5737998778465% |
3.89420669117886% |
9.17419459652353% |
8.75893866699191% |
9.5476280203062% |
7.72356002451042% |
| NAVFX |
25.7490218772411% |
-2.7500335200463% |
25.7490218772411% |
8.74496248058909% |
10.6872257091076% |
9.45140243362193% |
0% |
0% |
| SMIFX |
19.9567339891074% |
-5.59% |
19.9567339891074% |
4.28199142743146% |
8.80230952526566% |
7.38647961499341% |
8.70116597825157% |
0% |
| VWLTX |
-1.62213423827315% |
-1.53% |
-1.62213423827315% |
-3.37556421953453% |
-0.411542266496256% |
1.77287565513622% |
3.00191605137574% |
3.20601888880472% |
| PRINX |
-0.506018012929133% |
-1.46% |
-0.506018012929133% |
-3.16656433671147% |
-0.426592442695317% |
1.54402831428575% |
2.99535389685386% |
3.26155027806401% |
| MDNLX |
-1.49173228346459% |
-1.2% |
-1.49173228346459% |
-3.74106357267178% |
-1.11522244927272% |
1.02364426391841% |
2.65890292259066% |
2.89730230678491% |
| FLAAX |
-0.042963155664244% |
-1.31904389221486% |
-0.042963155664244% |
-5.24345237160722% |
-1.39635993106201% |
1.34328282526111% |
3.18453103321863% |
3.28033844590132% |
| FHIGX |
-1.37305929905818% |
-1.45% |
-1.37305929905818% |
-3.20465714941529% |
-0.484016994817549% |
1.58780992521772% |
2.90884727289253% |
3.14662207054122% |
| VWIAX |
6.55471928692597% |
-2.95% |
6.55471928692597% |
1.24503168630916% |
4.1058570840123% |
5.3071247503427% |
6.71635192102127% |
6.29178001541351% |
| VTINX |
6.37128054648308% |
-1.57% |
6.37128054648308% |
-0.0699819790765832% |
2.93262779910275% |
3.86109583817533% |
4.84030117317025% |
4.60199387596743% |
| VASIX |
4.72571489138796% |
-1.67% |
4.72571489138796% |
-0.623863682327364% |
1.76781176497207% |
3.09358518859% |
4.02621614480976% |
3.91432057590304% |
| TRRIX |
6.52245826706401% |
-2.04% |
6.52245826706401% |
-0.859040041591042% |
3.13171918928943% |
4.25610212223868% |
5.11890953452265% |
4.84809570516034% |
| PRSNX |
-0.425535475634053% |
-1.31% |
-0.425535475634053% |
-4.09847968209924% |
-0.872513358258231% |
1.88980105759085% |
3.07197288576251% |
0% |
| PPSIX |
9.71019440746148% |
-0.222620087336256% |
9.71019440746148% |
1.24684712068048% |
2.43140924141656% |
4.20133800098481% |
6.01878091501373% |
5.16183205422136% |
| PONPX |
-0.529356284408133% |
-0.81% |
-0.529356284408133% |
-2.92821008585896% |
-0.188322617619807% |
2.63840689589134% |
5.62300877005384% |
0% |
| NPSRX |
4.68174747025709% |
-0.34% |
4.68174747025709% |
-2.54874697219265% |
0.514103761638651% |
3.37812112454254% |
5.90172262455624% |
0% |
| KIFYX |
8.39694771366413% |
-3.78223314017334% |
8.39694771366413% |
-0.447909249458078% |
2.06511586557083% |
3.32014990394249% |
6.75214063380065% |
4.49357477038994% |
| GSZAX |
-0.149654424974566% |
-0.15% |
-0.149654424974566% |
1.11371120557577% |
2.13897228493929% |
1.26699282228966% |
0% |
0% |
| FCVSX |
15.6960033391253% |
-4.84% |
15.6960033391253% |
2.84007574659955% |
11.2780424885205% |
8.56550451581433% |
9.74360729693573% |
8.27228375600873% |
| CNSDX |
11.5239962308297% |
-3.91129517599057% |
11.5239962308297% |
0.502588182376384% |
9.03835594611437% |
7.74799051528525% |
8.60917688226961% |
7.57067040559309% |
| CCVIX |
11.1534706926098% |
-4.4392941381551% |
11.1534706926098% |
-1.51478445784411% |
8.33099275966138% |
7.44949366894287% |
7.38214139654201% |
6.55875011129499% |
| BASIX |
0.490898947522145% |
-0.35% |
0.490898947522145% |
-1.49421970199098% |
0.578415538163934% |
1.64915195595914% |
2.93198715837053% |
0% |
| ARTOX |
8.75022076606364% |
-2.06% |
8.75022076606364% |
1.57283807580209% |
4.78503248005122% |
4.87482561205304% |
5.96439284075372% |
5.25180732330859% |
| TIBAX |
13.8044693828979% |
0.16% |
13.8044693828979% |
7.46020430896184% |
8.41601961786975% |
7.20728920619238% |
7.83426218893908% |
7.71997317001003% |
| NBHAX |
15.1552427479957% |
-5.79720183923383% |
15.1552427479957% |
4.52623005787254% |
7.26552547405181% |
7.30828380281643% |
8.51679001974026% |
0% |
| LGMAX |
14.7715951702571% |
-3.14% |
14.7715951702571% |
2.43972870074416% |
7.13424169229107% |
8.11613854527868% |
8.95451721736258% |
8.25613590994521% |
| CVLOX |
26.2046479055748% |
-2.79106169547811% |
26.2046479055748% |
3.71572586658802% |
11.2223601996319% |
8.25075560964528% |
7.68837855532223% |
7.33719166086924% |
| LFRAX |
3.71746522821974% |
0.39% |
3.71746522821974% |
0.672735227728261% |
1.03835505919978% |
2.59596652923919% |
3.47281305902505% |
0% |
| VEIPX |
17.3266607099229% |
-4.69532278665045% |
17.3266607099229% |
8.03603048797137% |
10.2788618804584% |
10.1733797991556% |
12.0361467013573% |
9.25304809109981% |
| SWDSX |
18.8539791199586% |
-4.89615339918647% |
18.8539791199586% |
5.20839516236544% |
7.50164448541057% |
6.86418667011217% |
9.280515761743% |
7.24649708983565% |
| PRFDX |
13.562412858021% |
-6.41588346717488% |
13.562412858021% |
6.40580868299956% |
8.93567901899348% |
8.58173730867118% |
10.1412547339264% |
7.70129326077895% |
| MDDVX |
11.1219425680856% |
-6.3% |
11.1219425680856% |
2.09065665819299% |
5.77627841146644% |
7.69308042238506% |
9.3033054393953% |
8.11163387347826% |
| LCEIX |
14.4652793428503% |
-5.26199200218787% |
14.4652793428503% |
6.8395752541307% |
7.78313284711485% |
7.78971620323252% |
9.90558620816411% |
7.92945539630281% |
| LBSAX |
16.5065090102029% |
-4.78515910354356% |
16.5065090102029% |
6.61791553947502% |
10.4201379961324% |
10.5955026661221% |
11.7097783477152% |
9.45996635795101% |
| FSDIX |
13.4472326944056% |
-5.27% |
13.4472326944056% |
3.6390121900931% |
8.0670559965593% |
7.98217126939773% |
9.72087791234912% |
7.44495981851307% |
| FEQTX |
14.3826758081341% |
-6.22% |
14.3826758081341% |
7.85803378265537% |
9.32222545175809% |
8.74238606402142% |
10.0705891821139% |
7.05645227708709% |
| VMNFX |
6.06043388515773% |
0.120973514674572% |
6.06043388515773% |
10.5441464828265% |
8.06394034560132% |
3.18554719004218% |
3.30332499265686% |
2.82102082099489% |
| JMNAX |
14.7116380192125% |
-0.19% |
14.7116380192125% |
6.55857989375586% |
7.04753448459452% |
3.62735537487908% |
2.35032063846252% |
2.8278123830525% |
| CVSIX |
7.41881937905859% |
0.262923367160783% |
7.41881937905859% |
2.15861560357651% |
3.26298933125162% |
3.44346804647504% |
3.69529336859764% |
3.296560131433% |
| MFADX |
7.67342851478741% |
-3.50430509470133% |
7.67342851478741% |
5.1591579531916% |
8.59167957497211% |
4.54454253436496% |
5.1527411131814% |
0% |
| DHLSX |
11.8327970575205% |
-0.23% |
11.8327970575205% |
4.01607875530046% |
6.03082437248181% |
5.88778296207624% |
6.68183701034555% |
6.5393320348067% |
| BPLSX |
14.6784275289612% |
-4.61% |
14.6784275289612% |
12.3054474219837% |
11.8588471076987% |
7.23574073961748% |
8.54826132759876% |
9.76277760706814% |
| BLSAX |
7.47883066543713% |
-1.23501055185196% |
7.47883066543713% |
-2.84930324962704% |
0.332821021714458% |
0.973087822469321% |
0% |
0% |
| ARBNX |
3.34533642723354% |
-0.07% |
3.34533642723354% |
2.92410021362162% |
3.09702301078232% |
2.89876124283424% |
2.5773943098413% |
3.06732868489272% |
| ADANX |
3.17801220532208% |
0.55% |
3.17801220532208% |
1.23087302708962% |
6.53854619733398% |
5.01497350958691% |
3.5861044787606% |
0% |
| PYTRX |
1.71217071719449% |
-1.61659597597568% |
1.71217071719449% |
1.48003399431678% |
0.356455956913537% |
1.76563112030788% |
1.92757826683938% |
0% |
| PARYX |
1.38030475591213% |
0.15% |
1.38030475591213% |
-0.442076210652909% |
0.482231173331971% |
1.50454457336047% |
1.38034033301233% |
0% |
| JHAIX |
4.2482152660773% |
-2.79% |
4.2482152660773% |
1.16702850586057% |
3.39762276381537% |
2.35497221547776% |
0% |
0% |
| GARTX |
7.78038964799155% |
-1.46% |
7.78038964799155% |
2.7497977641636% |
3.52025283273345% |
3.34420647583282% |
2.99152608032991% |
0% |
| GAFYX |
10.7355339783165% |
-1.28205128205129% |
10.7355339783165% |
2.83252198494219% |
1.51553601000758% |
1.50126892426301% |
2.77243157559914% |
0% |
| EIGMX |
8.03866880218473% |
1.33% |
8.03866880218473% |
3.16843421166386% |
3.0548331772982% |
3.22280190269917% |
2.88980993905941% |
3.94219680796304% |
| DVRAX |
9.78321547687169% |
-0.06% |
9.78321547687169% |
3.85673909110587% |
3.88409248718231% |
3.11873218866283% |
3.74792966626203% |
0% |
| MYITX |
8.90508812357953% |
-2.29599620890647% |
8.90508812357953% |
1.08962641407107% |
2.95776903416012% |
2.49488540713276% |
4.44100262848108% |
0% |
| VGLSX |
13.8878980383467% |
-1.93236714975845% |
13.8878980383467% |
3.06124974341029% |
4.25587314315081% |
3.52233609597243% |
5.6647677935876% |
0% |
| TIBIX |
14.0357097805031% |
0.15% |
14.0357097805031% |
7.73086833913006% |
8.70242140733422% |
7.46949948382796% |
8.40098802422169% |
8.24085741606555% |
| PAUIX |
0.903838509997734% |
-2.68% |
0.903838509997734% |
-3.46337149813277% |
1.67984150792277% |
2.13190010832358% |
3.06965574275377% |
3.81688982053856% |
| MFWIX |
4.7591493863113% |
-3.93% |
4.7591493863113% |
1.13967112416686% |
4.23420276743456% |
5.02157750898595% |
6.2482284343351% |
5.9621503138247% |
| MALOX |
11.0808951677134% |
-2.54% |
11.0808951677134% |
0.2341275218952% |
5.4175664288256% |
5.21362138544315% |
5.70825826246324% |
6.24628180773572% |
| LSWWX |
15.0296296240882% |
-3.16% |
15.0296296240882% |
2.67858607193843% |
7.39581174978359% |
8.38017493535579% |
9.35111545810872% |
8.62360235316679% |
| LCORX |
8.75605333026996% |
-4.97580497185453% |
8.75605333026996% |
4.23432140184898% |
7.50379059032735% |
6.05411848206072% |
6.28309721583085% |
6.51025650116737% |
| IVAEX |
16.9936666072594% |
-2.19% |
16.9936666072594% |
5.7414769290147% |
8.9191057399721% |
4.5585537026392% |
5.63314985058703% |
7.53256726689531% |
| GMWAX |
6.15474359552421% |
-1.84% |
6.15474359552421% |
2.37787081242558% |
4.03977428515341% |
4.15928477714538% |
5.11221125518453% |
5.24121281001% |
| GLBIX |
1.82745441421732% |
-4.04120056093471% |
1.82745441421732% |
0.512408819720966% |
4.65853653233397% |
3.40347682337203% |
4.86137009762029% |
0% |
| GBMFX |
4.62422106930607% |
0.737438788527389% |
4.62422106930607% |
5.09463821444438% |
3.10894225813771% |
3.09164173574683% |
4.22447009079536% |
5.49566264067072% |
| DSHGX |
18.8723938307355% |
-3.13930319768735% |
18.8723938307355% |
7.52940954939596% |
11.0996877106762% |
9.63672644434752% |
0% |
0% |
| BPGLX |
10.4669711857747% |
-2.43349303708068% |
10.4669711857747% |
0.193591562221607% |
4.3828444517944% |
4.70942111673256% |
5.47892595763768% |
4.61520262921311% |
| SFHYX |
4.16193843457042% |
-1.78% |
4.16193843457042% |
-0.538070657286094% |
7.87893538393771% |
6.22559332217274% |
6.39773599040323% |
6.0416321524505% |
| PMSAX |
9.46575802802063% |
-0.15% |
9.46575802802063% |
3.24732363970344% |
3.90845551629626% |
3.01991764966041% |
0% |
0% |
| AVGRX |
12.760586987089% |
0.0147054098053934% |
12.760586987089% |
1.71639838126552% |
3.805336204814% |
3.330072144314% |
5.17505080800897% |
0% |
| AOR |
10.6736726836398% |
-2.13467767314247% |
10.6736726836398% |
2.61653555209784% |
6.00437224658541% |
6.2177693406186% |
7.2612076770745% |
0% |
| AOM |
7.93801229419826% |
-1.77364838523116% |
7.93801229419826% |
1.20913533294047% |
4.05018141608702% |
4.64941015293034% |
5.42010142601643% |
0% |
| AOK |
6.57038467549436% |
-1.82916694366545% |
6.57038467549436% |
0.409092765572394% |
3.0248152171227% |
3.85962849945281% |
4.55528568141057% |
0% |
| AOA |
13.545855006967% |
-2.52111969968913% |
13.545855006967% |
4.00223250394947% |
7.9308971531874% |
7.78042763387874% |
9.10401780252885% |
0% |
| FV |
14.7264318053123% |
-3.84487079720541% |
14.7264318053123% |
7.0624098429056% |
13.8871589864811% |
10.9027345185355% |
0% |
0% |
| PGX |
6.53157911421678% |
-3.29033045527234% |
6.53157911421678% |
-2.7507092002359% |
0.234403969684527% |
3.22753834738867% |
4.94410332135786% |
0% |
| PFF |
7.23969444090182% |
-3.56402222758952% |
7.23969444090182% |
-1.41629240807394% |
2.06625062979893% |
3.41002282261604% |
5.01297539310148% |
0% |
| MDIV |
10.046864030682% |
-4.04735460019504% |
10.046864030682% |
5.66003393150418% |
3.17963164248882% |
3.35702209510034% |
0% |
0% |
| IYLD |
1.99243205104125% |
-2.24445205757198% |
1.99243205104125% |
-1.51445918626093% |
-0.489676720848775% |
2.14518945417783% |
0% |
0% |
| INKM |
5.6931107238114% |
-3.33208611104875% |
5.6931107238114% |
0.62634547671736% |
2.6395698693539% |
3.81293489357257% |
0% |
0% |
| CWB |
10.0638311742811% |
-4.34478824390873% |
10.0638311742811% |
-0.145527377698051% |
9.30607346629617% |
8.87486751167179% |
9.12769981332646% |
0% |
| CVY |
10.2511897557358% |
-6.68826418089692% |
10.2511897557358% |
5.63962299067786% |
5.75674923158438% |
5.55744599412504% |
7.14465550627914% |
0% |
| BKLN |
8.20070508472332% |
0.379450537978876% |
8.20070508472332% |
5.88305192095735% |
4.16406738738406% |
3.71318159485901% |
0% |
0% |
| BRK.A |
25.4862865430295% |
-5.95547207336611% |
25.4862865430295% |
14.7488559149746% |
14.9286342602022% |
11.6602969333678% |
13.7406965317104% |
10.8059413741807% |
| SDY |
8.43790028754667% |
-7.55150972578154% |
8.43790028754667% |
4.80373022022327% |
7.99515909104203% |
9.15080379691819% |
11.0648347915722% |
0% |
| PID |
3.05452931802572% |
-4.89544218840987% |
3.05452931802572% |
3.27344636838083% |
5.10437761048657% |
4.24181944216862% |
5.42535861564224% |
0% |
| IDV |
4.07650464961704% |
-3.35601277807893% |
4.07650464961704% |
2.43430421567232% |
2.48602054285032% |
3.76054823636867% |
4.69787508303516% |
0% |
| HDV |
14.1727230256323% |
-6.52254194495103% |
14.1727230256323% |
7.52843801682734% |
6.7906878011299% |
7.81918558722496% |
0% |
0% |
| DWX |
2.53322643189275% |
-4.40484974075044% |
2.53322643189275% |
0.802688889970926% |
1.42885137006981% |
2.6645825672388% |
2.04212597285709% |
0% |
| DVY |
16.2571118715462% |
-7.5496181878107% |
16.2571118715462% |
6.17270564400643% |
8.42682048359757% |
8.94260186533151% |
11.4307276720199% |
7.67301167689669% |
| DLS |
3.06734883991606% |
-2.06663207862564% |
3.06734883991606% |
-0.573450608663073% |
1.61248393261546% |
4.96609703843678% |
6.08386797297977% |
0% |
| DLN |
19.658968101276% |
-5.03440478065216% |
19.658968101276% |
8.17699272289791% |
10.702685474345% |
10.4916722727553% |
12.1519377766493% |
0% |
| DGS |
1.15439758476243% |
-2.77086926942738% |
1.15439758476243% |
1.91384535946173% |
4.90357654883202% |
5.28612399158312% |
4.63531103821839% |
0% |
| DEM |
4.49358478404582% |
-1.91039854250172% |
4.49358478404582% |
4.21244749781597% |
3.51146554319943% |
4.79047572838553% |
3.44342894723697% |
0% |
| BTAL |
12.8210020583695% |
1.39533323909671% |
12.8210020583695% |
4.88832869888045% |
-1.52002935748637% |
0.0625972298835764% |
0% |
0% |
| MNA |
4.93473416109518% |
0.395979287237291% |
4.93473416109518% |
1.12984170739787% |
0.551034219838509% |
2.14098556065279% |
2.20720721621985% |
0% |
| RLY |
2.53458013757395% |
-4.58268586973093% |
2.53458013757395% |
4.29283885303622% |
6.73091537526755% |
3.93573424668119% |
0% |
0% |
| CSM |
22.0884452601892% |
-3.16695377735039% |
22.0884452601892% |
7.21901670468623% |
12.7296637113341% |
11.5855054957573% |
13.0765894302165% |
0% |
| QAI |
6.67597365061006% |
-1.56508869149715% |
6.67597365061006% |
2.35394576548082% |
2.50765401497814% |
2.15597619648651% |
2.38774704992519% |
0% |
| PWC |
17.4522631577423% |
-7.36962593738164% |
17.4522631577423% |
5.3629531811519% |
8.6716323900939% |
8.04081426529573% |
10.4909871216328% |
7.68082434807396% |
| PDP |
26.0647484413049% |
-7.70790906700778% |
26.0647484413049% |
4.78762822405554% |
11.1046100915909% |
10.4621604291217% |
12.7741469518735% |
0% |
| HDG |
5.12019994288402% |
-1.08225231934158% |
5.12019994288402% |
1.01878038804446% |
2.66522545274697% |
2.49318427520511% |
0% |
0% |
| PRPFX |
21.3201819272632% |
-4.33639670914912% |
21.3201819272632% |
8.68554561282355% |
11.0886077651405% |
7.8556665877821% |
7.05542286271514% |
7.41186018950382% |
| RSP |
12.7849461226967% |
-6.27547217976552% |
12.7849461226967% |
4.26183922147174% |
10.5773143336358% |
10.004561220634% |
12.2584633748816% |
9.50466521425715% |
| |
|
|
|
|
|
| LFRAX |
7.4% |
-1.8% |
5.1% |
-5.1% |
3.7% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
21.8% |
16.4% |
14.0% |
-16.7% |
17.5% |
| Global Equities (ACWI) |
26.6% |
16.3% |
18.7% |
-18.4% |
22.3% |
| U.S. Equities (SPY) |
31.2% |
18.4% |
28.7% |
-18.2% |
26.2% |
| U.S. Bonds (BND) |
8.8% |
7.7% |
-1.9% |
-13.1% |
5.4% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
4.80159498646942% |
2.89911319588729% |
4.36778940289455% |
-1.72598301749028% |
6.72837331300671% |
| VYM |
24.0736461638762% |
1.14210922816436% |
26.2052340097269% |
-0.449991028214969% |
6.58715438235167% |
| WFAIX |
20.1638687698545% |
16.4457486156541% |
16.0031937158555% |
-16.9020255561005% |
16.8116272325278% |
| FPACX |
20.0204529947135% |
12.1052128829308% |
15.1712702630631% |
-9.72083769930251% |
15.8668419475043% |
| VGSTX |
22.1586491680101% |
21.4255134949906% |
9.65360808502485% |
-18.0541117998465% |
16.2006693672745% |
| VWELX |
22.508570754568% |
10.5704623668104% |
19.0089964318738% |
-14.3824070016434% |
14.2948672350643% |
| VASGX |
23.1304315145119% |
15.4537216846768% |
14.3515223565449% |
-17.2092041544067% |
18.749572155349% |
| VWINX |
16.3466780081721% |
8.45474405362865% |
8.46290232936118% |
-9.11911085949595% |
6.99405508341768% |
| VLAAX |
25.4044049942231% |
15.23583484171% |
11.8630498007988% |
-19.6648137739568% |
21.3898225017561% |
| VBIAX |
21.7876929880254% |
16.4283975028394% |
14.2162993496572% |
-16.9058259699724% |
17.5639312917173% |
| SWOBX |
20.1531147230337% |
14.7285462713561% |
14.7607283886342% |
-18.9122552841866% |
16.3694117865725% |
| JANBX |
22.5207534814614% |
14.333397757625% |
17.1891198073366% |
-17.3088484501582% |
13.2454063173058% |
| FPURX |
21.1393556989758% |
20.5152630476507% |
18.9770724556839% |
-17.7158171611599% |
20.1953705270593% |
| FBALX |
24.4388720004456% |
22.3810593005045% |
18.2461180699809% |
-18.2887649557407% |
20.306298037834% |
| DODBX |
16.8961084501602% |
7.8514027616803% |
19.2794096445656% |
-7.29813708005458% |
13.7708099330568% |
| COTZX |
15.1434883871992% |
29.6321149085136% |
6.41534079775659% |
-12.9192707006673% |
11.6597321364714% |
| BETFX |
16.2606167964976% |
9.12020698391292% |
10.7894535504845% |
-12.8738265935235% |
12.1530596857925% |
| XCOR |
26.9291153989646% |
25.3707672267706% |
10.3137647135634% |
-24.3059392179955% |
14.3391591686677% |
| NAVFX |
22.2181855492428% |
11.5300279369166% |
15.8425895863787% |
-17.8894849637985% |
24.5443560292265% |
| SMIFX |
19.2859764361771% |
20.7584635285692% |
11.3384173868481% |
-9.47474859846024% |
4.43199530661302% |
| VWLTX |
8.48728864406525% |
6.18928025596117% |
2.25944793166859% |
-11.9691767493868% |
4.16666330003292% |
| PRINX |
7.80385854120773% |
4.53373380505824% |
3.12984431432863% |
-12.4938402771198% |
4.28949998444514% |
| MDNLX |
7.21858245725253% |
3.99610032889619% |
1.9311616651285% |
-11.8522687667837% |
2.71629730041014% |
| FLAAX |
8.67197036373597% |
5.62728475668437% |
3.71962431300088% |
-17.8770912521899% |
3.64539019408086% |
| FHIGX |
8.49962461583045% |
4.64151904170995% |
2.84821614812611% |
-11.6204890972069% |
4.04380621093303% |
| VWIAX |
16.4518797129256% |
8.54125876129985% |
8.55749271730912% |
-9.03877498746342% |
7.07600814602618% |
| VTINX |
13.156874345706% |
10.0179399612136% |
5.24801043989485% |
-12.7550677474299% |
7.5284287936255% |
| VASIX |
12.0478841589899% |
9.12526753369827% |
1.92495707666449% |
-13.9403556693775% |
8.89136511092861% |
| TRRIX |
15.3041656126525% |
11.4236622007733% |
7.45447321036601% |
-15.3365180850028% |
8.0493238384592% |
| PRSNX |
10.3683952240577% |
8.12445159481054% |
0.362178663544421% |
-17.1618537216415% |
6.92964493005064% |
| PPSIX |
16.4426526527578% |
5.44773444125484% |
3.03480691439779% |
-10.6711666512243% |
5.90241823282023% |
| PONPX |
7.9439563878287% |
5.65566014642138% |
2.50260198923178% |
-10.9308212713566% |
3.24207788878024% |
| NPSRX |
17.5998604514334% |
5.42624397454872% |
5.15356617267611% |
-12.8387354714505% |
1.43032027953773% |
| KIFYX |
18.6403447808323% |
-2.75287005880204% |
15.4406373372143% |
-16.3324483844343% |
8.787010492655% |
| GSZAX |
5.69135311722453% |
9.23866170139129% |
-1.56469405305859% |
-4.47450349692905% |
8.38302702118694% |
| FCVSX |
28.5335627739002% |
42.5874790383185% |
10.0218218745422% |
-15.6249288787234% |
11.4178195139653% |
| CNSDX |
21.7299210815205% |
44.6928802758792% |
4.93432507219038% |
-15.5164511842311% |
7.74354642925965% |
| CCVIX |
19.1799310533342% |
48.4459631541392% |
5.21607685528089% |
-21.1020848588667% |
8.92424646104255% |
| BASIX |
7.47002381857493% |
6.94352264429305% |
0.689530635735847% |
-7.63325146299431% |
2.97759845315797% |
| ARTOX |
15.8537398433421% |
10.7101760946506% |
8.88698133817647% |
-13.2407777738862% |
11.0674918954039% |
| TIBAX |
17.8373035743789% |
0.588012973090635% |
19.9991246058214% |
-7.5711107858221% |
17.9711828038191% |
| NBHAX |
21.0468936532446% |
2.5504722164829% |
21.2515496057293% |
-4.10975644647696% |
3.4231411951374% |
| LGMAX |
26.4539556024323% |
15.0543377080934% |
14.1125063347354% |
-23.3310600114939% |
22.1662891635976% |
| CVLOX |
18.2802863231769% |
31.7601621893487% |
15.7824085836371% |
-22.1666741192993% |
13.5776543779757% |
| LFRAX |
7.38994294678883% |
-1.79162106059376% |
5.08656302472719% |
-5.12999083310332% |
3.69427226697456% |
| VEIPX |
25.2163266369561% |
3.02451178152741% |
25.5494907480245% |
-0.166760539471833% |
7.65494475615531% |
| SWDSX |
24.3111018435979% |
-3.7692585372589% |
28.1181087869439% |
-6.83869611720164% |
5.17242883278957% |
| PRFDX |
26.5805103618544% |
1.32194104781003% |
25.675671044125% |
-3.25140454038881% |
9.65204352719131% |
| MDDVX |
27.2457375222795% |
3.63645455584987% |
20.0800543034146% |
-14.7939660144715% |
12.3796864023827% |
| LCEIX |
25.225274948321% |
0.201503703170069% |
19.0373681666919% |
-1.61858860081049% |
8.29530709463351% |
| LBSAX |
27.8453132852901% |
7.5029450788076% |
25.9883833662987% |
-5.61444152843331% |
10.2135073636359% |
| FSDIX |
22.4863939415413% |
11.2512042580709% |
19.0123652428056% |
-10.3289235150327% |
9.42675102022583% |
| FEQTX |
27.3193742856159% |
1.8366904097544% |
22.2026281443214% |
-1.69598395199511% |
11.590181604199% |
| VMNFX |
-9.56796324351678% |
-11.5745303669956% |
23.3727849932812% |
13.4771548710195% |
12.2394201847999% |
| JMNAX |
0.98347715929723% |
11.9317082323061% |
3.7922535802021% |
-2.38283564604188% |
8.05169970503794% |
| CVSIX |
6.37877442823021% |
5.18330422960467% |
4.70120000264884% |
-4.48793826010582% |
3.91695254846212% |
| MFADX |
11.86738311515% |
19.8798825092195% |
8.31663097646078% |
2.75733237662115% |
5.10416744951134% |
| DHLSX |
23.1063071389425% |
-0.265227026645698% |
19.4022894006878% |
-8.46314378360588% |
9.93506881931374% |
| BPLSX |
9.11594557066156% |
-6.35402762526041% |
32.0262000511021% |
7.21621501168361% |
15.2020656692004% |
| BLSAX |
17.0638077533083% |
16.1685310776181% |
-4.54715881848763% |
-21.7118779915306% |
8.97301098923873% |
| ARBNX |
3.83299104081836% |
5.71797181869333% |
1.04866148372385% |
-0.517570468417383% |
6.05080528187372% |
| ADANX |
8.32299466437683% |
24.8297355727128% |
5.9929143683404% |
-3.5367978007277% |
4.22937065758413% |
| PYTRX |
9.38998392191863% |
0.836170989254481% |
-3.40193613035035% |
-2.5399749958737% |
5.42469921380577% |
| PARYX |
4.86640899089166% |
3.29868857499931% |
0.490278061604732% |
-5.36907413323892% |
2.85864804265141% |
| JHAIX |
9.39567405471913% |
2.09622971248287% |
11.7959531791743% |
-5.2992923125715% |
4.88059174779574% |
| GARTX |
10.3591972480624% |
3.30308166498012% |
6.08901461554558% |
-6.61337317086297% |
7.77511357300138% |
| GAFYX |
10.4932863142008% |
-2.11908669388809% |
1.29151949275885% |
-0.485847295053699% |
-1.3221661510321% |
| EIGMX |
9.75707152665779% |
3.58579830237087% |
2.18827963764261% |
-1.74675950528693% |
3.44616876038986% |
| DVRAX |
12.8113038226303% |
4.42002156590273% |
3.43259606083313% |
-5.45595158184312% |
7.92794436854409% |
| MYITX |
16.9056494083975% |
1.49124658191844% |
10.3436270566452% |
-16.1496534725035% |
13.1271229249894% |
| VGLSX |
9.90012858419171% |
3.62439219521602% |
8.5811506188147% |
-16.7763129781914% |
15.4946012499708% |
| TIBIX |
17.7443473070902% |
0.913101795470217% |
20.2895929183967% |
-7.27766042238414% |
18.2483882361583% |
| PAUIX |
7.61830320711669% |
4.58827942044697% |
15.5087549965254% |
-15.6422069583241% |
5.69233307277759% |
| MFWIX |
18.4819519733917% |
9.57539858758698% |
8.53594074130653% |
-10.6145105460721% |
10.4855864696113% |
| MALOX |
17.5438193347173% |
21.1188293214424% |
6.73489410423878% |
-18.6078119516679% |
11.3844971990316% |
| LSWWX |
26.8047960551896% |
15.3811605807968% |
14.383184361992% |
-23.1340147836002% |
22.4322185825133% |
| LCORX |
11.5774776326908% |
10.0880077311534% |
15.1719304912507% |
-6.78073505066084% |
11.7051296417356% |
| IVAEX |
22.0779824090737% |
13.6966394098707% |
14.0345860929517% |
-12.7598668223938% |
15.8397053591238% |
| GMWAX |
13.6084135609993% |
6.1404007423737% |
7.02814643679239% |
-12.9689684476633% |
16.1461297273184% |
| GLBIX |
9.3628158315523% |
7.51624182778794% |
15.011209073358% |
-7.91348617029681% |
8.29243635121977% |
| GBMFX |
11.6239041992129% |
-2.48939221483703% |
2.96464264002319% |
-2.16822060530016% |
13.40429109052% |
| DSHGX |
25.04235739645% |
11.9530808289995% |
21.6035793279677% |
-12.9098288601128% |
20.0968539223643% |
| BPGLX |
19.0314301671969% |
13.8396171480264% |
8.22619149902604% |
-16.9860373255236% |
9.68222252808513% |
| SFHYX |
9.30794235275332% |
37.4227204263366% |
8.05729209587847% |
-10.9561384741031% |
6.085883834442% |
| PMSAX |
7.64646181886546% |
4.68030102473358% |
5.13639383310267% |
-2.30855723536987% |
2.92043092345626% |
| AVGRX |
15.0588734107745% |
2.71740104559095% |
11.5016906058121% |
-10.4055098457398% |
4.16799183977583% |
| AOR |
18.9017931574556% |
11.4114799003671% |
11.182620159451% |
-15.6456587272524% |
15.7444790067338% |
| AOM |
15.5716061449% |
10.0184346708986% |
6.92754693491138% |
-14.5365236193396% |
12.3839190926336% |
| AOK |
13.8941069227843% |
9.32736445677713% |
4.87240154090889% |
-14.1575151881152% |
10.6573627195411% |
| AOA |
22.5940979794439% |
12.808345793423% |
15.4143257224833% |
-16.2270597828113% |
18.2641031077811% |
| FV |
25.7170956385449% |
28.3566316049802% |
21.6310457749157% |
-3.93134088323942% |
11.3437459533775% |
| PGX |
17.6473522761396% |
6.6455157887211% |
3.15306424762645% |
-21.1534098268794% |
9.49594789796158% |
| PFF |
15.9290197551335% |
7.90989558505688% |
7.13567069108643% |
-18.1786916811099% |
9.19266219193746% |
| MDIV |
18.5720333289715% |
-14.9001112231639% |
16.4953620612499% |
-3.90261548824502% |
11.543174101979% |
| IYLD |
15.7823283115328% |
-1.18350129092116% |
3.36982989277954% |
-16.7818243360289% |
12.5463159753375% |
| INKM |
17.1189895111853% |
3.01310697651906% |
8.52918199066022% |
-12.5851053238626% |
10.2815807087589% |
| CWB |
22.3822107196571% |
53.3917599644662% |
2.16846562048445% |
-20.8076696489609% |
14.2285905298247% |
| CVY |
25.9659158878318% |
-10.461707246578% |
25.3288710107978% |
-9.27469899841058% |
17.8606482185565% |
| BKLN |
10.0267501337701% |
0.963167489710681% |
2.31688977024072% |
-2.51414342673342% |
12.5401913474754% |
| BRK.A |
10.9771407640782% |
2.42204383095188% |
29.5694749282768% |
4.00499712035929% |
15.7696228782676% |
| SDY |
23.2845704248156% |
1.79019420837667% |
25.3675902922518% |
1.49082598824239% |
4.59774815897611% |
| PID |
25.8335208217722% |
-6.45744468890651% |
24.4883710114224% |
-6.48723965192158% |
14.2952152172457% |
| IDV |
23.5586383735936% |
-6.09832602387087% |
12.024638368747% |
-6.4015153936% |
10.3353685098523% |
| HDV |
20.2226898754636% |
-6.47000630638618% |
19.4389568372392% |
7.04060495858716% |
1.73235486533962% |
| DWX |
20.231062532023% |
-5.20069974741066% |
10.5569512982088% |
-12.9751295585538% |
14.7911328621135% |
| DVY |
22.6165237613698% |
-4.912016915166% |
31.6798500432284% |
1.78891564839183% |
1.13899569549201% |
| DLS |
22.2176902100551% |
-1.32929688852557% |
11.6966155929019% |
-17.3107479044539% |
15.3285770026105% |
| DLN |
28.9123885218331% |
4.52968136017824% |
25.6453564801868% |
-3.78060296430331% |
9.95040358535668% |
| DGS |
18.9187680413802% |
4.07683808712571% |
15.3181909157856% |
-12.3468677645694% |
19.3843385088338% |
| DEM |
19.8846910390495% |
-5.82319433002172% |
11.4909316455883% |
-10.4332432891962% |
20.9267303191434% |
| BTAL |
1.06924985155856% |
-13.8600317237152% |
-6.81342525604407% |
20.4809973267992% |
-15.1067833639622% |
| MNA |
4.69884273974515% |
2.70707962296177% |
-3.24033714430161% |
-1.61240008791024% |
0.179382256961325% |
| RLY |
15.6046924748458% |
-0.621547108267628% |
22.8557456094318% |
7.85885617249971% |
2.57400187313455% |
| CSM |
29.2621052674307% |
10.9433878529163% |
33.1294609138042% |
-18.2687478388093% |
23.524397513237% |
| QAI |
8.68343740921087% |
5.72227170781581% |
-0.160771332770293% |
-8.67820877694757% |
10.070954263688% |
| PWC |
13.4733650414582% |
8.5376930500441% |
19.3813712396449% |
-16.016700361064% |
18.5794635284676% |
| PDP |
33.1307494798233% |
36.5939612446235% |
7.72062546784622% |
-24.4930469834113% |
20.8786009996575% |
| HDG |
9.58348320591453% |
7.44381502940017% |
2.97434607979368% |
-8.47915395843626% |
7.15196958009441% |
| PRPFX |
16.9096936919649% |
18.8607126611326% |
10.8648618341378% |
-5.48066208680633% |
11.9596793613108% |
| RSP |
28.9054039447187% |
12.7143367095448% |
29.4120996761329% |
-11.6211724467995% |
13.7042696877099% |
Compare: Risk vs. Return
for period ending December 31, 2024
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Maximum Drawdown vs. Annual Return
●
LFRAX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
LFRAX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
LFRAX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
-30.8% |
-25.8% |
-16.5% |
-9.7% |
-6.6% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-8.0% |
-5.5% |
-4.2% |
-2.0% |
-0.7% |
0.3% |
| Global Equities (ACWI) |
-6.2% |
-3.4% |
-4.1% |
-3.3% |
-4.8% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-26.5% |
-20.9% |
-21.3% |
-13.3% |
-9.6% |
-4.5% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
-9.8167874516367% |
-7.94156496517579% |
-7.55949238729761% |
-5.26090985647578% |
-2.96510727996104% |
1.26819880996172% |
| VYM |
-8.04931279665365% |
-0.902898480826144% |
-4.30806467409565% |
-2.70904338057461% |
-1.07454403252676% |
0% |
| WFAIX |
-4.28995163741965% |
-4.64265848759657% |
-2.69405688765426% |
-1.48823320179858% |
0.997790143044925% |
0.00725971731344899% |
| FPACX |
-3.03131020358432% |
-2.1347687597062% |
-3.8934699964967% |
-3.89910449601222% |
-2.79950074316657% |
0.131693890587956% |
| VGSTX |
-11.6497202212701% |
-7.7917912950934% |
-6.23279753506651% |
-3.63337746984754% |
-2.86038854847924% |
-1.06623755561742% |
| VWELX |
-1.09533338823368% |
-4.37835013849752% |
-3.50843829665139% |
-1.07482998923479% |
-0.146002768629588% |
1.34459737593082% |
| VASGX |
-6.42045539021031% |
-4.78357489663341% |
-4.98815943811875% |
-3.45298046411023% |
-3.17052982301307% |
-2.2062930387362% |
| VWINX |
-17.678063292458% |
-10.7950706524316% |
-9.74597451787629% |
-4.48414272479306% |
-0.751913677475542% |
1.41089336485228% |
| VLAAX |
-13.6590446126101% |
-6.44292702735872% |
-6.42422607939743% |
-2.6511908204858% |
-0.917507457870974% |
-0.460640348621892% |
| VBIAX |
-4.41794405577908% |
-4.59957236627793% |
-3.50695379407608% |
-1.68112965501711% |
-0.227948213719795% |
0.670106021959919% |
| SWOBX |
-5.52442095033259% |
-7.1011595917504% |
-5.15865618195608% |
-3.28684771557263% |
-2.01143122968483% |
-1.21522133837245% |
| JANBX |
-2.97487165906718% |
-6.2802444865727% |
-4.12634571572887% |
-1.28242540306684% |
-0.887290411227978% |
2.02608447077822% |
| FPURX |
-0.679535384477017% |
-2.4654833759467% |
-0.105464939825291% |
-0.483084807024749% |
0.0560091376926799% |
0.741252831319668% |
| FBALX |
-1.60558663622914% |
-3.65467763906612% |
-1.35544301390054% |
-1.07114745123164% |
-0.272243693035735% |
0.4850344565649% |
| DODBX |
-12.827008050127% |
-3.69274419278249% |
-4.89104867808829% |
-3.85736750851337% |
-2.56037841986546% |
-1.97365744024433% |
| COTZX |
-15.1070622418883% |
-9.93148067075204% |
-2.37056301505765% |
-1.57801834047502% |
-0.471969815558481% |
-1.16786531801839% |
| BETFX |
-9.5745468652824% |
-6.76979474565754% |
-7.56813922265603% |
-5.47394886807807% |
-4.81602767316015% |
0% |
| XCOR |
1.7750575444634% |
-5.02608879748949% |
-5.06353828829467% |
-4.16059329328854% |
-4.36978167002227% |
-2.78995816220727% |
| NAVFX |
0.305212150087932% |
0.12348417894097% |
-3.2430565978785% |
-3.14676445303887% |
0% |
0% |
| SMIFX |
-7.46390054684848% |
-5.00835215429364% |
-4.96205552884076% |
-5.16931481756516% |
-4.92819287390727% |
0% |
| VWLTX |
-37.0346287859884% |
-20.5592124895326% |
-19.8924481322299% |
-11.8271674805996% |
-8.19844459098585% |
-4.56762283955537% |
| PRINX |
-35.8514562582217% |
-21.924709966267% |
-20.2409788695716% |
-12.4902314565169% |
-8.14026957301218% |
-4.34589002463318% |
| MDNLX |
-42.0012254719341% |
-24.4702319528699% |
-22.7654603280018% |
-14.1786969131515% |
-8.82007048735602% |
-5.13613680019937% |
| FLAAX |
-34.1263308978262% |
-23.5987298323359% |
-21.2348793205268% |
-12.760196994216% |
-8.18163463028239% |
-4.92303308495044% |
| FHIGX |
-37.4631799842885% |
-21.9170195413505% |
-20.4594685560879% |
-12.3532790709213% |
-8.28449494330244% |
-4.49655135215861% |
| VWIAX |
-17.5263736284188% |
-10.6417847648793% |
-9.57731923525901% |
-4.31211976749094% |
-0.758298560138938% |
1.4615599483854% |
| VTINX |
-17.0447066258139% |
-14.5380233906896% |
-11.9565880277714% |
-6.58356054733372% |
-3.51770607411732% |
-1.25586960033728% |
| VASIX |
-20.3864588097513% |
-15.5464486649672% |
-14.8406678680034% |
-8.31700194229549% |
-4.86301711405916% |
-2.32236055585421% |
| TRRIX |
-16.7173465702051% |
-15.8772582947544% |
-11.453315523604% |
-6.50750745961391% |
-4.86609482478747% |
-2.32771998965917% |
| PRSNX |
-37.5517842297039% |
-28.3430954480515% |
-21.2794680448675% |
-11.5564140529314% |
-7.84269016549327% |
0% |
| PPSIX |
-5.24440994322894% |
-12.3437161675238% |
-12.8241769019055% |
-6.36709711642765% |
-2.27843471387954% |
-3.65466119150179% |
| PONPX |
-33.2307028136694% |
-25.5782566311345% |
-20.5358043172089% |
-9.37151645038237% |
-0.036437642126895% |
0% |
| NPSRX |
-20.9157019709845% |
-19.1287495023264% |
-15.8884088184301% |
-8.51625800542243% |
-3.87582348056772% |
0% |
| KIFYX |
-15.4389533358449% |
-11.3607628109012% |
-12.378410363632% |
-9.5822767514537% |
-5.97976653955689% |
-6.06143674365786% |
| GSZAX |
-37.3038706461757% |
-20.7471956401559% |
-14.5688892456938% |
-13.6921527150096% |
0% |
0% |
| FCVSX |
-9.74118778839473% |
-6.80390527637009% |
-1.59931489553514% |
-3.14812062629532% |
-2.71214030588444% |
-2.13127414809581% |
| CNSDX |
-12.4711360362177% |
-10.4881198537361% |
-3.92597140941175% |
-3.53985558726102% |
-2.86534460757237% |
-1.05939254704161% |
| CCVIX |
-12.8090952164178% |
-12.534267647517% |
-5.39065159002438% |
-4.45104367664642% |
-4.88971158463898% |
-2.41874692532161% |
| BASIX |
-33.0614687167769% |
-30.8694281889452% |
-20.7150392401946% |
-12.8626594499501% |
-6.34748774497529% |
0% |
| ARTOX |
-13.4873112340061% |
-10.0256791249506% |
-8.40335480409468% |
-5.63607629927076% |
-3.62165534907659% |
-1.72680664203267% |
| TIBAX |
-7.45547979822481% |
-0.525525664989943% |
-5.35852868015993% |
-4.87786994137918% |
-4.54345344948963% |
-1.44642055620662% |
| NBHAX |
-10.6473110191391% |
-4.46453861197482% |
-6.62840774050746% |
-4.72170850051014% |
-3.60484387872545% |
0% |
| LGMAX |
-8.50557968448108% |
-6.4331205254829% |
-6.81319144912982% |
-3.80702326285035% |
-3.79996799061496% |
-1.42468473172535% |
| CVLOX |
1.82645994784106% |
-5.34498916095531% |
-2.45665475104102% |
-3.93457551095722% |
-4.94523591512317% |
-2.06786437652447% |
| LFRAX |
-30.8039501486402% |
-25.8257637993232% |
-16.4665570747203% |
-9.67531126793457% |
-6.6128251039227% |
0% |
| VEIPX |
-7.8280939250004% |
-0.40289452109181% |
-3.60162678157801% |
-2.10229166918177% |
-0.66641201729456% |
-0.341068414954883% |
| SWDSX |
-6.5157665708379% |
-3.65458195189481% |
-6.87269898859356% |
-6.15823009203646% |
-4.46980661578667% |
-2.76515207556834% |
| PRFDX |
-12.3248522484525% |
-2.37189834531024% |
-5.847137030093% |
-4.74135728571448% |
-3.99609437094859% |
-2.8430512634403% |
| MDDVX |
-14.0937186675664% |
-7.2790658996481% |
-8.6091727515488% |
-5.13197641980763% |
-4.05872376511985% |
-1.7453208023956% |
| LCEIX |
-10.9020116221718% |
-1.72734761747792% |
-6.230812703306% |
-4.31505367337772% |
-2.69382586088009% |
-1.66164089859962% |
| LBSAX |
-7.91424720710388% |
-1.97076651979915% |
-3.01926529457181% |
-1.26889260886994% |
-0.63159090739757% |
0.364992185625114% |
| FSDIX |
-11.139392039% |
-5.8329793085973% |
-4.97722099772457% |
-3.03572583753322% |
-1.48686612500228% |
-2.10814947938033% |
| FEQTX |
-11.8470269749033% |
-0.618555068150002% |
-5.1491536231781% |
-4.1958629762668% |
-3.89399951974988% |
-3.45554349549672% |
| VMNFX |
-18.1359537197133% |
9.53504061108224% |
0.506500576628108% |
-8.47252207450968% |
-7.6982823160152% |
-5.83197604727764% |
| JMNAX |
16.0981878356307% |
1.52273536639802% |
4.00593968985199% |
-5.63497641276627% |
-9.07520274742796% |
-4.4023269904867% |
| CVSIX |
3.115647819001% |
-15.3945870358724% |
-11.1848305313596% |
-5.37044745428241% |
-3.94804633049003% |
-3.59846702737211% |
| MFADX |
-16.5196259454065% |
-3.81393318128793% |
-3.64969086035089% |
-7.48886362100708% |
-7.05381385686262% |
0% |
| DHLSX |
-8.50219296806889% |
-5.57218996591785% |
-7.69596511034652% |
-6.21902845163349% |
-5.58318334932413% |
-2.29728110194907% |
| BPLSX |
-10.1296630730083% |
6.3534981886888% |
-1.15514300216313% |
-4.86050595973565% |
-3.89742991671339% |
0.20475970525392% |
| BLSAX |
-17.1565991117033% |
-11.4297583075952% |
-14.0236077836249% |
-12.0185179411485% |
0% |
0% |
| ARBNX |
-25.4100934151361% |
-15.0539990629226% |
-11.9712153009719% |
-7.01708503217389% |
-6.68952713285835% |
-2.80937391730942% |
| ADANX |
-27.6686780354474% |
-25.0086607445921% |
-3.38392069690802% |
-3.26277117191717% |
-6.00348566979397% |
0% |
| PYTRX |
-25.9159267154781% |
-14.9700481887125% |
-19.9947521345997% |
-12.1150019711753% |
-10.64346447496% |
0% |
| PARYX |
-41.6332970680164% |
-42.7803274902072% |
-28.1719762834515% |
-15.2100987378686% |
-12.8698620860418% |
0% |
| JHAIX |
-20.9114776339124% |
-13.2320104127038% |
-10.8481717017391% |
-10.3063558547437% |
0% |
0% |
| GARTX |
-13.1976826288643% |
-10.4001973950069% |
-10.5357506605211% |
-7.72200537249994% |
-8.25763659967327% |
0% |
| GAFYX |
-8.94340502014863% |
-10.9441346053458% |
-16.2819998969729% |
-12.4207107354513% |
-9.5086120156931% |
0% |
| EIGMX |
-6.41472212069999% |
-13.1802447629748% |
-11.9816803129371% |
-6.47328502772633% |
-6.14506132175751% |
1.42164120971747% |
| DVRAX |
-4.9731122250605% |
-8.22092796324939% |
-9.25775072976764% |
-7.95621949981445% |
-5.43406795866318% |
0% |
| MYITX |
-15.4881066655862% |
-7.77043393041101% |
-11.5117344627687% |
-10.5131726920412% |
-9.62507330867423% |
0% |
| VGLSX |
-7.31575885507582% |
-6.67053758381671% |
-9.67851392090598% |
-8.90163056568051% |
-6.87902965770357% |
0% |
| TIBIX |
-7.11066974084009% |
-0.142292091097713% |
-5.04209153167645% |
-4.56219640191926% |
-3.86462431051528% |
-0.835668191406911% |
| PAUIX |
-25.5456535150425% |
-16.0061527688921% |
-13.3167117398262% |
-10.8816776209667% |
-9.97192297530139% |
-5.43565715812856% |
| MFWIX |
-20.1681666840178% |
-9.33703728684771% |
-9.77380086216788% |
-6.44816351176087% |
-5.05905827623501% |
-2.12061492838991% |
| MALOX |
-11.8398011083166% |
-11.1676110124298% |
-8.05487152343293% |
-6.20392574614818% |
-6.02508738844269% |
-1.88247335182908% |
| LSWWX |
-8.26426457088176% |
-6.19166635227181% |
-6.51784664533172% |
-3.5027205967462% |
-3.36997332173607% |
-1.03456060271822% |
| LCORX |
-15.9516720601892% |
-5.38239541693695% |
-3.7979005407351% |
-3.82270657488564% |
-4.6594194219557% |
-1.74878008043911% |
| IVAEX |
-2.17593490940504% |
-2.9530062999869% |
-4.26739024386267% |
-8.21223990029991% |
-8.07443457770407% |
-2.47380180012329% |
| GMWAX |
-18.259062451933% |
-7.76523369101411% |
-10.0613909995244% |
-7.81884620981067% |
-6.73244455840871% |
-2.9684095295092% |
| GLBIX |
-23.5866997404874% |
-11.4318384527179% |
-8.89443341100374% |
-8.71826368311437% |
-7.00956118385971% |
0% |
| GBMFX |
-20.4961726910436% |
-3.96987250745404% |
-11.47384700882% |
-9.15453185628187% |
-7.14142201757132% |
-1.23287533096952% |
| DSHGX |
-3.37111363262278% |
-1.023574455409% |
-3.10116438349946% |
-3.19107175062179% |
0% |
0% |
| BPGLX |
-12.1790295836174% |
-11.215218173366% |
-9.56961312799786% |
-7.14927339747789% |
-6.82409748135337% |
-5.00508696802036% |
| SFHYX |
-21.4564300251909% |
-18.5897935970469% |
-0.263911400548116% |
-1.03355827665229% |
0.177156524846461% |
2.11036276354574% |
| PMSAX |
-5.77173372051397% |
-10.7589052948339% |
-9.2957091305681% |
-8.10948750296131% |
0% |
0% |
| AVGRX |
-2.05154023542185% |
-9.96448968453416% |
-10.1633407483349% |
-8.66284370409363% |
-6.09277958178816% |
0% |
| AOR |
-11.871764036708% |
-7.26745958431253% |
-7.15895049351998% |
-4.63075783690809% |
-3.47240266014048% |
0% |
| AOM |
-15.0351711911761% |
-10.2697647055855% |
-9.73002731370033% |
-5.90107067883024% |
-4.24898599580974% |
0% |
| AOK |
-17.1505703430577% |
-12.3516005787632% |
-11.6891356791843% |
-7.02062737755309% |
-4.79636502843993% |
0% |
| AOA |
-9.34794929337292% |
-5.10397344436359% |
-5.52408134876941% |
-3.88768905406118% |
-3.45069399023342% |
0% |
| FV |
-12.141397050455% |
-2.13791341865253% |
-2.34653417463043% |
-3.67382263803333% |
0% |
0% |
| PGX |
-18.1200614979453% |
-12.271649623254% |
-15.0936967825845% |
-9.29740377289423% |
-6.82106719322485% |
0% |
| PFF |
-16.8707917753109% |
-12.3823267463289% |
-12.8422278061476% |
-8.90786945575918% |
-6.65319844892806% |
0% |
| MDIV |
-13.2872793157673% |
-3.10340528585922% |
-11.2777091864979% |
-9.64517859390507% |
0% |
0% |
| IYLD |
-25.4733705342281% |
-14.0857891696646% |
-16.2496955392662% |
-10.8634027848888% |
0% |
0% |
| INKM |
-18.9290879940351% |
-10.4968214485876% |
-12.0634664586652% |
-8.36880801329291% |
0% |
0% |
| CWB |
-14.6750685932405% |
-10.5095904548031% |
-4.66266540702644% |
-3.28169387419204% |
-3.39135436384387% |
0% |
| CVY |
-15.8340829887572% |
-3.22457651067837% |
-9.28732873339694% |
-8.09608858010729% |
-7.39809576281685% |
0% |
| BKLN |
3.00877135788556% |
-1.73074182949557% |
-8.3382891675032% |
-5.86301228215738% |
0% |
0% |
| BRK.A |
-8.4403145959477% |
4.48978150311887% |
-1.11466180301485% |
-2.6383498974883% |
-1.8448270910428% |
-0.671488538941053% |
| SDY |
-17.2481600808513% |
-4.08477440918914% |
-6.37373038771268% |
-3.53501860733857% |
-2.13034980301351% |
0% |
| PID |
-21.5962367901005% |
-5.62291999236863% |
-9.57466201541071% |
-9.01764434624763% |
-8.79507222045414% |
0% |
| IDV |
-20.6821636645131% |
-6.20838314394525% |
-11.8838184150184% |
-9.40648203923539% |
-9.64190981288352% |
0% |
| HDV |
-11.318979358617% |
-0.935597325068998% |
-7.54465294126954% |
-4.80144576847217% |
0% |
0% |
| DWX |
-22.0733571142569% |
-8.73092733724522% |
-13.2697020636091% |
-10.3097812223519% |
-11.7949678214256% |
0% |
| DVY |
-12.2518768430132% |
-2.67371327892635% |
-6.48235316305242% |
-4.22867690103936% |
-2.19009476246767% |
-2.72035234923811% |
| DLS |
-21.6226246002428% |
-9.54493849808711% |
-12.7507915501353% |
-8.20444360449643% |
-8.19118299018419% |
0% |
| DLN |
-5.72219030207029% |
-0.202667642485587% |
-3.22691836988998% |
-1.91756871656951% |
-0.589774949227989% |
0% |
| DGS |
-24.5855393703481% |
-7.25258545430989% |
-9.59223108928398% |
-8.03161894341018% |
-9.71982890012337% |
0% |
| DEM |
-20.5360826091879% |
-4.68397917237391% |
-10.9550130910979% |
-8.541545173038% |
-10.6999282961062% |
0% |
| BTAL |
-13.3123982519092% |
-3.97378859693453% |
-16.3844422567196% |
-13.0164944698359% |
0% |
0% |
| MNA |
-20.0143598853287% |
-22.8289342014536% |
-19.5318085606342% |
-10.8865152528487% |
-10.1249054360035% |
0% |
| RLY |
-22.6748399081288% |
-4.77826343496287% |
-7.25442773225637% |
-8.80283840569999% |
0% |
0% |
| CSM |
-4.10763177071038% |
-1.68712343256755% |
-2.19218322594648% |
-1.86505430685189% |
-1.26634583100266% |
0% |
| QAI |
-15.6105866542342% |
-11.5312430779901% |
-13.3482065115579% |
-10.8406347453806% |
-9.66308461235186% |
0% |
| PWC |
-10.6506309946198% |
-3.4786877786192% |
-6.3072520569995% |
-5.48953441671916% |
-4.30092133778078% |
-3.04196587446078% |
| PDP |
-8.38225106898901% |
-3.92486624589666% |
-4.61548435332434% |
-3.65246477520618% |
-2.43687274741112% |
0% |
| HDG |
-19.5151014212607% |
-14.9799560635553% |
-12.7119128971125% |
-9.97095284309607% |
0% |
0% |
| PRPFX |
0.923432294668409% |
1.91364888974869% |
0.827517054087096% |
-1.97860589432405% |
-3.8327692233791% |
0.0494397381300598% |
| RSP |
-13.7772150004947% |
-4.51381098969895% |
-4.69200159707222% |
-3.72861858464876% |
-2.58790760005154% |
-1.77475676679927% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
-0.7% |
-5.1% |
-5.1% |
-2.0% |
-0.6% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-5.8% |
-4.1% |
-2.9% |
-1.2% |
-0.3% |
0.3% |
| Global Equities (ACWI) |
-5.1% |
-3.2% |
-3.7% |
-2.9% |
-4.5% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-10.3% |
-8.9% |
-6.1% |
-2.3% |
-0.2% |
0.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
0.329615453602164% |
-1.5521618062996% |
-1.17412827398307% |
-0.615763204394778% |
-0.130096095592033% |
0.644226953292381% |
| VYM |
-4.11759551702968% |
-0.361469415967732% |
-2.93068388863177% |
-1.64326322484581% |
-0.109443203886778% |
0% |
| WFAIX |
-2.94090117764024% |
-3.40155492687072% |
-1.64469251987189% |
-0.781706922485865% |
0.925085171238305% |
0.211480962854131% |
| FPACX |
0.739257917116092% |
-1.2562707330793% |
-2.1310710535611% |
-1.69000973162438% |
-0.764984216072532% |
0.979392545318509% |
| VGSTX |
-7.63535253421424% |
-6.17079196983519% |
-4.36928763926963% |
-1.7059529038735% |
-1.19742077562445% |
-0.28312939346575% |
| VWELX |
-0.366573233748095% |
-3.0182517577743% |
-2.28164380299448% |
0.14490001184238% |
0.673983462096897% |
1.33989027813758% |
| VASGX |
-4.1843528209203% |
-3.91299577482676% |
-3.88586061766651% |
-2.55879062101719% |
-2.36524170741422% |
-1.73311960034611% |
| VWINX |
-8.06239485168296% |
-5.94786138351698% |
-4.45935206886361% |
-1.42712538338996% |
0.556681445587395% |
1.23107656009302% |
| VLAAX |
-11.0724891008312% |
-5.3321346849585% |
-4.36158820672031% |
-1.27692403570261% |
0.0547965332253462% |
0.120487787545362% |
| VBIAX |
-2.89686597095881% |
-3.42699671797587% |
-2.34834678090719% |
-0.99377562923125% |
0.00819809452077624% |
0.537122525346684% |
| SWOBX |
-3.54504921253162% |
-4.98898227125646% |
-3.30647838333606% |
-1.99844989727212% |
-1.11868004056064% |
-0.638857008363031% |
| JANBX |
-1.55537801331063% |
-4.44274821477158% |
-2.64532112969676% |
-0.644611503423962% |
-0.329118966789393% |
1.56804765857863% |
| FPURX |
-0.236363530152955% |
-1.84773890815797% |
0.0854836289626508% |
-0.16364263756599% |
0.253223084025649% |
0.670501184308821% |
| FBALX |
-0.914787130192741% |
-2.86749378507815% |
-0.948067174484876% |
-0.693598073541317% |
-0.0396241152148882% |
0.534026257839446% |
| DODBX |
-5.90208678969555% |
-2.32325660143585% |
-3.04673132674367% |
-2.299874830029% |
-1.34042758007978% |
-1.2040061992503% |
| COTZX |
-6.99547368286192% |
-5.33026130918773% |
-0.140043524023852% |
0.340581533003403% |
0.952883847310092% |
0.107772521564784% |
| BETFX |
-5.61451194545795% |
-4.65116262748462% |
-4.89262879607697% |
-3.21928723349124% |
-2.77011718483383% |
0% |
| XCOR |
4.54172760088206% |
-4.46555420724542% |
-4.1243574268115% |
-3.44230748158339% |
-3.7829776905528% |
-2.32477734783386% |
| NAVFX |
1.08871030559984% |
0.172907355685651% |
-2.78513370776738% |
-2.66686141178374% |
0% |
0% |
| SMIFX |
-7.47944365205257% |
-2.97079088742039% |
-2.78333337629633% |
-3.42612057322531% |
-3.52705147673696% |
0% |
| VWLTX |
-12.0551432065484% |
-10.049900796395% |
-6.42967398829697% |
-2.04392020350141% |
0.311406704029824% |
0.574466948299712% |
| PRINX |
-10.4857256716013% |
-9.71300619777392% |
-6.33297003090973% |
-2.23379576423549% |
0.317545367839814% |
0.605201890927225% |
| MDNLX |
-10.7863003341059% |
-10.2212536096029% |
-6.99029180341293% |
-2.80125343621502% |
-0.0484953256729816% |
0.260723588062921% |
| FLAAX |
-10.4768159983243% |
-12.0011221911718% |
-7.83800700219408% |
-2.78392413824809% |
0.242691402551716% |
0.352473247171279% |
| FHIGX |
-11.3842650289969% |
-9.73876641382881% |
-6.29146568036082% |
-2.10510098893646% |
0.314104462807541% |
0.585163044577721% |
| VWIAX |
-8.0067057470109% |
-5.86136632722061% |
-4.37403958216201% |
-1.34430154874588% |
0.553087134654534% |
1.25335547966793% |
| VTINX |
-6.88712821681187% |
-6.99465048456883% |
-4.78422907983794% |
-2.15217536520446% |
-0.775067900405659% |
-0.0741962231207789% |
| VASIX |
-8.08414406758232% |
-7.46518062075609% |
-5.30093278767756% |
-2.13007510817899% |
-0.62008819041705% |
-0.204701426268231% |
| TRRIX |
-7.05057446402631% |
-7.88896385555109% |
-5.5943689348469% |
-2.84129424164172% |
-2.05041072565586% |
-0.94209493476256% |
| PRSNX |
-9.85222802326658% |
-10.5115880317124% |
-7.71531172104473% |
-2.89869070164623% |
-1.22354463297339% |
0% |
| PPSIX |
0.837947971340126% |
-5.23252972612422% |
-5.0945877398717% |
-1.31209087348181% |
0.895946750929789% |
-0.150876354116224% |
| PONPX |
-10.5954364677889% |
-9.35931880558197% |
-6.71932831901915% |
-2.00628482144337% |
1.74558088344985% |
0% |
| NPSRX |
-4.26194516312313% |
-9.00658568945261% |
-7.47218398169031% |
-2.59724427765268% |
0.169822319292931% |
0% |
| KIFYX |
-3.89909481144605% |
-7.7127742118782% |
-9.98703260879779% |
-6.011375359296% |
-1.76271096673411% |
-3.65123752622729% |
| GSZAX |
-7.05258351046486% |
-4.76638454067801% |
-3.54853763611265% |
-3.03154167510115% |
0% |
0% |
| FCVSX |
-5.32003852184732% |
-4.76749980867255% |
-0.0286867122002548% |
-1.41990355698379% |
-1.03315370636234% |
-0.822748864031888% |
| CNSDX |
-7.70685213059446% |
-7.0778341806338% |
-1.98708596827333% |
-1.61308779275677% |
-1.0589222353538% |
0.0897109049049485% |
| CCVIX |
-7.84905313916175% |
-9.25263855360456% |
-3.392613234575% |
-2.4715832617905% |
-2.65422091707148% |
-1.04855810006244% |
| BASIX |
-8.5041670673336% |
-7.4882807740117% |
-5.04363910323765% |
-2.38089808370273% |
-0.402566258324893% |
0% |
| ARTOX |
-6.43936282501177% |
-5.69284160798733% |
-4.32857736069421% |
-2.69898899169127% |
-1.61244367702555% |
-0.706050673792828% |
| TIBAX |
3.71590971152416% |
0.159151119094754% |
-3.05885385407452% |
-2.65321781222495% |
-2.20317089454186% |
-0.240598846499962% |
| NBHAX |
-6.30021256052084% |
-3.39585035704143% |
-4.87606857267379% |
-3.1439091908765% |
-1.90506040929659% |
0% |
| LGMAX |
-6.50524473518005% |
-6.25616717282327% |
-5.64975971881808% |
-2.76884364202229% |
-2.70269863402855% |
-0.6841441007464% |
| CVLOX |
4.14219064395486% |
-4.58689844110581% |
-1.74444685862437% |
-2.90983725700474% |
-3.37412191619669% |
-1.14802922210742% |
| LFRAX |
-0.741363842624584% |
-5.11057297337698% |
-5.08812626229972% |
-1.99081622217177% |
-0.603085084425872% |
0% |
| VEIPX |
-3.47982886888158% |
0.0750832091177354% |
-2.28247399490164% |
-1.10711853996131% |
0.181988496949527% |
0.161581975139576% |
| SWDSX |
-2.57229647536761% |
-2.79594386080803% |
-5.74515221252462% |
-5.37432545475596% |
-3.70983411872235% |
-2.19537251954706% |
| PRFDX |
-9.39450667075451% |
-1.77003985539293% |
-4.75633217047906% |
-3.85948311211189% |
-3.16209967765443% |
-2.42829409742377% |
| MDDVX |
-8.82714803321708% |
-5.5539082430918% |
-6.56100315538144% |
-3.62344212367565% |
-2.64645366906887% |
-0.920805576080832% |
| LCEIX |
-7.29493102837757% |
-1.08876230136717% |
-4.58461599073482% |
-2.72868220946527% |
-1.42599843892481% |
-0.941746689836863% |
| LBSAX |
-4.82628442105972% |
-1.42347483621182% |
-2.0807863420246% |
-0.648302434063929% |
-0.0849510070685735% |
0.602363688975257% |
| FSDIX |
-7.79044343456784% |
-4.08820457933353% |
-3.43976879574343% |
-1.84514631016657% |
-0.634970553491632% |
-1.37120216702163% |
| FEQTX |
-6.63178488899998% |
-0.0382575310956503% |
-3.76172445471272% |
-3.10550612582003% |
-3.00113822429838% |
-3.09371409278161% |
| VMNFX |
4.70206563091063% |
5.65572064819234% |
5.3123446279889% |
1.54841892306473% |
2.12038241366425% |
1.0775088254332% |
| JMNAX |
9.27837305192901% |
1.118948466899% |
3.75706240881388% |
1.44980426165129% |
0.494088419064768% |
0.833892032460934% |
| CVSIX |
0.696922905527355% |
-3.84663197449348% |
-2.08221353063037% |
-0.782339216058084% |
-0.552685854690509% |
-0.74905040300002% |
| MFADX |
-7.08789637750109% |
-1.54582847095988% |
-0.876574392774187% |
-3.39931128871065% |
-2.71194736826974% |
0% |
| DHLSX |
-0.331232582118177% |
-3.09971831984687% |
-4.56521172009351% |
-3.73090945390968% |
-2.98733833563854% |
-0.827881865028169% |
| BPLSX |
-3.81488130748429% |
5.16346688651922% |
1.97054761551033% |
-0.972727036926622% |
0.103061095526438% |
2.62766595211077% |
| BLSAX |
-4.48953247934698% |
-10.5494015412239% |
-11.0252483627083% |
-8.31853495841258% |
0% |
0% |
| ARBNX |
-4.0907274575765% |
-2.82615956760839% |
-1.56474295896634% |
-0.323515984059586% |
-0.00668586333636689% |
0.440191706103431% |
| ADANX |
-2.74330349398252% |
-4.50588476602646% |
1.07812581591834% |
1.09110046788859% |
0.524268129971163% |
0% |
| PYTRX |
-10.0549308324324% |
-4.60592438682669% |
-5.11321588442884% |
-2.35374199600313% |
-1.44652984513734% |
0% |
| PARYX |
-4.56170911874951% |
-6.10871516249858% |
-3.89880306564008% |
-1.54131345354361% |
-0.954822731310801% |
0% |
| JHAIX |
-9.34115239255618% |
-5.25118528584404% |
-3.0048246953948% |
-2.55351035551568% |
0% |
0% |
| GARTX |
-4.62489096248756% |
-3.83453032021149% |
-3.82900709729357% |
-2.67890720707458% |
-2.7937828166731% |
0% |
| GAFYX |
-2.41555384882795% |
-3.22688247913399% |
-4.39724418791284% |
-3.72597222326701% |
-2.7490827596406% |
0% |
| EIGMX |
1.47531679935033% |
-2.36053817271905% |
-1.60934252934474% |
-0.174814556247746% |
0.150813735217969% |
1.38431042386942% |
| DVRAX |
1.07714444569359% |
-2.38805732703485% |
-2.47552782423139% |
-1.8950112904814% |
-0.651140583938854% |
0% |
| MYITX |
-5.25646340056961% |
-7.19104877297549% |
-9.88155296297964% |
-8.75698133035294% |
-8.39700348116773% |
0% |
| VGLSX |
-4.47056040728855% |
-4.66783247219791% |
-5.88684070849224% |
-5.59143723876462% |
-4.37393542544795% |
0% |
| TIBIX |
3.94589190574205% |
0.433048220959769% |
-2.79278277003962% |
-2.37577907832673% |
-1.6534214699232% |
0.271605722099769% |
| PAUIX |
-14.1678568707361% |
-10.9472248511567% |
-8.71628724189361% |
-5.79748960607259% |
-4.1692096298397% |
-1.70995929359651% |
| MFWIX |
-11.9493340786858% |
-6.42145680459573% |
-5.95024095275011% |
-3.45716026763142% |
-2.5132034435361% |
-0.783463029008299% |
| MALOX |
-8.44692407899462% |
-7.15654585917253% |
-4.83866385418721% |
-3.44543288098548% |
-3.35899185179972% |
-0.670159860546974% |
| LSWWX |
-6.30690151162369% |
-6.01689434971018% |
-5.39025632272708% |
-2.51525429633809% |
-2.32859906379719% |
-0.325513124723244% |
| LCORX |
-12.4714357092401% |
-2.94839533258944% |
-1.65979278340583% |
-1.46321460132657% |
-2.11744260941606% |
-0.450417996361231% |
| IVAEX |
-0.50697092298992% |
-2.00922279266736% |
-2.9503731290796% |
-6.3437521821935% |
-6.25717869432743% |
-0.534531495875163% |
| GMWAX |
-9.20912658795167% |
-5.02699047253725% |
-5.86639863750118% |
-4.18466252055085% |
-3.37975620220898% |
-1.22710569657915% |
| GLBIX |
-16.2467493856835% |
-6.64020732169217% |
-4.61564905789991% |
-4.275870741175% |
-3.4995448805819% |
0% |
| GBMFX |
-4.83690103411069% |
-1.38288034316143% |
-4.36041223585641% |
-3.32637307012919% |
-2.16399840327317% |
0.474318461419987% |
| DSHGX |
-1.64725492023455% |
-0.780189027812371% |
-2.48182999439678% |
-2.62164602170538% |
0% |
0% |
| BPGLX |
-7.59188837108176% |
-7.34712301650225% |
-6.14784675878347% |
-4.42106607852851% |
-4.34963100851409% |
-3.55838714590987% |
| SFHYX |
-8.29819968272914% |
-6.83789195201185% |
1.77839275042316% |
1.12620026133232% |
1.63562195217555% |
1.93475197849688% |
| PMSAX |
-0.69460959472577% |
-2.87915618684619% |
-2.47904630712261% |
-1.94855227919414% |
0% |
0% |
| AVGRX |
3.4668075926008% |
-5.07513592799998% |
-4.15851708022039% |
-3.5016799781739% |
-2.36633155189183% |
0% |
| AOR |
-7.17937281188613% |
-5.12755028637049% |
-4.53204451607707% |
-2.67136322875467% |
-1.9185062299358% |
0% |
| AOM |
-7.43053031860843% |
-6.1153595304612% |
-4.79532396078543% |
-2.50198457692691% |
-1.59029073729902% |
0% |
| AOK |
-7.96887799220933% |
-6.69586478626448% |
-5.10988132687039% |
-2.50080675655931% |
-1.25778091220042% |
0% |
| AOA |
-6.61970835955988% |
-4.17169714999228% |
-4.3116361590255% |
-2.87619170576334% |
-2.63538511499052% |
0% |
| FV |
-14.5024254843238% |
-2.09868465527717% |
-1.48413797086138% |
-3.07250045819967% |
0% |
0% |
| PGX |
-8.98655949353029% |
-10.2679791333893% |
-9.28058693569728% |
-3.50984222661556% |
-0.952952647522264% |
0% |
| PFF |
-8.21220921922156% |
-8.78360446705171% |
-7.87270464511469% |
-3.87791405654821% |
-1.80212312846445% |
0% |
| MDIV |
-5.15745199700197% |
-2.00880802773933% |
-10.1252950846708% |
-7.54898765319865% |
0% |
0% |
| IYLD |
-8.47590969062185% |
-8.75838460512504% |
-10.6919435564732% |
-5.81032686354244% |
0% |
0% |
| INKM |
-9.78796948921602% |
-6.79359291439706% |
-7.75436582324468% |
-4.52045930008306% |
0% |
0% |
| CWB |
-10.3046798369405% |
-7.91932599180669% |
-2.71849439230392% |
-1.54937792643722% |
-1.5031364427667% |
0% |
| CVY |
-14.5148870987566% |
-2.85408089157817% |
-9.75390061493663% |
-7.98192164585926% |
-6.42811293611274% |
0% |
| BKLN |
1.48992611221015% |
-0.283487122828211% |
-1.9077854686165% |
-1.02316995207681% |
0% |
0% |
| BRK.A |
-3.26496764553758% |
6.3966249630906% |
1.74782726300255% |
0.0137186110301517% |
3.07995049105477% |
3.04112322419498% |
| SDY |
-13.8253888847156% |
-3.22125014297162% |
-4.93530610110754% |
-2.20364593134335% |
-0.789458552825774% |
0% |
| PID |
-15.3003022769773% |
-4.93769648709415% |
-8.90376465620862% |
-8.10779621772946% |
-7.72783054036779% |
0% |
| IDV |
-10.5780095936039% |
-5.51022984195534% |
-10.6985879179992% |
-7.80083927859363% |
-8.60443596765538% |
0% |
| HDV |
-3.87419373300864% |
-0.0850470336208686% |
-5.45364907801883% |
-2.83371427491749% |
0% |
0% |
| DWX |
-13.4936016411062% |
-6.77934844201651% |
-9.89651480110466% |
-7.18618778786704% |
-9.77640009519324% |
0% |
| DVY |
-7.30088002901565% |
-1.88272895734741% |
-4.80202890304538% |
-2.36720342209546% |
-0.119470455595678% |
-1.33992720134655% |
| DLS |
-12.8101261049792% |
-8.6202205846859% |
-11.6597741360936% |
-6.67125262931611% |
-6.65977550855905% |
0% |
| DLN |
-3.87085072069367% |
0.0564496433255526% |
-2.43252812081289% |
-1.32992910841907% |
-0.0468776404927596% |
0% |
| DGS |
-11.666402423503% |
-5.70492632169042% |
-7.22129251257512% |
-5.55400977907244% |
-7.83771617621056% |
0% |
| DEM |
-8.02420499173378% |
-3.26282740582074% |
-7.96613448814219% |
-5.70720278784726% |
-8.52021591990058% |
0% |
| BTAL |
19.4358947565381% |
1.57287046074619% |
1.23247955721529% |
4.23335752734783% |
0% |
0% |
| MNA |
-3.1265121763162% |
-4.54778685443584% |
-4.38298499937622% |
-1.34991207514502% |
-1.13797994998559% |
0% |
| RLY |
-10.751452725149% |
-2.98655893688235% |
-4.12376134901285% |
-5.41863754127615% |
0% |
0% |
| CSM |
-4.11308771522202% |
-1.68927266498409% |
-2.14964720374669% |
-1.80149864721873% |
-1.16308027557215% |
0% |
| QAI |
-5.2771601090093% |
-4.1786306779383% |
-4.26869497134009% |
-3.27599185532324% |
-2.69258100630544% |
0% |
| PWC |
-10.0781631665954% |
-3.6748281090727% |
-6.16389781943974% |
-5.1627877244854% |
-3.93499689251612% |
-2.6920471729321% |
| PDP |
-12.1726778586372% |
-4.72908681659558% |
-4.30446220286887% |
-3.02662157151829% |
-1.51044628490526% |
0% |
| HDG |
-5.01699552458932% |
-5.45541822647659% |
-4.3826155602526% |
-3.35338721619192% |
0% |
0% |
| PRPFX |
6.491826426482% |
1.48395548027609% |
1.3686891650604% |
0.0933470339172766% |
-0.643012588541046% |
1.45132251597343% |
| RSP |
-13.6535260326197% |
-4.55364957017892% |
-4.59291725077987% |
-3.55384393396943% |
-2.34842405591076% |
-1.67923871930943% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
-0.97 |
-0.99 |
-0.23 |
0.10 |
0.39 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.07 |
-0.04 |
0.41 |
0.59 |
0.79 |
0.60 |
| Global Equities (ACWI) |
1.21 |
0.08 |
0.45 |
0.53 |
0.56 |
|
| U.S. Equities (SPY) |
1.70 |
0.26 |
0.65 |
0.73 |
0.85 |
0.61 |
| U.S. Bonds (BND) |
-0.57 |
-0.89 |
-0.48 |
-0.13 |
0.19 |
0.27 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
0.913392530455031 |
-0.198018363365377 |
0.192611346120443 |
0.341196177516848 |
0.601356959386068 |
0.628063894558308 |
| VYM |
1.06374216597132 |
0.207269912586237 |
0.432817882224347 |
0.566453923873992 |
0.785564458472333 |
0 |
| WFAIX |
1.37267437947134 |
-0.000893984837260554 |
0.485986709474892 |
0.616319042009359 |
0.897671071433302 |
0.589952155719312 |
| FPACX |
1.48616381232944 |
0.124534049042293 |
0.442419722433289 |
0.487004290662846 |
0.670468552127556 |
0.599204896584198 |
| VGSTX |
0.761388175457705 |
-0.164985655445011 |
0.319072805948908 |
0.49512860613528 |
0.662099402323915 |
0.52331157100594 |
| VWELX |
1.63915359243687 |
0.00996618495620379 |
0.44778867014441 |
0.64209380124683 |
0.827511109508571 |
0.6680197116585 |
| VASGX |
1.20064692277553 |
-0.000834328888246468 |
0.387613496362552 |
0.512398748093289 |
0.650241075459039 |
0.463746494155597 |
| VWINX |
0.233087120725681 |
-0.339090568955153 |
0.117091853260433 |
0.419426036170395 |
0.767438268738605 |
0.651380765450142 |
| VLAAX |
0.598432856144163 |
-0.088579634515685 |
0.312308881201655 |
0.555892239788289 |
0.785462396519158 |
0.564616431023932 |
| VBIAX |
1.36312219212869 |
0.00232031178097381 |
0.448858672725936 |
0.606625329482946 |
0.821655722202136 |
0.625179295954392 |
| SWOBX |
1.27551117625898 |
-0.133606151420247 |
0.364354776975527 |
0.510862219058721 |
0.711127424444022 |
0.509118558324964 |
| JANBX |
1.48105829309568 |
-0.0894889204997899 |
0.415913379932602 |
0.628815778601804 |
0.781475629933965 |
0.706533072380798 |
| FPURX |
1.65925023951867 |
0.116278369815428 |
0.617932253850052 |
0.682607619369679 |
0.845067788112756 |
0.635333914529588 |
| FBALX |
1.59254020150545 |
0.055770959278277 |
0.561296817343422 |
0.649762415528788 |
0.824445038546095 |
0.622070126575132 |
| DODBX |
0.661671892316309 |
0.0457998314460792 |
0.392433951482798 |
0.488834610300547 |
0.688154206796352 |
0.476919781768106 |
| COTZX |
0.459896396077737 |
-0.293285653603201 |
0.477057524296741 |
0.586161220606816 |
0.793931860747032 |
0.512249901818248 |
| BETFX |
0.937094639073434 |
-0.116936250531249 |
0.244563580738844 |
0.377784150174532 |
0.533975894561968 |
0 |
| XCOR |
1.81831738523231 |
-0.00451640764213327 |
0.396775220585474 |
0.484225077462145 |
0.58810425753057 |
0.441152034638791 |
| NAVFX |
1.71816851373252 |
0.266327725670607 |
0.486475540356446 |
0.543385020546998 |
0 |
0 |
| SMIFX |
1.11082487602913 |
-0.0241378385404218 |
0.400673352500316 |
0.42306719689496 |
0.554095714680212 |
0 |
| VWLTX |
-1.56556752909224 |
-0.878251663396651 |
-0.409909002095663 |
-0.0320149328900815 |
0.289381266100897 |
0.271888935006198 |
| PRINX |
-1.45256159255692 |
-0.945574959373797 |
-0.428022497491891 |
-0.0733236833715538 |
0.292443708994059 |
0.285078375294162 |
| MDNLX |
-2.03137785626263 |
-1.0635764346019 |
-0.551018671539735 |
-0.174928358459012 |
0.24415857303638 |
0.231733454200639 |
| FLAAX |
-1.29168866701416 |
-1.05410581680781 |
-0.480378548710207 |
-0.0863440612438889 |
0.29502981848286 |
0.25550151351752 |
| FHIGX |
-1.60554994054379 |
-0.945961117183362 |
-0.439389620769567 |
-0.0647962211536066 |
0.282369786044013 |
0.274027633961468 |
| VWIAX |
0.24654051184366 |
-0.330914169462121 |
0.125636531351707 |
0.429745959500429 |
0.767190449168297 |
0.654592920338857 |
| VTINX |
0.281713660263047 |
-0.538885269958082 |
-0.0024465733046587 |
0.284041397185129 |
0.5850901028185 |
0.480923517560314 |
| VASIX |
-0.0168327930829553 |
-0.596444462824301 |
-0.149851553161256 |
0.177841919880519 |
0.495223807991937 |
0.410157111663423 |
| TRRIX |
0.311349575935565 |
-0.60944795665358 |
0.0300733320234544 |
0.298244631530993 |
0.514504171296818 |
0.426257741534628 |
| PRSNX |
-1.61211966985941 |
-1.24821253600061 |
-0.477010603860178 |
-0.0160403762871815 |
0.308532187174886 |
0 |
| PPSIX |
1.31618819929919 |
-0.426747078183053 |
-0.0393954928681257 |
0.307938481034138 |
0.678174098069733 |
0.361740893991809 |
| PONPX |
-1.20636796670297 |
-1.1108851658064 |
-0.439157793129789 |
0.109894781500227 |
0.785656176435051 |
0 |
| NPSRX |
-0.076089850174135 |
-0.800424961890399 |
-0.193231935551444 |
0.183370280702051 |
0.583065672437875 |
0 |
| KIFYX |
0.434294870976489 |
-0.361672150369573 |
0.0365428945845025 |
0.154151686740517 |
0.476922833240345 |
0.243363991313582 |
| GSZAX |
-1.58170059713831 |
-0.829086887727779 |
-0.14372067891219 |
-0.15282163529147 |
0 |
0 |
| FCVSX |
0.922229733006567 |
-0.115193947772914 |
0.553246838269395 |
0.532458768993262 |
0.681417629054953 |
0.481604037941902 |
| CNSDX |
0.691486930628308 |
-0.320125341811811 |
0.436299563061342 |
0.503639059610131 |
0.66466463565271 |
0.52863321336592 |
| CCVIX |
0.662863335249939 |
-0.430885122531661 |
0.370677787779053 |
0.45346285482096 |
0.53967054779599 |
0.444399500561392 |
| BASIX |
-1.18842899860157 |
-1.31094743130542 |
-0.445091080798142 |
-0.101088560656314 |
0.385607529847072 |
0 |
| ARTOX |
0.598818932911419 |
-0.298226630630405 |
0.187569162923748 |
0.355840246925203 |
0.597296522761666 |
0.465656320999959 |
| TIBAX |
1.11699566550925 |
0.210205260688409 |
0.378292755560211 |
0.432992253152253 |
0.566113879111381 |
0.511410459603041 |
| NBHAX |
0.852418194131638 |
0.0169913066040804 |
0.312132439149793 |
0.440220831009146 |
0.622641644235569 |
0 |
| LGMAX |
1.0274664050404 |
-0.0777774662649805 |
0.301911847089469 |
0.49413862112619 |
0.614442867163918 |
0.516164038481506 |
| CVLOX |
1.84390507695482 |
-0.0269148193975682 |
0.520364208299968 |
0.489751055923271 |
0.540646752976357 |
0.473409628723432 |
| LFRAX |
-0.9677685401645 |
-0.988328744271031 |
-0.23401341045577 |
0.100312982082931 |
0.393095494423915 |
0 |
| VEIPX |
1.08205013274514 |
0.231627791001273 |
0.466292369834761 |
0.601162274643611 |
0.81021931267126 |
0.582314016558546 |
| SWDSX |
1.18854485383061 |
0.0602686043419303 |
0.310038983044291 |
0.36673833365121 |
0.580835339788566 |
0.436107973927098 |
| PRFDX |
0.714398199521174 |
0.135470180851629 |
0.367307681984866 |
0.454332797906345 |
0.612538110655665 |
0.437568018445687 |
| MDDVX |
0.562911809115606 |
-0.133167135069779 |
0.218772995188974 |
0.424064169526994 |
0.602141940991209 |
0.497376786427464 |
| LCEIX |
0.830382757416241 |
0.160571170133559 |
0.335059362132347 |
0.466221378592001 |
0.683802003579953 |
0.500364616365161 |
| LBSAX |
1.07625930029468 |
0.146824640289787 |
0.489084294214216 |
0.646511157783049 |
0.810143168869024 |
0.62156269206325 |
| FSDIX |
0.809420967843751 |
-0.0652082611864019 |
0.382856702853055 |
0.532121096524113 |
0.750519704238123 |
0.472244547808244 |
| FEQTX |
0.754919320209951 |
0.220462566187758 |
0.397132061501058 |
0.482800653036339 |
0.618307203746397 |
0.399870043918723 |
| VMNFX |
0.189967626880062 |
0.72964374650157 |
0.650257410144073 |
0.184853496441743 |
0.340683244302122 |
0.204918508850253 |
| JMNAX |
3.12322060184174 |
0.282664637815053 |
0.797139015584313 |
0.35222243503049 |
0.240079387234715 |
0.287804701703144 |
| CVSIX |
2.07017871163288 |
-0.558027406672349 |
0.0177397546619882 |
0.332010103427799 |
0.546389440733418 |
0.330847850749329 |
| MFADX |
0.340064987428051 |
0.0297818108209713 |
0.447563548453565 |
0.263657893029314 |
0.398275738158587 |
0 |
| DHLSX |
1.02954804341656 |
-0.057654104326425 |
0.249696692186549 |
0.347033305640973 |
0.495288155830836 |
0.451916805479011 |
| BPLSX |
0.893887657633505 |
0.555789389788997 |
0.580945917972687 |
0.432847996647975 |
0.607230897640173 |
0.614281406496774 |
| BLSAX |
0.28995587556272 |
-0.354379567808738 |
-0.0584436038843314 |
0.00187888424587001 |
0 |
0 |
| ARBNX |
-0.48182147709892 |
-0.546422668724173 |
-0.0225238441064344 |
0.23741564642603 |
0.370540857098204 |
0.374666125293754 |
| ADANX |
-0.69741581699334 |
-0.944001982879929 |
0.422605135920481 |
0.484227104027558 |
0.43126733948153 |
0 |
| PYTRX |
-0.521162585730404 |
-0.56131136195983 |
-0.424998039981201 |
-0.0558263811991272 |
0.12756536217926 |
0 |
| PARYX |
-1.98413545980018 |
-1.67463116135353 |
-0.757986936441957 |
-0.228095379777319 |
-0.0249711687779947 |
0 |
| JHAIX |
-0.0539863435533486 |
-0.471767935045691 |
0.0490197438659577 |
0.0591629470903867 |
0 |
0 |
| GARTX |
0.61937425173579 |
-0.322897635235713 |
0.0657115829102725 |
0.218059687656307 |
0.29115472435884 |
0 |
| GAFYX |
0.990862657332475 |
-0.360511892635161 |
-0.234822252316484 |
-0.0682855203686387 |
0.220052889520961 |
0 |
| EIGMX |
1.20945652877474 |
-0.452542946000757 |
-0.0184521556614975 |
0.27845994420352 |
0.41046512579987 |
0.636689292923779 |
| DVRAX |
1.34452913901182 |
-0.210020477967317 |
0.121585180821667 |
0.199796739410626 |
0.467651583086885 |
0 |
| MYITX |
0.436105102504088 |
-0.15118575880791 |
0.0707713470823854 |
0.0975613508073346 |
0.258817560053402 |
0 |
| VGLSX |
1.12769698228044 |
-0.110787437499952 |
0.13454680698734 |
0.173626470793226 |
0.412007069719643 |
0 |
| TIBIX |
1.14587565241767 |
0.229755239200276 |
0.394193107034219 |
0.45192111737669 |
0.60893090647731 |
0.54905796348603 |
| PAUIX |
-0.479610754829361 |
-0.618573130928754 |
-0.0440434729917204 |
0.0513207969949818 |
0.203461435368177 |
0.244841612161388 |
| MFWIX |
0.0184149054099227 |
-0.255376720656618 |
0.132028203818144 |
0.319026181035592 |
0.518931744776871 |
0.453620499329894 |
| MALOX |
0.745268880096877 |
-0.35764791776108 |
0.219412742935353 |
0.334093951048791 |
0.458616557685995 |
0.470489818890996 |
| LSWWX |
1.04748181788858 |
-0.0646070014199306 |
0.316768932093329 |
0.512297822627605 |
0.641394533990563 |
0.540145074080802 |
| LCORX |
0.398372701150737 |
-0.0530092097624386 |
0.424187761437717 |
0.472017890124794 |
0.545778403341872 |
0.483418226078877 |
| IVAEX |
1.55476388665024 |
0.0866702365355223 |
0.424431587569031 |
0.2361193749736 |
0.352925415793419 |
0.456536964699432 |
| GMWAX |
0.1840094548308 |
-0.171432853177511 |
0.11794355682629 |
0.236824804493014 |
0.412090190002284 |
0.398537711547731 |
| GLBIX |
-0.292471881783335 |
-0.377991493379066 |
0.170489371963236 |
0.17554963570935 |
0.394016231317837 |
0 |
| GBMFX |
-0.0230217294185984 |
0.0160267987725897 |
0.0340947542574186 |
0.147045023610005 |
0.37849663911415 |
0.50129308391584 |
| DSHGX |
1.44650485717984 |
0.200453985017926 |
0.494824560874375 |
0.541290619258979 |
0 |
0 |
| BPGLX |
0.714611983103684 |
-0.362089620688582 |
0.143408789420806 |
0.280415500407597 |
0.412739174649662 |
0.285324017198374 |
| SFHYX |
-0.112878074054395 |
-0.781375228704835 |
0.574580576905797 |
0.621481203213104 |
0.827455548379288 |
0.692404407634123 |
| PMSAX |
1.26821513791457 |
-0.338282219417099 |
0.123355411110381 |
0.188787891459489 |
0 |
0 |
| AVGRX |
1.58025274630159 |
-0.301606768366113 |
0.0983105398019995 |
0.175960408785598 |
0.450780258666691 |
0 |
| AOR |
0.741999428968359 |
-0.142524834018407 |
0.264310526599002 |
0.428815491285718 |
0.618902503529506 |
0 |
| AOM |
0.464380223796231 |
-0.310535731943983 |
0.119786804015445 |
0.337785493933849 |
0.554654966112318 |
0 |
| AOK |
0.276290963102762 |
-0.425276958622932 |
0.0153986683948476 |
0.264441144252749 |
0.510871076628629 |
0 |
| AOA |
0.95733452698111 |
-0.0180151647894767 |
0.360611908153345 |
0.486292639498008 |
0.63489854641026 |
0 |
| FV |
0.730845555290345 |
0.17574680419886 |
0.548544672570834 |
0.528814330076117 |
0 |
0 |
| PGX |
0.20352996897348 |
-0.417605437924863 |
-0.140682193136958 |
0.148265126246686 |
0.405964793838858 |
0 |
| PFF |
0.308445329546756 |
-0.428737562858967 |
-0.0229211613185856 |
0.169116862332916 |
0.415900381100572 |
0 |
| MDIV |
0.621260585806995 |
0.0848870152902984 |
0.101355767985282 |
0.156603462506038 |
0 |
0 |
| IYLD |
-0.481907102900266 |
-0.519370031423261 |
-0.200094030360368 |
0.0515762999817297 |
0 |
0 |
| INKM |
0.12489204654611 |
-0.317674916908248 |
0.0191966976561533 |
0.203934719168055 |
0 |
0 |
| CWB |
0.506760582578153 |
-0.316704166611114 |
0.412375642266421 |
0.52805063083344 |
0.638311821334621 |
0 |
| CVY |
0.422203929931103 |
0.104041898012173 |
0.222444440423186 |
0.269738520651577 |
0.409294756361363 |
0 |
| BKLN |
2.01422323745921 |
0.103875052714203 |
0.166340351822229 |
0.321922011663522 |
0 |
0 |
| BRK.A |
1.03533805829716 |
0.512915433047545 |
0.610249025978829 |
0.588736395832238 |
0.754091279218145 |
0.578129491789951 |
| SDY |
0.300796895503067 |
0.0426425897279618 |
0.333250707559097 |
0.518349671016081 |
0.721014990829095 |
0 |
| PID |
-0.0963881599937513 |
-0.0343789421640888 |
0.188918110231394 |
0.203212749767568 |
0.315530839828666 |
0 |
| IDV |
-0.0119566731109607 |
-0.0581469496950987 |
0.0671718775789823 |
0.175783888997631 |
0.265492644544986 |
0 |
| HDV |
0.797688494677043 |
0.201263396612103 |
0.272736781876843 |
0.441940308332892 |
0 |
0 |
| DWX |
-0.140693968122302 |
-0.210142295719453 |
-0.0298127783207783 |
0.10502714286827 |
0.115631570564101 |
0 |
| DVY |
0.72858472581252 |
0.125552614078056 |
0.339917384071102 |
0.483265983499008 |
0.720293939686956 |
0.443723583237634 |
| DLS |
-0.0996016389903185 |
-0.249577842223198 |
0.0146475254271245 |
0.246035494006862 |
0.352956338986743 |
0 |
| DLN |
1.25237960291491 |
0.240587137233376 |
0.485144973213157 |
0.612933416468522 |
0.814871200158467 |
0 |
| DGS |
-0.387548446224939 |
-0.128649478905173 |
0.175208203662422 |
0.260336364489509 |
0.261658780343479 |
0 |
| DEM |
-0.018129159329134 |
0.0123537307902036 |
0.102700266191468 |
0.230761779550208 |
0.196913741031684 |
0 |
| BTAL |
0.631903113854309 |
0.0543859599750356 |
-0.200397900987331 |
-0.0661108632799537 |
0 |
0 |
| MNA |
0.00762403589775473 |
-0.90694590573574 |
-0.402211914783119 |
0.0205326536121917 |
0.167716536587762 |
0 |
| RLY |
-0.207434738637466 |
-0.00118920506669365 |
0.2800019998547 |
0.193404912625719 |
0 |
0 |
| CSM |
1.37666302324766 |
0.180512349598699 |
0.545335917645445 |
0.623385680778788 |
0.78045620243932 |
0 |
| QAI |
0.404388660641067 |
-0.376851958653572 |
-0.0791040251459438 |
0.0246225133840509 |
0.196379098387732 |
0 |
| PWC |
0.857594904257405 |
0.0948028441994736 |
0.350951132161016 |
0.414875922977258 |
0.6003761945002 |
0.428645064363926 |
| PDP |
1.03771458844379 |
0.084679828192151 |
0.440388251237376 |
0.527172381920889 |
0.715449994163884 |
0 |
| HDG |
0.0549464762568273 |
-0.552008781754368 |
-0.0437882777232374 |
0.0808281350349234 |
0 |
0 |
| PRPFX |
1.79055763175086 |
0.329019636007348 |
0.660309983512035 |
0.5917565456841 |
0.602008387926936 |
0.592229829120363 |
| RSP |
0.596134873233687 |
0.0320574224842275 |
0.429987632716952 |
0.517832812041293 |
0.702917375734946 |
0.509774262550188 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
-1.10 |
-1.02 |
-0.26 |
0.11 |
0.47 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.73 |
-0.06 |
0.60 |
0.86 |
1.22 |
0.88 |
| Global Equities (ACWI) |
2.12 |
0.12 |
0.65 |
0.78 |
0.85 |
|
| U.S. Equities (SPY) |
3.35 |
0.38 |
0.99 |
1.12 |
1.35 |
0.90 |
| U.S. Bonds (BND) |
1.73 |
-0.06 |
0.60 |
0.86 |
1.22 |
0.88 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
1.77520668515672 |
-0.2587109594597 |
0.256156041510931 |
0.462599995272699 |
0.857472870376533 |
0.896487351227084 |
| VYM |
1.84244481242196 |
0.30723974969149 |
0.653541778159509 |
0.863892529161668 |
1.24110724463511 |
0 |
| WFAIX |
2.22517620162032 |
-0.0011991747116182 |
0.715262367741737 |
0.917445568357165 |
1.43132043845386 |
0.847503279928252 |
| FPACX |
2.97130863975654 |
0.175288926613736 |
0.63381603836891 |
0.709288821863983 |
1.00572093867736 |
0.868649172547817 |
| VGSTX |
1.12212488142947 |
-0.220385681699261 |
0.465177498219505 |
0.72990856340913 |
1.01275592242639 |
0.763242698542057 |
| VWELX |
2.89683819268889 |
0.0132188426529257 |
0.641015039427574 |
0.940102400583931 |
1.26700972906597 |
0.974684742858625 |
| VASGX |
1.96870562687398 |
-0.00113660763721097 |
0.55966801884197 |
0.748654450070532 |
0.983736270480776 |
0.656458304499886 |
| VWINX |
0.342318802894251 |
-0.433164371934572 |
0.160928327192534 |
0.595780557468933 |
1.14865142915055 |
0.953573238878824 |
| VLAAX |
0.852739547844 |
-0.118064243576431 |
0.443545901632165 |
0.810855870271389 |
1.21241693458801 |
0.812108124139253 |
| VBIAX |
2.21958288886845 |
0.00310914601537711 |
0.650783317959866 |
0.89326026270725 |
1.2643366416703 |
0.914053115227735 |
| SWOBX |
2.09024071959532 |
-0.172343001678921 |
0.514771487544527 |
0.731495280716064 |
1.06289011427424 |
0.723810472791459 |
| JANBX |
2.53585836831989 |
-0.116565523870989 |
0.590313418214783 |
0.919459140631241 |
1.18531959359856 |
1.06213825171998 |
| FPURX |
3.11092141490136 |
0.156877302581764 |
0.922855999307165 |
1.01948985398688 |
1.31048640313554 |
0.929856466739554 |
| FBALX |
2.77828448170047 |
0.0748282413672125 |
0.832443286705508 |
0.968846108847659 |
1.2740827287623 |
0.904733382832377 |
| DODBX |
1.0176957300421 |
0.0624061254119068 |
0.571108793133473 |
0.719109939148473 |
1.05013209119667 |
0.682499922717484 |
| COTZX |
0.731924339706975 |
-0.383841032091165 |
0.750423010431407 |
0.941736382194848 |
1.34510785651473 |
0.747901210635157 |
| BETFX |
1.4389189217671 |
-0.154575616015896 |
0.342631999606779 |
0.536609677573157 |
0.786034593843684 |
0 |
| XCOR |
4.17214542589858 |
-0.00614900772548835 |
0.594918103299737 |
0.719941721337432 |
0.891273835620176 |
0.631768238207532 |
| NAVFX |
3.26225905861514 |
0.387940446147245 |
0.704008560031346 |
0.781866775266599 |
0 |
0 |
| SMIFX |
1.86575461907923 |
-0.0321606181317619 |
0.594620085237676 |
0.609697994362916 |
0.826111733551831 |
0 |
| VWLTX |
-1.60902707766895 |
-1.08896777738608 |
-0.531174585882567 |
-0.0424466378426463 |
0.401130461182567 |
0.376387439429868 |
| PRINX |
-1.53857756115366 |
-1.14470636879032 |
-0.539836797702009 |
-0.0944696547834028 |
0.397337065924405 |
0.393462176668433 |
| MDNLX |
-1.89742785115625 |
-1.20936709566358 |
-0.65968395325732 |
-0.215105911478775 |
0.323483267232505 |
0.313182873975443 |
| FLAAX |
-1.41330965612518 |
-1.20161482293489 |
-0.582225859578076 |
-0.107429619263739 |
0.388746154783884 |
0.342863045314781 |
| FHIGX |
-1.63603926545965 |
-1.14407025752056 |
-0.554244082482521 |
-0.0838516536440152 |
0.383197954716172 |
0.373379510935429 |
| VWIAX |
0.361611382554063 |
-0.423371897565478 |
0.172970745098274 |
0.611701762223497 |
1.14890885887258 |
0.959123146400535 |
| VTINX |
0.38918159430701 |
-0.65768515986931 |
-0.00322095404016255 |
0.38544879729678 |
0.839372063195303 |
0.672741051716707 |
| VASIX |
-0.0222995309151018 |
-0.736948102797392 |
-0.19517520511526 |
0.238737116425172 |
0.693900755112324 |
0.562803589536995 |
| TRRIX |
0.416884202542536 |
-0.709609428167319 |
0.0391835748889256 |
0.403436774000944 |
0.735395655241108 |
0.596046441760913 |
| PRSNX |
-1.5739003157776 |
-1.33282690312302 |
-0.560887009080542 |
-0.0197652295220289 |
0.400861934087727 |
0 |
| PPSIX |
2.31654973212601 |
-0.529408273047111 |
-0.0490623729673011 |
0.398061296332496 |
0.936804324083932 |
0.510836470991996 |
| PONPX |
-1.2948713593452 |
-1.21073490225155 |
-0.508067493829224 |
0.133377295787723 |
1.08986714031545 |
0 |
| NPSRX |
-0.0956327157571003 |
-0.917698077663242 |
-0.232649882991889 |
0.229630860867264 |
0.786850711697937 |
0 |
| KIFYX |
0.711086814921103 |
-0.479792222923952 |
0.0453205932318466 |
0.196945957745162 |
0.630087142014028 |
0.326772179760421 |
| GSZAX |
-1.6814101783619 |
-0.970535262500322 |
-0.183912815642557 |
-0.196748145335977 |
0 |
0 |
| FCVSX |
1.65578472844751 |
-0.149756772911862 |
0.898579378282743 |
0.847501182115173 |
1.10049489522515 |
0.684810847161141 |
| CNSDX |
1.13275579225658 |
-0.406711033732585 |
0.684106415418327 |
0.781882519351774 |
1.05400463868114 |
0.770684436931551 |
| CCVIX |
1.05526269617488 |
-0.530722071477626 |
0.581129007505051 |
0.701145153005324 |
0.844435251798269 |
0.656088834739651 |
| BASIX |
-1.25001435876342 |
-1.37011161912447 |
-0.521803370704493 |
-0.122687514672614 |
0.510508811226195 |
0 |
| ARTOX |
0.869249042319032 |
-0.381064389186756 |
0.257345614757096 |
0.497864147255784 |
0.881195663177161 |
0.662630151382961 |
| TIBAX |
2.92265347704157 |
0.303045933917858 |
0.527796445138877 |
0.609158390344752 |
0.823694536615382 |
0.725562383932367 |
| NBHAX |
1.41832516872853 |
0.0230433267049003 |
0.427913512668054 |
0.613330308566872 |
0.895331509026349 |
0 |
| LGMAX |
1.57486161912977 |
-0.10596442163934 |
0.432317418777151 |
0.726228525129922 |
0.932247169420935 |
0.745130734012135 |
| CVLOX |
4.30015902799176 |
-0.0359875768027544 |
0.792584379937298 |
0.744672302164217 |
0.835744082228768 |
0.691045031014111 |
| LFRAX |
-1.09555132680866 |
-1.01814059405555 |
-0.256088239877042 |
0.114273529799348 |
0.465250784798866 |
0 |
| VEIPX |
1.86841429105449 |
0.339802233564132 |
0.701683086596096 |
0.914204189954666 |
1.27515436597159 |
0.850092306445547 |
| SWDSX |
1.85017272330914 |
0.0839478535651752 |
0.43225882538007 |
0.517741259734169 |
0.856009687021233 |
0.613878040165575 |
| PRFDX |
1.10091911511785 |
0.190426210150724 |
0.533018028824585 |
0.6661807998852 |
0.921996194774982 |
0.626366817929921 |
| MDDVX |
0.845340558428089 |
-0.179563380547954 |
0.320368783526434 |
0.631555206151807 |
0.921043414119697 |
0.729563882129611 |
| LCEIX |
1.33369846692176 |
0.230675602423766 |
0.481257928840403 |
0.679549232710916 |
1.03921684998932 |
0.716303567484595 |
| LBSAX |
1.68114682863152 |
0.210009780878676 |
0.742235409364161 |
0.99382318022701 |
1.28263590442498 |
0.919549627876969 |
| FSDIX |
1.18622186644034 |
-0.0878572461833956 |
0.559836136910308 |
0.786698314519887 |
1.1551149679616 |
0.66376747034431 |
| FEQTX |
1.1799973371233 |
0.318460190984441 |
0.590852625450716 |
0.718994628258248 |
0.939151691945964 |
0.571690187354644 |
| VMNFX |
0.349004817816789 |
1.50219858256466 |
1.2602059116846 |
0.310410202968048 |
0.57661050503738 |
0.321064911294686 |
| JMNAX |
13.1084772663566 |
0.385367675753862 |
1.22200540680418 |
0.498341742658605 |
0.333112542442136 |
0.402742987446872 |
| CVSIX |
4.07322345306198 |
-0.620947453011497 |
0.021697292789479 |
0.431964774805338 |
0.779805298351231 |
0.443064330243096 |
| MFADX |
0.585132722920753 |
0.0412088332856017 |
0.706843610175297 |
0.395604177806823 |
0.605135682255718 |
0 |
| DHLSX |
2.35853533060618 |
-0.0759791987342092 |
0.347374466882809 |
0.494440289894913 |
0.730246628381743 |
0.652790816925419 |
| BPLSX |
1.45349491456958 |
0.864251427328355 |
0.941620315901931 |
0.684884234316123 |
0.995555094184372 |
1.02501523901629 |
| BLSAX |
0.499242836098723 |
-0.499385848292898 |
-0.081513584650948 |
0.00265503362535662 |
0 |
0 |
| ARBNX |
-0.612567632063421 |
-0.649637924410652 |
-0.0295196397318026 |
0.313534026423254 |
0.491728319473866 |
0.502379259706499 |
| ADANX |
-0.877486017083379 |
-0.996061727379084 |
0.67569558455514 |
0.775807571876821 |
0.679598968634917 |
0 |
| PYTRX |
-0.629129472806793 |
-0.713121564004294 |
-0.508704523956614 |
-0.0692857145604385 |
0.161547300852891 |
0 |
| PARYX |
-1.85551745603473 |
-1.58525771133287 |
-0.817458950120234 |
-0.25930541989802 |
-0.0289463409756541 |
0 |
| JHAIX |
-0.0760748335820876 |
-0.597689834868588 |
0.0696151589677867 |
0.0834282187069773 |
0 |
0 |
| GARTX |
0.967325435476513 |
-0.407336337506339 |
0.0869262021791721 |
0.293177494236606 |
0.399192801168454 |
0 |
| GAFYX |
1.79909877088227 |
-0.46038805873438 |
-0.29941493667022 |
-0.0856584701410051 |
0.297161391338608 |
0 |
| EIGMX |
2.21467153327197 |
-0.533721398110479 |
-0.0222843269503202 |
0.353528125850563 |
0.536435361782633 |
0.86715527189154 |
| DVRAX |
3.18657116255623 |
-0.271325089630653 |
0.161839558203075 |
0.271006884383687 |
0.659573974734406 |
0 |
| MYITX |
0.712296518397175 |
-0.211044318502717 |
0.0967575109556037 |
0.133083072624059 |
0.369547754116622 |
0 |
| VGLSX |
1.8524513651393 |
-0.147500805386263 |
0.181472842287264 |
0.238119760564602 |
0.599954686531275 |
0 |
| TIBIX |
3.05647745522067 |
0.332779564339354 |
0.55170536614871 |
0.637945466173273 |
0.891505034268101 |
0.783033082766302 |
| PAUIX |
-0.592878766452082 |
-0.738311411120261 |
-0.0564856592663295 |
0.0679863471408962 |
0.275280734093551 |
0.340501918745097 |
| MFWIX |
0.0257167795173528 |
-0.339450171765857 |
0.185242531447183 |
0.458958602961179 |
0.774882768096826 |
0.662417224300687 |
| MALOX |
1.11084338575026 |
-0.451057408257196 |
0.31756200661597 |
0.489171550422836 |
0.68466379886449 |
0.694825442979587 |
| LSWWX |
1.61168246316703 |
-0.0883180481065612 |
0.455307646619909 |
0.756420161458577 |
0.979294766060445 |
0.784004714347061 |
| LCORX |
0.553788622304632 |
-0.071213677216184 |
0.613556829011758 |
0.692156893342171 |
0.803157307836945 |
0.684835693421085 |
| IVAEX |
2.73458463223136 |
0.120933691638487 |
0.604369096936346 |
0.309141184554838 |
0.481098106034635 |
0.647824404212273 |
| GMWAX |
0.264905749034361 |
-0.233482751932026 |
0.162777291706882 |
0.335020156723034 |
0.60323758787168 |
0.577652822104341 |
| GLBIX |
-0.376335017329789 |
-0.475383486508369 |
0.235169999382957 |
0.243779412293845 |
0.565367057932234 |
0 |
| GBMFX |
-0.0332053659818351 |
0.0227679786142541 |
0.0459900535771687 |
0.204654728914987 |
0.544335610300781 |
0.737789479241547 |
| DSHGX |
2.6852735974246 |
0.287468515698703 |
0.721707084570429 |
0.791605202759085 |
0 |
0 |
| BPGLX |
1.11555822844534 |
-0.461601348380916 |
0.20193360258057 |
0.400468655765692 |
0.607380732801441 |
0.400770864230471 |
| SFHYX |
-0.156105569980812 |
-0.961044076995675 |
0.983415349718635 |
1.06727890684238 |
1.47676107976657 |
1.2291528955633 |
| PMSAX |
2.49937388348147 |
-0.409590410730193 |
0.156688069357036 |
0.241479419746251 |
0 |
0 |
| AVGRX |
4.01842556664904 |
-0.392098828252238 |
0.134314019441877 |
0.237648412396549 |
0.671200045546576 |
0 |
| AOR |
1.11732172346613 |
-0.190537533109607 |
0.371126144320672 |
0.61230063580509 |
0.922640691010122 |
0 |
| AOM |
0.650886432868903 |
-0.399161817726122 |
0.162601447087548 |
0.469537153923289 |
0.805670946127973 |
0 |
| AOK |
0.37568630251816 |
-0.536257718536156 |
0.0204816807243009 |
0.360731952891975 |
0.721169906835583 |
0 |
| AOA |
1.53102547589725 |
-0.0245088958582373 |
0.516102534574958 |
0.705379593099453 |
0.965377168757536 |
0 |
| FV |
1.22825310558205 |
0.266910148840763 |
0.885854390190415 |
0.806847330955772 |
0 |
0 |
| PGX |
0.297719895899868 |
-0.600375279577381 |
-0.204673844199318 |
0.219039648108451 |
0.618148532114903 |
0 |
| PFF |
0.432727105084638 |
-0.586021833242108 |
-0.0319973671383724 |
0.239995260931433 |
0.619104324880062 |
0 |
| MDIV |
1.01045888110044 |
0.118782077521354 |
0.127876871811882 |
0.201813551556253 |
0 |
0 |
| IYLD |
-0.626553639765055 |
-0.66040500780278 |
-0.245067547796851 |
0.0656390423291025 |
0 |
0 |
| INKM |
0.176254683366333 |
-0.410145459756832 |
0.0246205506363929 |
0.269481409944047 |
0 |
0 |
| CWB |
0.810003706755029 |
-0.403088234970711 |
0.644814463081864 |
0.825019957647174 |
1.00213300507084 |
0 |
| CVY |
0.680597053006278 |
0.148611211242342 |
0.298507450160904 |
0.369193750828723 |
0.576633546566345 |
0 |
| BKLN |
4.88799053431973 |
0.136430157150827 |
0.213187626249236 |
0.435978527065073 |
0 |
0 |
| BRK.A |
1.94210809176893 |
0.811614570798982 |
1.00326346954468 |
0.968732809531637 |
1.32374709131616 |
0.960555974152768 |
| SDY |
0.43713210118408 |
0.0607874847487184 |
0.487296673187719 |
0.776577585219853 |
1.13029795667527 |
0 |
| PID |
-0.138991773327124 |
-0.0466359585250881 |
0.250483690596095 |
0.277473112994791 |
0.443873706096625 |
0 |
| IDV |
-0.0178191923665122 |
-0.0795137803710764 |
0.089761338711381 |
0.242217587055296 |
0.381110106418508 |
0 |
| HDV |
1.2300999345152 |
0.288530605536707 |
0.403812772830423 |
0.661668461706642 |
0 |
0 |
| DWX |
-0.203916198078761 |
-0.278501228194198 |
-0.0387342414255088 |
0.144958350271064 |
0.162883382217626 |
0 |
| DVY |
1.23241051005159 |
0.176239359773073 |
0.480039733573193 |
0.694296119807897 |
1.08201881332678 |
0.614117647649786 |
| DLS |
-0.137601636673493 |
-0.339944474786165 |
0.0192958370171765 |
0.338370569509673 |
0.505411306090849 |
0 |
| DLN |
1.97424903113557 |
0.346494159825024 |
0.723711505153424 |
0.923588706900846 |
1.27664384914799 |
0 |
| DGS |
-0.47399484596919 |
-0.183959388587583 |
0.242410141574654 |
0.373024311015 |
0.376748263105229 |
0 |
| DEM |
-0.0257722926714118 |
0.0189163840444159 |
0.146058030596764 |
0.346750616548032 |
0.291349284850909 |
0 |
| BTAL |
1.18785195421941 |
0.0756052041526339 |
-0.257203936937621 |
-0.09013717215713 |
0 |
0 |
| MNA |
0.0103922483007628 |
-0.992321175196694 |
-0.483369317540217 |
0.0262837185873911 |
0.225932479897657 |
0 |
| RLY |
-0.289441023774673 |
-0.00156431232360851 |
0.378789251315902 |
0.266003402082309 |
0 |
0 |
| CSM |
2.39874906306333 |
0.253862097438364 |
0.806234084603358 |
0.929760195572507 |
1.20788284030561 |
0 |
| QAI |
0.606796613198306 |
-0.46393119300947 |
-0.10144558051075 |
0.0325689151865167 |
0.267471727604558 |
0 |
| PWC |
1.26225803938174 |
0.133469842557095 |
0.496489204231957 |
0.59070190156147 |
0.89277406053759 |
0.604842455193915 |
| PDP |
1.93146055458793 |
0.120604252749931 |
0.677249937359034 |
0.800400098152133 |
1.12267194645778 |
0 |
| HDG |
0.0863759508495955 |
-0.654619302687798 |
-0.0581634406988826 |
0.108263828604486 |
0 |
0 |
| PRPFX |
3.10165812810403 |
0.457873870665323 |
0.990841436990866 |
0.92049684900396 |
0.9326761148621 |
0.900230080023623 |
| RSP |
0.916427322988571 |
0.046087783278452 |
0.645014979806726 |
0.77894050432267 |
1.0960450787829 |
0.754545254433678 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
-132.19 |
2.58 |
2.69 |
10.01 |
14.68 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
18.38 |
4.71 |
11.23 |
11.68 |
13.57 |
11.17 |
| Global Equities (ACWI) |
19.39 |
5.42 |
10.39 |
9.63 |
8.94 |
|
| U.S. Equities (SPY) |
24.54 |
8.49 |
14.11 |
12.66 |
13.43 |
9.92 |
| U.S. Bonds (BND) |
18.38 |
4.71 |
11.23 |
11.68 |
13.57 |
11.17 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
51.6300663836921 |
24.2666019512408 |
20.9672389126208 |
18.1916097643449 |
18.2812577870517 |
20.7764574473007 |
| VYM |
20.5133097956789 |
9.55492634565446 |
11.1801220767785 |
11.0406714108715 |
13.4964545485739 |
0 |
| WFAIX |
22.0718248016658 |
5.68164553996884 |
13.1147544811669 |
12.4623910206055 |
15.46574926037 |
10.8539680337346 |
| FPACX |
31.7298508591477 |
9.48083487971438 |
12.2916708172481 |
11.0222988090728 |
12.8491007203869 |
12.334774225398 |
| VGSTX |
15.5273824179887 |
1.97168722600308 |
9.20730315141184 |
11.0026843625402 |
12.1836985922928 |
10.2079415327382 |
| VWELX |
26.5538073195499 |
6.38052844903495 |
12.1269063374994 |
14.1367558963574 |
15.2709567992745 |
12.980897927676 |
| VASGX |
20.5126417298482 |
4.82913309900828 |
9.99305794826327 |
9.89502444708702 |
10.7619940224905 |
8.13069959484552 |
| VWINX |
12.7348596998621 |
1.60580875946662 |
7.87686246535281 |
11.7594677015324 |
16.670252024838 |
15.4015609340023 |
| VLAAX |
12.5979940323461 |
3.07573666455235 |
9.19169064330448 |
11.6307636867376 |
14.0337474886228 |
10.6954322951969 |
| VBIAX |
22.2363932048676 |
5.60879154603719 |
12.011638371889 |
12.0715987138393 |
14.0434457894094 |
11.5420926614487 |
| SWOBX |
21.4918371293248 |
3.50491042527974 |
10.6075774626241 |
10.5547182761805 |
12.3031802392445 |
9.72527845163957 |
| JANBX |
24.1414609410426 |
4.28735840096915 |
11.5985155636057 |
12.638138775629 |
13.5220614865772 |
13.4273230465517 |
| FPURX |
25.3198077034103 |
7.66498323914527 |
15.3799510476415 |
13.1590963649286 |
14.2473971088381 |
11.4661253906677 |
| FBALX |
25.0250023496024 |
6.2090829500823 |
13.7322394415221 |
12.3179994073096 |
13.7816161988227 |
11.1274138676975 |
| DODBX |
17.662300517718 |
7.77297656661797 |
11.0177984185369 |
10.1755687822146 |
12.0141637498159 |
8.77652660234164 |
| COTZX |
15.3198022739503 |
2.81336675439736 |
17.9071825874272 |
16.8361213268046 |
17.1253755380827 |
11.2990564464453 |
| BETFX |
18.3467865321636 |
4.00645010498463 |
8.19836598052386 |
8.56681720745132 |
9.65663166032324 |
0 |
| XCOR |
29.0107225078201 |
4.10947163474483 |
9.84947576998072 |
9.08305270183768 |
9.54542564057682 |
7.57382083645178 |
| NAVFX |
25.6899113801865 |
9.09207143114853 |
11.3418000559664 |
9.91279705148222 |
0 |
0 |
| SMIFX |
17.381559108472 |
7.20505455872495 |
11.3749755913716 |
8.81932171506659 |
9.55380872415625 |
0 |
| VWLTX |
-7.18255846210476 |
-9.79393932963839 |
-3.08810106957743 |
9.27868314340149 |
26.4361182375566 |
28.246953598325 |
| PRINX |
-3.39748952586501 |
-10.2288878843655 |
-3.28208853598727 |
7.97387732732993 |
26.6443443432902 |
27.9887418734375 |
| MDNLX |
-8.47165855367828 |
-12.5952647939234 |
-6.2699515361503 |
4.37472357978222 |
22.7078089824027 |
25.0481612485414 |
| FLAAX |
-1.4283106569634 |
-13.8377233706477 |
-6.14369223683814 |
5.46126505515996 |
23.4836905707867 |
21.5532143455515 |
| FHIGX |
-6.79966326713781 |
-10.4470043062377 |
-3.66184846657347 |
8.72130486699958 |
27.6496500335743 |
30.1149443994625 |
| VWIAX |
12.8825288067859 |
1.7778073733019 |
8.06185214569492 |
11.9587802425348 |
16.6630247203154 |
15.4638977525579 |
| VTINX |
14.4662504271365 |
-0.9272632881753 |
6.4929094974279 |
9.8706685241524 |
13.3008147851095 |
12.4470416000651 |
| VASIX |
11.1145738957051 |
-2.27277313297617 |
4.17190508066405 |
9.69589182684756 |
14.1953766628373 |
12.9112987693384 |
| TRRIX |
14.2873011948037 |
-2.50612887456024 |
5.70254560851295 |
8.57403060493108 |
10.285367520743 |
9.51697143741994 |
| PRSNX |
-3.45931243261873 |
-14.5564858047385 |
-3.81868097458891 |
6.34124270882183 |
11.8091009584292 |
0 |
| PPSIX |
47.7388392076758 |
2.76653922946122 |
5.46727589533574 |
12.4365124463207 |
19.0448992563904 |
11.5534765212993 |
| PONPX |
-3.43110324232559 |
-10.5484454063736 |
-1.8399637555867 |
9.96573905066812 |
26.818518965813 |
0 |
| NPSRX |
21.6983488921058 |
-9.10295024129545 |
0.391075036406998 |
8.59762794426684 |
15.9963192834456 |
0 |
| KIFYX |
21.8704947930694 |
-1.45091072398355 |
2.18665475427844 |
4.49137002660723 |
11.1761473859963 |
5.52788549221851 |
| GSZAX |
-5.12994877033617 |
4.99780532489131 |
8.25562319404626 |
4.63989368212539 |
0 |
0 |
| FCVSX |
19.0466059521917 |
3.84770690947257 |
15.2160377664513 |
11.3841065714466 |
12.4192717669232 |
9.1966686199199 |
| CNSDX |
15.6045306698379 |
0.239979352678702 |
12.5358942360097 |
11.1391219560403 |
12.3933647388293 |
10.7521081443809 |
| CCVIX |
15.3325531172647 |
-2.72225890462253 |
10.5657136291021 |
9.91929025031662 |
10.0995512657987 |
9.04529281214319 |
| BASIX |
0.701127290062438 |
-9.93121712954626 |
1.08701548837375 |
7.51074860902329 |
16.9254103981916 |
0 |
| ARTOX |
16.3686585147914 |
2.2268391430761 |
8.48912767706093 |
9.05924673608711 |
11.3026506824363 |
9.95556430663992 |
| TIBAX |
52.3242966623501 |
12.7059492800766 |
11.0015037290485 |
9.65620437436113 |
10.7474617876843 |
10.1239136009592 |
| NBHAX |
17.8857998894962 |
5.66464247667122 |
8.7245729607917 |
9.09998294210874 |
11.2247619337518 |
0 |
| LGMAX |
17.6131460978138 |
2.18031126657851 |
7.98177769070295 |
9.65306804722836 |
10.394476373458 |
9.37605850329106 |
| CVLOX |
30.1245043957793 |
3.97798316317201 |
12.5500397725875 |
9.51995350542354 |
9.41379847933579 |
8.8480703544622 |
| LFRAX |
-132.192186670639 |
2.58314380304428 |
2.69264373974511 |
10.0135447073484 |
14.6822159465718 |
0 |
| VEIPX |
21.349111890209 |
10.2693916647666 |
11.9605531134207 |
11.6808780609563 |
13.8494553821975 |
10.3401047616808 |
| SWDSX |
22.3934942230392 |
6.38585635195373 |
8.02414586086418 |
7.01063064126887 |
9.54159368087766 |
7.6439802308565 |
| PRFDX |
14.6295276020839 |
7.47711723803059 |
9.22189767090659 |
8.68430325135813 |
10.1848077268548 |
7.47754553357456 |
| MDDVX |
14.32196937544 |
2.64683259579685 |
6.69844485502284 |
8.69753222094619 |
10.5143215311546 |
9.08787406425873 |
| LCEIX |
16.7428796356244 |
8.78046057551757 |
9.14469606398468 |
9.65252913818032 |
11.9238040055272 |
9.07614666863193 |
| LBSAX |
19.6644098532705 |
8.12495436656692 |
12.2100079691624 |
12.2319371688537 |
13.5400697012611 |
10.9295997734381 |
| FSDIX |
16.0342999572977 |
4.82650882428399 |
10.4848245845909 |
10.7936908428479 |
12.975015623844 |
8.5624316847922 |
| FEQTX |
17.418389320561 |
10.2858748310222 |
10.2334124879547 |
9.39551613777277 |
10.3128970653494 |
6.80495537251679 |
| VMNFX |
-31.5306680751064 |
-77.9294685716811 |
-170.735437061938 |
-59.8912745933892 |
-134.456336557145 |
-742.056824931151 |
| JMNAX |
612.747137295673 |
230.574690002869 |
2308.25244941447 |
1350.4096599249 |
61.2796146121752 |
94.8692134947797 |
| CVSIX |
80.215739592261 |
9.58386559965044 |
15.6441774397031 |
16.1900844431698 |
14.7593334626902 |
11.0187349013724 |
| MFADX |
14.8945965935937 |
12.3628536317594 |
14.8731818887902 |
7.86163485226238 |
9.2347975509906 |
0 |
| DHLSX |
31.7799878714005 |
7.23774391053917 |
8.67663090220247 |
8.05089511544261 |
9.50035488373537 |
9.40392131525175 |
| BPLSX |
21.1003340807818 |
23.2549915591505 |
19.4528314840356 |
12.3407907519327 |
14.4537439110634 |
14.9197126810545 |
| BLSAX |
20.2821947915683 |
-4.74627818563363 |
-0.022509751893314 |
0.948570665040402 |
0 |
0 |
| ARBNX |
24.1656197900216 |
22.2305293216218 |
21.9355972823322 |
25.8389634391392 |
24.2964516748944 |
27.014426354475 |
| ADANX |
59.0075776759399 |
7.87530927990549 |
31.4916769193307 |
28.570444269603 |
24.8090642369502 |
0 |
| PYTRX |
3.99234792261022 |
5.336929897079 |
0.0373116564459329 |
7.81226973583493 |
10.1305842386361 |
0 |
| PARYX |
21.0534222220444 |
-8.60902320604598 |
1.32845878331066 |
14.0186814783954 |
14.4197131577786 |
0 |
| JHAIX |
9.00682332516852 |
2.66428891096106 |
10.8640737074147 |
7.89651785895695 |
0 |
0 |
| GARTX |
19.8984070147104 |
6.77129214498822 |
8.68578698632078 |
8.39652576641025 |
7.51860529415328 |
0 |
| GAFYX |
25.2770298572711 |
12.1552629566042 |
4.92357575284242 |
4.06573393163542 |
7.34236154890104 |
0 |
| EIGMX |
95.9106634375656 |
53.7019676934958 |
21.5618010710027 |
25.0260174595151 |
24.3637828279321 |
38.8549702985793 |
| DVRAX |
50.2490742242971 |
13.6289135161626 |
12.7716561044108 |
10.5022692841629 |
14.2224591188856 |
0 |
| MYITX |
18.5341718931483 |
0.881552071193754 |
3.05102485270624 |
2.55933146994501 |
4.42995729951554 |
0 |
| VGLSX |
20.1370044444058 |
3.97578293476105 |
6.35891768722611 |
4.94704129775291 |
7.63129885482187 |
0 |
| TIBIX |
53.2104570372545 |
13.2114071746317 |
11.3639750689134 |
10.0452338801642 |
11.5383659719584 |
10.8241678513483 |
| PAUIX |
1.09347105053487 |
-6.22966582416912 |
2.08911379037599 |
3.34907340828117 |
5.7959485367183 |
7.85005921311523 |
| MFWIX |
7.48102006836297 |
1.24677163013177 |
6.28554773057809 |
8.01539722458821 |
9.94916453147872 |
9.59277056167124 |
| MALOX |
14.6801633986238 |
-0.196413686742337 |
8.115944892423 |
8.11362336582959 |
8.67542394197591 |
9.74369946189827 |
| LSWWX |
17.8628920224698 |
2.42971531723814 |
8.28768019774561 |
9.9692937520539 |
10.8496032288758 |
9.79971626768167 |
| LCORX |
10.2979645557731 |
7.38917561339173 |
13.5761943952723 |
11.5400598844702 |
10.5278947331968 |
10.0930754977284 |
| IVAEX |
26.4506630363384 |
7.83371067355213 |
11.1520416275225 |
5.22126154982669 |
6.24004082780473 |
9.69955314604599 |
| GMWAX |
11.1220518091106 |
3.4422389190214 |
6.22091493439597 |
6.67844615426314 |
8.34077789141789 |
8.85432109457364 |
| GLBIX |
2.24653322203161 |
0.315780380689726 |
8.02693325055247 |
5.997302751791 |
8.05144439918184 |
0 |
| GBMFX |
18.9455297525645 |
14.6479700402657 |
7.34364786786584 |
6.97690133480015 |
9.67897075807351 |
13.4626567259171 |
| DSHGX |
23.7224327068486 |
8.46423316720678 |
11.6695960131867 |
9.97441074747854 |
0 |
0 |
| BPGLX |
15.3932409914301 |
-0.2475098670529 |
6.21533108176343 |
6.78141046726098 |
7.54929502190449 |
5.66453353253028 |
| SFHYX |
10.1347272155176 |
-3.24829736250167 |
29.6841563161429 |
21.6358913003235 |
22.5331394762686 |
20.722447334313 |
| PMSAX |
34.9620964043273 |
12.967134311444 |
12.7451093129567 |
10.2903221296909 |
0 |
0 |
| AVGRX |
57.1293646057646 |
3.30391751196469 |
8.23028113801015 |
6.91311613820424 |
9.77041169798555 |
0 |
| AOR |
15.9585838175256 |
3.30307961407509 |
8.70697669724675 |
9.45421338121295 |
11.0264614533828 |
0 |
| AOM |
14.5317799519003 |
1.51850024452415 |
7.42268354225257 |
9.33524056404459 |
11.247592627697 |
0 |
| AOK |
12.9449491317009 |
0.119156933169055 |
6.14843020720942 |
9.05278384506761 |
11.8918165503069 |
0 |
| AOA |
17.294565640883 |
4.51292230258961 |
9.45644280591166 |
9.48381260714925 |
10.4905583872313 |
0 |
| FV |
11.8033673443714 |
6.14766905459625 |
12.5240728822908 |
9.68832013068238 |
0 |
0 |
| PGX |
11.6708056429044 |
-4.98721902714985 |
-0.205400551079209 |
6.81269342560557 |
12.7455250503842 |
0 |
| PFF |
13.0896951182235 |
-3.05096631268762 |
2.88019439490115 |
6.46811964576031 |
10.7213926743967 |
0 |
| MDIV |
18.8678326299632 |
7.98723426932175 |
3.157090054526 |
3.72934754727854 |
0 |
0 |
| IYLD |
5.9493875003705 |
-3.42994516752442 |
-1.3535233640166 |
3.35885060586645 |
0 |
0 |
| INKM |
10.1235665417123 |
0.466998512146996 |
3.59687467631485 |
6.08173346257459 |
0 |
0 |
| CWB |
12.5635632621887 |
-0.711715778821209 |
11.4493998478521 |
11.1861413021015 |
11.7895919811235 |
0 |
| CVY |
9.96164788376985 |
5.87181996612444 |
4.94573056051282 |
4.96430501960519 |
6.91092382885525 |
0 |
| BKLN |
89.6550787399601 |
23.5516850048728 |
15.1927379461863 |
14.1251620645882 |
0 |
0 |
| BRK.A |
21.0512782849008 |
16.7339064512287 |
16.4649441156871 |
12.9302942922606 |
17.9263800566997 |
14.8316280267279 |
| SDY |
9.31490752208496 |
5.80896838523993 |
8.85832879764248 |
10.3809655897868 |
12.698261224739 |
0 |
| PID |
4.02503471103384 |
3.56569944966248 |
4.95693793667378 |
4.14317340850874 |
5.34758192841237 |
0 |
| IDV |
7.66354633964265 |
2.80333910125462 |
2.4123485369898 |
3.93507807934462 |
4.52355847825536 |
0 |
| HDV |
21.0503368232128 |
11.0607061996142 |
8.03269877503014 |
9.53744599393159 |
0 |
0 |
| DWX |
3.93340926658439 |
0.708650870227215 |
1.49984270784687 |
3.2642872425576 |
2.01318548219537 |
0 |
| DVY |
17.0436101122248 |
7.50880507658222 |
9.07837306015229 |
10.1848128245633 |
13.527365958459 |
8.59745509292151 |
| DLS |
4.9623185352359 |
-1.19331596352565 |
1.41374248798289 |
5.28301930059119 |
6.26043717065174 |
0 |
| DLN |
20.7197049164853 |
9.85626865409657 |
11.7464753577053 |
11.3845472806861 |
13.5380367258901 |
0 |
| DGS |
2.04225088465387 |
2.40509775149846 |
5.75598453481131 |
6.16753008955278 |
4.79401396104396 |
0 |
| DEM |
10.93215474126 |
6.33825289724079 |
4.3113470928157 |
5.77599545162795 |
3.62866819550047 |
0 |
| BTAL |
-21.4505968183785 |
-7.81271639813447 |
3.48483824309725 |
0.491899535970383 |
0 |
0 |
| MNA |
29.513480652079 |
8.21452190728872 |
1.35017235214166 |
14.5183551052968 |
12.1075586825377 |
0 |
| RLY |
5.23245739446121 |
7.12549139322582 |
9.41393992554522 |
5.40475635836342 |
0 |
0 |
| CSM |
20.3917146066715 |
6.73748159685426 |
11.9381436368959 |
10.855138282815 |
12.2684342265276 |
0 |
| QAI |
18.0375136722474 |
5.90130695707289 |
6.87500130775693 |
5.978148317866 |
6.92825475889837 |
0 |
| PWC |
15.0980959938156 |
4.74474793366169 |
8.05547594637082 |
7.55403048413369 |
9.63568161377026 |
7.24581095553848 |
| PDP |
15.3954964095983 |
3.71802533793089 |
9.91900316368928 |
9.68220587737848 |
11.9349667770534 |
0 |
| HDG |
18.3790280383451 |
2.0731928156965 |
6.84841665122473 |
6.29792155470996 |
0 |
0 |
| PRPFX |
42.3564476907982 |
15.6935753521853 |
18.6240026100624 |
14.5212537343647 |
13.2358578737558 |
14.3326412127177 |
| RSP |
11.5362266056009 |
3.939939952923 |
9.62184367645927 |
9.18768168030099 |
11.1593162498279 |
8.26859381037315 |
Compare: Risk & Volatility
for period ending December 31, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
0.4% |
5.9% |
16.0% |
16.0% |
16.0% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
16.9% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
22.2% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
20.2% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
13.7% |
17.3% |
17.3% |
17.3% |
17.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
1.4% |
3.2% |
5.6% |
5.8% |
5.8% |
6.5% |
| VYM |
4.6% |
14.1% |
22% |
24% |
24% |
0% |
| WFAIX |
3.9% |
16.8% |
20.3% |
20.3% |
20.3% |
43.4% |
| FPACX |
2% |
15.5% |
20.1% |
20.5% |
20.5% |
28.8% |
| VGSTX |
3.4% |
19.8% |
23.9% |
23.9% |
23.9% |
35.6% |
| VWELX |
2.8% |
17.2% |
20.2% |
20.2% |
20.2% |
32.5% |
| VASGX |
3.3% |
20% |
23.4% |
23.4% |
23.4% |
47.6% |
| VWINX |
2.9% |
13.5% |
14.8% |
14.8% |
14.8% |
18.8% |
| VLAAX |
5.4% |
14.7% |
20.6% |
20.6% |
20.6% |
39.9% |
| VBIAX |
3.6% |
17% |
20.8% |
20.8% |
20.8% |
32.5% |
| SWOBX |
3.4% |
18.7% |
22.6% |
22.6% |
22.6% |
32.5% |
| JANBX |
3.6% |
17.9% |
21.6% |
21.6% |
21.6% |
21.6% |
| FPURX |
3.7% |
17.5% |
21.9% |
21.9% |
21.9% |
37.9% |
| FBALX |
3.2% |
18.4% |
22.1% |
22.1% |
22.1% |
40.5% |
| DODBX |
4% |
15.6% |
19.7% |
21% |
21% |
46.5% |
| COTZX |
2.8% |
14.3% |
16.8% |
16.8% |
16.8% |
42.4% |
| BETFX |
3% |
16.7% |
19.1% |
19.1% |
19.1% |
0% |
| XCOR |
4.4% |
20.7% |
26.3% |
26.3% |
26.3% |
54.1% |
| NAVFX |
4.4% |
18.8% |
22.3% |
22.3% |
0% |
0% |
| SMIFX |
5.6% |
11.8% |
22% |
25.4% |
25.4% |
0% |
| VWLTX |
2.4% |
14.4% |
17% |
17% |
17% |
17% |
| PRINX |
1.7% |
14.1% |
16.5% |
16.5% |
16.5% |
16.5% |
| MDNLX |
1.6% |
14% |
16.4% |
16.4% |
16.4% |
16.4% |
| FLAAX |
1.6% |
18.8% |
22.1% |
22.1% |
22.1% |
22.1% |
| FHIGX |
2.1% |
13.2% |
16.1% |
16.1% |
16.1% |
16.1% |
| VWIAX |
3% |
13.4% |
14.7% |
14.7% |
14.7% |
18.7% |
| VTINX |
2.2% |
13.7% |
15.9% |
15.9% |
15.9% |
17% |
| VASIX |
2.3% |
14.2% |
16.7% |
16.7% |
16.7% |
16.7% |
| TRRIX |
2.2% |
14.7% |
17.7% |
17.7% |
17.7% |
25.1% |
| PRSNX |
2.1% |
16.8% |
18.9% |
18.9% |
18.9% |
0% |
| PPSIX |
1.3% |
11.9% |
13.9% |
13.9% |
13.9% |
42.5% |
| PONPX |
2.5% |
12.4% |
13.3% |
13.3% |
13.3% |
0% |
| NPSRX |
1.4% |
17% |
18.6% |
18.6% |
18.6% |
0% |
| KIFYX |
3.8% |
17.7% |
31.3% |
31.6% |
31.6% |
64.1% |
| GSZAX |
1.6% |
6.7% |
8.4% |
8.4% |
0% |
0% |
| FCVSX |
4.8% |
16.6% |
21% |
21% |
21% |
54.5% |
| CNSDX |
3.9% |
13.6% |
20.2% |
20.2% |
20.2% |
36.3% |
| CCVIX |
4.4% |
17.2% |
24.6% |
24.6% |
24.6% |
31.6% |
| BASIX |
1.9% |
8.7% |
10.3% |
10.3% |
10.3% |
0% |
| ARTOX |
2.8% |
15% |
17.7% |
17.7% |
17.7% |
24.7% |
| TIBAX |
1.9% |
18.4% |
24.8% |
26% |
26% |
44.4% |
| NBHAX |
5.8% |
16.4% |
22% |
22.1% |
22.1% |
0% |
| LGMAX |
4% |
24% |
29.5% |
29.5% |
29.5% |
45.1% |
| CVLOX |
2.8% |
22.4% |
27.6% |
27.6% |
27.6% |
42.8% |
| LFRAX |
0.4% |
5.9% |
16% |
16% |
16% |
0% |
| VEIPX |
4.7% |
13.3% |
21.6% |
23.1% |
23.1% |
48.9% |
| SWDSX |
4.9% |
16.2% |
26.5% |
28.4% |
28.4% |
45.4% |
| PRFDX |
6.4% |
16.5% |
26.2% |
28.4% |
28.4% |
53.2% |
| MDDVX |
6.3% |
22.4% |
22.4% |
24.4% |
24.4% |
46.2% |
| LCEIX |
5.3% |
14.4% |
22.9% |
24.3% |
24.3% |
45.3% |
| LBSAX |
4.8% |
14.7% |
18.8% |
19.5% |
19.5% |
43.4% |
| FSDIX |
5.3% |
15.2% |
17.2% |
17.2% |
17.2% |
54.8% |
| FEQTX |
6.2% |
15% |
24% |
26.8% |
26.8% |
56.1% |
| VMNFX |
3.1% |
3.2% |
12% |
24.4% |
24.4% |
24.4% |
| JMNAX |
0.2% |
4.4% |
5.7% |
7.3% |
9.1% |
9.3% |
| CVSIX |
0.1% |
6.7% |
7.4% |
7.4% |
7.4% |
18.3% |
| MFADX |
3.5% |
11.6% |
14.5% |
23.6% |
26% |
0% |
| DHLSX |
2% |
15.5% |
20.4% |
23.4% |
23.4% |
36.6% |
| BPLSX |
4.6% |
11.5% |
15.4% |
27.4% |
27.4% |
34.3% |
| BLSAX |
6% |
30.4% |
38.9% |
38.9% |
0% |
0% |
| ARBNX |
1.8% |
2.7% |
4.8% |
4.8% |
4.8% |
6.3% |
| ADANX |
1.2% |
3.7% |
8.1% |
8.1% |
12.8% |
0% |
| PYTRX |
2.9% |
6.3% |
10.3% |
10.3% |
10.3% |
0% |
| PARYX |
0.8% |
5.5% |
6.9% |
6.9% |
6.9% |
0% |
| JHAIX |
3.8% |
9.5% |
10.3% |
10.3% |
0% |
0% |
| GARTX |
1.5% |
8.2% |
10.1% |
10.1% |
10.1% |
0% |
| GAFYX |
1.5% |
6.2% |
8.6% |
18.1% |
18.1% |
0% |
| EIGMX |
0.7% |
6.3% |
7.1% |
7.1% |
7.1% |
7.1% |
| DVRAX |
0.7% |
8.2% |
9.8% |
9.8% |
9.8% |
0% |
| MYITX |
5.6% |
26.3% |
29.7% |
35.7% |
35.7% |
0% |
| VGLSX |
3.2% |
18.4% |
22.4% |
22.4% |
22.4% |
0% |
| TIBIX |
1.9% |
18.2% |
24.8% |
25.9% |
25.9% |
44.1% |
| PAUIX |
4% |
19.6% |
21.1% |
21.1% |
21.1% |
21.1% |
| MFWIX |
4.5% |
17.7% |
19.2% |
19.2% |
19.2% |
29% |
| MALOX |
3.7% |
21.7% |
25.5% |
25.5% |
25.5% |
29.4% |
| LSWWX |
3.9% |
23.9% |
29.4% |
29.4% |
29.4% |
44.8% |
| LCORX |
5% |
10.3% |
12.9% |
12.9% |
15.4% |
36.5% |
| IVAEX |
2.8% |
18.2% |
20.7% |
25.5% |
25.5% |
29.2% |
| GMWAX |
3.7% |
19.6% |
21.9% |
21.9% |
21.9% |
29.4% |
| GLBIX |
4.6% |
12.1% |
14.5% |
19.8% |
19.8% |
0% |
| GBMFX |
3.3% |
11.7% |
13.9% |
16.1% |
16.1% |
18.5% |
| DSHGX |
3.1% |
18.2% |
23.6% |
25.8% |
0% |
0% |
| BPGLX |
3.1% |
18.3% |
21% |
21% |
21% |
48.7% |
| SFHYX |
2.7% |
11.9% |
13.4% |
13.4% |
13.4% |
16.8% |
| PMSAX |
0.9% |
6% |
9.4% |
9.5% |
0% |
0% |
| AVGRX |
1.2% |
14.5% |
16.7% |
16.7% |
16.7% |
0% |
| AOR |
3% |
18% |
20.8% |
20.8% |
20.8% |
0% |
| AOM |
2.7% |
16.2% |
18.7% |
18.7% |
18.7% |
0% |
| AOK |
2.6% |
15.2% |
17.6% |
17.6% |
17.6% |
0% |
| AOA |
3.3% |
19.9% |
23% |
23% |
23% |
0% |
| FV |
6% |
15.1% |
19.2% |
20.1% |
0% |
0% |
| PGX |
5.2% |
20.3% |
23.5% |
23.5% |
23.5% |
0% |
| PFF |
3.6% |
15.9% |
19.7% |
19.7% |
19.7% |
0% |
| MDIV |
4% |
11.5% |
34.8% |
36.4% |
0% |
0% |
| IYLD |
3.9% |
19.8% |
21.7% |
21.7% |
0% |
0% |
| INKM |
3.3% |
16.5% |
19.2% |
19.2% |
0% |
0% |
| CWB |
4.3% |
17.1% |
26.5% |
26.5% |
26.5% |
0% |
| CVY |
6.7% |
17.7% |
36.4% |
39.9% |
39.9% |
0% |
| BKLN |
0% |
6.5% |
8.8% |
9.3% |
0% |
0% |
| BRK.A |
6% |
23.2% |
23.2% |
23.2% |
23.2% |
44.5% |
| SDY |
7.6% |
10.8% |
22.9% |
25.1% |
25.1% |
0% |
| PID |
7% |
20.6% |
31.7% |
32.9% |
32.9% |
0% |
| IDV |
8.2% |
25.7% |
29.1% |
30.2% |
30.2% |
0% |
| HDV |
6.5% |
14.5% |
22.9% |
26.1% |
0% |
0% |
| DWX |
8.3% |
23.8% |
24.1% |
28% |
33.7% |
0% |
| DVY |
7.5% |
16% |
28.2% |
29.5% |
29.5% |
57.5% |
| DLS |
7.7% |
24.3% |
29.8% |
35.4% |
35.4% |
0% |
| DLN |
5% |
14.7% |
21.7% |
23% |
23% |
0% |
| DGS |
8.3% |
22.7% |
25.2% |
35.8% |
35.8% |
0% |
| DEM |
7.5% |
23.4% |
23.4% |
32.9% |
41.9% |
0% |
| BTAL |
6.5% |
17.3% |
35.4% |
35.4% |
0% |
0% |
| MNA |
1.8% |
3.1% |
9.5% |
9.5% |
9.5% |
0% |
| RLY |
4.6% |
16% |
21.5% |
24.9% |
0% |
0% |
| CSM |
5% |
21% |
23.5% |
23.5% |
23.5% |
0% |
| QAI |
1.6% |
10.9% |
13.8% |
13.8% |
13.8% |
0% |
| PWC |
7.4% |
17.7% |
24.5% |
29.5% |
29.5% |
48.4% |
| PDP |
7.7% |
17% |
30.7% |
30.7% |
30.7% |
0% |
| HDG |
1.1% |
9.9% |
14.1% |
14.1% |
0% |
0% |
| PRPFX |
4.3% |
13.7% |
13.7% |
13.7% |
13.7% |
19.1% |
| RSP |
6.3% |
18.5% |
25.2% |
26.7% |
26.7% |
55.6% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
1.2% |
3.6% |
7.7% |
5.9% |
5.3% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
9.2% |
13.6% |
14.0% |
11.3% |
10.5% |
10.7% |
| Global Equities (ACWI) |
10.9% |
17.6% |
19.3% |
16.2% |
16.3% |
|
| U.S. Equities (SPY) |
12.6% |
18.9% |
20.9% |
17.3% |
16.6% |
16.6% |
| U.S. Bonds (BND) |
5.7% |
7.5% |
6.5% |
5.2% |
4.6% |
4.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
3.7% |
3.9% |
4.2% |
3.2% |
3% |
3.3% |
| VYM |
12.7% |
16.7% |
18.9% |
15.8% |
15% |
0% |
| WFAIX |
9.6% |
13.4% |
13.4% |
10.8% |
10.7% |
11.6% |
| FPACX |
6.7% |
12.5% |
16% |
13.2% |
12% |
11.8% |
| VGSTX |
8.3% |
14.3% |
14.9% |
12.2% |
11.5% |
11.6% |
| VWELX |
7.8% |
12.8% |
13.7% |
11.2% |
10.6% |
10.8% |
| VASGX |
9% |
15.1% |
16.3% |
13.4% |
13.1% |
13.8% |
| VWINX |
7.2% |
10% |
9.8% |
7.7% |
7% |
7.2% |
| VLAAX |
11.8% |
15.3% |
15.1% |
12.2% |
11.8% |
12.3% |
| VBIAX |
9.1% |
13.6% |
13.9% |
11.2% |
10.5% |
10.6% |
| SWOBX |
8.1% |
12.8% |
13.3% |
11.1% |
10.5% |
10.5% |
| JANBX |
9.1% |
12.9% |
13.5% |
11.1% |
10.6% |
10.4% |
| FPURX |
10.1% |
14.1% |
14.7% |
12.2% |
11.6% |
11.7% |
| FBALX |
8.9% |
14.5% |
15.8% |
12.9% |
11.9% |
12.4% |
| DODBX |
8.6% |
12.8% |
16.1% |
13.4% |
13.1% |
13.7% |
| COTZX |
7.6% |
9.9% |
9.9% |
7.4% |
8.2% |
10.3% |
| BETFX |
7.7% |
12.5% |
13.2% |
10.5% |
10.1% |
0% |
| XCOR |
14.8% |
17.2% |
19.2% |
16.5% |
16.3% |
17% |
| NAVFX |
13% |
17.7% |
18.8% |
15.9% |
0% |
0% |
| SMIFX |
14.7% |
12.7% |
17.6% |
15.2% |
15.6% |
0% |
| VWLTX |
3.9% |
8.6% |
7.6% |
6% |
5.6% |
5.6% |
| PRINX |
3.5% |
7.7% |
7.4% |
5.8% |
5.5% |
5.5% |
| MDNLX |
2.9% |
7.2% |
6.8% |
5.2% |
5.1% |
5.1% |
| FLAAX |
3.6% |
8.7% |
8.3% |
6.6% |
6.3% |
6.5% |
| FHIGX |
3.6% |
7.8% |
7.3% |
5.8% |
5.4% |
5.3% |
| VWIAX |
7.2% |
10% |
9.8% |
7.7% |
7% |
7.2% |
| VTINX |
5.3% |
8.5% |
8.1% |
6.3% |
5.8% |
6.1% |
| VASIX |
5.5% |
8.5% |
7.5% |
5.8% |
5.2% |
5.4% |
| TRRIX |
5.3% |
8.6% |
9.5% |
7.7% |
7.5% |
7.8% |
| PRSNX |
3.1% |
6.3% |
7.4% |
5.8% |
5.4% |
0% |
| PPSIX |
3.6% |
8.1% |
9.5% |
7.3% |
7% |
11% |
| PONPX |
4.2% |
6.3% |
6.7% |
5.1% |
5.2% |
0% |
| NPSRX |
3% |
8.5% |
10.7% |
8.3% |
8.1% |
0% |
| KIFYX |
8.5% |
12.7% |
19.2% |
14.7% |
13% |
17.7% |
| GSZAX |
3% |
4.3% |
6.1% |
4.8% |
0% |
0% |
| FCVSX |
12.4% |
13.5% |
16.9% |
13.8% |
13.8% |
16.7% |
| CNSDX |
10% |
12.1% |
15.7% |
12.6% |
11.9% |
12.6% |
| CCVIX |
9.8% |
13% |
17.2% |
13.6% |
12.5% |
12.6% |
| BASIX |
3.5% |
4.2% |
5.1% |
3.9% |
3.7% |
0% |
| ARTOX |
6.5% |
10.1% |
10.3% |
8.4% |
8% |
8.1% |
| TIBAX |
8.2% |
13.2% |
17.4% |
13.9% |
12.9% |
13.6% |
| NBHAX |
12.9% |
15.3% |
17.1% |
13.8% |
12.8% |
0% |
| LGMAX |
10% |
17.7% |
17.2% |
14% |
14% |
14.9% |
| CVLOX |
12.4% |
15.9% |
18.4% |
14.6% |
13.3% |
14% |
| LFRAX |
1.2% |
3.6% |
7.7% |
5.9% |
5.3% |
0% |
| VEIPX |
12.2% |
16.3% |
18.6% |
15.5% |
14.8% |
15.1% |
| SWDSX |
12.5% |
15.6% |
19.3% |
16.5% |
15.9% |
15.4% |
| PRFDX |
13.1% |
17.5% |
21.2% |
17.6% |
16.8% |
17.1% |
| MDDVX |
12% |
15.3% |
18.8% |
16.1% |
15.1% |
15.3% |
| LCEIX |
12.3% |
15.7% |
17.9% |
14.3% |
14% |
14.6% |
| LBSAX |
11.4% |
15.4% |
17.6% |
14.9% |
14.2% |
14.3% |
| FSDIX |
11.2% |
13.1% |
15.1% |
12.3% |
12.2% |
14.3% |
| FEQTX |
13.6% |
16.3% |
20% |
16.6% |
16.4% |
17% |
| VMNFX |
6.6% |
7.5% |
8% |
6.8% |
6% |
6% |
| JMNAX |
3.1% |
4.4% |
4.8% |
4.5% |
4.1% |
4% |
| CVSIX |
1.2% |
4.7% |
4.4% |
3.7% |
4% |
4.8% |
| MFADX |
8.7% |
10.6% |
13.9% |
11.4% |
10.7% |
0% |
| DHLSX |
6.8% |
11.5% |
15.2% |
13.1% |
12% |
12.3% |
| BPLSX |
11.6% |
13.6% |
17.4% |
14% |
13.3% |
15.1% |
| BLSAX |
10% |
17.7% |
19.2% |
15.8% |
0% |
0% |
| ARBNX |
3.1% |
3.7% |
3.9% |
3.1% |
3% |
3.5% |
| ADANX |
2.4% |
3.3% |
8% |
6% |
5.1% |
0% |
| PYTRX |
5.6% |
5.9% |
6% |
4.8% |
4.2% |
0% |
| PARYX |
1.7% |
2.5% |
3% |
2.3% |
2% |
0% |
| JHAIX |
7.7% |
7.5% |
7.3% |
5.8% |
0% |
0% |
| GARTX |
4.6% |
6.6% |
7.3% |
6% |
5.7% |
0% |
| GAFYX |
5.9% |
6% |
6.3% |
6.4% |
7% |
0% |
| EIGMX |
2.5% |
4% |
4.9% |
3.8% |
3.5% |
3.4% |
| DVRAX |
3.6% |
5.6% |
6% |
5.2% |
5% |
0% |
| MYITX |
9.9% |
17.6% |
18.6% |
16% |
17% |
0% |
| VGLSX |
8.2% |
12.8% |
12.4% |
11.1% |
11.9% |
0% |
| TIBIX |
8.2% |
13.2% |
17.5% |
13.9% |
13% |
13.7% |
| PAUIX |
7.5% |
11.8% |
13.9% |
11.2% |
10.3% |
10.4% |
| MFWIX |
8.9% |
12.6% |
12.9% |
10.5% |
10.2% |
10.4% |
| MALOX |
8.5% |
11.6% |
13.1% |
10.6% |
10.4% |
10.8% |
| LSWWX |
10.1% |
17.7% |
17.3% |
14.1% |
14% |
15% |
| LCORX |
10.6% |
10.6% |
11.1% |
9% |
9.7% |
11.2% |
| IVAEX |
8% |
13.4% |
16.1% |
14.7% |
15.2% |
15.5% |
| GMWAX |
7.8% |
12.3% |
12.9% |
10.6% |
10% |
9.9% |
| GLBIX |
8.9% |
10.6% |
11.5% |
9.3% |
9.8% |
0% |
| GBMFX |
6.3% |
9.5% |
10.4% |
8.7% |
8.1% |
8.1% |
| DSHGX |
10.1% |
16.5% |
19.6% |
16.5% |
0% |
0% |
| BPGLX |
8% |
11.6% |
13% |
11.1% |
11.2% |
12.8% |
| SFHYX |
5.6% |
6.7% |
8.2% |
6.7% |
6.1% |
6.4% |
| PMSAX |
3.5% |
5.1% |
6.4% |
5% |
0% |
0% |
| AVGRX |
5% |
9.8% |
9.9% |
8.5% |
9.1% |
0% |
| AOR |
8% |
12.9% |
13% |
10.6% |
10.2% |
0% |
| AOM |
6.7% |
10.7% |
10.1% |
8.1% |
7.5% |
0% |
| AOK |
6.3% |
9.7% |
9% |
7.1% |
6.2% |
0% |
| AOA |
9.4% |
15.1% |
16.1% |
13.3% |
13.7% |
0% |
| FV |
14.7% |
23.9% |
25.1% |
20.9% |
0% |
0% |
| PGX |
9.5% |
15.7% |
14.2% |
10.9% |
9.7% |
0% |
| PFF |
8.2% |
13.1% |
13.5% |
10.2% |
9.6% |
0% |
| MDIV |
8.6% |
14.7% |
20.9% |
15.9% |
0% |
0% |
| IYLD |
5.6% |
11.1% |
13.5% |
10.6% |
0% |
0% |
| INKM |
7.9% |
11.8% |
13.5% |
10.6% |
0% |
0% |
| CWB |
10.9% |
13.6% |
18.4% |
14.8% |
13.7% |
0% |
| CVY |
14.6% |
20.2% |
25.7% |
20.3% |
18.2% |
0% |
| BKLN |
1.5% |
5.5% |
5.9% |
4.9% |
0% |
0% |
| BRK.A |
23% |
23.6% |
24.4% |
20% |
19.5% |
19.3% |
| SDY |
14.5% |
16.7% |
19.4% |
16% |
15.3% |
0% |
| PID |
12.1% |
17.6% |
22% |
18.4% |
17.5% |
0% |
| IDV |
12.5% |
19.3% |
21.6% |
17.9% |
18.7% |
0% |
| HDV |
12.5% |
15.9% |
18.9% |
15.5% |
0% |
0% |
| DWX |
11.9% |
15.2% |
16.5% |
14.9% |
16.7% |
0% |
| DVY |
17.5% |
18.7% |
21.8% |
17.2% |
16% |
16.6% |
| DLS |
11.8% |
17% |
20% |
17.3% |
17.5% |
0% |
| DLN |
12.6% |
16.1% |
18.8% |
15.8% |
14.9% |
0% |
| DGS |
8.5% |
16.2% |
19.7% |
18.1% |
18.9% |
0% |
| DEM |
8.2% |
17.3% |
19.2% |
18.6% |
18.7% |
0% |
| BTAL |
13.7% |
17.4% |
16.7% |
15% |
0% |
0% |
| MNA |
3.5% |
3.8% |
5.9% |
5% |
5.1% |
0% |
| RLY |
9.3% |
14.8% |
17.1% |
13.9% |
0% |
0% |
| CSM |
13.4% |
19.4% |
21.7% |
18% |
17.3% |
0% |
| QAI |
4.3% |
6.6% |
6.5% |
5.4% |
5.2% |
0% |
| PWC |
16.2% |
20.9% |
22.1% |
18.3% |
18.2% |
17.6% |
| PDP |
23.6% |
24% |
24.4% |
19.7% |
18.9% |
0% |
| HDG |
4.1% |
6.6% |
7.3% |
6.1% |
0% |
0% |
| PRPFX |
9.6% |
11.5% |
13% |
10.6% |
10.3% |
10.6% |
| RSP |
14.7% |
19.4% |
22.8% |
18.7% |
18.2% |
19.1% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LFRAX |
0.4% |
2.9% |
6.9% |
5.1% |
4.4% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
5.2% |
9.2% |
9.0% |
7.2% |
6.5% |
7.0% |
| Global Equities (ACWI) |
5.7% |
11.7% |
12.5% |
10.5% |
10.5% |
|
| U.S. Equities (SPY) |
5.9% |
12.3% |
13.0% |
10.8% |
10.2% |
11.0% |
| U.S. Bonds (BND) |
4.1% |
5.5% |
4.5% |
3.5% |
3.0% |
2.8% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| GABCX |
1.5% |
1.8% |
2.6% |
1.9% |
1.8% |
2% |
| VYM |
6.9% |
10.1% |
11.9% |
9.9% |
9.1% |
0% |
| WFAIX |
5.5% |
9.1% |
8.4% |
6.7% |
6.3% |
7.8% |
| FPACX |
2.8% |
7.8% |
10.7% |
8.7% |
7.7% |
7.9% |
| VGSTX |
5.1% |
9.7% |
9.6% |
7.8% |
7.1% |
7.7% |
| VWELX |
3.9% |
8.7% |
8.9% |
7.2% |
6.6% |
7.1% |
| VASGX |
4.9% |
10.1% |
10.7% |
8.7% |
8.3% |
9.5% |
| VWINX |
4.3% |
6.8% |
6.4% |
4.9% |
4.3% |
4.6% |
| VLAAX |
7.9% |
10.7% |
10.1% |
7.9% |
7.3% |
8.2% |
| VBIAX |
5.1% |
9.2% |
9% |
7.1% |
6.4% |
6.9% |
| SWOBX |
4.5% |
8.9% |
8.8% |
7.3% |
6.7% |
7.1% |
| JANBX |
4.8% |
8.9% |
8.9% |
7.1% |
6.6% |
6.6% |
| FPURX |
4.9% |
9.5% |
9.2% |
7.7% |
7.1% |
7.7% |
| FBALX |
4.6% |
9.9% |
10% |
8.2% |
7.4% |
8.3% |
| DODBX |
5.1% |
8.4% |
10.5% |
8.7% |
8.3% |
9.3% |
| COTZX |
4.1% |
6.5% |
5.4% |
3.9% |
4.4% |
6.9% |
| BETFX |
4.5% |
8.5% |
8.8% |
6.9% |
6.5% |
0% |
| XCOR |
6% |
11.6% |
12.2% |
10.7% |
10.4% |
11.5% |
| NAVFX |
6.5% |
11.2% |
12.4% |
10.7% |
0% |
0% |
| SMIFX |
8.4% |
8.8% |
11.5% |
10.3% |
10.2% |
0% |
| VWLTX |
3% |
5.9% |
5.2% |
4.1% |
3.7% |
3.7% |
| PRINX |
2.6% |
5.4% |
5.2% |
4% |
3.7% |
3.7% |
| MDNLX |
2.4% |
5.4% |
5.1% |
3.8% |
3.5% |
3.5% |
| FLAAX |
2.6% |
6.7% |
6.3% |
4.9% |
4.5% |
4.6% |
| FHIGX |
2.8% |
5.4% |
5.1% |
4.1% |
3.6% |
3.6% |
| VWIAX |
4.3% |
6.8% |
6.4% |
4.9% |
4.3% |
4.6% |
| VTINX |
3.2% |
6% |
5.5% |
4.2% |
3.7% |
4.1% |
| VASIX |
3.5% |
5.9% |
5.1% |
3.8% |
3.3% |
3.6% |
| TRRIX |
3.4% |
6.5% |
6.8% |
5.3% |
4.9% |
5.3% |
| PRSNX |
2.6% |
5% |
5.8% |
4.4% |
3.9% |
0% |
| PPSIX |
1.5% |
5.6% |
7.2% |
5.3% |
4.8% |
7.7% |
| PONPX |
3.3% |
4.9% |
5.3% |
3.9% |
3.4% |
0% |
| NPSRX |
1.8% |
6.7% |
8.6% |
6.4% |
5.8% |
0% |
| KIFYX |
4.7% |
8.5% |
15.2% |
11.2% |
9.6% |
13% |
| GSZAX |
2% |
2.6% |
4.4% |
3.4% |
0% |
0% |
| FCVSX |
6.6% |
9.5% |
9.8% |
8.3% |
8.2% |
11.5% |
| CNSDX |
5.7% |
8.6% |
9.5% |
7.7% |
7.2% |
8.4% |
| CCVIX |
5.8% |
9.8% |
10.4% |
8.4% |
7.6% |
8.3% |
| BASIX |
2.7% |
3.1% |
3.9% |
2.8% |
2.5% |
0% |
| ARTOX |
4% |
6.9% |
6.9% |
5.5% |
5% |
5.4% |
| TIBAX |
2.4% |
8.1% |
12.1% |
9.6% |
8.6% |
9.4% |
| NBHAX |
7.3% |
10.3% |
12% |
9.5% |
8.6% |
0% |
| LGMAX |
6.1% |
12.1% |
11.4% |
9.1% |
8.9% |
10% |
| CVLOX |
4.7% |
11% |
11.5% |
9.2% |
8.2% |
9.3% |
| LFRAX |
0.4% |
2.9% |
6.9% |
5.1% |
4.4% |
0% |
| VEIPX |
6.6% |
10% |
11.7% |
9.7% |
9.1% |
10% |
| SWDSX |
7.7% |
10.1% |
13.3% |
11.3% |
10.5% |
10.7% |
| PRFDX |
8.2% |
11.4% |
14% |
11.6% |
10.8% |
11.6% |
| MDDVX |
7.6% |
10.3% |
12.2% |
10.3% |
9.6% |
10.1% |
| LCEIX |
7.2% |
9.8% |
11.9% |
9.4% |
8.9% |
9.9% |
| LBSAX |
6.9% |
9.7% |
10.9% |
9.2% |
8.6% |
9.3% |
| FSDIX |
7.3% |
8.7% |
9.7% |
7.9% |
7.6% |
10% |
| FEQTX |
8.3% |
10.2% |
12.9% |
10.7% |
10.5% |
11.6% |
| VMNFX |
2.9% |
3% |
3.7% |
3.8% |
3.3% |
3.6% |
| JMNAX |
0.2% |
2.6% |
2.8% |
2.9% |
2.7% |
2.6% |
| CVSIX |
0.1% |
3.5% |
3.1% |
2.5% |
2.5% |
3.4% |
| MFADX |
4.6% |
6.9% |
8.4% |
7.3% |
6.8% |
0% |
| DHLSX |
2.3% |
7.8% |
10.5% |
8.8% |
7.9% |
8.2% |
| BPLSX |
6.6% |
7.6% |
10.2% |
8.4% |
7.8% |
8.8% |
| BLSAX |
5.1% |
11.4% |
13.2% |
10.7% |
0% |
0% |
| ARBNX |
1.9% |
2.2% |
2.4% |
1.9% |
2% |
2.4% |
| ADANX |
1.2% |
2.3% |
4.7% |
3.5% |
3% |
0% |
| PYTRX |
4% |
3.5% |
4.5% |
3.4% |
3% |
0% |
| PARYX |
1.1% |
1.9% |
2.3% |
1.7% |
1.5% |
0% |
| JHAIX |
4.9% |
4.8% |
4.4% |
3.6% |
0% |
0% |
| GARTX |
2.3% |
4.2% |
5% |
4.1% |
3.8% |
0% |
| GAFYX |
2.5% |
3.7% |
4.4% |
4.8% |
5% |
0% |
| EIGMX |
0.8% |
2.5% |
3.6% |
2.7% |
2.4% |
2.2% |
| DVRAX |
0.8% |
3.3% |
3.9% |
3.5% |
3.3% |
0% |
| MYITX |
5.4% |
11.6% |
13% |
11.3% |
11.6% |
0% |
| VGLSX |
4.4% |
8.6% |
8.5% |
7.7% |
7.9% |
0% |
| TIBIX |
2.4% |
8% |
12.1% |
9.5% |
8.6% |
9.4% |
| PAUIX |
5.5% |
9% |
10.3% |
8% |
7.3% |
7.2% |
| MFWIX |
5.8% |
8.5% |
8.5% |
6.8% |
6.5% |
6.8% |
| MALOX |
5.3% |
8.2% |
8.4% |
6.8% |
6.6% |
7% |
| LSWWX |
6.1% |
12.1% |
11.4% |
9% |
8.8% |
10% |
| LCORX |
7.3% |
6.9% |
7.1% |
5.7% |
6.3% |
7.7% |
| IVAEX |
4.1% |
8.5% |
10.8% |
10.9% |
10.9% |
10.6% |
| GMWAX |
4.8% |
8% |
8.7% |
7% |
6.5% |
6.5% |
| GLBIX |
6.4% |
7.5% |
7.8% |
6.3% |
6.5% |
0% |
| GBMFX |
3.8% |
5.7% |
7.2% |
5.9% |
5.3% |
5.2% |
| DSHGX |
5% |
10.4% |
12.9% |
10.8% |
0% |
0% |
| BPGLX |
4.6% |
8.2% |
8.7% |
7.3% |
7.3% |
8.9% |
| SFHYX |
3.4% |
4.5% |
4.1% |
3.4% |
3% |
3.2% |
| PMSAX |
1.2% |
3.3% |
4.6% |
3.6% |
0% |
0% |
| AVGRX |
1.4% |
6.9% |
6.8% |
6% |
5.9% |
0% |
| AOR |
4.8% |
8.6% |
8.6% |
7% |
6.5% |
0% |
| AOM |
4.2% |
7.3% |
6.8% |
5.3% |
4.8% |
0% |
| AOK |
4.1% |
6.7% |
6.1% |
4.7% |
4% |
0% |
| AOA |
5.3% |
10.1% |
10.7% |
8.7% |
8.7% |
0% |
| FV |
8.4% |
14.7% |
14.8% |
13.2% |
0% |
0% |
| PGX |
6% |
10% |
9.2% |
6.9% |
6% |
0% |
| PFF |
5.4% |
8.6% |
9.2% |
6.8% |
6.1% |
0% |
| MDIV |
4.8% |
9.5% |
16.2% |
12.1% |
0% |
0% |
| IYLD |
3.6% |
7.7% |
10.6% |
8% |
0% |
0% |
| INKM |
5.1% |
8.1% |
10% |
7.7% |
0% |
0% |
| CWB |
6.4% |
9.8% |
11.2% |
9.1% |
8.4% |
0% |
| CVY |
8.7% |
13.1% |
18.7% |
14.5% |
12.6% |
0% |
| BKLN |
0.2% |
3.3% |
4.1% |
3.3% |
0% |
0% |
| BRK.A |
11.7% |
14.1% |
14.3% |
11.7% |
10.8% |
11 |
