Loomis Sayles Global Equity and Income Y
for period ending April 30, 2024
Quick Links
Overview
LSWWX is the Recipe ID for this portfolio recipe
This Recipe ID appears in the scatterplots and comparisons below.
Portfolio Recipe Provider Natixis Funds (ngam.natixis.com)
Description Loomis Sayles Global Equity and Income Y gives investors access to a tactical, macro portfolio that uses securities from around the globe. 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 securities from around the globe
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, Natixis Funds. The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer. You may consult ngam.natixis.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 LSWWXSee 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 "LSWWX" 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 April 30, 2024
5-year graph
●
LSWWX
●
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 |
| LSWWX |
3.8% |
-3.9% |
17.7% |
1.8% |
7.1% |
7.6% |
10.7% |
8.8% |
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.9% |
-3.6% |
12.4% |
2.4% |
7.5% |
7.7% |
9.7% |
7.4% |
| Global Equities (ACWI) |
4.4% |
-3.6% |
17.0% |
4.2% |
9.4% |
8.1% |
10.5% |
|
| U.S. Equities (SPY) |
5.9% |
-4.0% |
22.4% |
7.9% |
13.1% |
12.3% |
14.5% |
9.9% |
| U.S. Bonds (BND) |
-3.1% |
-2.4% |
-1.4% |
-3.6% |
-0.2% |
1.2% |
2.3% |
3.0% |
| Ranking: Peer Group* |
Rank: Group |
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| Ranking: All Recipes |
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| JMNAX |
6.17926688936306% |
1.66064981949459% |
10.6760884258671% |
4.6864472890126% |
5.65827211567071% |
3.10429003106028% |
2.12742192687176% |
2.37631351975569% |
| BKLN |
2.1025318660659% |
0.226104581785247% |
10.1217140309432% |
4.46945311575679% |
3.50655844536956% |
3.08997607225987% |
0% |
0% |
| WFAIX |
2.82876093737572% |
-3.85481852315396% |
12.7468778146813% |
3.00687602555807% |
7.71960585409466% |
8.04682962419945% |
10.8778827815108% |
7.67457538710441% |
| FPACX |
4.95604914306225% |
-2.0039100684262% |
13.379536506576% |
3.57755940881901% |
8.00756032619732% |
7.25080474072133% |
9.52863764003309% |
7.94916134053654% |
| VGSTX |
1.87271136774851% |
-3.38198647205411% |
10.3388409388213% |
0.232580925460169% |
7.01321994875705% |
7.07220776068289% |
9.30839171202416% |
7.23605970285166% |
| VWELX |
3.44462983844052% |
-2.83344851416724% |
12.1291069231119% |
3.7585569678203% |
7.95907003872498% |
8.01276558969308% |
10.2331133366192% |
8.2205676577187% |
| VASGX |
3.34904458153964% |
-3.27645051194541% |
14.2298543798796% |
2.68632752362883% |
7.76590761580425% |
7.48027017692645% |
9.96552454347139% |
7.20276095870174% |
| VWINX |
-0.405387243709843% |
-2.38000793335978% |
3.95417690929998% |
0.632424454744451% |
4.20566890189085% |
4.93658637742718% |
7.55373555763552% |
6.30613574605903% |
| VLAAX |
0.161446924931163% |
-4.58499882435929% |
13.8940176778305% |
2.32829760583309% |
6.48722963896688% |
7.70072306030549% |
10.1996224319253% |
7.88185763062819% |
| VBIAX |
2.7497713575638% |
-3.64103662454486% |
13.424801671364% |
2.67516645426398% |
7.69900413440985% |
7.75444350648828% |
9.83686397242463% |
7.5626746374118% |
| SWOBX |
2.38514297634895% |
-3.36391437308869% |
12.9393470599556% |
1.46254406364459% |
6.32872486626277% |
6.8440957905805% |
8.71201292975521% |
6.48704279574395% |
| JANBX |
4.06201132239552% |
-3.58883473637571% |
11.1671391658198% |
2.59224316782658% |
7.45654132638693% |
7.88710881871046% |
9.57634491244486% |
8.29180820776139% |
| FPURX |
6.1752210602283% |
-3.68352163975229% |
19.6075579109132% |
4.65319140993796% |
10.1514980877768% |
9.19442127425969% |
11.0592328211925% |
8.19979017723094% |
| FBALX |
4.49703562639692% |
-3.2025018434348% |
15.2099114852206% |
3.86275978243278% |
10.1060934776055% |
9.17113660213629% |
11.0855731468808% |
8.53866014279712% |
| DODBX |
2.82960093755711% |
-2.45870149827123% |
12.9464875909596% |
4.27820090453586% |
8.45778059701205% |
7.70257461775377% |
10.7878605501079% |
7.47920878793811% |
| COTZX |
-2.93242487502297% |
-2.80495759947814% |
3.25212234647549% |
-1.45158407562426% |
7.04442769605165% |
5.55700471657117% |
8.90319953679164% |
6.3702388946304% |
| BETFX |
2.03091011254706% |
-3.03867403314917% |
10.0824093896567% |
1.28134084818521% |
5.10570213133452% |
4.90892277188284% |
7.08503813960799% |
0% |
| XCOR |
6.22838370660026% |
-4.36255258782533% |
21.8061791081994% |
-1.82787945648742% |
6.4169453699954% |
7.52141150342494% |
9.95005730642919% |
0% |
| NAVFX |
6.09925107562452% |
-4.44015444015444% |
23.1550618091735% |
4.49490885225132% |
8.51714011692069% |
8.38275934157822% |
0% |
0% |
| SMIFX |
5.78325364051293% |
-4.19354838709678% |
8.6347530542608% |
1.01635549128332% |
7.27150076469667% |
6.57585145960708% |
9.7511506512473% |
0% |
| VWLTX |
-2.90145288501452% |
-1.65137614678899% |
-0.827861951511355% |
-3.30214355432378% |
0.231128984551154% |
2.15158348522511% |
3.37403103394833% |
3.42445535351319% |
| PRINX |
-1.94188162932279% |
-1.24333925399646% |
-0.0850487145715673% |
-3.03922271857088% |
0.10946915980099% |
1.95637881146815% |
3.53785917900904% |
3.45822482422602% |
| MDNLX |
-2.05304742147193% |
-1.18226600985223% |
-0.888169731120092% |
-3.56813207766062% |
-0.562564059410209% |
1.36585016379882% |
3.16927690048046% |
3.12291400932236% |
| FLAAX |
-2.04741916316867% |
-1.37254901960783% |
-0.358658475865048% |
-5.1913464460969% |
-0.93205799097098% |
1.77679366148205% |
3.91908379011006% |
3.48503030601146% |
| FHIGX |
-2.5045871861854% |
-1.46818923327895% |
-0.654428912197558% |
-3.07524447436947% |
0.198716953571387% |
1.98046515415817% |
3.25236071920321% |
3.36558020468363% |
| VWIAX |
-0.337452779816094% |
-2.37471339665903% |
4.05668490770081% |
0.737377778043946% |
4.29787060200473% |
5.02754575107389% |
7.55032390770289% |
6.3293726789901% |
| VTINX |
-0.0733228194161106% |
-2.19198790627363% |
2.36821083501728% |
-1.02295688052557% |
2.85913135654534% |
3.53536302501236% |
5.26478032519073% |
4.61066378784831% |
| VASIX |
-1.50817400303491% |
-2.29809586342744% |
2.43736341079659% |
-1.91012946299357% |
1.72320504187378% |
2.86541221431966% |
4.34574434935513% |
3.89140151947511% |
| TRRIX |
1.17892925195158% |
-2.20532319391635% |
4.8484525807309% |
-1.64241197568895% |
3.34626153401991% |
3.90092047352142% |
5.96495776184134% |
4.95256137449647% |
| PRSNX |
-2.59022531603584% |
-2.10210210210211% |
2.09195839091119% |
-4.68211093393981% |
-0.161789464105644% |
1.74053662420006% |
3.78761163595804% |
0% |
| PPSIX |
2.48843822188722% |
-1.32743362831858% |
9.49965185078794% |
-0.475986100132819% |
2.59007232591317% |
3.90777969831462% |
8.36333434922942% |
5.12428806439675% |
| PONPX |
-2.72352171039927% |
-2.26415094339623% |
-1.04670172222245% |
-3.13457552662345% |
0.129030605538238% |
2.71760673917685% |
6.71436658478992% |
0% |
| NPSRX |
0.464812339214116% |
-1.4388489208633% |
6.9018816490716% |
-3.19066051259876% |
1.2776604311763% |
3.30886019797751% |
8.89550406917139% |
0% |
| KIFYX |
-2.07719883895267% |
-1.98895027624311% |
4.07356818737545% |
-1.59444387272771% |
1.04341702057291% |
3.02174821620502% |
9.38340958695736% |
4.66416573370532% |
| GSZAX |
-1.16964243138485% |
-0.641025641025628% |
4.50414563089838% |
0.835753919612015% |
2.26521599896221% |
1.05662510948856% |
0% |
0% |
| FCVSX |
0.552231542995796% |
-3.08415863626251% |
9.53307112315418% |
-0.911359531201805% |
10.4689065803514% |
7.68907960501246% |
11.4789680410194% |
8.03569526250847% |
| CNSDX |
-1.06339326269533% |
-3.33919156414764% |
5.46697963395097% |
-2.80967005493028% |
7.8167420053967% |
6.59169222649847% |
9.54025552150706% |
7.31407754699058% |
| CCVIX |
0.266404832386291% |
-2.83896231032794% |
7.76080312408509% |
-4.49976533603849% |
7.53557707724304% |
6.74554415588369% |
8.08151290230723% |
6.30935727899176% |
| BASIX |
-2.43036813127494% |
-1.80658873538788% |
-0.318468396042393% |
-2.42124548884685% |
0.818534257177861% |
1.49347470606793% |
3.84360523484557% |
0% |
| ARTOX |
0.83419739774977% |
-2.75974025974026% |
6.31015674252764% |
0.601171756538088% |
4.41291949965346% |
4.48596238494827% |
6.50967011016144% |
0% |
| TIBAX |
4.56652604560615% |
-1.64131305044035% |
14.4870730092381% |
7.41015198596167% |
7.96568968749105% |
6.32646848856908% |
9.49662162341569% |
8.05821017815931% |
| NBHAX |
6.15743460777602% |
-2.38095238095238% |
10.1133237689455% |
4.97581052145362% |
6.91323606902159% |
6.93156850144556% |
9.86762135166468% |
0% |
| LGMAX |
3.69001641241122% |
-3.96119644300726% |
17.3748783877447% |
1.53408023154138% |
6.85552987360183% |
7.3118244318169% |
10.3164928115038% |
8.41810683890538% |
| CVLOX |
12.3026978583654% |
-2.40265120132561% |
19.8515316118107% |
2.15342638671319% |
9.60761546941131% |
7.09260415854218% |
8.34666521879397% |
7.07584562318837% |
| LFRAX |
0.491400491400484% |
0% |
2.8930786575698% |
0.544372814865568% |
0.82329163199697% |
2.25276509476269% |
4.26586295858766% |
0% |
| VEIPX |
5.57067046869544% |
-3.1786542923434% |
13.9965017842344% |
7.78045471902766% |
9.94550023485687% |
9.75727555990087% |
13.1452992575311% |
9.37277991763905% |
| SWDSX |
3.59270782122167% |
-4.30178689609529% |
8.71081121218083% |
3.89407119587672% |
5.99448375711538% |
6.27512325781379% |
10.0728507161843% |
7.22304160821277% |
| PRFDX |
6.44609270017302% |
-2.98630136986302% |
14.9592281995746% |
6.33453192637443% |
9.44229122321982% |
8.40677160079915% |
11.6487946088533% |
8.03317435964528% |
| MDDVX |
6.43474080244506% |
-2.24131894861787% |
14.388495529622% |
1.79610944137083% |
7.048959744966% |
7.94601314170282% |
10.814870284959% |
8.68290381849937% |
| LCEIX |
5.26711201316323% |
-3.38266384778013% |
11.8576155763332% |
5.94863940007071% |
8.0395237494227% |
7.64194721798179% |
11.2717007933179% |
8.01405462965108% |
| LBSAX |
5.64474865628219% |
-3.47773032336791% |
15.2645190148326% |
7.34088580885186% |
10.4106265892257% |
10.5059109438648% |
12.6978613009978% |
9.62661823244437% |
| FSDIX |
2.55812521137904% |
-3.61337094442149% |
8.91058656634438% |
3.13778108831868% |
7.58309149479888% |
7.65714795840358% |
11.3025165020901% |
7.62802237121596% |
| FEQTX |
5.2977700940505% |
-3.43107855885502% |
14.2438034365969% |
7.257594322877% |
9.599822608897% |
8.77617565318469% |
11.4434274339758% |
7.19519448330599% |
| VMNFX |
6.46760264971717% |
1.00358422939069% |
22.4550278441265% |
16.0869768355917% |
7.6156818313549% |
3.3062265431389% |
3.16857440896896% |
3.02668034154758% |
| GABCX |
1.82367903687666% |
-0.0942507068802945% |
6.35804565007738% |
2.83877908392098% |
3.2391077419708% |
2.72318986789508% |
3.20922290532804% |
3.60608175571357% |
| CVSIX |
1.86105904518252% |
-0.136892539356603% |
2.03252970950956% |
1.270994565909% |
2.73227261082338% |
3.02865824124818% |
4.12936143093492% |
3.21353550878605% |
| MLSAX |
2.07537743021613% |
-6.31001371742113% |
13.012009351196% |
5.10299535226582% |
13.1285747819093% |
9.65009740191032% |
7.46808564568684% |
6.65190366411843% |
| MFADX |
4.52636490900606% |
-1.84049079754602% |
9.28264622628345% |
4.59425147503696% |
8.81120078266491% |
3.26125406948086% |
6.64987376135875% |
0% |
| KCMTX |
4.67675219970276% |
-3.47752332485155% |
15.7900544839988% |
1.77645056183688% |
4.7670684883599% |
5.96356943035155% |
6.34715018247889% |
0% |
| DHLSX |
8.08715113659484% |
-1.96543544561166% |
15.3145013028905% |
4.65010119777409% |
6.68224573643534% |
6.05146244368551% |
7.78026517507771% |
7.03257724506168% |
| BPLSX |
2.98013701146052% |
-3.32129963898916% |
15.7457369559722% |
12.538420756431% |
10.1741368001427% |
5.70051073352476% |
10.7059195037951% |
9.76646771122813% |
| BLSAX |
3.6455773236898% |
-0.716479017400207% |
8.85437692960631% |
-7.19820343841198% |
0.649665135889199% |
0.927610335011209% |
0% |
0% |
| ARBNX |
-0.530994880309954% |
-1.79910044977512% |
5.15674420628709% |
1.14015768681626% |
2.69618252717048% |
2.6968560945269% |
2.70974366123298% |
3.0222501530063% |
| ADANX |
0.421870734370722% |
-0.749999999999995% |
3.95704683624896% |
0.206154435202976% |
6.83074769803356% |
4.10202050429151% |
3.76980575610992% |
0% |
| PYTRX |
-3.103798297196% |
-2.32186732186728% |
-1.35365454503987% |
-1.7628272534595% |
0.383769625915953% |
1.28428235495188% |
2.06114529963377% |
0% |
| PARYX |
-0.716270777620476% |
-0.512820512820522% |
0.641881620021612% |
-1.16776481468387% |
0.549331138080977% |
1.32013285341468% |
1.47920023487844% |
0% |
| JHAIX |
-1.38613861386135% |
-3.3009708737864% |
-1.28840146480492% |
1.82413990558612% |
3.11484961242843% |
2.20174057281508% |
0% |
0% |
| GARTX |
3.11897842013433% |
-1.06951871657753% |
6.6707213600953% |
2.01326425161878% |
3.35210489013473% |
3.19899011455427% |
3.12020662546886% |
0% |
| GAFYX |
5.51443151127187% |
-1.05465004793863% |
2.18846550993934% |
1.06769685487327% |
1.33019295526096% |
1.44227649392001% |
3.05292786110054% |
0% |
| EIGMX |
3.52716684983021% |
-0.004761904761863% |
5.81154729389475% |
2.26432850889533% |
3.63792420118041% |
3.07043457144858% |
3.15302399430517% |
4.13106935464849% |
| DVRAX |
5.75959933222037% |
-0.157604412923562% |
9.50735865316707% |
3.461719742898% |
4.12482080602961% |
3.02400430753924% |
4.70652647539231% |
0% |
| ASFIX |
1.06165772212286% |
0.762195121951237% |
-4.79699110184015% |
-5.00042679760452% |
-3.47728242920975% |
-2.82585304764874% |
-0.538290763233673% |
0% |
| MYITX |
4.89936409549145% |
-0.661375661375663% |
9.25673410439012% |
0.448442745438449% |
3.28697578397168% |
1.46479653188099% |
6.17873972585432% |
0% |
| VGLSX |
4.43747687866531% |
-3.19258496395469% |
14.287672614058% |
1.4494116593684% |
2.78427042548091% |
2.52559522385911% |
6.65272514915192% |
0% |
| TIBIX |
4.63634502172507% |
-1.58982511923688% |
14.7762248999924% |
7.69279873929807% |
8.24990133959194% |
6.59640810350426% |
10.0773770190023% |
8.60125742003799% |
| PAUIX |
-3.16476097237853% |
-2.93663060278206% |
-1.63194475824922% |
-2.84308347339337% |
1.57240663016673% |
1.12610563207687% |
3.85111181144129% |
4.28788746918205% |
| MFWIX |
0.00236516922784702% |
-3.12680949623624% |
5.65553339577929% |
0.796257874693151% |
4.94014389047031% |
4.7475410658439% |
7.2750222573597% |
6.5081238586534% |
| MALOX |
2.07062963250826% |
-3.70751802265706% |
8.5972945603652% |
-2.1127660033858% |
5.19863261669049% |
4.46189815340046% |
6.59658341057427% |
6.46388543213987% |
| LSWWX |
3.8164235951011% |
-3.94894295971281% |
17.6589713917133% |
1.79250803257573% |
7.12079134247088% |
7.58569241887994% |
10.7258935740082% |
8.78959895596847% |
| LCORX |
2.88789602996757% |
-4.35943060498221% |
12.7373070100375% |
4.14082759916459% |
7.48077533601177% |
5.99815580780874% |
7.57454813911231% |
6.80253848787666% |
| IVAEX |
6.22108374364372% |
-2.7514659449707% |
16.5194697389761% |
4.99214880899665% |
8.47568349858758% |
3.39103447642799% |
6.18959522327669% |
7.77863624351269% |
| GMWAX |
1.32233232846235% |
-2.66102207438768% |
11.4841362904957% |
0.929325388738333% |
3.91527303329429% |
3.48679240753846% |
6.26903629664481% |
5.60250722391986% |
| GLBIX |
0.534418747232546% |
-3.67722165474974% |
6.48364502339007% |
1.6952218353669% |
4.94951278975135% |
3.28896295740544% |
6.72705523371089% |
0% |
| GBMFX |
1.96924877733471% |
-1.16017964071856% |
11.1315483177181% |
3.46866897953781% |
3.44632775362763% |
2.69114979914342% |
5.35284229078141% |
6.14240820249987% |
| DSHGX |
6.59900074895405% |
-2.77644806127334% |
19.61337262999% |
6.35119799800652% |
10.3752101882269% |
8.6674904424096% |
0% |
0% |
| BPGLX |
1.83082425351411% |
-3.13588850174217% |
9.55678524033252% |
-1.24994649672729% |
4.03446063042547% |
4.38592391244157% |
6.94136014766285% |
4.88685527357191% |
| SFHYX |
-0.794753086419742% |
-2.40069838498472% |
6.27696327793004% |
-2.02190892788091% |
7.2053744190155% |
5.70483467730296% |
7.58962526908864% |
0% |
| PMSAX |
4.70917643403685% |
-0.929368029739774% |
6.26889136897961% |
2.3287458132961% |
3.66757374370681% |
2.87451867584481% |
0% |
0% |
| AVGRX |
8.58336511441438% |
-0.131752305665345% |
9.92183951479269% |
3.39233920440771% |
3.85005499039026% |
3.77621538381998% |
6.43844021445135% |
0% |
| AOR |
1.51471748953749% |
-3.00758355903543% |
9.52912051149246% |
1.50917523419956% |
5.70107686356731% |
5.73652155128366% |
7.96259308171796% |
0% |
| AOM |
0.281964072818996% |
-2.69508348146991% |
6.49873941404699% |
-0.00127811289226676% |
3.87375789034199% |
4.14782112815768% |
5.89878729669107% |
0% |
| AOK |
-0.469003189679906% |
-2.62528301309527% |
4.6487913864139% |
-0.838807475677006% |
2.90056266143224% |
3.37018253230335% |
4.73255738361549% |
0% |
| AOA |
2.92569392683886% |
-3.2532103777808% |
13.0127769846396% |
2.96930588558855% |
7.48820788581053% |
7.13163255394609% |
10.1639951594934% |
0% |
| FV |
4.33867774863048% |
-6.02830683208107% |
21.7261443044561% |
5.98985706272368% |
12.4646751017877% |
11.9174291852886% |
0% |
0% |
| PGX |
0.628250333025093% |
-4.24608944916782% |
3.60505489751139% |
-3.71684065341946% |
0.467129811558542% |
3.25432594830013% |
6.59823828511896% |
0% |
| PFF |
0.827981288885793% |
-3.4736656406243% |
5.30815332612966% |
-1.72917369252411% |
2.15067140749032% |
3.23470660471261% |
7.30727960431323% |
0% |
| MDIV |
1.79831114803519% |
-0.825658389650286% |
13.1571599160377% |
3.93393392075041% |
2.56176978348945% |
2.63125981334029% |
0% |
0% |
| IYLD |
-1.21129824472906% |
-0.967256831094998% |
7.85634870504797% |
-1.33114066347367% |
0.214654868307163% |
2.06338191593671% |
0% |
0% |
| INKM |
-1.40378168535656% |
-2.73516596180956% |
3.97457100562761% |
-0.631013984026385% |
2.72202744831849% |
3.22637311608838% |
0% |
0% |
| CWB |
-2.19231099711084% |
-3.67431974393865% |
8.58456489793649% |
-4.37441871419688% |
8.09843297913122% |
7.91889876978698% |
10.2043347913129% |
0% |
| CVY |
5.60366701202075% |
-3.33685781813658% |
21.0201321591944% |
5.55801971089438% |
6.47302219958583% |
4.23477261265186% |
9.37438416672662% |
0% |
| BRK.A |
10.481451620468% |
-5.50721738856315% |
19.2133416466847% |
13.2717895668345% |
13.021168217922% |
11.9853898872153% |
13.1846878562855% |
9.76961149253897% |
| VYM |
4.92069974120615% |
-3.73584593768079% |
12.465779663253% |
7.20546875721702% |
9.14765664144304% |
9.47346412670385% |
12.8648490219318% |
0% |
| SDY |
2.3811290602562% |
-3.04785126485828% |
5.95039686268048% |
5.30498204807162% |
8.44266742525193% |
9.30487360009307% |
12.2623936150593% |
0% |
| PID |
-2.63244598874093% |
-3.99137001078748% |
1.06163133522579% |
4.63352835533852% |
5.52431358617775% |
3.26519524077467% |
7.53931336691052% |
0% |
| IDV |
0.0932082359266451% |
-0.927246790299563% |
5.90182435729674% |
1.23605723342033% |
3.7854516365176% |
2.04901288741521% |
7.50216022157144% |
0% |
| HDV |
6.59282097638461% |
-2.11414572180383% |
8.83694037955831% |
8.00302576996648% |
6.44671125022653% |
7.73814479335675% |
0% |
0% |
| DWX |
-3.31347091931092% |
-2.67425320056899% |
0.545032328532424% |
-0.237135374955777% |
1.75059102185882% |
0.642948056483883% |
4.30534774035338% |
0% |
| DVY |
2.69910435553447% |
-3.06867998051632% |
5.57823971867779% |
3.92853297763531% |
7.29120673959756% |
8.49073284303168% |
12.4429823240546% |
7.85108221024848% |
| DLS |
0.609275829545175% |
-2.17758012574758% |
7.0186608535447% |
-0.860546308092525% |
2.84297811861278% |
3.45129973691769% |
8.34494264041226% |
0% |
| DLN |
4.88857179945219% |
-3.97793223763858% |
13.0030529438877% |
7.96693150743075% |
10.075949047429% |
10.050266550009% |
13.0791016054269% |
0% |
| DGS |
2.02341466369809% |
0.0393236335037406% |
15.4586886508784% |
3.05041248503068% |
5.9050521906761% |
4.75481321764935% |
7.48322319940911% |
0% |
| DEM |
3.45684143048841% |
0.047801147227533% |
16.2576511477081% |
4.29590404839808% |
4.88952449239495% |
3.46497480435979% |
5.72011224043616% |
0% |
| BTAL |
12.212389380531% |
5.57868442964196% |
-3.55706175645535% |
6.47443841841429% |
-0.669068964144115% |
0.515355603735546% |
0% |
0% |
| MNA |
-1.56001273479784% |
-1.77890724269377% |
-1.35233871909398% |
-2.3839303705263% |
0.342580490865974% |
1.73364731113996% |
0% |
0% |
| RLY |
2.55801616427622% |
-0.232200357781742% |
3.96535035444763% |
7.25698584634804% |
7.54939697107953% |
2.67977865911238% |
0% |
0% |
| CSM |
5.58605815837101% |
-5.01708198529713% |
22.207364147817% |
7.48627967942237% |
11.5128323246609% |
11.1905520121262% |
0% |
0% |
| QAI |
1.39534883720931% |
-1.19779864033668% |
8.18564029134812% |
0.5195120014994% |
2.21066494380553% |
1.67330486528061% |
2.52616379587434% |
0% |
| PWC |
6.35726653081092% |
-5.44988198338309% |
19.9737784160064% |
3.01563160675518% |
6.78194624944906% |
7.58836188445848% |
11.2193244950871% |
7.93256007213274% |
| PDP |
8.32449266459301% |
-6.27657420530472% |
23.4013680626158% |
2.20994477324226% |
9.8116119811368% |
9.97316542180924% |
13.7784937251075% |
0% |
| HDG |
1.12362969518645% |
-0.847526457282555% |
5.70236355427214% |
-0.741492332155524% |
2.52040234328268% |
2.23219495689859% |
0% |
0% |
| PRPFX |
6.10060361709615% |
-0.45998160073597% |
15.9425266480862% |
4.88554183647982% |
9.70915526071641% |
6.03286306684674% |
7.30385210157609% |
7.38447549100876% |
| RSP |
2.57780346751206% |
-4.82375863494127% |
12.9407646101735% |
4.52959040118077% |
10.2644212544157% |
10.0584151179721% |
13.8511401566582% |
9.75725420732363% |
| |
|
|
|
|
|
| LSWWX |
26.8% |
15.4% |
14.4% |
-23.1% |
22.4% |
| 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 |
| JMNAX |
0.98347715929723% |
11.9317082323061% |
3.7922535802021% |
-2.38283564604188% |
8.05169970503794% |
| BKLN |
10.0267501337701% |
0.963167489710681% |
2.31688977024072% |
-2.51414342673342% |
12.5401913474754% |
| 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% |
| GABCX |
4.80159498646942% |
2.89911319588729% |
4.36778940289455% |
-1.72598301749028% |
6.72837331300671% |
| CVSIX |
6.37877442823021% |
5.18330422960467% |
4.70120000264884% |
-4.48793826010582% |
3.91695254846212% |
| MLSAX |
34.5734506973298% |
26.5797060743455% |
57.0384621624927% |
-26.3905303916204% |
9.64628661630103% |
| MFADX |
11.86738311515% |
19.8798825092195% |
8.31663097646078% |
2.75733237662115% |
5.10416744951134% |
| KCMTX |
8.59575262110615% |
5.52585128773926% |
31.7220706684006% |
-22.5442706819064% |
13.7214164318632% |
| 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% |
| ASFIX |
-3.38143012131191% |
0.741650144088024% |
-13.9033417680585% |
8.47952217658812% |
-12.3989291632272% |
| 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% |
| BRK.A |
10.9771407640782% |
2.42204383095188% |
29.5694749282768% |
4.00499712035929% |
15.7696228782676% |
| VYM |
24.0736461638762% |
1.14210922816436% |
26.2052340097269% |
-0.449991028214969% |
6.58715438235167% |
| 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 April 30, 2024
Maximum Drawdown vs. Annual Return
●
LSWWX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
LSWWX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
LSWWX
●
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 |
| LSWWX |
-4.3% |
-6.2% |
-5.4% |
-3.7% |
-2.6% |
-0.5% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-8.2% |
-6.2% |
-3.6% |
-1.9% |
-0.5% |
0.5% |
| Global Equities (ACWI) |
-5.4% |
-3.8% |
-3.5% |
-4.0% |
-4.4% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-30.4% |
-22.7% |
-19.0% |
-12.5% |
-9.7% |
-3.9% |
| 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 |
| JMNAX |
2.43778259544622% |
-1.95614881806722% |
0.414209324284327% |
-5.91205995453359% |
-9.98481453078251% |
-5.4711597041861% |
| BKLN |
3.72796234392411% |
-2.98543814927773% |
-8.21512098169636% |
-6.52122218548737% |
0% |
0% |
| WFAIX |
-7.97032671082032% |
-5.39482752436048% |
-2.89671439002174% |
-0.957332185781116% |
1.10750779248831% |
0.113047084772028% |
| FPACX |
-4.74458471226331% |
-4.67264561933893% |
-3.97499115292146% |
-3.72615123078019% |
-2.33467856323305% |
0.309238844065368% |
| VGSTX |
-11.3489272512201% |
-8.76938952378642% |
-4.80348883378165% |
-3.40311782634784% |
-2.26110997478123% |
-0.580566459817339% |
| VWELX |
-7.36486129283251% |
-4.38674453696788% |
-2.80576656362866% |
-1.29022873500984% |
0.120471916042577% |
1.55282750652962% |
| VASGX |
-7.08400439596707% |
-5.58268955180242% |
-4.2959523356181% |
-3.5355165245844% |
-2.79721927825469% |
-1.83103321572837% |
| VWINX |
-19.1443062384012% |
-10.3016058340409% |
-7.56174268770388% |
-3.94200195625095% |
0.491308451589166% |
2.07848680654269% |
| VLAAX |
-6.80281936840574% |
-5.99964446232779% |
-5.3696580832065% |
-2.45809601250928% |
-0.847238460457927% |
-0.0303266050155013% |
| VBIAX |
-6.9919524575694% |
-5.83001562822946% |
-3.29497403204521% |
-1.71491415966779% |
-0.197178913168445% |
0.764378306357624% |
| SWOBX |
-7.2576523800561% |
-7.64176674552844% |
-5.12694028909329% |
-3.07447380364024% |
-2.06483401491528% |
-0.962392216324815% |
| JANBX |
-9.5308630302421% |
-6.00498618492907% |
-3.46588416805681% |
-1.39116191705435% |
-0.822424244470328% |
2.13769630911705% |
| FPURX |
0.0834779962675576% |
-3.15635471338703% |
-0.199408439028566% |
-0.379376623589858% |
0.295581644970939% |
0.814126755491227% |
| FBALX |
-4.69758215353739% |
-4.17981421921378% |
-0.995467551230375% |
-0.958925578199214% |
-0.0859069328184177% |
0.708328126852388% |
| DODBX |
-6.98815859869955% |
-3.64927023410814% |
-3.35587585061087% |
-3.20022837333401% |
-1.71741124445782% |
-1.39349502091235% |
| COTZX |
-20.2930286534614% |
-14.8414101751987% |
-1.66740100441276% |
-2.10057277295499% |
0.600362738784568% |
-0.983654323737461% |
| BETFX |
-10.7529917033172% |
-8.02890396918175% |
-6.92940245899492% |
-5.76883120322507% |
-4.40344313460169% |
0% |
| XCOR |
-1.97707523312864% |
-10.4059185381484% |
-6.47537873477312% |
-4.68756047396293% |
-4.72467395289148% |
0% |
| NAVFX |
0.206772645372205% |
-3.41834538325463% |
-4.11127323461731% |
-3.55931582874085% |
0% |
0% |
| SMIFX |
-13.1827029935635% |
-8.66719688589753% |
-5.11603936775678% |
-5.28609526983991% |
-4.58988391540186% |
0% |
| VWLTX |
-26.6433549129543% |
-18.979594657811% |
-16.6161156918874% |
-9.65069169618832% |
-7.6524515700885% |
-3.44053944069731% |
| PRINX |
-26.4500798610762% |
-20.009565037203% |
-17.1469206371144% |
-10.1397359877304% |
-7.14175157274033% |
-3.25459128848585% |
| MDNLX |
-31.9726308252954% |
-22.2534876405316% |
-19.5024571052748% |
-11.8501261755771% |
-7.7657930465721% |
-3.90634228219569% |
| FLAAX |
-27.4055269012243% |
-22.040575640085% |
-18.5646721212366% |
-10.6049038228829% |
-7.08281318319995% |
-3.95176428015024% |
| FHIGX |
-27.5994135962077% |
-20.0286580248919% |
-16.9706428069453% |
-10.0790368940305% |
-7.72780384917295% |
-3.31206239507968% |
| VWIAX |
-18.9876532324949% |
-10.1064818330943% |
-7.37911278653505% |
-3.75603155939377% |
0.489960919138353% |
2.13660066240956% |
| VTINX |
-23.2250108844701% |
-14.915001786466% |
-10.2589743430929% |
-6.19581282182961% |
-2.81409368106331% |
-0.671615222175267% |
| VASIX |
-22.399353206943% |
-16.8499114166929% |
-13.1431498392544% |
-7.65413506405448% |
-4.21159400080385% |
-1.76765597196079% |
| TRRIX |
-17.9887486813903% |
-15.815629263996% |
-9.28879227178679% |
-6.21781818979854% |
-3.77379850497444% |
-1.66793313477061% |
| PRSNX |
-24.6426947753054% |
-27.8944852188178% |
-17.6663913638644% |
-10.7172807783396% |
-6.30526000299135% |
0% |
| PPSIX |
-6.65006771125852% |
-14.2255575292462% |
-10.7906948878539% |
-5.95611211986013% |
-0.593926780928898% |
-3.33094534845146% |
| PONPX |
-32.6161459246339% |
-24.4685415449577% |
-17.8538947419277% |
-7.77791461098436% |
2.51257404545022% |
0% |
| NPSRX |
-13.5553340627179% |
-18.7289125069158% |
-12.9797988053821% |
-7.68069714478531% |
-1.70921034129419% |
0% |
| KIFYX |
-18.6284801495617% |
-11.9905741664789% |
-12.0826628516702% |
-9.17626580659991% |
-3.98643590134643% |
-5.57115792234642% |
| GSZAX |
-20.2790750305886% |
-17.9600420438247% |
-12.1023637017861% |
-12.9690610479518% |
0% |
0% |
| FCVSX |
-10.9317913060507% |
-11.1913459299168% |
-0.842687745981511% |
-3.32657627206495% |
-1.74060993740705% |
-1.99759270123403% |
| CNSDX |
-16.8887383155085% |
-14.5744989864274% |
-3.83387278796525% |
-4.22770824296438% |
-2.32022591294148% |
-0.987261607724443% |
| CCVIX |
-14.0272577092505% |
-16.0143296233313% |
-4.76653892873742% |
-4.53245993913556% |
-4.65993376727988% |
-2.35217648162192% |
| BASIX |
-34.3749492097503% |
-32.9019290008501% |
-17.7130377910511% |
-11.8478580920214% |
-3.35039184875311% |
0% |
| ARTOX |
-15.4652486835773% |
-10.1960140746745% |
-7.34190360858577% |
-5.38271807979205% |
-3.11564840463531% |
0% |
| TIBAX |
-5.19272759092294% |
0.692800535721287% |
-4.47527959942094% |
-5.20581153378922% |
-3.42695369577222% |
-0.727221470958232% |
| NBHAX |
-12.11077978282% |
-2.81425267765218% |
-5.44196760669136% |
-4.33745502757686% |
-2.55967692352371% |
0% |
| LGMAX |
-4.5899818032991% |
-6.47121850919515% |
-5.66778067357047% |
-4.02468292571033% |
-3.07902932278302% |
-0.909808016602016% |
| CVLOX |
-0.597158537982306% |
-6.08674598888975% |
-2.72229027957052% |
-4.52374020406961% |
-4.85146656628466% |
-1.99195456737447% |
| LFRAX |
-30.9214702943373% |
-21.6626171182007% |
-15.129896580253% |
-9.37059372335521% |
-4.93545391424164% |
0% |
| VEIPX |
-8.27384178622102% |
0.369705947331732% |
-2.5146984955074% |
-1.80769582918325% |
-0.14469135030966% |
0.167251646276149% |
| SWDSX |
-13.4168097673105% |
-4.10668604174238% |
-7.03881969444129% |
-6.03774839696236% |
-4.34227621005481% |
-2.41666673063321% |
| PRFDX |
-8.08276509017639% |
-1.45281536468944% |
-3.9812434341049% |
-4.18836359976325% |
-3.26284541435963% |
-2.16505867226299% |
| MDDVX |
-7.15436582032531% |
-6.57242379000873% |
-5.8714181232715% |
-4.10843112949645% |
-3.15108640868032% |
-0.755937869893908% |
| LCEIX |
-10.5793115924075% |
-1.68030157740575% |
-4.43223874023213% |
-3.70083890680031% |
-1.88395212328117% |
-1.18242901058305% |
| LBSAX |
-5.79610124999053% |
-0.0591271319906781% |
-1.55991047190526% |
-0.592574659873655% |
-0.132319172887483% |
0.946934099883878% |
| FSDIX |
-12.6314578695187% |
-5.24928593006484% |
-3.90954792829906% |
-2.5773921024233% |
-0.412406767087623% |
-1.52055156439365% |
| FEQTX |
-7.69098779079269% |
-0.190502725344749% |
-3.41205343238161% |
-3.39386658613545% |
-3.27359351050666% |
-2.95313455176993% |
| VMNFX |
29.6719474903669% |
25.3881852159511% |
1.61358072795555% |
-7.0465506903862% |
-8.34841497311607% |
-4.78344918512596% |
| GABCX |
-12.850071359465% |
-11.261938389615% |
-8.42165573814998% |
-5.83679948583739% |
-2.97396883762045% |
1.13830467591575% |
| CVSIX |
-27.1889792444643% |
-15.066688576347% |
-10.8193139721333% |
-5.45766858427883% |
-2.71907623750668% |
-3.33841054419256% |
| MLSAX |
-12.049732235441% |
-3.10658388731481% |
-2.15450684719771% |
-3.78786894665839% |
-7.14277635535192% |
-2.64493943039093% |
| MFADX |
-10.8240664587793% |
-3.11971932596985% |
-1.81154647762225% |
-8.4836552605423% |
-5.85966508132992% |
0% |
| KCMTX |
-1.1644457371206% |
-6.61809690442352% |
-7.86389372455705% |
-5.48937900953962% |
-7.52421974758642% |
0% |
| DHLSX |
-0.237126922102171% |
-3.0853876242182% |
-5.51329539913212% |
-5.28982241397627% |
-4.87297265665415% |
-1.34825856720478% |
| BPLSX |
-2.64717898066753% |
7.42276127893604% |
-1.55065449252491% |
-5.87071298359633% |
-2.40746658610654% |
0.595654090261682% |
| BLSAX |
-13.4880719621816% |
-14.7514081504908% |
-12.3296534288402% |
-11.3688437059037% |
0% |
0% |
| ARBNX |
-17.4635573963504% |
-17.7949601629568% |
-11.0776948625875% |
-6.05074787320029% |
-5.97141793338801% |
-2.60957595482888% |
| ADANX |
-22.884993842393% |
-25.465819805596% |
-0.617322525274723% |
-4.62107393562124% |
-5.79023520524436% |
0% |
| PYTRX |
-29.851190165259% |
-23.4698125787422% |
-18.3054081890506% |
-12.3348599644596% |
-10.2403469394919% |
0% |
| PARYX |
-49.4296069263897% |
-43.600137937924% |
-24.8510381001098% |
-13.9576580802415% |
-11.4977203033166% |
0% |
| JHAIX |
-33.7378458181239% |
-9.62198354015056% |
-9.55227950256939% |
-9.42883613778855% |
0% |
0% |
| GARTX |
-13.3122506074058% |
-9.67247875315393% |
-8.97965650072853% |
-6.89500127061144% |
-8.2965749165133% |
0% |
| GAFYX |
-23.6778057311858% |
-13.1639331023043% |
-14.786941144904% |
-11.4003708322844% |
-9.36377275872765% |
0% |
| EIGMX |
-14.1137314325755% |
-12.9464232774427% |
-7.2916167389019% |
-5.40771326373517% |
-5.05616229113269% |
2.86506918157092% |
| DVRAX |
-4.52741804701463% |
-6.18442426500164% |
-6.35604562034377% |
-6.93458203648368% |
-3.56961128724718% |
0% |
| ASFIX |
-38.1386016024297% |
-23.3802004576386% |
-26.2570237888646% |
-22.0584300032338% |
-18.0997093042634% |
0% |
| MYITX |
-13.034328750557% |
-7.56031396092557% |
-9.80913057645669% |
-10.8388986868942% |
-8.86923156894403% |
0% |
| VGLSX |
-5.79605496640151% |
-7.63244102327694% |
-10.3631618341699% |
-9.49081894315822% |
-6.34355924737484% |
0% |
| TIBIX |
-4.84116219455404% |
1.06817959957659% |
-4.16148438350897% |
-4.88471833209813% |
-2.74814387750884% |
-0.097519173006388% |
| PAUIX |
-27.2564420496183% |
-13.960218188631% |
-12.0146981922638% |
-11.4605354971341% |
-9.44215970562972% |
-4.32352786484835% |
| MFWIX |
-16.6806356229826% |
-8.66256062594688% |
-7.10631892009415% |
-5.94891907990148% |
-4.182603316352% |
-0.881263013967585% |
| MALOX |
-12.7215241687451% |
-13.4741575429721% |
-6.78108450146732% |
-6.47379461384737% |
-5.47803091305797% |
-1.18444448797976% |
| LSWWX |
-4.32230243313526% |
-6.20632968146765% |
-5.3649966144329% |
-3.70876935032853% |
-2.64089422195062% |
-0.51629324700166% |
| LCORX |
-5.94668702550294% |
-3.8894058917066% |
-1.74350727035184% |
-2.88806562188774% |
-3.49777012859007% |
-0.977729368469157% |
| IVAEX |
-3.00844866189284% |
-2.69186661394955% |
-3.36659168060609% |
-8.78219285989899% |
-8.25647062730874% |
-1.91198580874079% |
| GMWAX |
-9.02823416470849% |
-8.55825303167041% |
-8.68123504256624% |
-7.96745799119813% |
-5.61439692642063% |
-1.97446731909598% |
| GLBIX |
-15.3121754174805% |
-8.06570386201954% |
-6.66338065493574% |
-7.98840350982326% |
-5.02870859793457% |
0% |
| GBMFX |
-7.65928301817244% |
-5.18147254049466% |
-9.1896606509315% |
-8.91771205320711% |
-5.59192438321959% |
0.447617640171416% |
| DSHGX |
-1.89922005394422% |
-1.29707967601383% |
-2.56804674606106% |
-3.52170332870206% |
0% |
0% |
| BPGLX |
-11.7392634296814% |
-12.1083980229219% |
-8.52809677941734% |
-6.77370384896466% |
-5.77714714244722% |
-4.31367468036751% |
| SFHYX |
-14.8470093095907% |
-20.6398113667291% |
0.120894449193871% |
-1.07207714404916% |
2.26884899485565% |
0% |
| PMSAX |
-14.2516139844151% |
-10.2344853547755% |
-7.85535993376166% |
-7.21286281077062% |
0% |
0% |
| AVGRX |
-5.40424507882892% |
-5.20153401548116% |
-8.36775584615651% |
-6.94604584283798% |
-4.95431997741741% |
0% |
| AOR |
-11.5198316328727% |
-7.58523595336792% |
-5.99835688442194% |
-4.51364131018236% |
-3.05827669695591% |
0% |
| AOM |
-15.255449637109% |
-10.9443270526187% |
-8.30892823392729% |
-5.86886807323048% |
-3.74268726156646% |
0% |
| AOK |
-18.2011641749742% |
-13.2929486228819% |
-10.1680115550467% |
-6.98794192446591% |
-4.6481596432286% |
0% |
| AOA |
-8.33740557712702% |
-5.24729407891762% |
-4.58664550154196% |
-3.95063842793145% |
-2.98980579013199% |
0% |
| FV |
-6.41720533171968% |
-2.29088346937672% |
-2.2366792247997% |
-2.2811034596303% |
0% |
0% |
| PGX |
-18.9352289684134% |
-12.6368660954219% |
-13.4266806734462% |
-8.39916170224097% |
-5.44048292332363% |
0% |
| PFF |
-17.1147612292147% |
-11.8017374464353% |
-11.255789285152% |
-8.28666024652273% |
-5.07024790958644% |
0% |
| MDIV |
-6.7879670907169% |
-4.09578040284974% |
-10.5241140697962% |
-9.67734485785607% |
0% |
0% |
| IYLD |
-12.9542547735901% |
-12.5695423737034% |
-13.8414078999282% |
-10.1381494722227% |
0% |
0% |
| INKM |
-18.8105542786305% |
-11.313461507169% |
-10.4464932614655% |
-8.39980758479232% |
0% |
0% |
| CWB |
-13.2704575926559% |
-15.2824650119538% |
-4.49750453427287% |
-3.60027480861719% |
-2.77069493374653% |
0% |
| CVY |
-2.62318349936434% |
-2.43341672692258% |
-7.43957109948016% |
-8.5342836125585% |
-6.26047296183393% |
0% |
| BRK.A |
-3.1292749108975% |
4.30418389885503% |
-1.1999494735392% |
-1.583697580734% |
-2.81452324078777% |
-1.16187684224827% |
| VYM |
-9.97347521810499% |
-0.352362735301% |
-3.55156527997228% |
-2.27873538585338% |
-0.683349524662958% |
0% |
| SDY |
-16.5372002520568% |
-2.5038011792103% |
-4.37607088032099% |
-2.590424791611% |
-1.41724289908377% |
0% |
| PID |
-21.0599178003318% |
-3.28970748638843% |
-7.84894699559984% |
-9.21636596451653% |
-7.80921549885642% |
0% |
| IDV |
-16.5380934489589% |
-6.5869406231527% |
-9.41869573784814% |
-10.27990677345% |
-8.23661799089245% |
0% |
| HDV |
-12.7242499950835% |
0.744815393093575% |
-6.4808708533414% |
-4.11324735638094% |
0% |
0% |
| DWX |
-23.1952062175581% |
-9.12129396713259% |
-11.5506243692052% |
-11.7289502240381% |
-10.5834959497187% |
0% |
| DVY |
-16.9086650532632% |
-4.02740641141271% |
-6.10340806999623% |
-3.90190230286982% |
-1.6952951165016% |
-2.12671614635153% |
| DLS |
-15.514060749167% |
-9.0217471056711% |
-10.2618468972564% |
-8.95202506715337% |
-6.99971115425165% |
0% |
| DLN |
-8.8006043516664% |
0.615077206445907% |
-2.50047115586375% |
-1.62610106894762% |
-0.273528838588739% |
0% |
| DGS |
-7.0462303318058% |
-5.02322958781893% |
-7.29214967874923% |
-7.87570047196926% |
-8.33182788486777% |
0% |
| DEM |
-5.18984701736319% |
-3.63858593758967% |
-8.26449491316821% |
-9.07590528166349% |
-9.67572221227018% |
0% |
| BTAL |
-23.4198811264715% |
-1.27028480239854% |
-13.994943088773% |
-11.8362603924868% |
0% |
0% |
| MNA |
-42.9071306083892% |
-36.6512478572418% |
-18.1478814989106% |
-10.7802057148549% |
0% |
0% |
| RLY |
-18.6775325392574% |
-0.0629096684414656% |
-4.85962473445252% |
-9.51751485740772% |
0% |
0% |
| CSM |
-1.60656260228497% |
-0.561230309485703% |
-2.03978454894894% |
-1.57245032345211% |
0% |
0% |
| QAI |
-9.25761246045832% |
-14.1268949092119% |
-12.1604830850128% |
-10.9287577984585% |
-9.60811524647313% |
0% |
| PWC |
-4.21780605925986% |
-4.82112811471552% |
-6.66146843084076% |
-5.20062789860916% |
-4.26662014041502% |
-2.48159628481881% |
| PDP |
-3.78770111561766% |
-5.34042697910568% |
-4.09774221495118% |
-3.27761814480234% |
-2.17714383998654% |
0% |
| HDG |
-15.788322321233% |
-17.3531320653585% |
-11.1244172725711% |
-9.44019162001645% |
0% |
0% |
| PRPFX |
1.07912056481142% |
-2.60505731500953% |
0.563699757866349% |
-3.91042782369286% |
-4.15830173747529% |
0.455378367704798% |
| RSP |
-10.9675631549394% |
-3.41643325664502% |
-3.6050638087209% |
-2.98181567861459% |
-1.92175956388608% |
-1.22150086337514% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LSWWX |
-3.8% |
-5.9% |
-4.3% |
-2.7% |
-1.6% |
0.1% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-6.3% |
-4.5% |
-2.4% |
-1.1% |
-0.2% |
0.4% |
| Global Equities (ACWI) |
-5.1% |
-3.5% |
-3.2% |
-3.6% |
-4.1% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-13.2% |
-8.9% |
-4.9% |
-2.0% |
-0.0% |
0.7% |
| 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 |
| JMNAX |
6.00341353541859% |
0.352666047277132% |
2.94579490158602% |
1.30231506030688% |
0.430977533886209% |
0.517978025915889% |
| BKLN |
2.46872111599636% |
-0.6209461650076% |
-1.91930828178152% |
-1.29119083721471% |
0% |
0% |
| WFAIX |
-6.14948232583437% |
-3.88425809712371% |
-1.73833780425385% |
-0.425536187399425% |
1.02866355195813% |
0.28352540644366% |
| FPACX |
-2.39111664232487% |
-2.97551302554899% |
-2.43460617555957% |
-1.63593720617144% |
-0.330622582844748% |
1.08639498983682% |
| VGSTX |
-9.30213958744966% |
-6.78930427122993% |
-3.3068739632688% |
-1.57697216780434% |
-0.721114784442504% |
0.0528912378551318% |
| VWELX |
-4.83045678763813% |
-3.0212958164921% |
-1.76183470139181% |
-0.0215971810900255% |
0.918461058647274% |
1.47472695870451% |
| VASGX |
-5.98789562693414% |
-4.52089515926512% |
-3.34243882705927% |
-2.65204633891619% |
-2.06529985908545% |
-1.42360854823639% |
| VWINX |
-11.2577203714387% |
-5.41688831478307% |
-3.21940912360658% |
-1.21961167669516% |
1.16224263342639% |
1.49976606231036% |
| VLAAX |
-4.57289738309506% |
-4.82990713178956% |
-3.3820465956605% |
-1.18110190630739% |
0.133179224535324% |
0.418579177533092% |
| VBIAX |
-5.36128323089157% |
-4.245859918078% |
-2.17052158899255% |
-1.02346714239014% |
0.0325215599796937% |
0.593754670813495% |
| SWOBX |
-5.13243176548347% |
-5.28745628887346% |
-3.26492949088547% |
-1.86450346926138% |
-1.13312700196182% |
-0.472885735133564% |
| JANBX |
-6.75302829234983% |
-4.2219225948011% |
-2.14808408284943% |
-0.721964645364047% |
-0.258560028211365% |
1.6287903305088% |
| FPURX |
0.288900016694479% |
-2.33481110913508% |
0.0180048811396398% |
-0.0902513405455787% |
0.442275090797745% |
0.721999409030065% |
| FBALX |
-3.51553302286293% |
-3.25539366684039% |
-0.672653630453811% |
-0.611901426789345% |
0.115909383629671% |
0.707192425881631% |
| DODBX |
-3.88129211322108% |
-2.24567733284254% |
-1.9554644793057% |
-1.83746203994731% |
-0.659279875883731% |
-0.748884236467038% |
| COTZX |
-11.6023021341794% |
-7.30887756477476% |
0.143751220072195% |
0.0626857249470096% |
1.7409430830117% |
0.205706753824661% |
| BETFX |
-7.58278158604875% |
-5.37924424301726% |
-4.41010471176185% |
-3.43305039264818% |
-2.49546224005574% |
0% |
| XCOR |
-1.77372952329223% |
-9.15184695473279% |
-5.50619770422865% |
-4.01462842620671% |
-4.1384743578377% |
0% |
| NAVFX |
0.480770696154991% |
-3.04449517777151% |
-3.59345800473745% |
-3.07347519952925% |
0% |
0% |
| SMIFX |
-10.156255547404% |
-5.10297537809299% |
-3.02204845775687% |
-3.55827651805285% |
-3.11041388771028% |
0% |
| VWLTX |
-15.3564255374272% |
-8.84615290407419% |
-4.8669699689185% |
-1.24556434464053% |
0.735388488871791% |
0.968475367215902% |
| PRINX |
-13.6397797924705% |
-8.45148830600668% |
-4.90087490290441% |
-1.4033229517334% |
0.900638842156548% |
0.972391181160565% |
| MDNLX |
-12.3644638562696% |
-8.92451207717355% |
-5.60749650267868% |
-2.05140084821988% |
0.517153551670163% |
0.647379946409662% |
| FLAAX |
-13.6624247764671% |
-10.815652254259% |
-6.39575796118798% |
-1.92180212804264% |
0.95633135251958% |
0.738644764076379% |
| FHIGX |
-14.1379260828105% |
-8.48420954011596% |
-4.72466965976315% |
-1.30435324438025% |
0.726462206056243% |
0.972319792702699% |
| VWIAX |
-11.187431952931% |
-5.3124617942593% |
-3.12843888021629% |
-1.13075446141745% |
1.16201877069106% |
1.52559838891444% |
| VTINX |
-10.4933400175518% |
-6.87270251140222% |
-3.94330234235952% |
-2.01489050072273% |
-0.479851763291702% |
0.149416500641066% |
| VASIX |
-10.5985440374671% |
-7.64151038361465% |
-4.4155719477522% |
-1.90493410502569% |
-0.345389134240347% |
-0.0267236548914225% |
| TRRIX |
-8.69243381312024% |
-7.62030555273447% |
-4.45330577982759% |
-2.7315596392812% |
-1.51474804255884% |
-0.627051732901232% |
| PRSNX |
-9.41042641887041% |
-10.0058148325923% |
-6.11535625709732% |
-2.67209050283512% |
-0.572777257360337% |
0% |
| PPSIX |
-1.48266168880885% |
-5.84561981991905% |
-4.06255157051701% |
-1.20579801960878% |
2.72470623051354% |
0.0302077074976772% |
| PONPX |
-12.1513672113505% |
-8.44272627877045% |
-5.60396416686802% |
-1.52898554254657% |
2.78701476559959% |
0% |
| NPSRX |
-4.68966377980695% |
-8.5508126643536% |
-5.83738407152497% |
-2.25975260655064% |
2.52941270849308% |
0% |
| KIFYX |
-13.1876093754641% |
-7.82788886235979% |
-9.48801429027175% |
-5.77750994196403% |
0.160240110630967% |
-3.18633977119853% |
| GSZAX |
-1.49991686295179% |
-3.90157661832326% |
-2.77007167595722% |
-2.80822313563155% |
0% |
0% |
| FCVSX |
-6.35533945431688% |
-7.37923860118472% |
0.390807242579752% |
-1.63879006327976% |
-0.0218220789364825% |
-0.736620386601903% |
| CNSDX |
-11.4183149870546% |
-9.28361294888374% |
-1.95168148931715% |
-2.17333668918297% |
-0.575182727340502% |
0.111004158831798% |
| CCVIX |
-10.0463769797879% |
-11.1096222992793% |
-2.92295785402198% |
-2.59930298967593% |
-2.39264596740196% |
-1.03045977977585% |
| BASIX |
-9.68434642067566% |
-7.29652185437063% |
-4.12131042223405% |
-2.13165589877628% |
0.463383139818322% |
0% |
| ARTOX |
-8.89662881020256% |
-5.62942728876233% |
-3.70826862438331% |
-2.58894701377789% |
-1.35346152948731% |
0% |
| TIBAX |
-0.921274345411526% |
0.984694379199445% |
-2.61631555480549% |
-3.09647263206499% |
-1.238928542374% |
0.300452015546922% |
| NBHAX |
-9.35144406556099% |
-2.00269151527127% |
-3.8463552108744% |
-2.8876300012547% |
-1.05984752832123% |
0% |
| LGMAX |
-4.06741853245061% |
-6.20548090028215% |
-4.60250712241148% |
-2.97670000606636% |
-2.01593785116804% |
-0.22683784220959% |
| CVLOX |
0.417281580996427% |
-5.19833946426366% |
-1.98865743903432% |
-3.45485648031244% |
-3.22242047643377% |
-1.10046888786105% |
| LFRAX |
-4.19437053866311% |
-4.17228654531189% |
-4.66899144759335% |
-2.00725103652476% |
0.0872025571080814% |
0% |
| VEIPX |
-6.14876354055227% |
0.743893777401636% |
-1.46720011473676% |
-0.929182390492881% |
0.631495128370949% |
0.587401189529227% |
| SWDSX |
-11.1380549945166% |
-3.17503093134552% |
-6.0976449443846% |
-5.32926874636199% |
-3.58279101462807% |
-1.88619362137441% |
| PRFDX |
-6.69342452777105% |
-0.858634521136168% |
-3.01689226277952% |
-3.36331795417217% |
-2.41039409107718% |
-1.76061191871748% |
| MDDVX |
-4.88550015143422% |
-4.85757542728156% |
-4.18486681560996% |
-2.74654474347736% |
-1.80967582069122% |
-0.0463827251393232% |
| LCEIX |
-9.48008599941779% |
-1.01950272340225% |
-3.06480481155609% |
-2.29338663848716% |
-0.731452068752224% |
-0.55503735757508% |
| LBSAX |
-4.30095598077636% |
0.157759978808935% |
-0.932091954460068% |
-0.122934761700597% |
0.326287568221986% |
1.08040750747962% |
| FSDIX |
-9.49255020259377% |
-3.61211250071452% |
-2.62676421978024% |
-1.56062937314767% |
0.28015617840223% |
-0.877104456355913% |
| FEQTX |
-5.74077105945081% |
0.296658811355252% |
-2.32547970187691% |
-2.45942236834478% |
-2.43567302792171% |
-2.62021739636933% |
| VMNFX |
19.6023074691482% |
12.211118341733% |
5.09804821563717% |
1.91985313579883% |
2.25176623389073% |
1.34793855367065% |
| GABCX |
-2.35709857555495% |
-1.96498414715439% |
-1.371406446506% |
-0.773683562805064% |
-0.153276950158809% |
0.567017242067953% |
| CVSIX |
-4.33599622739843% |
-3.67269243473863% |
-2.01029502218424% |
-0.842628820240636% |
-0.19479392671064% |
-0.674780026646245% |
| MLSAX |
-17.1899010693042% |
-3.77099906550001% |
-1.07474788098465% |
-2.7756270935111% |
-4.82298725309345% |
-0.526783070144496% |
| MFADX |
-1.37179002843456% |
-1.15769279001649% |
0.139110975561876% |
-4.19234194326272% |
-1.8455218463424% |
0% |
| KCMTX |
-0.293380545941808% |
-5.43520774427112% |
-4.88212981995695% |
-3.09161874739002% |
-4.95329557832292% |
0% |
| DHLSX |
1.9429328310351% |
-1.54218087353715% |
-3.18206501837338% |
-3.10888109045735% |
-2.40435265154354% |
-0.107137363792547% |
| BPLSX |
0.223623987160391% |
6.46851330959253% |
1.18296337514905% |
-1.84717878377857% |
1.65224649558535% |
2.9508810296439% |
| BLSAX |
-10.0710319900732% |
-13.9139410060735% |
-10.0662786202048% |
-7.8259586256682% |
0% |
0% |
| ARBNX |
-3.71963037603203% |
-3.52067005896878% |
-1.44598791937386% |
-0.185336893962445% |
0.261233173080586% |
0.468265604646388% |
| ADANX |
-3.98155861338586% |
-4.44572140983237% |
1.92365520485262% |
0.510325065061546% |
0.750445113289702% |
0% |
| PYTRX |
-13.2665262573473% |
-6.61151154698772% |
-4.32234941620852% |
-2.3219523338448% |
-1.15227435505758% |
0% |
| PARYX |
-5.95443886450681% |
-5.71900206977534% |
-3.27733011464424% |
-1.36681713663236% |
-0.702527868137654% |
0% |
| JHAIX |
-10.6583988407141% |
-3.5390568467721% |
-2.51528214887167% |
-2.19511673000102% |
0% |
0% |
| GARTX |
-4.38706987326012% |
-3.54009808038936% |
-3.21049982137265% |
-2.38257804903505% |
-2.75278801299367% |
0% |
| GAFYX |
-6.11470602917328% |
-3.94058635518631% |
-3.99435304010605% |
-3.37577622296659% |
-2.55577635204874% |
0% |
| EIGMX |
-1.64071399919458% |
-2.16971067711947% |
-0.531301570805494% |
0.0490054376875966% |
0.476131557403878% |
1.69533580269678% |
| DVRAX |
0.167971842119238% |
-1.76466459210442% |
-1.62981631539718% |
-1.58165484867494% |
0.0752621233626796% |
0% |
| ASFIX |
-5.2769711718002% |
-7.89679703670544% |
-3.3856082626465% |
-1.45340822828489% |
0.840502038427344% |
0% |
| MYITX |
-10.8584145743082% |
-6.91267660493124% |
-8.43717209895849% |
-9.24187315616091% |
-7.6034695865967% |
0% |
| VGLSX |
-4.15534544854962% |
-5.27591609449469% |
-6.50085779694918% |
-6.03647552314511% |
-3.93325167882355% |
0% |
| TIBIX |
-0.606398253556781% |
1.25627336575917% |
-2.3475660059144% |
-2.81182493283098% |
-0.674671099731373% |
0.834004454846386% |
| PAUIX |
-16.7697714365111% |
-9.28924955727744% |
-7.56712372105289% |
-6.28497326591981% |
-3.58476317664083% |
-1.00326059763911% |
| MFWIX |
-11.9184526152619% |
-5.74652927852676% |
-4.16748631511886% |
-3.20452616367028% |
-1.9523626882302% |
-0.00966208097078258% |
| MALOX |
-9.30966314365513% |
-8.459939367573% |
-3.93841941684576% |
-3.62539060758445% |
-2.95164512357636% |
-0.205915970313826% |
| LSWWX |
-3.81981084792448% |
-5.94729833633667% |
-4.34024416294502% |
-2.71270152209973% |
-1.62813025930418% |
0.136242283923522% |
| LCORX |
-3.3982840308326% |
-1.98643738100908% |
-0.571296975061234% |
-1.00158140917176% |
-1.34816278172682% |
0.0789252998766834% |
| IVAEX |
-1.9015942934024% |
-1.83113187764631% |
-2.28082134494278% |
-6.96667916599129% |
-6.39133860418509% |
-0.0423894490938341% |
| GMWAX |
-5.58183451758154% |
-5.42359248414442% |
-5.0040854772344% |
-4.34974984487595% |
-2.6386013130392% |
-0.642530261237587% |
| GLBIX |
-9.09089848281901% |
-4.45292865713177% |
-3.33644045317627% |
-3.93019794934341% |
-2.23145899014296% |
0% |
| GBMFX |
-2.18551847615401% |
-1.90389704041138% |
-3.41479835652834% |
-3.34321272661002% |
-1.33257624581004% |
1.28157520893711% |
| DSHGX |
-1.25515399331805% |
-0.99947505973444% |
-2.06877593042284% |
-2.98285684512798% |
0% |
0% |
| BPGLX |
-8.88474669928608% |
-7.75870710965923% |
-5.44578225155273% |
-4.17677662630904% |
-3.5896605616564% |
-3.01712261290732% |
| SFHYX |
-5.11533298673357% |
-7.20761121857622% |
1.69262890679758% |
1.03227207750358% |
2.67867176314085% |
0% |
| PMSAX |
-2.51010623533686% |
-2.76056714847469% |
-2.01328513742674% |
-1.70294270733779% |
0% |
0% |
| AVGRX |
3.23851013395431% |
-2.42038463612672% |
-3.39550332482085% |
-2.71177560246617% |
-1.67884061440484% |
0% |
| AOR |
-8.26667996731533% |
-5.20761774343638% |
-3.72496214434872% |
-2.62242361493759% |
-1.64298358016769% |
0% |
| AOM |
-9.19121871639618% |
-6.26247089914733% |
-3.9524787929226% |
-2.51142456636068% |
-1.33200532267183% |
0% |
| AOK |
-9.8785521970638% |
-6.85756341211345% |
-4.23824509057955% |
-2.50232645357284% |
-1.15431186255026% |
0% |
| AOA |
-7.01859915038971% |
-4.22292797185452% |
-3.55509748920562% |
-2.9531018885864% |
-2.23849793898685% |
0% |
| FV |
-9.13736474887233% |
-2.21137271185358% |
-1.51381631643082% |
-1.42922383291988% |
0% |
0% |
| PGX |
-14.7143386421186% |
-10.1438172256634% |
-7.75437597629155% |
-3.00308837545967% |
0.243845330730173% |
0% |
| PFF |
-11.3926488014052% |
-8.05222073672532% |
-6.4863875138266% |
-3.53778764795872% |
-0.231212351793694% |
0% |
| MDIV |
-2.49386483404503% |
-2.65201099633123% |
-9.23892993250186% |
-7.71219104777841% |
0% |
0% |
| IYLD |
-5.95582964992301% |
-7.55074622485601% |
-9.00110089969874% |
-5.49087024215361% |
0% |
0% |
| INKM |
-13.4456969571958% |
-6.97456185264323% |
-6.47107895235756% |
-4.62309571686497% |
0% |
0% |
| CWB |
-9.63206788389511% |
-11.0312458447184% |
-2.74063683284138% |
-1.89125576513479% |
-0.883895961577297% |
0% |
| CVY |
0.239455364660618% |
-1.83580630704486% |
-7.58003710531992% |
-8.61999282500178% |
-5.07069209964538% |
0% |
| BRK.A |
1.00672585108489% |
5.88996820808346% |
0.985072691821093% |
1.01383203888706% |
2.29700058193568% |
2.3616544430635% |
| VYM |
-7.84263210780454% |
0.133831271306518% |
-2.42263070864884% |
-1.33224933205293% |
0.237240186076889% |
0% |
| SDY |
-15.2786084326294% |
-1.79973565977379% |
-3.23497371954239% |
-1.46933750972323% |
-0.146862555208974% |
0% |
| PID |
-20.9240587048277% |
-2.64931943169591% |
-7.12776832345833% |
-8.50476495802511% |
-6.70835389419845% |
0% |
| IDV |
-11.7303296956217% |
-5.75281654386028% |
-8.18166233749636% |
-8.96660530848478% |
-6.98964613252316% |
0% |
| HDV |
-7.63960125903623% |
1.31924379383963% |
-4.73679407240279% |
-2.34032520420392% |
0% |
0% |
| DWX |
-15.5444954007614% |
-6.84227615315671% |
-8.30925763355549% |
-8.66997239019517% |
-8.55495752793332% |
0% |
| DVY |
-15.5777894390293% |
-3.04137668163882% |
-4.71707131720489% |
-2.17160196808722% |
0.355190648415114% |
-0.811212329893383% |
| DLS |
-13.0400592375848% |
-7.98780693061773% |
-9.25975229680438% |
-7.6106172987138% |
-5.33668374822027% |
0% |
| DLN |
-7.26001545340089% |
0.751655067932807% |
-1.86389371513447% |
-1.10264619108904% |
0.235818677479335% |
0% |
| DGS |
-3.35320511587776% |
-3.52836844088658% |
-5.33950285118121% |
-5.61004120293705% |
-6.18464980750234% |
0% |
| DEM |
-0.95498578426629% |
-2.14432633088704% |
-5.71017265234375% |
-6.5770020028195% |
-7.30986310075668% |
0% |
| BTAL |
8.57089683913358% |
4.17326140461389% |
2.34712282845604% |
4.86992190706717% |
0% |
0% |
| MNA |
-7.45601991797262% |
-6.92805282190186% |
-3.91387319420141% |
-1.42036537429796% |
0% |
0% |
| RLY |
-10.0264563250631% |
0.920814815230866% |
-2.33169600210584% |
-6.18852610323244% |
0% |
0% |
| CSM |
-1.64993123466036% |
-0.521613050264087% |
-2.00920309148855% |
-1.50427388421172% |
0% |
0% |
| QAI |
-2.95543624652789% |
-4.9194194322838% |
-3.7930597726803% |
-3.35397359782895% |
-2.61437762945759% |
0% |
| PWC |
-4.43063430019225% |
-5.01577854659078% |
-6.68688800247102% |
-4.92703376424498% |
-3.80666830825895% |
-2.12659221504488% |
| PDP |
-3.88598137406124% |
-6.24734554856895% |
-3.60742789273164% |
-2.67247347633951% |
-1.11765845234638% |
0% |
| HDG |
-4.4500218552453% |
-6.15684420206754% |
-3.85936276866163% |
-3.19694173040223% |
0% |
0% |
| PRPFX |
2.57525888049116% |
-1.23321892465399% |
1.01203254465347% |
-1.17658687756568% |
-0.776356766262696% |
1.68805437846266% |
| RSP |
-12.5364444630629% |
-3.33882046381733% |
-3.52825318973665% |
-2.81827110397495% |
-1.63954744813786% |
-1.08654710791404% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LSWWX |
0.84 |
-0.05 |
0.32 |
0.48 |
0.74 |
0.56 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.61 |
-0.07 |
0.39 |
0.58 |
0.85 |
0.60 |
| Global Equities (ACWI) |
0.78 |
0.07 |
0.42 |
0.48 |
0.64 |
|
| U.S. Equities (SPY) |
1.09 |
0.27 |
0.59 |
0.71 |
0.91 |
0.59 |
| U.S. Bonds (BND) |
-0.84 |
-0.95 |
-0.41 |
-0.10 |
0.24 |
0.29 |
| 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 |
| JMNAX |
1.24065105613655 |
0.108772947944857 |
0.563330802207414 |
0.311201780147559 |
0.237717536200257 |
0.201572033947279 |
| BKLN |
1.32059883920815 |
0.0534327449141454 |
0.123989050051022 |
0.262457658855174 |
0 |
0 |
| WFAIX |
0.624299322475821 |
-0.030866343192769 |
0.422591340215708 |
0.628957977159156 |
0.954710969839133 |
0.583123947580599 |
| FPACX |
0.810294918603407 |
0.00306150330976534 |
0.389399261332028 |
0.478388542819763 |
0.752974301464841 |
0.597437701082666 |
| VGSTX |
0.423164541259699 |
-0.206812858373953 |
0.339442268244634 |
0.489919733702246 |
0.752902836070289 |
0.540088645829357 |
| VWELX |
0.655569264776223 |
0.019970210188113 |
0.429888453569416 |
0.611196162576794 |
0.895256361114143 |
0.667869620769972 |
| VASGX |
0.680153719527791 |
-0.0330170124295111 |
0.371240048445232 |
0.488522488710361 |
0.727200481617115 |
0.473525773455581 |
| VWINX |
-0.0800622000112848 |
-0.299063571749956 |
0.174800712890512 |
0.43098359241735 |
0.895674210929849 |
0.678869627645577 |
| VLAAX |
0.694170800845267 |
-0.0548859607705705 |
0.311030374109073 |
0.547939419224512 |
0.840849365360593 |
0.577734011457325 |
| VBIAX |
0.682116472127173 |
-0.053151284946878 |
0.406851954534204 |
0.585847598401492 |
0.874512941945931 |
0.617622729668916 |
| SWOBX |
0.665167860247299 |
-0.150876951662684 |
0.314653607060143 |
0.504240692105777 |
0.760409990243889 |
0.511323411964998 |
| JANBX |
0.528594086206542 |
-0.0635418440759258 |
0.396082068963419 |
0.603909814446804 |
0.837219015483924 |
0.700469745611848 |
| FPURX |
1.09353177588594 |
0.08897002537971 |
0.560974145088694 |
0.671241431279754 |
0.910765037724033 |
0.626698986507107 |
| FBALX |
0.81739370224018 |
0.0380221890350841 |
0.527138747805217 |
0.638787468004987 |
0.887280367450643 |
0.622981287407202 |
| DODBX |
0.680435574402518 |
0.0571831707976512 |
0.417371481701474 |
0.509075199495234 |
0.793645312491706 |
0.499421239391427 |
| COTZX |
-0.155770014606886 |
-0.53906809136499 |
0.455899551869758 |
0.534063202939546 |
0.91285698561305 |
0.509870270770079 |
| BETFX |
0.452820577928389 |
-0.173142727318925 |
0.225661809616886 |
0.339330492301032 |
0.615075038579813 |
0 |
| XCOR |
0.9789264499977 |
-0.289716586565121 |
0.274318196725836 |
0.432082090225342 |
0.620269180936491 |
0 |
| NAVFX |
1.09986812494459 |
0.0886617517322533 |
0.391986265726385 |
0.499423227177989 |
0 |
0 |
| SMIFX |
0.309709738457534 |
-0.216850624798285 |
0.339296809659829 |
0.394789063742625 |
0.630236487213413 |
0 |
| VWLTX |
-0.575584600672951 |
-0.7682901264622 |
-0.286399050798045 |
0.0768041346183999 |
0.381804656890109 |
0.328242964464587 |
| PRINX |
-0.565223900939311 |
-0.815685206399205 |
-0.313673463213873 |
0.0457496947467465 |
0.413339657648344 |
0.339114216272814 |
| MDNLX |
-0.93942136360003 |
-0.917359364434284 |
-0.4276515189808 |
-0.0595731607130067 |
0.367922797973536 |
0.29390787727899 |
| FLAAX |
-0.630037704732991 |
-0.939196314865332 |
-0.385176226642786 |
0.021854634347102 |
0.423554096118327 |
0.302230179272225 |
| FHIGX |
-0.642516530032043 |
-0.817720267724553 |
-0.304861011161672 |
0.0498361395990848 |
0.375186333224553 |
0.33388269213819 |
| VWIAX |
-0.069926500914937 |
-0.288862459778206 |
0.183863423090457 |
0.442218731615868 |
0.895753739004324 |
0.682550399862527 |
| VTINX |
-0.356744541855503 |
-0.540031805936472 |
0.033367194179705 |
0.285672398985175 |
0.68154567692267 |
0.503014780840376 |
| VASIX |
-0.299294298977471 |
-0.645778637876515 |
-0.111391073573735 |
0.19471512682269 |
0.588235475885622 |
0.429808713870821 |
| TRRIX |
-0.016576129629478 |
-0.587324365573487 |
0.0898598504663021 |
0.295058855112634 |
0.638464599049743 |
0.45380914406207 |
| PRSNX |
-0.452505016525515 |
-1.18941396638282 |
-0.336134990779209 |
0.0114983922415756 |
0.461158239052394 |
0 |
| PPSIX |
0.686784201131212 |
-0.511312371446714 |
0.0159303089295964 |
0.311933605759209 |
0.845565896923997 |
0.36810582933981 |
| PONPX |
-0.982503768877618 |
-1.01433574790527 |
-0.346381910400418 |
0.182295469927648 |
0.993179700139052 |
0 |
| NPSRX |
0.260906347134974 |
-0.757110247365589 |
-0.0889639011948467 |
0.212879532938483 |
0.782682488085094 |
0 |
| KIFYX |
-0.0367770433821577 |
-0.381561720781816 |
0.000741191078211329 |
0.155721627874134 |
0.658899631682838 |
0.259493848999048 |
| GSZAX |
-0.181165005140232 |
-0.672361315717753 |
-0.0667466159986625 |
-0.133523880364824 |
0 |
0 |
| FCVSX |
0.43814479418995 |
-0.343751988018261 |
0.535952433925709 |
0.50152322023546 |
0.794860794866783 |
0.476003926770863 |
| CNSDX |
0.0685899092114176 |
-0.531710079150315 |
0.388026416725575 |
0.442523523826861 |
0.751668447968212 |
0.519471422317807 |
| CCVIX |
0.253665060972123 |
-0.612307256538424 |
0.349607057945039 |
0.428690924848263 |
0.608936548591621 |
0.434641626844175 |
| BASIX |
-1.10012209224415 |
-1.34140053478491 |
-0.338186229644031 |
-0.0647390066266299 |
0.625639905090285 |
0 |
| ARTOX |
0.151374778265794 |
-0.294024323831804 |
0.189858476407627 |
0.350278321949656 |
0.68291745083441 |
0 |
| TIBAX |
0.787479839331933 |
0.281613636624019 |
0.372179618040547 |
0.393532570292933 |
0.691517630774161 |
0.543002851540593 |
| NBHAX |
0.382504008164967 |
0.112617278004404 |
0.318289225163288 |
0.44275217488381 |
0.74086873784728 |
0 |
| LGMAX |
0.828159580138352 |
-0.0688622335019035 |
0.308254039794351 |
0.461979396353402 |
0.713559571493422 |
0.534729458483029 |
| CVLOX |
1.05500098627519 |
-0.0559195943176595 |
0.455598994461165 |
0.434897446574397 |
0.601538030255738 |
0.464236898761221 |
| LFRAX |
-0.870827559547766 |
-0.767930366507959 |
-0.211674722561219 |
0.0965560376928884 |
0.556302223895269 |
0 |
| VEIPX |
0.614448644565768 |
0.279923404144204 |
0.468285055962233 |
0.60050714644037 |
0.893212786838545 |
0.600283592047685 |
| SWDSX |
0.299839842721997 |
0.0463866472037825 |
0.251568779638098 |
0.3526278330492 |
0.642597610258859 |
0.443570113764754 |
| PRFDX |
0.629791470320047 |
0.191854425782526 |
0.409007665568824 |
0.467470636545289 |
0.711356879015374 |
0.465618719220807 |
| MDDVX |
0.677216981012967 |
-0.0839728195577745 |
0.306235987702669 |
0.465325354171605 |
0.712241527284979 |
0.544862578891451 |
| LCEIX |
0.477744647903985 |
0.17271899964401 |
0.372668622077471 |
0.483311274843357 |
0.786834341302186 |
0.516347251426325 |
| LBSAX |
0.755983626406092 |
0.255692601181233 |
0.508811804551032 |
0.668724863953411 |
0.891759614930978 |
0.64415595578627 |
| FSDIX |
0.34076196797141 |
-0.0246451755552293 |
0.382097775236422 |
0.539780137662093 |
0.869291385682705 |
0.494841323104448 |
| FEQTX |
0.647345983086162 |
0.250193077961228 |
0.431292370050027 |
0.510823868819756 |
0.710304020647842 |
0.416793564784631 |
| VMNFX |
2.80933126115128 |
1.50963857683073 |
0.65409460678835 |
0.253839039065159 |
0.357833466108324 |
0.25895277450449 |
| GABCX |
0.292563770972396 |
-0.331645480026175 |
0.0995399059585689 |
0.282137294184622 |
0.644839739820341 |
0.603584145649893 |
| CVSIX |
-0.623204553379833 |
-0.52217873643862 |
-0.0103692190686655 |
0.307527447902445 |
0.676099715806958 |
0.333399984216527 |
| MLSAX |
0.419600894170192 |
0.151758715143851 |
0.513019255615912 |
0.497952501295772 |
0.468032018839293 |
0.422393784015901 |
| MFADX |
0.44261443999792 |
0.0787392663473358 |
0.487685181432628 |
0.17981280104864 |
0.534220455071043 |
0 |
| KCMTX |
1.02171098999245 |
-0.0852707911059656 |
0.191008911939402 |
0.371098700670144 |
0.436585421273386 |
0 |
| DHLSX |
1.0758904346262 |
0.0833505408487201 |
0.311434245871132 |
0.383866124367024 |
0.596502283650173 |
0.498235069970141 |
| BPLSX |
0.936341762602769 |
0.617918043397868 |
0.509199561388962 |
0.350146446475546 |
0.754721470355391 |
0.625089497018369 |
| BLSAX |
0.298966907534532 |
-0.534028880820492 |
-0.015088755113865 |
0.0178364316990549 |
0 |
0 |
| ARBNX |
0.00551521565467398 |
-0.683117614840925 |
-0.0257788996331844 |
0.27320618332207 |
0.470211484943857 |
0.375510737114248 |
| ADANX |
-0.349039932757929 |
-0.940315162008428 |
0.505450336153143 |
0.38691458261234 |
0.501670303592841 |
0 |
| PYTRX |
-0.795392838486229 |
-0.988242033968464 |
-0.379293312245728 |
-0.0940076941524359 |
0.209537343537312 |
0 |
| PARYX |
-2.09034926577077 |
-1.60170379216413 |
-0.635528799415502 |
-0.181722317957162 |
0.106247525960352 |
0 |
| JHAIX |
-1.05839337143136 |
-0.266812062133163 |
0.0621133620293323 |
0.0876205145318549 |
0 |
0 |
| GARTX |
0.270536260416016 |
-0.273411439694935 |
0.0943434272227096 |
0.246824561260852 |
0.346281916569602 |
0 |
| GAFYX |
-0.38602912227887 |
-0.46529191293537 |
-0.203806315220943 |
-0.0281841203755439 |
0.288457514590332 |
0 |
| EIGMX |
0.207715309953351 |
-0.4238957898254 |
0.164523127830533 |
0.320991979656664 |
0.533194950710093 |
0.714679008342084 |
| DVRAX |
0.81515274998518 |
-0.0997734297574502 |
0.21547099357308 |
0.240627909163202 |
0.644152845120172 |
0 |
| ASFIX |
-1.36562065248758 |
-1.13517226445413 |
-0.86369962497197 |
-0.749503480784778 |
-0.30606013618097 |
0 |
| MYITX |
0.326046341746759 |
-0.128264601983452 |
0.109746279199594 |
0.0523196720753796 |
0.367736585562696 |
0 |
| VGLSX |
0.752559916483099 |
-0.150971095527769 |
0.0519428464617637 |
0.113777397118142 |
0.503338080691053 |
0 |
| TIBIX |
0.808229331435779 |
0.300833706650862 |
0.38778138535901 |
0.413085329260753 |
0.733385114698097 |
0.581857895795336 |
| PAUIX |
-0.614563853777959 |
-0.487734950078914 |
-0.0262636344913399 |
-0.00917716062655498 |
0.296296104454865 |
0.300501623149772 |
| MFWIX |
0.0867555256759608 |
-0.207434478146224 |
0.215595207295052 |
0.32790967882654 |
0.629877133556547 |
0.517426311902294 |
| MALOX |
0.331766564076906 |
-0.470465142579132 |
0.232455919386069 |
0.296311470319157 |
0.550053025443858 |
0.500584990136666 |
| LSWWX |
0.843609973052381 |
-0.0545449947035828 |
0.323293961737897 |
0.481088023553362 |
0.740470270980417 |
0.558961772737867 |
| LCORX |
0.739610533730377 |
0.0330443984345989 |
0.470226435892655 |
0.508657972244823 |
0.675545678173755 |
0.518416459246709 |
| IVAEX |
0.915959828772676 |
0.11125657598558 |
0.418228790372801 |
0.178371532609188 |
0.399584085656258 |
0.478244459038917 |
| GMWAX |
0.558235838278205 |
-0.203034762182165 |
0.138065686268508 |
0.205404926327059 |
0.539984416709051 |
0.447077222652343 |
| GLBIX |
0.164174965716519 |
-0.18348255411177 |
0.231066855122687 |
0.198426147944932 |
0.578829494794932 |
0 |
| GBMFX |
0.634415461945172 |
-0.0369748575017023 |
0.101972254258067 |
0.13876037046385 |
0.535193055696269 |
0.593950390889463 |
| DSHGX |
0.981613452620763 |
0.195379171564901 |
0.471656193091849 |
0.503336521984017 |
0 |
0 |
| BPGLX |
0.394775462913614 |
-0.397050499670104 |
0.146453280221344 |
0.281674943825449 |
0.537797904202376 |
0.314806487208982 |
| SFHYX |
0.178712987216087 |
-0.870420757174189 |
0.541624645392789 |
0.602162058560708 |
1.00998820572303 |
0 |
| PMSAX |
0.210341906798404 |
-0.301282133615655 |
0.145448382242828 |
0.221658920212494 |
0 |
0 |
| AVGRX |
0.763654581029986 |
-0.0340550009412116 |
0.140456996314548 |
0.261198278505738 |
0.582124565102214 |
0 |
| AOR |
0.405984405335612 |
-0.148698192582077 |
0.271169248107072 |
0.415969666687006 |
0.698922305239238 |
0 |
| AOM |
0.166596262229233 |
-0.333522974425153 |
0.140409029002441 |
0.318588740010069 |
0.640273298586983 |
0 |
| AOK |
-0.0241686065420941 |
-0.460142463783822 |
0.0423052143276292 |
0.244240788335892 |
0.573247649037271 |
0 |
| AOA |
0.605246451110118 |
-0.0155641850776085 |
0.356357736811367 |
0.463460308646086 |
0.717551160151683 |
0 |
| FV |
0.744075508454382 |
0.176811146573674 |
0.504643965661826 |
0.592850584127715 |
0 |
0 |
| PGX |
-0.0484788843487185 |
-0.425333671275977 |
-0.102077374956112 |
0.18076698250284 |
0.554161230880323 |
0 |
| PFF |
0.0582340615460874 |
-0.38159717200903 |
0.00910463537654116 |
0.184358872446896 |
0.58017035260974 |
0 |
| MDIV |
0.692510255208775 |
0.0409864268044619 |
0.0895520189236928 |
0.131038107399787 |
0 |
0 |
| IYLD |
0.30860572810814 |
-0.420444126231152 |
-0.12020553517153 |
0.0735990524886566 |
0 |
0 |
| INKM |
-0.0503843406896273 |
-0.348708534737348 |
0.0519521294209935 |
0.179723047777173 |
0 |
0 |
| CWB |
0.304185467082817 |
-0.572017029682522 |
0.369148542011052 |
0.489841029913705 |
0.729856571694905 |
0 |
| CVY |
0.943409181777828 |
0.152208950521098 |
0.266465766499019 |
0.220050433130065 |
0.537914575444664 |
0 |
| BRK.A |
0.913362179993061 |
0.507933168469976 |
0.553357571863679 |
0.631589994824227 |
0.746565157343761 |
0.534353285925561 |
| VYM |
0.514353182592479 |
0.24403959153856 |
0.419473907340263 |
0.573288040361084 |
0.86111378982277 |
0 |
| SDY |
0.114964519575798 |
0.133302149541287 |
0.379751705386722 |
0.555209302934197 |
0.816365762391129 |
0 |
| PID |
-0.177947305120843 |
0.0995332240022415 |
0.226111513452233 |
0.167393397245522 |
0.438226911434661 |
0 |
| IDV |
0.109749285306409 |
-0.0694174473072764 |
0.144892902010179 |
0.0969873695838275 |
0.416434586781588 |
0 |
| HDV |
0.335489032764889 |
0.294946436139574 |
0.275461592912161 |
0.463017054834116 |
0 |
0 |
| DWX |
-0.337171667219224 |
-0.220871273103161 |
0.0085817200559139 |
-0.0094106928910584 |
0.258405330328008 |
0 |
| DVY |
0.0978756115081251 |
0.059092670480893 |
0.306935051990094 |
0.482254436279894 |
0.801523156648118 |
0.46575117109286 |
| DLS |
0.177575615792922 |
-0.208881913397602 |
0.0952931383045726 |
0.176974356320871 |
0.486669162885398 |
0 |
| DLN |
0.580394488794194 |
0.290811076112983 |
0.469794969987577 |
0.611713922575906 |
0.885104344849728 |
0 |
| DGS |
0.687392087493105 |
0.00150787311042074 |
0.244354096325544 |
0.248875634332433 |
0.412543345607863 |
0 |
| DEM |
0.79261347778585 |
0.078576380862301 |
0.193920257447802 |
0.176324421240544 |
0.325600742057067 |
0 |
| BTAL |
-0.315315084369273 |
0.209101404222941 |
-0.116193925507214 |
-0.0152474438566556 |
0 |
0 |
| MNA |
-1.67216377791751 |
-1.5607765502588 |
-0.373137127517818 |
0.00359221368037311 |
0 |
0 |
| RLY |
-0.0357263898808666 |
0.253166466164039 |
0.349214873293934 |
0.126975952967866 |
0 |
0 |
| CSM |
1.00009780919206 |
0.248006474342079 |
0.502912635616145 |
0.62280638640227 |
0 |
0 |
| QAI |
0.524255061684264 |
-0.495441731476462 |
-0.067017189485834 |
-0.00378002951098563 |
0.257753992858786 |
0 |
| PWC |
0.854719871944227 |
0.0296868394950927 |
0.282297250738036 |
0.411389504302673 |
0.655777178163223 |
0.449655236462926 |
| PDP |
0.88412505458937 |
0.0142703063914295 |
0.410891898380107 |
0.528841071487898 |
0.782680702294637 |
0 |
| HDG |
0.1114556552128 |
-0.659768678699413 |
-0.0118323899164715 |
0.0902461835235018 |
0 |
0 |
| PRPFX |
1.15292539280745 |
0.102481651830543 |
0.59252404131405 |
0.455690251324483 |
0.636020123602728 |
0.603680298589615 |
| RSP |
0.467505778515479 |
0.0989476110781433 |
0.432837161012257 |
0.54292558690163 |
0.795674859843937 |
0.530279079912556 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LSWWX |
1.62 |
-0.07 |
0.47 |
0.71 |
1.16 |
0.81 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.09 |
-0.10 |
0.57 |
0.85 |
1.33 |
0.87 |
| Global Equities (ACWI) |
1.51 |
0.10 |
0.62 |
0.70 |
0.99 |
|
| U.S. Equities (SPY) |
2.15 |
0.39 |
0.90 |
1.09 |
1.44 |
0.87 |
| U.S. Bonds (BND) |
1.09 |
-0.10 |
0.57 |
0.85 |
1.33 |
0.87 |
| 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 |
| JMNAX |
1.94442520851442 |
0.145314118685622 |
0.814156115475819 |
0.43370287479696 |
0.327807673398984 |
0.277489000011017 |
| BKLN |
3.39132899742509 |
0.0704971319945401 |
0.159679888364576 |
0.35406277626848 |
0 |
0 |
| WFAIX |
1.08656736643341 |
-0.0411830460147563 |
0.616957325738454 |
0.939334227526364 |
1.55081335516387 |
0.835511385531554 |
| FPACX |
1.54901863418038 |
0.00424504674968896 |
0.552295296418413 |
0.695077702255746 |
1.14283253548122 |
0.866671619682502 |
| VGSTX |
0.736145599427519 |
-0.275177966321558 |
0.497080264794293 |
0.723018829024315 |
1.17650002026153 |
0.788767257232373 |
| VWELX |
1.17159198770916 |
0.0267013653497869 |
0.613357204212346 |
0.891284488384445 |
1.40070452849597 |
0.973099133217783 |
| VASGX |
1.25767995941913 |
-0.0449080839524579 |
0.536165481412861 |
0.712606126684778 |
1.12244728793245 |
0.670768583049817 |
| VWINX |
-0.127204689404752 |
-0.382807424388047 |
0.241695164497455 |
0.613390737741525 |
1.39546177842907 |
0.996316219174178 |
| VLAAX |
1.31615354066151 |
-0.0742253829285088 |
0.443640376044644 |
0.802066199629905 |
1.31101721377564 |
0.83310711346202 |
| VBIAX |
1.20916237361346 |
-0.0706853301720069 |
0.587361598390371 |
0.860081964892596 |
1.36144487806571 |
0.900176418731802 |
| SWOBX |
1.14904540520269 |
-0.193842847346669 |
0.44325109487916 |
0.721368809505223 |
1.14688827128646 |
0.726342372276075 |
| JANBX |
0.873820082859315 |
-0.0831693145202072 |
0.558857413199883 |
0.878837303852584 |
1.28803849530536 |
1.04921228218064 |
| FPURX |
2.01990319277159 |
0.119944439639984 |
0.831159389602114 |
0.999607137763503 |
1.43084373393013 |
0.914136246223448 |
| FBALX |
1.46436401368263 |
0.0512054358393141 |
0.778459284263886 |
0.951587395773099 |
1.39294651294217 |
0.905298319679926 |
| DODBX |
1.27952150178493 |
0.0786911608357577 |
0.607527211136191 |
0.751714369921376 |
1.24104197108338 |
0.716281306654735 |
| COTZX |
-0.258328143261272 |
-0.673568287957979 |
0.715932876506422 |
0.851099178334251 |
1.65465780239134 |
0.742939120700563 |
| BETFX |
0.781348385258945 |
-0.227652248136756 |
0.316239194105434 |
0.480077963839853 |
0.925465585317862 |
0 |
| XCOR |
1.95786345405526 |
-0.375208120429881 |
0.401699406872853 |
0.6340721486468 |
0.94882540691182 |
0 |
| NAVFX |
2.16805254355178 |
0.126024456962929 |
0.560121381024606 |
0.713948369991827 |
0 |
0 |
| SMIFX |
0.46675622938652 |
-0.279552984235337 |
0.498168778744663 |
0.565458738218645 |
0.955747552417367 |
0 |
| VWLTX |
-0.939439600690481 |
-0.967266887374361 |
-0.377427109563246 |
0.103101382473481 |
0.541079509393146 |
0.45807769268821 |
| PRINX |
-0.922211483560386 |
-1.00428756558956 |
-0.401131596407145 |
0.0596761261294329 |
0.579550702326059 |
0.470996706959476 |
| MDNLX |
-1.32068961763588 |
-1.06186716284884 |
-0.517960215054059 |
-0.0740107590632889 |
0.502643824850922 |
0.3998483948054 |
| FLAAX |
-0.982597523115101 |
-1.0863436054737 |
-0.472029507035305 |
0.0274470637131508 |
0.583253216281848 |
0.40752681348196 |
| FHIGX |
-1.00980933983311 |
-1.00633798874417 |
-0.391179209209843 |
0.0652651766237977 |
0.519966626392752 |
0.458979000713767 |
| VWIAX |
-0.11129956299438 |
-0.370606979296088 |
0.254745753721634 |
0.630918633402167 |
1.3969276631973 |
1.00279366788137 |
| VTINX |
-0.531909590127257 |
-0.656533980674426 |
0.0441416396787079 |
0.387988207713682 |
1.00233218839239 |
0.70461989014922 |
| VASIX |
-0.484760596536694 |
-0.790415808825062 |
-0.14590754933559 |
0.262280378799364 |
0.844746304663569 |
0.590983684370357 |
| TRRIX |
-0.024429841430039 |
-0.685862632439952 |
0.118303590376601 |
0.399687986051483 |
0.941050689606156 |
0.636327978947641 |
| PRSNX |
-0.719897384458209 |
-1.27995984310174 |
-0.401593975155321 |
0.014231514026233 |
0.615147837731556 |
0 |
| PPSIX |
1.32771002310115 |
-0.627375573790687 |
0.0198918730570003 |
0.403280003748829 |
1.44696298614845 |
0.52012138838736 |
| PONPX |
-1.2400672222513 |
-1.11582356192309 |
-0.403227931958813 |
0.222914718596843 |
1.43948740129125 |
0 |
| NPSRX |
0.484975482339221 |
-0.87257142384524 |
-0.107961332352389 |
0.267171028256759 |
1.33186019514985 |
0 |
| KIFYX |
-0.0615066193860116 |
-0.504509118200238 |
0.000914152170082139 |
0.198377091987087 |
0.928487249866236 |
0.348414528719264 |
| GSZAX |
-0.289900435554902 |
-0.796708084628768 |
-0.0856925068483472 |
-0.172459312271647 |
0 |
0 |
| FCVSX |
0.722644610152625 |
-0.425812467213299 |
0.869137159056862 |
0.791714752278063 |
1.34973086632057 |
0.674660001549105 |
| CNSDX |
0.109629403077307 |
-0.651607223783494 |
0.606650104469995 |
0.681209471840237 |
1.2187082135349 |
0.756197955158169 |
| CCVIX |
0.395914155221895 |
-0.731632263487689 |
0.547942515039583 |
0.661789920947134 |
0.97165905719923 |
0.640894759403108 |
| BASIX |
-1.40214586718797 |
-1.39470206916611 |
-0.402126863101332 |
-0.0788897663166672 |
0.89754806495784 |
0 |
| ARTOX |
0.246743653005515 |
-0.375337392039003 |
0.260725741235878 |
0.489679020631195 |
1.02874413530785 |
0 |
| TIBAX |
1.6132858177101 |
0.414627463884918 |
0.518252887500139 |
0.550629838935149 |
1.04103302550521 |
0.77297598665527 |
| NBHAX |
0.619934869095453 |
0.158055746615232 |
0.436203004974363 |
0.616717450576642 |
1.09184510642291 |
0 |
| LGMAX |
1.5828237868095 |
-0.094066833317171 |
0.444360806490331 |
0.67824255289657 |
1.11377316171627 |
0.773873702846295 |
| CVLOX |
2.04595050014272 |
-0.0749617015850386 |
0.688844295088348 |
0.655617623834599 |
0.943368245735042 |
0.675801823565473 |
| LFRAX |
-1.07554994425994 |
-0.815016027892503 |
-0.232668489947035 |
0.110015809849056 |
0.682200185281631 |
0 |
| VEIPX |
1.07106936991213 |
0.421395506748668 |
0.70509023157993 |
0.91424058972989 |
1.43391707694682 |
0.877326890403027 |
| SWDSX |
0.459451749156292 |
0.0660024163538077 |
0.349287277083059 |
0.497428431635884 |
0.95869648956552 |
0.624588474310477 |
| PRFDX |
1.0957480980363 |
0.277879862254078 |
0.596766637813172 |
0.687565255090963 |
1.0937957220906 |
0.6686781804688 |
| MDDVX |
1.21409752216207 |
-0.115539176165756 |
0.452997014650189 |
0.697259103925034 |
1.11704721072421 |
0.804189119922842 |
| LCEIX |
0.798687586245134 |
0.253484163763473 |
0.538470552889324 |
0.704931922176045 |
1.22869211087407 |
0.740164506764151 |
| LBSAX |
1.33663433530284 |
0.379914224007717 |
0.774149888328696 |
1.03338861295525 |
1.43645186180116 |
0.955605204972801 |
| FSDIX |
0.551652296824374 |
-0.0340057584825851 |
0.560337132975191 |
0.801722517462248 |
1.402037820973 |
0.697098140048368 |
| FEQTX |
1.11433022140021 |
0.369745449443069 |
0.642500193679063 |
0.763056073541965 |
1.10306255024 |
0.596694568273368 |
| VMNFX |
14.110471554691 |
3.9383759339922 |
1.2639357971958 |
0.430416686169969 |
0.608492739560293 |
0.409480059221565 |
| GABCX |
0.485319471021722 |
-0.41204691052893 |
0.127996762281134 |
0.372229310977711 |
0.910137875227145 |
0.851568447467859 |
| CVSIX |
-0.689184953254516 |
-0.585900802677518 |
-0.012684542838502 |
0.400884700750184 |
0.996521496871508 |
0.446813408546848 |
| MLSAX |
0.697249300793747 |
0.237418012083692 |
0.822608894597202 |
0.786864703863005 |
0.737288539655477 |
0.659922471687713 |
| MFADX |
0.669401508130844 |
0.111072310049079 |
0.768301292207821 |
0.266690652588606 |
0.850928370626013 |
0 |
| KCMTX |
1.81838400234451 |
-0.108950976514356 |
0.259886441329826 |
0.512930751767846 |
0.612224145937409 |
0 |
| DHLSX |
2.2385048354658 |
0.112340748840472 |
0.435507240836704 |
0.547233841027948 |
0.89178629673218 |
0.724674020549307 |
| BPLSX |
1.64684312700448 |
1.00622391668157 |
0.812795869174858 |
0.54983133924847 |
1.31459702508418 |
1.0448196082269 |
| BLSAX |
0.475488719761946 |
-0.719343330960749 |
-0.021132018756952 |
0.0251957364487806 |
0 |
0 |
| ARBNX |
0.00749880635205197 |
-0.788596131536756 |
-0.0335354098497078 |
0.360816724046351 |
0.635414193457301 |
0.497585362506524 |
| ADANX |
-0.446565481171027 |
-0.993421152738286 |
0.810921797745562 |
0.609691591037363 |
0.796453017278775 |
0 |
| PYTRX |
-1.15325486303247 |
-1.19494184034603 |
-0.454092889133311 |
-0.11622345733852 |
0.268217967460033 |
0 |
| PARYX |
-2.08588617606752 |
-1.5267237586557 |
-0.692545380675812 |
-0.207204323971943 |
0.124906638829011 |
0 |
| JHAIX |
-1.18279387872126 |
-0.347359789005488 |
0.0875667797225953 |
0.122733347856979 |
0 |
0 |
| GARTX |
0.458376813772685 |
-0.348195057409369 |
0.125210052134614 |
0.332423070665329 |
0.484157350412486 |
0 |
| GAFYX |
-0.493210701663067 |
-0.580615538094448 |
-0.26006245455453 |
-0.0359217620872417 |
0.393712053648977 |
0 |
| EIGMX |
0.30491302133477 |
-0.50024938827266 |
0.203213593854753 |
0.408629962773916 |
0.710840276890654 |
0.986804323047316 |
| DVRAX |
1.8749219465261 |
-0.129632162972453 |
0.291245309057895 |
0.327163051013047 |
0.97894584553388 |
0 |
| ASFIX |
-1.45306332002681 |
-1.28315971374869 |
-1.03328574471157 |
-0.931200899849121 |
-0.408295532560038 |
0 |
| MYITX |
0.530895284020248 |
-0.179226541429815 |
0.150768342729476 |
0.0710223572693547 |
0.54228393880165 |
0 |
| VGLSX |
1.43227261826639 |
-0.198826415417491 |
0.0692350970089804 |
0.155065574005131 |
0.751149815710099 |
0 |
| TIBIX |
1.66893041237226 |
0.444777796826486 |
0.541625234779246 |
0.579995646706924 |
1.1105353507056 |
0.832754098434701 |
| PAUIX |
-0.824412113257669 |
-0.597284351171394 |
-0.0338538877410199 |
-0.0120809756711494 |
0.407817948594684 |
0.420801140813252 |
| MFWIX |
0.140250246170165 |
-0.278073745435235 |
0.306041225515843 |
0.472274651830484 |
0.972884843214182 |
0.76267307652071 |
| MALOX |
0.538824820813818 |
-0.584499963829241 |
0.33781683677282 |
0.43270602976444 |
0.850410349564676 |
0.743459566070935 |
| LSWWX |
1.62285524915683 |
-0.0747782207841258 |
0.467849009635116 |
0.709718028144629 |
1.16294802555562 |
0.813380508950871 |
| LCORX |
1.22258045894413 |
0.0449111101549066 |
0.685315371016272 |
0.74875160148477 |
1.04759973160267 |
0.742949699685917 |
| IVAEX |
1.75962041183863 |
0.157024537441909 |
0.599243132661715 |
0.232395640056934 |
0.552201923062817 |
0.682245560954883 |
| GMWAX |
1.04047492974511 |
-0.277875978299249 |
0.191671746284974 |
0.289757927192937 |
0.812849042368044 |
0.651462682737664 |
| GLBIX |
0.253125921282593 |
-0.238141494989916 |
0.321150581315501 |
0.27603541709188 |
0.889940029978292 |
0 |
| GBMFX |
1.15156232493516 |
-0.0530795737926532 |
0.138918309232104 |
0.193108711904293 |
0.793029362914422 |
0.886758242498514 |
| DSHGX |
1.96490204680224 |
0.281597990522852 |
0.68447776879305 |
0.733554857913678 |
0 |
0 |
| BPGLX |
0.662520360787445 |
-0.505494985114399 |
0.206260992085823 |
0.402198633052168 |
0.834181381792182 |
0.443443076478484 |
| SFHYX |
0.305678933129935 |
-1.04116832064203 |
0.929805804529708 |
1.03429980214881 |
1.91910567696093 |
0 |
| PMSAX |
0.313031998096057 |
-0.369117647582429 |
0.185195341060378 |
0.28492982441957 |
0 |
0 |
| AVGRX |
1.38156128857745 |
-0.0459794584437046 |
0.191827311716986 |
0.358464277641536 |
0.910861186974037 |
0 |
| AOR |
0.705651213099354 |
-0.198504579560876 |
0.382071981697985 |
0.593807365071617 |
1.06412823038472 |
0 |
| AOM |
0.277241686903123 |
-0.426763243313405 |
0.191352652851217 |
0.442679298783491 |
0.948625989745672 |
0 |
| AOK |
-0.0390214141759482 |
-0.576270286567735 |
0.0565597510013051 |
0.333005400281563 |
0.820037027055271 |
0 |
| AOA |
1.10115991462939 |
-0.0212330885078675 |
0.510773377727087 |
0.671047965208309 |
1.11313090203213 |
0 |
| FV |
1.43596396137617 |
0.2679917964755 |
0.803224209971622 |
0.911043550794239 |
0 |
0 |
| PGX |
-0.0789255438607933 |
-0.610522105177931 |
-0.148740454915871 |
0.267462804675488 |
0.922764943655001 |
0 |
| PFF |
0.0925002221566433 |
-0.526021601576252 |
0.0127286615428145 |
0.26200466360152 |
1.02548537470487 |
0 |
| MDIV |
1.4078594046696 |
0.0572671880104705 |
0.112768710289509 |
0.168557468277776 |
0 |
0 |
| IYLD |
0.592878630607805 |
-0.538693479672987 |
-0.148683063845393 |
0.093921367798249 |
0 |
0 |
| INKM |
-0.0812450414076124 |
-0.447943927038385 |
0.0667793146600798 |
0.236810201871329 |
0 |
0 |
| CWB |
0.493191997164773 |
-0.699011024733239 |
0.571655672703695 |
0.762208118418586 |
1.16304320436464 |
0 |
| CVY |
1.86424453104635 |
0.218774773154659 |
0.358405687371139 |
0.299711473805619 |
0.779462556686113 |
0 |
| BRK.A |
1.65927702920768 |
0.798011862648263 |
0.884310696864627 |
1.04842300266971 |
1.31328177476795 |
0.882285485932201 |
| VYM |
0.85725355151915 |
0.370189510251705 |
0.630624393394105 |
0.875306785700988 |
1.38868588369592 |
0 |
| SDY |
0.176330801834258 |
0.198815966380658 |
0.560378929626321 |
0.842476243903012 |
1.31600107946202 |
0 |
| PID |
-0.276779990234226 |
0.139098821707715 |
0.30126867844368 |
0.227600053306663 |
0.644753354079325 |
0 |
| IDV |
0.174550880436616 |
-0.0950123787070885 |
0.195132518753854 |
0.131986603765801 |
0.628529026585901 |
0 |
| HDV |
0.510650967954824 |
0.444591214523369 |
0.409655916707123 |
0.698198509768175 |
0 |
0 |
| DWX |
-0.488665073665838 |
-0.290581729122538 |
0.0111766254717985 |
-0.0127230225602053 |
0.383534605787282 |
0 |
| DVY |
0.149082702680025 |
0.0832713618147558 |
0.431522484759131 |
0.692461330666119 |
1.22539811544407 |
0.644023430669477 |
| DLS |
0.295128362600584 |
-0.285641947237741 |
0.126909545618506 |
0.241814641460972 |
0.722951049873693 |
0 |
| DLN |
0.98175796309093 |
0.431115924975175 |
0.700955144260467 |
0.924726079406805 |
1.41573981443579 |
0 |
| DGS |
1.28464376848624 |
0.00221997472203258 |
0.342419855417932 |
0.35615664742604 |
0.624053094111509 |
0 |
| DEM |
1.47951461823763 |
0.122653419401383 |
0.28050086148341 |
0.261064641482972 |
0.497080915216418 |
0 |
| BTAL |
-0.429326417870026 |
0.297702089736001 |
-0.155035719983981 |
-0.020946772039859 |
0 |
0 |
| MNA |
-1.68891670196074 |
-1.53646126130178 |
-0.448998477422284 |
0.0046167723216435 |
0 |
0 |
| RLY |
-0.0517104614929311 |
0.347458530590314 |
0.477957115836487 |
0.173070783950659 |
0 |
0 |
| CSM |
1.88315780972614 |
0.353106558629041 |
0.738193943714057 |
0.927897762220368 |
0 |
0 |
| QAI |
0.94639106466598 |
-0.599374721061681 |
-0.0861449567753228 |
-0.00497933135359585 |
0.358113989835017 |
0 |
| PWC |
1.58083162416284 |
0.0418826744306971 |
0.398422529351047 |
0.588029686600308 |
0.983503460962306 |
0.63869732864239 |
| PDP |
1.7510632626934 |
0.0200868577774478 |
0.625143492842446 |
0.797750682596042 |
1.23853030807357 |
0 |
| HDG |
0.172800402959905 |
-0.766478976771472 |
-0.0156979328385131 |
0.12044769275946 |
0 |
0 |
| PRPFX |
2.4212533061965 |
0.141374340690669 |
0.896596929639577 |
0.704548781157639 |
1.01321885030417 |
0.922220934718128 |
| RSP |
0.819355013492315 |
0.144950954152394 |
0.649072603106726 |
0.819634029986795 |
1.26700106972821 |
0.78629383692184 |
Compare: Risk & Volatility
for period ending April 30, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LSWWX |
8.7% |
29.4% |
29.4% |
29.4% |
29.4% |
44.8% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
7.3% |
20.7% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
9.4% |
25.7% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
8.3% |
23.9% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
4.9% |
16.5% |
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 |
| JMNAX |
2.06185567010309% |
5.71881956590647% |
5.71881956590646% |
8.17354874213088% |
9.33111004010312% |
9.33111004010313% |
| BKLN |
0.190020000000013% |
6.72750965277288% |
9.27112178553091% |
9.27112178553091% |
0% |
0% |
| WFAIX |
7.33414405827313% |
20.3388445664856% |
20.3388445664856% |
20.3388445664856% |
20.3388445664856% |
43.4399289830792% |
| FPACX |
6.21247526202304% |
17.4470814167123% |
20.5143346198719% |
20.5143346198719% |
20.5143346198719% |
28.8397083844896% |
| VGSTX |
9.26470800576966% |
23.8596472722462% |
23.8596472722462% |
23.8596472722462% |
23.8596472722462% |
35.6399735576241% |
| VWELX |
6.00039378972528% |
20.2390069849169% |
20.2390069849169% |
20.2390069849169% |
20.2390069849169% |
32.5339153322434% |
| VASGX |
8.66160304366713% |
23.3966298925461% |
23.3966298925461% |
23.3966298925461% |
23.3966298925461% |
47.5514837493289% |
| VWINX |
6.46512258104402% |
14.7813673379793% |
14.7813673379793% |
14.7813673379793% |
14.7813673379793% |
18.8249785996597% |
| VLAAX |
4.68260197250001% |
20.618114445105% |
20.618114445105% |
20.618114445105% |
20.618114445105% |
39.8831191119739% |
| VBIAX |
7.33183978765075% |
20.7800997417202% |
20.7800997417202% |
20.7800997417202% |
20.7800997417202% |
32.45128394871% |
| SWOBX |
7.69230220685268% |
22.5628753663166% |
22.5628753663166% |
22.5628753663166% |
22.5628753663166% |
32.50122026317% |
| JANBX |
7.24497565037862% |
21.6249329734196% |
21.6249329734196% |
21.6249329734196% |
21.6249329734196% |
21.6249329734196% |
| FPURX |
6.87328728109472% |
21.8531626038402% |
21.8531626038402% |
21.8531626038402% |
21.8531626038402% |
37.897300318343% |
| FBALX |
7.55936466118956% |
22.1497654422949% |
22.1497654422949% |
22.1497654422949% |
22.1497654422949% |
40.4560373833494% |
| DODBX |
6.18598375974843% |
15.5617204898892% |
21.0082943771304% |
21.0082943771304% |
21.0082943771304% |
46.461390045495% |
| COTZX |
6.03848761162129% |
16.8481077701444% |
16.8481077701444% |
16.8481077701444% |
16.8481077701444% |
42.4367053665839% |
| BETFX |
7.13606631194086% |
19.1363183439345% |
19.1363183439345% |
19.1363183439345% |
19.1363183439345% |
0% |
| XCOR |
8.11175122983532% |
26.3064941203759% |
26.3064941203759% |
26.3064941203759% |
26.3064941203759% |
0% |
| NAVFX |
8.72092637336181% |
22.3167526918622% |
22.3167526918622% |
22.3167526918622% |
0% |
0% |
| SMIFX |
10.2040826322821% |
14.9899706194962% |
22.0558935469447% |
25.4227043959735% |
25.4227043959735% |
0% |
| VWLTX |
7.07635482019894% |
16.997464722972% |
16.997464722972% |
16.997464722972% |
16.997464722972% |
16.997464722972% |
| PRINX |
6.49819346733379% |
16.4886388820447% |
16.4886388820447% |
16.4886388820447% |
16.4886388820447% |
16.4886388820447% |
| MDNLX |
4.85149207007776% |
16.3687176601072% |
16.3687176601072% |
16.3687176601072% |
16.3687176601072% |
16.3687176601072% |
| FLAAX |
6.33663412066319% |
22.1467976815886% |
22.1467976815885% |
22.1467976815886% |
22.1467976815886% |
22.1467976815886% |
| FHIGX |
6.13090386737096% |
16.0838550201535% |
16.0838550201534% |
16.0838550201534% |
16.0838550201535% |
16.0838550201534% |
| VWIAX |
6.4582002210966% |
14.7124370180696% |
14.7124370180696% |
14.7124370180696% |
14.7124370180696% |
18.7162204978445% |
| VTINX |
4.95148020044676% |
15.8906523564648% |
15.8906523564648% |
15.8906523564649% |
15.8906523564648% |
17.0004944707723% |
| VASIX |
4.99675473264314% |
16.7286544704269% |
16.7286544704269% |
16.7286544704269% |
16.7286544704269% |
16.7286544704269% |
| TRRIX |
5.48589353811177% |
17.6804756210299% |
17.6804756210299% |
17.6804756210299% |
17.6804756210299% |
25.1360692310284% |
| PRSNX |
3.2091070131288% |
18.9451341662418% |
18.9451341662418% |
18.9451341662418% |
18.9451341662418% |
0% |
| PPSIX |
2.69830935687582% |
13.8731927262436% |
13.8731927262436% |
13.8731927262436% |
13.8731927262436% |
42.5455306035993% |
| PONPX |
4.48473852789668% |
13.325020952165% |
13.325020952165% |
13.325020952165% |
13.325020952165% |
0% |
| NPSRX |
3.5075656695815% |
18.5569707909946% |
18.5569707909946% |
18.5569707909946% |
18.5569707909946% |
0% |
| KIFYX |
7.76053714293299% |
19.9408871446565% |
31.6131979766887% |
31.6131979766887% |
31.6131979766887% |
64.1346312791893% |
| GSZAX |
1.16964243138485% |
8.07119842173003% |
8.42560803991517% |
8.42560803991517% |
0% |
0% |
| FCVSX |
7.2512939443495% |
20.957598982859% |
20.957598982859% |
20.957598982859% |
20.957598982859% |
54.4838766449376% |
| CNSDX |
7.94941111682212% |
20.2375119177536% |
20.2375119177536% |
20.2375119177536% |
20.2375119177536% |
36.2658920478257% |
| CCVIX |
9.86479690469166% |
24.6330521801091% |
24.6330521801091% |
24.6330521801091% |
24.6330521801091% |
31.6011293805719% |
| BASIX |
2.71149753913592% |
10.2541569637725% |
10.2541569637725% |
10.2541569637725% |
10.2541569637725% |
0% |
| ARTOX |
5.90690266463063% |
17.7133009474689% |
17.7133009474689% |
17.7133009474689% |
17.7133009474689% |
0% |
| TIBAX |
4.77606098851278% |
18.3835668246606% |
25.9777403380759% |
25.9777403380759% |
25.9777403380759% |
44.3653724499718% |
| NBHAX |
9.26640392003926% |
16.3644830610078% |
22.1081639166882% |
22.1081639166882% |
22.1081639166882% |
0% |
| LGMAX |
8.74125570775269% |
29.5406392556894% |
29.5406392556894% |
29.5406392556894% |
29.5406392556894% |
45.0649940545247% |
| CVLOX |
8.18328297818204% |
27.5908487223679% |
27.5908487223679% |
27.5908487223679% |
27.5908487223679% |
42.7852803881368% |
| LFRAX |
0.988879999999992% |
5.89056027635935% |
15.973760220616% |
15.973760220616% |
15.973760220616% |
0% |
| VEIPX |
8.46443524648834% |
13.2652510661305% |
23.0684880114572% |
23.0684880114572% |
23.0684880114572% |
48.8717691809751% |
| SWDSX |
8.50607794634264% |
17.9638606915189% |
28.3624294493184% |
28.3624294493184% |
28.3624294493184% |
45.4384236438298% |
| PRFDX |
9.39460626900552% |
16.4605241630249% |
28.3617526575076% |
28.3617526575076% |
28.3617526575076% |
53.1522778248111% |
| MDDVX |
7.98684090730309% |
22.3974529286108% |
24.4113460578762% |
24.4113460578762% |
24.4113460578762% |
46.2228786105779% |
| LCEIX |
9.46681994184591% |
14.373017178384% |
24.2786519213518% |
24.2786519213518% |
24.2786519213518% |
45.2868808809937% |
| LBSAX |
7.62614024391632% |
16.9852185381473% |
19.4536553500183% |
19.4536553500183% |
19.4536553500183% |
43.4089912540903% |
| FSDIX |
7.63792950861896% |
17.1660710813053% |
17.1660710813053% |
17.1660710813053% |
17.1660710813054% |
54.7762058041687% |
| FEQTX |
7.93656176355988% |
14.9822841537804% |
26.7884931781018% |
26.7884931781018% |
26.7884931781018% |
56.0975930760027% |
| VMNFX |
0.651701665459814% |
3.195591316947% |
13.0783287499643% |
24.3578925209959% |
24.3578925209959% |
24.3578925209959% |
| GABCX |
1.88146497448213% |
3.92889924081823% |
5.77865746473669% |
5.77865746473669% |
5.77865746473668% |
6.52610595604716% |
| CVSIX |
3.81526104417671% |
7.35434080350954% |
7.35434080350955% |
7.35434080350955% |
7.35434080350954% |
18.3056090507149% |
| MLSAX |
16.9839004830854% |
32.8994158895179% |
32.8994158895179% |
32.8994158895179% |
32.8994158895179% |
32.8994158895179% |
| MFADX |
2.04263% |
11.5843109497282% |
16.8768712323992% |
23.6026373774746% |
25.9796142123104% |
0% |
| KCMTX |
4.67110876661516% |
27.7777718378788% |
27.7777718378788% |
27.7777718378788% |
27.7777718378788% |
0% |
| DHLSX |
2.60082793733739% |
15.4765953266576% |
23.3876976285724% |
23.3876976285724% |
23.3876976285724% |
36.5876750143264% |
| BPLSX |
3.32129963898917% |
11.52866373075% |
19.4752192849143% |
27.3876146266321% |
27.3876146266321% |
34.301198684628% |
| BLSAX |
11.168026841647% |
38.8779076715692% |
38.8779076715692% |
38.8779076715692% |
0% |
0% |
| ARBNX |
1.79910044977512% |
4.80110251920371% |
4.80110251920371% |
4.8011025192037% |
4.80110251920371% |
6.3320473098556% |
| ADANX |
1.33333% |
5.71085591393033% |
8.13953000000002% |
12.7247096448625% |
12.8040522358342% |
0% |
| PYTRX |
5.26628388231198% |
9.20480024129734% |
10.3211266821761% |
10.3211266821761% |
10.3211266821761% |
0% |
| PARYX |
0.817995910020464% |
6.85854067456118% |
6.85854067456116% |
6.85854067456118% |
6.85854067456119% |
0% |
| JHAIX |
3.3009708737864% |
10.2661505077332% |
10.2661505077332% |
10.2661505077332% |
0% |
0% |
| GARTX |
3.42542260337513% |
10.1063816637365% |
10.1063816637365% |
10.1063816637365% |
10.1063816637365% |
0% |
| GAFYX |
6.20466166975112% |
6.2046616697511% |
9.50704351011472% |
18.0887366907717% |
18.0887366907717% |
0% |
| EIGMX |
1.56626301118838% |
6.52195168593925% |
7.07239171071998% |
7.07239171071999% |
7.07239171072001% |
7.07239171072001% |
| DVRAX |
1.11016043218299% |
9.78639751831392% |
9.7863975183139% |
9.78639751831389% |
9.78639751831392% |
0% |
| ASFIX |
4.61904596864565% |
16.5748168586407% |
21.8385489006541% |
29.7044650286521% |
29.704465028652% |
0% |
| MYITX |
12.1293855548153% |
29.6555232501722% |
29.6555232501722% |
35.7056265466058% |
35.7056265466058% |
0% |
| VGLSX |
6.50406873639998% |
22.3581773022564% |
22.3581773022564% |
22.3581773022564% |
22.3581773022564% |
0% |
| TIBIX |
4.67924712353086% |
18.2163188689402% |
25.90156587236% |
25.90156587236% |
25.90156587236% |
44.0772946642638% |
| PAUIX |
7.55495594304586% |
21.1143257819283% |
21.1143257819283% |
21.1143257819283% |
21.1143257819283% |
21.1143257819283% |
| MFWIX |
7.40610286821707% |
19.1762042753871% |
19.1762042753871% |
19.1762042753871% |
19.1762042753871% |
28.9778572856667% |
| MALOX |
7.37250238676515% |
25.4986972162416% |
25.4986972162416% |
25.4986972162416% |
25.4986972162415% |
29.368979540351% |
| LSWWX |
8.67126627812629% |
29.4323695145865% |
29.4323695145865% |
29.4323695145865% |
29.4323695145865% |
44.8354694453567% |
| LCORX |
4.35943060498221% |
12.9130403528373% |
12.9130403528373% |
12.9130403528373% |
15.3928378360964% |
36.518755730399% |
| IVAEX |
5.9174130459093% |
20.7010284946715% |
20.7010284946715% |
25.5003447711744% |
25.5003447711744% |
29.1696946135348% |
| GMWAX |
6.46172933971999% |
21.9184832554763% |
21.9184832554763% |
21.9184832554763% |
21.9184832554763% |
29.3690946960157% |
| GLBIX |
5.08538935260211% |
14.465569751958% |
14.465569751958% |
19.7706556131322% |
19.7706556131323% |
0% |
| GBMFX |
3.79019373792514% |
13.4281604121727% |
16.0502967182975% |
16.0502967182975% |
16.0502967182975% |
18.5153463767282% |
| DSHGX |
8.58586020526328% |
21.0919203598774% |
25.8309037316265% |
25.8309037316265% |
0% |
0% |
| BPGLX |
8.4315467306967% |
20.9752400012352% |
20.9752400012353% |
20.9752400012353% |
20.9752400012353% |
48.7443646212348% |
| SFHYX |
2.40069838498472% |
13.3748005448375% |
13.3748005448375% |
13.3748005448375% |
13.3748005448375% |
0% |
| PMSAX |
2.29445506692162% |
5.99999298612111% |
9.50184528318901% |
9.50184528318901% |
0% |
0% |
| AVGRX |
2.08614000000001% |
16.6562488074739% |
16.6562488074739% |
16.6562488074739% |
16.6562488074739% |
0% |
| AOR |
7.43570584023553% |
20.7517571298276% |
20.7517571298276% |
20.7517571298276% |
20.7517571298276% |
0% |
| AOM |
6.24925343328436% |
18.702948645814% |
18.702948645814% |
18.7029486458139% |
18.7029486458139% |
0% |
| AOK |
5.79535867127047% |
17.5506599918989% |
17.5506599918989% |
17.5506599918989% |
17.5506599918989% |
0% |
| AOA |
8.62276774057372% |
23.0132958741775% |
23.0132958741775% |
23.0132958741775% |
23.0132958741775% |
0% |
| FV |
14.3020446851366% |
15.7254259536555% |
19.173996227458% |
20.0829466304448% |
0% |
0% |
| PGX |
8.44488337855605% |
23.5042761091876% |
23.5042761091876% |
23.5042761091876% |
23.5042761091876% |
0% |
| PFF |
7.03390050341283% |
19.7318077733284% |
19.7318077733284% |
19.7318077733284% |
19.7318077733284% |
0% |
| MDIV |
5.00595126343245% |
11.5263301260814% |
36.4103290154962% |
36.4103290154962% |
0% |
0% |
| IYLD |
4.23207815513426% |
21.7256748976896% |
21.739644390742% |
21.739644390742% |
0% |
0% |
| INKM |
8.20671267094854% |
17.8142459261681% |
19.231985787266% |
19.231985787266% |
0% |
0% |
| CWB |
9.37743028187444% |
26.5433890710488% |
26.5433890710488% |
26.5433890710488% |
26.5433890710488% |
0% |
| CVY |
6.56310669507029% |
17.6649866572828% |
39.9412752779378% |
39.9412752779378% |
39.9412752779378% |
0% |
| BRK.A |
5.50721738856316% |
23.1510965239735% |
23.1510965239735% |
23.1510965239735% |
23.1510965239735% |
44.4915296809891% |
| VYM |
8.28727224855623% |
14.1171997025108% |
23.9747617149001% |
23.9747617149001% |
23.9747617149001% |
0% |
| SDY |
10.5799025081726% |
10.8222147755448% |
25.0782379829022% |
25.0782379829022% |
25.0782379829022% |
0% |
| PID |
11.9153570266572% |
20.6404695474402% |
32.9202689863668% |
32.9202689863668% |
32.9202689863668% |
0% |
| IDV |
7.89196837028516% |
25.8312545593799% |
30.1865433432228% |
30.1865433432228% |
30.1865433432228% |
0% |
| HDV |
7.50318357374049% |
14.5458576754032% |
26.0587070461535% |
26.0587070461535% |
0% |
0% |
| DWX |
7.49195692237047% |
24.0981667747782% |
24.0981667747782% |
33.4486920020534% |
33.6507616858673% |
0% |
| DVY |
10.1859616465989% |
16.0443055743275% |
29.4601408451126% |
29.4601408451126% |
29.4601408451126% |
57.4750733143308% |
| DLS |
9.80752990424991% |
29.8489022980439% |
32.0039337398547% |
35.4213779536275% |
35.4213779536275% |
0% |
| DLN |
8.03709569747718% |
14.7896447738989% |
23.0299197614169% |
23.0299197614169% |
23.0299197614169% |
0% |
| DGS |
10.0096739488864% |
23.6585205174485% |
30.7876524351124% |
35.7508787776693% |
35.7508787776693% |
0% |
| DEM |
8.12133321516759% |
23.3829147915353% |
29.4661666284282% |
37.4314747455143% |
41.9184661463359% |
0% |
| BTAL |
14.623754908646% |
17.2731282156919% |
35.4223416833149% |
35.4223416833149% |
0% |
0% |
| MNA |
1.77890724269377% |
7.63724656494059% |
9.51667047185801% |
9.51667047185801% |
0% |
0% |
| RLY |
6.105741373363% |
16.0131737437889% |
24.4672804149115% |
30.5333714061273% |
0% |
0% |
| CSM |
9.36703010343792% |
23.4563106197808% |
23.4563106197808% |
23.4563106197807% |
0% |
0% |
| QAI |
2.46628785838099% |
13.7713364818088% |
13.7713364818088% |
13.7713364818088% |
13.7713364818088% |
0% |
| PWC |
10.2484640685765% |
24.5184899952937% |
25.2895671202182% |
29.4570323842962% |
29.4570323842962% |
48.3532508213145% |
| PDP |
9.59878627539427% |
30.735588819492% |
30.735588819492% |
30.735588819492% |
30.735588819492% |
0% |
| HDG |
3.1322822188004% |
14.0720438636017% |
14.0720438636017% |
14.0720438636017% |
0% |
0% |
| PRPFX |
3.74576613148002% |
13.6607719892255% |
13.6607719892255% |
13.6607719892255% |
13.6607719892255% |
19.1282424365119% |
| RSP |
11.9193116955942% |
20.6875367363253% |
26.6540772434819% |
26.6540772434819% |
26.6540772434819% |
55.5700473741395% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LSWWX |
16.3% |
17.6% |
17.3% |
13.9% |
14.5% |
15.0% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
12.9% |
13.2% |
13.9% |
11.1% |
10.6% |
10.6% |
| Global Equities (ACWI) |
16.7% |
17.6% |
19.5% |
16.0% |
17.0% |
|
| U.S. Equities (SPY) |
17.5% |
19.1% |
20.9% |
17.1% |
16.8% |
16.5% |
| U.S. Bonds (BND) |
7.1% |
7.0% |
6.3% |
5.0% |
4.5% |
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 |
| JMNAX |
4.35667756938395% |
4.53297027346464% |
5.04644857203246% |
4.3482895753198% |
4.02864849445731% |
3.88897192526448% |
| BKLN |
3.65266950747957% |
5.55916760036765% |
5.97264697229164% |
4.96304176504306% |
0% |
0% |
| WFAIX |
13.1338662132477% |
13.1969006696214% |
13.0680121459044% |
10.6881206699175% |
10.8547650950322% |
11.5394514263448% |
| FPACX |
10.5713654595022% |
12.43584885764% |
16.3579797657406% |
13.0997794277424% |
12.1647447682595% |
11.8222476077521% |
| VGSTX |
13.8149388002277% |
13.9893325401074% |
15.0418604091281% |
12.051733124785% |
11.7330828285463% |
11.6220491900764% |
| VWELX |
11.2264695476635% |
12.8411323714392% |
13.5834068881474% |
11.0164313216407% |
10.8184689244811% |
10.778800172923% |
| VASGX |
14.5495314978753% |
14.947590225052% |
16.3970748298433% |
13.3082664574467% |
13.4449927052418% |
13.8429411372201% |
| VWINX |
9.89876448891115% |
9.65377765632108% |
9.54736206051433% |
7.54930719169995% |
7.19780974634124% |
7.09861311570204% |
| VLAAX |
13.5713130549905% |
15.0111055679872% |
14.5853642193055% |
11.9679123066772% |
11.627800000179% |
12.1771366490492% |
| VBIAX |
13.0154197399108% |
13.2824432974934% |
13.7716496626788% |
11.0441193041357% |
10.5553773555913% |
10.4825868149719% |
| SWOBX |
12.5136270104027% |
12.5856701707794% |
13.237671667237% |
10.9783454108589% |
10.6068773956999% |
10.503844803706% |
| JANBX |
12.3082880364297% |
12.9098556575786% |
13.3756332399864% |
10.8993087071484% |
10.7296000243155% |
10.282578262871% |
| FPURX |
14.1766506794534% |
13.9164535000813% |
14.6735471866321% |
12.0730182485093% |
11.7527493261204% |
11.6303400301393% |
| FBALX |
13.1301061589977% |
14.4100343076936% |
15.8635126300083% |
12.7778840529827% |
12.1344820866205% |
12.4264831625056% |
| DODBX |
12.189991989618% |
12.7040370795361% |
16.245527746293% |
13.2174662935913% |
13.4243912925894% |
13.6343614511706% |
| COTZX |
9.55253519528591% |
8.8418542160867% |
9.53681440127787% |
7.10118243897556% |
8.78045864723064% |
10.2663131852978% |
| BETFX |
11.8484631538743% |
12.1810529512829% |
13.0829578118952% |
10.4171325460518% |
10.3435253257797% |
0% |
| XCOR |
18.9985773638201% |
15.7681616352894% |
18.6360008309585% |
16.1561287237228% |
16.5377887282197% |
0% |
| NAVFX |
18.1196038907632% |
16.7970978789977% |
18.5327046895583% |
15.6655761600637% |
0% |
0% |
| SMIFX |
13.1984043859404% |
11.5296827770679% |
17.0544448069397% |
14.8745868144782% |
15.8647273950738% |
0% |
| VWLTX |
9.19762527995497% |
8.39105486368805% |
7.60642840641226% |
6.00144134313649% |
5.74365313816936% |
5.6242499524795% |
| PRINX |
8.2885060361725% |
7.60026893908793% |
7.33600093043559% |
5.73068420226407% |
5.67645575535046% |
5.52039961488026% |
| MDNLX |
5.91621850331912% |
7.12748056284155% |
6.75833158015562% |
5.20837392248228% |
5.28689843583913% |
5.14358291247158% |
| FLAAX |
7.87552255184831% |
8.58717978345428% |
8.314787887502% |
6.5617702264568% |
6.58439611118497% |
6.51683416103612% |
| FHIGX |
8.11678800303836% |
7.62652873426343% |
7.29007975602425% |
5.79363055871813% |
5.48217043742472% |
5.29079325715184% |
| VWIAX |
9.91817869766981% |
9.66814539550651% |
9.5612971984905% |
7.56145710968286% |
7.19439128224172% |
7.09566129909813% |
| VTINX |
7.01099917607616% |
8.14994748937042% |
7.93322058578539% |
6.23947961076885% |
5.91516327426164% |
6.0440368769093% |
| VASIX |
7.93976668494979% |
8.05374476721589% |
7.34621320504858% |
5.70605659028025% |
5.22333240259296% |
5.30315753744455% |
| TRRIX |
7.51195867849555% |
8.38485533947399% |
9.55293400912504% |
7.65190104366134% |
7.70753129382208% |
7.80062120418786% |
| PRSNX |
6.20196612448971% |
6.17395320385436% |
7.4769187862618% |
5.82380510792956% |
5.54840157172928% |
0% |
| PPSIX |
6.29988658444589% |
7.81953396678621% |
9.4697372731435% |
7.23047767568447% |
8.89243608639016% |
11.0374065378095% |
| PONPX |
5.8069617627082% |
6.03360084234065% |
6.60466247194673% |
5.10551258649711% |
5.39360741831881% |
0% |
| NPSRX |
6.95668470998797% |
8.41473099538935% |
10.8175669946567% |
8.28472019752298% |
10.5468921736585% |
0% |
| KIFYX |
12.2661275240581% |
12.2151912379335% |
18.7087180409622% |
14.4613698224127% |
14.1127149567996% |
17.6906674608976% |
| GSZAX |
3.59122367432069% |
4.2119273131001% |
6.0496013551532% |
4.76184683357143% |
0% |
0% |
| FCVSX |
10.7392936125128% |
12.0086489697859% |
16.4502280773486% |
13.4213812645527% |
14.528859775646% |
16.5421453780457% |
| CNSDX |
10.9851037701001% |
11.1092927259651% |
15.3478690201343% |
12.3462475138514% |
12.1658497438166% |
12.4677089493823% |
| CCVIX |
12.300927028481% |
11.9868068096745% |
16.9525187934639% |
13.4381423825329% |
12.6125663797546% |
12.5132526025733% |
| BASIX |
4.63629791163084% |
3.89818975343858% |
5.06041614003958% |
3.79021516047893% |
3.97562434368488% |
0% |
| ARTOX |
9.38513122764771% |
9.89516559452536% |
10.2163167167947% |
8.25284080726726% |
8.07922003659736% |
0% |
| TIBAX |
12.5993854651671% |
13.5619686738898% |
17.6736860444397% |
13.825767722743% |
13.4880559820583% |
13.7344479453479% |
| NBHAX |
15.187959011325% |
15.3491008973532% |
16.6722570000582% |
13.5291597230103% |
12.9803297896156% |
0% |
| LGMAX |
16.1824717375806% |
17.5818140877071% |
17.2537175426504% |
13.8832484806943% |
14.436454345388% |
14.9407829008717% |
| CVLOX |
15.053816395787% |
15.7794466024577% |
18.1679390450714% |
14.4317990135133% |
13.4472794562763% |
13.8583623842571% |
| LFRAX |
2.52316217410368% |
3.61886744391898% |
7.73413812582804% |
5.9031269205096% |
5.52954170088802% |
0% |
| VEIPX |
16.0709243000602% |
16.4954122321536% |
18.633926540444% |
15.2817430162949% |
15.0486440075116% |
14.9907874505272% |
| SWDSX |
14.3655359593233% |
15.5730402901735% |
19.2736042973037% |
16.2933529082021% |
16.0546605500507% |
15.3280090632649% |
| PRFDX |
17.6421855673379% |
17.5106720402432% |
21.4081737931427% |
17.3528207198731% |
17.121302017269% |
17.0015167887567% |
| MDDVX |
14.9376967968131% |
15.2972836994092% |
19.0328340786807% |
15.8282339042755% |
15.4248811122329% |
15.2486505611127% |
| LCEIX |
16.1018159543597% |
15.7763423844868% |
17.8080110015373% |
14.0591938731747% |
14.3886133720272% |
14.5299152571357% |
| LBSAX |
14.5083665733556% |
16.076874471304% |
17.7071727152083% |
14.7447661590333% |
14.4034553290595% |
14.1832954170266% |
| FSDIX |
12.564830204041% |
12.9191409662115% |
14.7559589422002% |
12.0554977540106% |
12.7502936597078% |
14.280348082784% |
| FEQTX |
15.5283040721054% |
16.2250088662631% |
20.057805128025% |
16.2877519139868% |
16.7627927588262% |
16.8358649332157% |
| VMNFX |
6.35022225070789% |
8.15839890299392% |
7.86463286421161% |
6.72914298800873% |
5.91612453032614% |
6.01553829307058% |
| GABCX |
3.88788428318217% |
3.34675876748616% |
3.85206378340508% |
2.98417819594706% |
2.87674007256604% |
3.18170680779658% |
| CVSIX |
4.70168770952573% |
4.62955840742016% |
4.37950746407973% |
3.71564947394857% |
4.15928093388709% |
4.83551550697007% |
| MLSAX |
24.9860613995428% |
28.1483560342799% |
26.9496051129025% |
19.6799139417527% |
16.1600867193499% |
14.2135716144042% |
| MFADX |
9.91121485602142% |
11.0163436140137% |
14.0951845116204% |
11.2866584183138% |
11.4331418834125% |
0% |
| KCMTX |
10.8518131826547% |
15.1763962897529% |
15.4932795969162% |
13.3805548172744% |
13.950144984967% |
0% |
| DHLSX |
9.74780221710178% |
12.1243640492736% |
15.903289882554% |
13.1440766685755% |
12.3284680347942% |
12.4349771861599% |
| BPLSX |
11.9180401288866% |
14.6501965798596% |
17.0802170893063% |
13.5374270693642% |
14.160794005326% |
15.0401848903985% |
| BLSAX |
15.2893560667782% |
17.2148723058075% |
20.0249587651372% |
15.7037656964172% |
0% |
0% |
| ARBNX |
4.96593122911816% |
3.89210532396947% |
3.83606844732534% |
3.03538254465733% |
3.01486167985605% |
3.68247418121785% |
| ADANX |
3.36644034950022% |
3.24863222921239% |
8.03436878510008% |
6.10800358815445% |
5.12659105634712% |
0% |
| PYTRX |
7.41039114503812% |
5.22501338074122% |
5.66367723485138% |
4.51948711812114% |
4.03975993484334% |
0% |
| PARYX |
2.06015582162052% |
2.34355923367654% |
2.91799724878795% |
2.25418509464772% |
1.96984071316536% |
0% |
| JHAIX |
5.60784549719049% |
7.27913672138428% |
6.79283365790883% |
5.47108082223894% |
0% |
0% |
| GARTX |
5.59418324745159% |
6.66427208465911% |
7.27714016966171% |
5.96626804784522% |
5.7035886577465% |
0% |
| GAFYX |
6.91733896840847% |
5.93128541602127% |
6.27409666750273% |
6.48144836908126% |
7.01346638238541% |
0% |
| EIGMX |
2.77466582666895% |
3.82870743866105% |
4.94640203609534% |
3.80907999455096% |
3.50391520844684% |
3.4310448579233% |
| DVRAX |
5.25038550898682% |
5.72076396544036% |
6.15961626288227% |
5.24975318934981% |
5.46263242209472% |
0% |
| ASFIX |
6.59293447429056% |
7.84874589702554% |
7.03830376386243% |
5.94761702254222% |
5.36214084411802% |
0% |
| MYITX |
15.1871982948871% |
17.5193687891519% |
18.8095085109034% |
15.7339084908963% |
17.730680533082% |
0% |
| VGLSX |
12.9658603482151% |
12.6745947237733% |
12.6802409576917% |
11.0077716813625% |
12.2557577078913% |
0% |
| TIBIX |
12.6533914468208% |
13.6431043642207% |
17.7388077371491% |
13.84611689206% |
13.5699345225462% |
13.8147781931911% |
| PAUIX |
9.71617732447605% |
11.8392472614843% |
13.6976345238218% |
11.0491373165583% |
10.4335028799591% |
10.3954128129374% |
| MFWIX |
12.1398947279424% |
12.3142748370157% |
12.7749461154294% |
10.2469015285568% |
10.4377030013508% |
10.434546629611% |
| MALOX |
11.6775951203893% |
11.2121003592788% |
13.050728318018% |
10.4320465719221% |
10.7499100245405% |
10.7830658343068% |
| LSWWX |
16.2538504956041% |
17.6223418951914% |
17.2974064958221% |
13.9292115123696% |
14.5145547446333% |
15.0088018556834% |
| LCORX |
10.7243578224395% |
10.0897382088202% |
10.6818208637847% |
8.81475373431248% |
10.2096495329482% |
11.256057962745% |
| IVAEX |
13.2220704768548% |
13.7159413697308% |
16.3288398726009% |
14.5815074685667% |
15.5269701300262% |
15.5990192365926% |
| GMWAX |
12.1980929737455% |
12.1040496642514% |
12.8768668893501% |
10.3855558485618% |
10.2372211639465% |
9.87598027194914% |
| GLBIX |
10.0497738643764% |
10.4103601256713% |
11.2185665566753% |
9.19138455282561% |
10.4173126287116% |
0% |
| GBMFX |
9.80050819097079% |
9.49267006253888% |
10.4806790002045% |
8.60334380137682% |
8.26166842668713% |
8.12754930943435% |
| DSHGX |
16.0630848649976% |
16.4666766548883% |
20.0312915925836% |
16.314820516344% |
0% |
0% |
| BPGLX |
12.4263428296487% |
11.3558217169579% |
13.0749643584488% |
10.9521006730879% |
11.9547888074135% |
12.8486759575678% |
| SFHYX |
6.67829478690341% |
6.34984799371525% |
8.19432956024017% |
6.58100829839262% |
6.40725168614077% |
0% |
| PMSAX |
5.27969867127124% |
5.24522874484892% |
6.36030481906855% |
4.97557690141277% |
0% |
0% |
| AVGRX |
6.21481607066385% |
10.2780313850296% |
10.0047868286802% |
8.674269939106% |
9.74834276073574% |
0% |
| AOR |
11.8571776267191% |
12.5588594043292% |
12.9901259006945% |
10.5112760608758% |
10.4046106549135% |
0% |
| AOM |
9.87357953161718% |
10.2879245752733% |
9.93481893100093% |
7.93540876060211% |
7.56923944234496% |
0% |
| AOK |
8.9033100092825% |
9.22007728216765% |
8.78547446594061% |
6.90820427794517% |
6.19882906792368% |
0% |
| AOA |
14.2145433803565% |
14.9121485803301% |
16.2207423327552% |
13.2414079693231% |
14.0444866090081% |
0% |
| FV |
27.1002703037322% |
23.6805375041326% |
25.2335662672187% |
21.162831650849% |
0% |
0% |
| PGX |
14.1284225339218% |
15.2304149947815% |
14.0085893060717% |
10.7657786320129% |
10.7002051291442% |
0% |
| PFF |
11.9216499908223% |
12.7827884769101% |
13.2947270357749% |
10.061004618462% |
11.6524491974061% |
0% |
| MDIV |
12.3046506488547% |
14.1968185010801% |
20.6102269696697% |
15.8055385812861% |
0% |
0% |
| IYLD |
9.51083946536711% |
10.9098945121812% |
13.6681397464557% |
10.6844114815281% |
0% |
0% |
| INKM |
11.7855573110315% |
11.1889466193394% |
13.2780318653777% |
10.5537802717184% |
0% |
0% |
| CWB |
13.2893857957731% |
12.5884448851546% |
18.2365396324091% |
14.5576125014172% |
13.8122572899887% |
0% |
| CVY |
18.7858443734244% |
19.5529292729132% |
25.9587402932412% |
19.9707671216784% |
18.842989992179% |
0% |
| BRK.A |
16.9547655454172% |
22.6437866726567% |
23.6500251962985% |
19.5789863425362% |
19.09878008765% |
18.9064409981992% |
| VYM |
16.1882045065374% |
16.7260317149032% |
18.9881862250651% |
15.5522814608749% |
15.2957961476473% |
0% |
| SDY |
16.4773163742207% |
16.5517178950194% |
19.1248746856436% |
15.7957332217969% |
15.3297888352237% |
0% |
| PID |
15.9259451519087% |
17.8779789393403% |
21.9930711645181% |
18.1381990892626% |
18.4470245939211% |
0% |
| IDV |
15.3232625638564% |
18.7297192010293% |
21.815774881631% |
17.5218853153954% |
19.9574925643267% |
0% |
| HDV |
12.5607684301679% |
16.0668417173913% |
18.8314754600233% |
15.2599996059858% |
0% |
0% |
| DWX |
11.383619922208% |
14.5667285530399% |
16.0888339729707% |
14.652630427039% |
17.7937472815946% |
0% |
| DVY |
17.8859518210213% |
17.3755674679622% |
21.4284104939% |
16.8043646326841% |
15.9983819697932% |
16.3702194416655% |
| DLS |
16.3498932791245% |
16.881486335457% |
20.3117077122379% |
16.9170272661173% |
18.2224487499735% |
0% |
| DLN |
14.9974001799586% |
16.3985652230607% |
18.9753111126466% |
15.5659148948194% |
15.1070185652706% |
0% |
| DGS |
16.6913372753999% |
16.3568953558254% |
20.368859890087% |
18.1327109364131% |
20.2947619876224% |
0% |
| DEM |
15.2747373560969% |
17.4292618485009% |
20.0486958250516% |
18.6354974922698% |
19.7211472310979% |
0% |
| BTAL |
20.1747342531836% |
17.2883132803981% |
17.4692956788577% |
14.9372071683671% |
0% |
0% |
| MNA |
3.63655852413965% |
3.43598072878597% |
5.87108839390269% |
4.96864219846113% |
0% |
0% |
| RLY |
12.9588327336261% |
15.635136008184% |
17.3174425063645% |
13.9136314263855% |
0% |
0% |
| CSM |
19.0552148468019% |
19.7132810641367% |
21.8581516793477% |
17.854100738509% |
0% |
0% |
| QAI |
5.71871188321168% |
6.28063879308633% |
6.39633429368863% |
5.38981998910853% |
5.26952985177813% |
0% |
| PWC |
19.5705445677817% |
19.960638067689% |
21.8487564283567% |
18.0122778672363% |
18.2248891656909% |
17.6584337422035% |
| PDP |
24.1367488704273% |
22.6208454168251% |
23.1986632139206% |
19.0702454523862% |
18.9811338463143% |
0% |
| HDG |
4.90685963794447% |
6.34472143704362% |
7.36201861312883% |
5.99089117250228% |
0% |
0% |
| PRPFX |
9.65653679566907% |
10.7223091492982% |
12.7253045263296% |
10.2928304487526% |
10.4624229154008% |
10.5109573151365% |
| RSP |
20.2299444893571% |
19.208412906856% |
22.9465754101248% |
18.5012300484581% |
18.6599307864514% |
19.0462018186391% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LSWWX |
7.8% |
12.0% |
11.3% |
9.0% |
8.9% |
10.0% |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
6.6% |
9.1% |
9.0% |
7.1% |
6.5% |
7.0% |
| Global Equities (ACWI) |
8.0% |
11.7% |
12.7% |
10.4% |
10.6% |
|
| U.S. Equities (SPY) |
8.3% |
12.5% |
13.2% |
10.8% |
10.2% |
11.0% |
| U.S. Bonds (BND) |
4.2% |
5.2% |
4.3% |
3.3% |
2.9% |
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 |
| JMNAX |
2.32023939417889% |
2.85760052285186% |
3.17388945229392% |
2.85855935877703% |
2.72324068772154% |
2.58272420564932% |
| BKLN |
0.725800398175286% |
3.29174058512044% |
4.15689488342001% |
3.30071841943466% |
0% |
0% |
| WFAIX |
6.93536799488504% |
9.07051710452629% |
8.31084040249682% |
6.68974558697412% |
6.31890312715588% |
7.79046596623171% |
| FPACX |
4.76330237213034% |
8.04215768230647% |
11.0900731760775% |
8.66218638001874% |
7.73442419218182% |
7.8935414937396% |
| VGSTX |
7.28394435480703% |
9.65359743047084% |
9.64287263886265% |
7.71164068268277% |
7.15531219714525% |
7.66582788606059% |
| VWELX |
5.57270111354738% |
8.75745232171945% |
8.94061753859876% |
7.12361193548521% |
6.57458582691316% |
7.11876657204071% |
| VASGX |
7.15837803121916% |
10.1041089418119% |
10.7620618618004% |
8.6933909868712% |
8.38600266583594% |
9.50057605737208% |
| VWINX |
5.45474866241234% |
6.62681951445721% |
6.2351720324943% |
4.8077137495718% |
4.20747193629149% |
4.51292758535492% |
| VLAAX |
6.67063863229111% |
10.3598436654616% |
9.67558210984152% |
7.75774031705956% |
7.13012854841919% |
8.16548672517477% |
| VBIAX |
6.70617203043377% |
9.15183561085751% |
8.92772161965497% |
7.07048721794551% |
6.42267920087189% |
6.90140694329509% |
| SWOBX |
6.62273900336437% |
8.99748829623688% |
8.80603845428798% |
7.24713024864645% |
6.70120174532443% |
7.10226148015146% |
| JANBX |
6.82975404382337% |
9.05926713241453% |
8.89560277396373% |
7.04569185499832% |
6.63492866969299% |
6.55348964488546% |
| FPURX |
7.07103713561156% |
9.49646567457487% |
9.29480444336883% |
7.67432923308028% |
7.14796755436123% |
7.69426057104404% |
| FBALX |
6.71085540221182% |
9.86586213637705% |
10.1465202870754% |
8.14263591546386% |
7.38497641112817% |
8.26176038620086% |
| DODBX |
5.69617214705072% |
8.28962176616463% |
10.6469112472327% |
8.56653020890097% |
8.29578367898801% |
9.27429274170089% |
| COTZX |
5.00545304856328% |
6.14875783757481% |
5.22097001265535% |
3.83197556955327% |
4.42771419517774% |
6.82735781744344% |
| BETFX |
6.13211347209126% |
8.38176565375874% |
8.74811638424326% |
6.93571154045902% |
6.54799398856252% |
0% |
| XCOR |
8.92302436954308% |
11.3772556623709% |
12.1408504004598% |
10.5992414196058% |
10.5068136479307% |
0% |
| NAVFX |
8.55329424558862% |
10.9113817877007% |
12.4363316891497% |
10.5739081375443% |
0% |
0% |
| SMIFX |
8.17308934944598% |
8.3454599059653% |
11.3224687003574% |
10.1576333520112% |
10.2958143110603% |
0% |
| VWLTX |
4.83491614254792% |
5.73518946683289% |
5.09147233637581% |
3.99892765737166% |
3.69228120952878% |
3.69902049116245% |
| PRINX |
4.28919069367195% |
5.26215460090508% |
5.13764226863394% |
3.97410237450592% |
3.72772064613802% |
3.67605283400824% |
| MDNLX |
3.33955413823875% |
5.32654905925717% |
5.00890103197934% |
3.77875882118955% |
3.53872879525998% |
3.47684406149442% |
| FLAAX |
4.24755494322737% |
6.68917618552761% |
6.27262063810767% |
4.86308817524096% |
4.49160408862151% |
4.57468755767458% |
| FHIGX |
4.36635202897327% |
5.28576621106596% |
5.06695079637742% |
3.99587865729942% |
3.62279847374913% |
3.53638268731562% |
| VWIAX |
5.46107850463947% |
6.61811781311176% |
6.23008852026695% |
4.80218022341684% |
4.20012952015979% |
4.50497235043558% |
| VTINX |
3.9496227570066% |
5.87174680288694% |
5.37686423665129% |
4.13447493419396% |
3.64385352535075% |
4.02108916444121% |
| VASIX |
4.12030278889097% |
5.70972810191607% |
4.94681617242277% |
3.75255670871097% |
3.24064987480409% |
3.54232291993656% |
| TRRIX |
4.34907067593552% |
6.41953055779702% |
6.73538876790316% |
5.2529949645607% |
4.91707564956771% |
5.29892041098792% |
| PRSNX |
3.0402719509858% |
4.98442070406585% |
5.81611435263501% |
4.37082525267062% |
3.88621043721692% |
0% |
| PPSIX |
2.48776730108519% |
5.57202172409459% |
7.21899963361716% |
5.29865287510882% |
4.91540755461249% |
7.64948094417038% |
| PONPX |
3.78337276571804% |
4.73119912978845% |
5.24915912129553% |
3.85825696942561% |
3.43034303288727% |
0% |
| NPSRX |
2.97482044262987% |
6.65920100574476% |
8.62493429734844% |
6.3575818933413% |
5.94637381185924% |
0% |
| KIFYX |
6.72893988355605% |
8.2769176681623% |
14.9087431392585% |
11.1049873565311% |
9.79399421642611% |
12.9827758318346% |
| GSZAX |
1.29870484118067% |
2.71119922930431% |
4.36673833597084% |
3.40305618931197% |
0% |
0% |
| FCVSX |
5.86406804386998% |
8.99518467596023% |
9.5468420620978% |
8.10475702922859% |
8.26520096601545% |
11.4539503943278% |
| CNSDX |
6.18220399081348% |
8.35575192712731% |
9.27244805460106% |
7.63539418527668% |
7.21111947926697% |
8.33640143382383% |
| CCVIX |
7.29368375838751% |
9.35353093479217% |
10.257575228012% |
8.31370388896044% |
7.60147326152607% |
8.22461110215055% |
| BASIX |
2.69796471043582% |
2.95848092773888% |
3.83064644060676% |
2.7863281282815% |
2.48204833172443% |
0% |
| ARTOX |
5.03346011756919% |
6.8966962452359% |
6.85029167312786% |
5.47263892815591% |
5.02378385096426% |
0% |
| TIBAX |
5.36461908347393% |
8.20672376391511% |
12.2837784027709% |
9.55642401929761% |
8.6975345527483% |
9.39347213102356% |
| NBHAX |
8.74407131824722% |
10.0409199961185% |
11.6834071613043% |
9.34650183590173% |
8.51648067531599% |
0% |
| LGMAX |
7.82525006912404% |
12.0604237739415% |
11.3589389802313% |
9.0027708670244% |
8.9127687554123% |
10.031443841585% |
| CVLOX |
7.07911914909084% |
10.9921993574639% |
11.4471357941464% |
9.15845250860356% |
8.24808243188905% |
9.22468248493655% |
| LFRAX |
1.35957169602078% |
2.88240296616379% |
6.91983010618669% |
5.06753232406624% |
4.42038686073638% |
0% |
| VEIPX |
8.53259229176374% |
9.94245223810961% |
11.7921682378048% |
9.61306720948235% |
9.04664948488881% |
9.98597199255523% |
| SWDSX |
8.77161602424222% |
9.99277947125154% |
13.4143609405514% |
11.1966423202367% |
10.4816379564687% |
10.6286670890625% |
| PRFDX |
9.48540010310884% |
11.0793859970699% |
14.1172699914623% |
11.3872618620989% |
10.8177807399239% |
11.5664871372019% |
| MDDVX |
7.6199010087119% |
10.2108334898376% |
12.3053074846767% |
10.1522462574853% |
9.51703050196442% |
10.0439165311702% |
| LCEIX |
8.97849849266218% |
9.78283560419218% |
11.7991023088229% |
9.2410652216532% |
8.90953368248991% |
9.88039930217973% |
| LBSAX |
7.47322370274467% |
9.82035816180183% |
11.0176576929093% |
9.09195781959745% |
8.60109800929961% |
9.27265062649284% |
| FSDIX |
7.07550788765419% |
8.42843701761686% |
9.4845251996484% |
7.6950059782956% |
7.58669536536602% |
9.90306636929584% |
| FEQTX |
8.33516141611794% |
9.97048426321178% |
12.9231095051167% |
10.5052230562892% |
10.502120042854% |
11.5017569923059% |
| VMNFX |
0.78564906836781% |
2.65850834362738% |
3.74629215458545% |
3.6938415330413% |
3.26728811272938% |
3.53129231981679% |
| GABCX |
1.49290708524464% |
1.67682032034112% |
2.51311376041663% |
1.89514402716662% |
1.75926652088785% |
1.98207964720262% |
| CVSIX |
3.89966677166078% |
3.51614697969803% |
3.11256727980032% |
2.4961011133157% |
2.55263834695924% |
3.39195970373155% |
| MLSAX |
14.6158023452693% |
17.1436806366637% |
16.1446790760216% |
11.9742462669914% |
9.87566466832399% |
8.74222323632822% |
| MFADX |
6.0889070125883% |
7.1892028212542% |
8.57375548478963% |
7.32239538476338% |
6.96701531402742% |
0% |
| KCMTX |
5.48887098092614% |
11.2018707557409% |
10.861052723032% |
9.3010185537861% |
9.68960607749755% |
0% |
| DHLSX |
3.89207763783594% |
8.12108024446785% |
10.9235259989076% |
8.87197888932404% |
7.96895757320391% |
8.27871580178931% |
| BPLSX |
6.22554878893202% |
8.04216846254699% |
10.1944801542476% |
8.24356559559092% |
7.83224005873406% |
8.73274650508123% |
| BLSAX |
8.9751807807808% |
11.8748656459234% |
13.7109140371897% |
10.6637302054887% |
0% |
0% |
| ARBNX |
3.02469363324076% |
2.63157662688514% |
2.4446031413598% |
1.94544374967145% |
1.99093353763228% |
2.55085104565016% |
| ADANX |
1.91451851694727% |
2.36291381652633% |
4.64546199374247% |
3.59681304318477% |
2.99849745103322% |
0% |
| PYTRX |
4.23408033967169% |
3.34011702870295% |
4.28031289972316% |
3.32777518496327% |
2.90433755366094% |
0% |
| PARYX |
1.0583442065064% |
1.82142449971606% |
2.29691053529457% |
1.69252870432449% |
1.44657538795646% |
0% |
| JHAIX |
4.32316684181974% |
4.701941984887% |
4.11691436726194% |
3.42923592526038% |
0% |
0% |
| GARTX |
2.43434591024907% |
4.33660418448405% |
4.96434548627838% |
4.0564451257897% |
3.79685297050435% |
0% |
| GAFYX |
4.79748275785908% |
3.97579622035802% |
4.44569705766423% |
4.81726020207943% |
4.96343518060052% |
0% |
| EIGMX |
1.2162006577826% |
2.42681340788299% |
3.64992602160275% |
2.71126447541865% |
2.40407161650399% |
2.2208326610498% |
| DVRAX |
1.42473440219792% |
3.4428850719967% |
3.99322315983695% |
3.47462576065839% |
3.30199385537234% |
0% |
| ASFIX |
5.59249688796888% |
6.12725622826241% |
5.29967782181094% |
4.37791036791138% |
3.72149778454819% |
0% |
| MYITX |
8.6869118032862% |
11.6487557732968% |
13.165921255576% |
11.2112081481783% |
11.7380456974934% |
0% |
| VGLSX |
6.04798305798953% |
8.75864588708847% |
8.93670574659679% |
7.66666281841535% |
7.91843062782319% |
0% |
| TIBIX |
5.34541905536594% |
8.2238021500375% |
12.2917807254497% |
9.53696126331245% |
8.6998092829351% |
9.39870665578016% |
| PAUIX |
6.51062170217384% |
8.88725033589173% |
10.1636147323096% |
8.04005693635347% |
7.30327172241857% |
7.14699134364594% |
| MFWIX |
6.78731717490214% |
8.28300424413167% |
8.38989752600172% |
6.66701821778854% |
6.4215146838798% |
6.79177733223855% |
| MALOX |
6.53674781206581% |
8.20582110035975% |
8.37357618294929% |
6.70581322395754% |
6.63487755014811% |
6.96946493857168% |
| LSWWX |
7.80261190386319% |
12.0376633548361% |
11.3384673378116% |
8.9850971528553% |
8.90285262995375% |
10.0202481087378% |
| LCORX |
5.89497028611547% |
6.5937752070125% |
6.78830961975493% |
5.59566224940615% |
6.33795956724548% |
7.63312072264293% |
| IVAEX |
6.11807445787051% |
8.78501343896758% |
10.9023746971639% |
10.9051594772766% |
11.0247577061887% |
10.6650810041657% |
| GMWAX |
5.751059582491% |
7.8717609738306% |
8.69551007127068% |
6.93398747936735% |
6.47259145618616% |
6.46986448735705% |
| GLBIX |
5.79487406816044% |
7.23429683739754% |
7.56504754473861% |
6.23419608296829% |
6.51457794998954% |
0% |
| GBMFX |
4.6891810568651% |
5.65035904927522% |
7.21331109210994% |
5.82190280757869% |
5.30350796656721% |
5.15037522491969% |
| DSHGX |
7.23762188942816% |
10.44188377321% |
13.2683409816513% |
10.8015634848671% |
0% |
0% |
| BPGLX |
6.71104634729503% |
8.11091592670402% |
8.74784298009548% |
7.28602511947648% |
7.4282040836042% |
8.89576341893686% |
| SFHYX |
3.18983863416555% |
4.53978971944261% |
4.14620500207547% |
3.3877003548631% |
3.01508556781933% |
0% |
| PMSAX |
2.814833242662% |
3.44434856244491% |
4.60139386112983% |
3.56389195111523% |
0% |
0% |
| AVGRX |
2.73578351471376% |
7.00117062913167% |
6.91234436581351% |
6.02776458771926% |
6.00950284871717% |
0% |
| AOR |
6.09675030301568% |
8.51513116772784% |
8.61523765120272% |
6.9262272679766% |
6.49717678516914% |
0% |
| AOM |
5.20899229475942% |
7.16574642205827% |
6.65501013207391% |
5.24731554134016% |
4.74210629366767% |
0% |
| AOK |
4.79750242906052% |
6.50178358119124% |
5.94458282269359% |
4.60718261634292% |
3.95985095134575% |
0% |
| AOA |
7.1063289686268% |
10.0375625368718% |
10.7298495572808% |
8.71983261078225% |
8.73837915506556% |
0% |
| FV |
13.4204974470204% |
14.6539599702683% |
15.1459177818387% |
13.3099996294953% |
0% |
0% |
| PGX |
8.13381000241114% |
9.81887177575912% |
9.04828271115478% |
6.85310315309764% |
6.07762053070875% |
0% |
| PFF |
6.91326329317319% |
8.44691169289472% |
9.0146252513862% |
6.69418207528059% |
6.26190336438026% |
0% |
| MDIV |
5.26698039316125% |
9.21208843326926% |
16.0834360955847% |
12.0323909026956% |
0% |
0% |
| IYLD |
4.05809116221026% |
7.66465480094081% |
10.6949265341591% |
8.08266251436971% |
0% |
0% |
| INKM |
6.5738839693868% |
7.78926857070241% |
9.88508202370959% |
7.66131412229336% |
0% |
0% |
| CWB |
7.54627691637825% |
9.58535045796597% |
11.2455401068182% |
8.95957271762001% |
8.36971824607327% |
0% |
| CVY |
8.78703713589763% |
12.6733202744243% |
18.8897767355371% |
14.3271077641179% |
12.7228047131621% |
0% |
| BRK.A |
8.70538833451415% |
13.7609218526879% |
14.3276222444841% |
11.4147310902448% |
10.5574751648291% |
11.1577317042783% |
| VYM |
9.07278703722326% |
9.98923487038767% |
12.043616652486% |
9.75491290013213% |
9.14971688932427% |
0% |
| SDY |
10.1536123581348% |
10.0403166398155% |
12.379911296542% |
9.97425126293598% |
9.16231604790917% |
0% |
| PID |
9.60672219371218% |
11.8547741266108% |
16.0721787299409% |
12.9946496340497% |
12.252607539781% |
0% |
| IDV |
9.06192680933819% |
12.8238351060013% |
15.7247103427329% |
12.5066190334957% |
12.9232292583503% |
0% |
| HDV |
7.6337281905844% |
9.62649032066508% |
12.1094539431412% |
9.70676382306051% |
0% |
0% |
| DWX |
7.11968620632521% |
10.1797679147178% |
11.8606838899731% |
10.4779074719249% |
11.7245143386447% |
0% |
| DVY |
11.2057125008499% |
11.3616017776658% |
14.7268974490911% |
11.3037116314723% |
10.1342758158687% |
11.5787350409654% |
| DLS |
9.17689347955876% |
11.4466503634664% |
14.7898510235916% |
12.0201807464861% |
11.9780688914147% |
0% |
| DLN |
8.1839404870753% |
10.061590571935% |
12.1449348037168% |
9.87532380028641% |
9.11177226578347% |
0% |
| DGS |
8.26988320540691% |
10.0800923796306% |
14.0541059116801% |
12.3070794438631% |
13.1441146631624% |
0% |
| DEM |
7.57521474918639% |
10.196224254995% |
13.3757442603874% |
12.2333134723038% |
12.6577569042806% |
0% |
| BTAL |
14.4475942061534% |
11.6286420425304% |
12.7334865672713% |
10.6020761371393% |
0% |
0% |
| MNA |
2.85376105197982% |
2.83524356394672% |
4.57967149403532% |
3.63034612439211% |
0% |
0% |
| RLY |
8.4381040130853% |
10.5836907225639% |
12.1894035462424% |
9.853096041114% |
0% |
0% |
| CSM |
9.53782827987322% |
12.9858185346029% |
14.3247613584499% |
11.5634234597633% |
0% |
0% |
| QAI |
2.23429776327134% |
4.29343293851926% |
4.3862991793043% |
3.67247653694293% |
3.48216009918822% |
0% |
| PWC |
9.95960223969989% |
13.4099456702615% |
15.0198670658862% |
12.251698236146% |
11.8839175446316% |
12.1694841600221% |
| PDP |
11.638703247759% |
15.353245780891% |
14.6712824113161% |
12.2283198678445% |
11.6741950828661% |
0% |
| HDG |
2.27450325329735% |
4.66441903766518% |
5.00477906652381% |
4.09920059358614% |
0% |
0% |
| PRPFX |
3.90622031891731% |
6.95343526266688% |
7.91781767601326% |
6.28098848166422% |
6.30697623096778% |
6.62186379401143% |
| RSP |
10.8777067740117% |
12.1447662060702% |
14.7177888801138% |
11.8261290244508% |
11.3846461992986% |
12.5544616871864% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| LSWWX |
0.94 |
0.95 |
0.84 |
0.81 |
0.84 |
0.85 |
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.79 |
0.72 |
0.69 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.98 |
0.93 |
0.94 |
0.94 |
1.00 |
|
| U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
| U.S. Bonds (BND) |
0.79 |
0.72 |
0.69 |
0.67 |
0.65 |
0.65 |
| 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 |
| JMNAX |
-0.0333276004940041 |
0.0208396962971222 |
-0.0151758555974367 |
-0.00287935027427255 |
0.0339452749889567 |
0.0233560170853087 |
| BKLN |
0.140005435136784 |
0.22646185356982 |
0.249848584910137 |
0.243350962538288 |
0 |
0 |
| WFAIX |
0.793911144493958 |
0.715838214919043 |
0.643672961258698 |
0.63392956598567 |
0.649403559583443 |
0.693415738050007 |
| FPACX |
0.612122396818224 |
0.623964944581021 |
0.739804794581183 |
0.673489229570097 |
0.65016156071207 |
0.629436007571397 |
| VGSTX |
0.837217701309234 |
0.75137175564432 |
0.727881618922479 |
0.650809657248937 |
0.663013562834294 |
0.668239483119179 |
| VWELX |
0.681268533265693 |
0.685595863191518 |
0.669357115057961 |
0.592114288830922 |
0.609048752095679 |
0.615275296815647 |
| VASGX |
0.870762176798053 |
0.801739962283493 |
0.804872476651507 |
0.79240175063511 |
0.814094355583029 |
0.843023649148863 |
| VWINX |
0.579625579361512 |
0.487060795210733 |
0.445117215989164 |
0.412809647422113 |
0.388377547809025 |
0.380388531846386 |
| VLAAX |
0.768934944413901 |
0.788418609722699 |
0.683848979248704 |
0.673019815264696 |
0.665801939209105 |
0.702163232647884 |
| VBIAX |
0.787497620284324 |
0.723961876454728 |
0.683873347524136 |
0.663099322502089 |
0.646015779419163 |
0.64229213134533 |
| SWOBX |
0.745954120682473 |
0.677483022750561 |
0.656928209665568 |
0.656482302361896 |
0.649095610731846 |
0.641203190478328 |
| JANBX |
0.73713651856454 |
0.694920923208185 |
0.657999783402929 |
0.646980773043039 |
0.648322964587754 |
0.605244734607659 |
| FPURX |
0.81847166152191 |
0.742163636214949 |
0.709655799405667 |
0.711478877167393 |
0.707360639254784 |
0.703920799902347 |
| FBALX |
0.783970820957106 |
0.777534078972493 |
0.772679575898587 |
0.759056829770123 |
0.733986647491178 |
0.746754146559194 |
| DODBX |
0.673604075406334 |
0.616030989196411 |
0.736979957026981 |
0.735857973278593 |
0.770031671875532 |
0.794788912043137 |
| COTZX |
0.558835232464087 |
0.434876712050693 |
0.393897431069584 |
0.34962137277055 |
0.446562988870143 |
0.544873787532026 |
| BETFX |
0.722307279752877 |
0.653183101288988 |
0.649324622433749 |
0.621481239905722 |
0.6291177985136 |
0 |
| XCOR |
1.06630277209602 |
0.833467094792481 |
0.884455971875437 |
0.926412426649769 |
0.969432017529664 |
0 |
| NAVFX |
1.01363274416375 |
0.89201516281936 |
0.90276523740009 |
0.918793565298108 |
0 |
0 |
| SMIFX |
0.787783978907166 |
0.506089250780629 |
0.725288923893449 |
0.792574687283688 |
0.876807469773275 |
0 |
| VWLTX |
0.539883410002797 |
0.349737107574113 |
0.217834577920715 |
0.149408622634041 |
0.105072427407432 |
0.0957359497216395 |
| PRINX |
0.483246050022086 |
0.313933789100345 |
0.209263309138771 |
0.145833721297746 |
0.104965063981916 |
0.0993514865384233 |
| MDNLX |
0.362365733416309 |
0.298746052942344 |
0.212641654253856 |
0.151327833358828 |
0.10609010206511 |
0.0981041180324854 |
| FLAAX |
0.468650128939941 |
0.371558859301259 |
0.253543864938253 |
0.17818725841109 |
0.129539694376713 |
0.130906581793975 |
| FHIGX |
0.479103140007705 |
0.313036823452061 |
0.200769928716793 |
0.138684755752126 |
0.0965613069753528 |
0.0881400651760786 |
| VWIAX |
0.581499445688434 |
0.487203961666745 |
0.445237495855954 |
0.413010336290982 |
0.388136899676404 |
0.380074207157397 |
| VTINX |
0.442931213918016 |
0.432825469784449 |
0.384301780720556 |
0.354961331237537 |
0.33954560183867 |
0.338591215668936 |
| VASIX |
0.453071661268122 |
0.400658106845356 |
0.319480549850917 |
0.280505144975831 |
0.260016305717519 |
0.272814416188919 |
| TRRIX |
0.482440853699535 |
0.467651571968223 |
0.481694645673743 |
0.458279346103787 |
0.470527447191996 |
0.474035018380659 |
| PRSNX |
0.363883147843825 |
0.289865838615433 |
0.301390545263322 |
0.246354406793367 |
0.235048181091062 |
0 |
| PPSIX |
0.333636197261877 |
0.302347947708141 |
0.369669432916376 |
0.313272762371871 |
0.331543293090965 |
0.415232790271241 |
| PONPX |
0.340752093838437 |
0.285639040717592 |
0.279846651153842 |
0.230503391099215 |
0.202357930206998 |
0 |
| NPSRX |
0.369068661819099 |
0.29977119117793 |
0.414835363523099 |
0.356714054984987 |
0.386459967226941 |
0 |
| KIFYX |
0.698810166118707 |
0.537101452937984 |
0.748523541363237 |
0.665137326658152 |
0.602142655791126 |
0.74905978783847 |
| GSZAX |
0.0441048926164087 |
0.13051019391965 |
0.211699622406523 |
0.194059048925221 |
0 |
0 |
| FCVSX |
0.618971079540793 |
0.600812386134671 |
0.704245323308175 |
0.71560281375117 |
0.774081722229941 |
0.860698993056949 |
| CNSDX |
0.676949099341823 |
0.602460320101122 |
0.673998406435428 |
0.661869529113298 |
0.669500606812908 |
0.670650141990461 |
| CCVIX |
0.730565259743451 |
0.639396981255058 |
0.741403545461398 |
0.717223619661563 |
0.696580660216803 |
0.687210986760256 |
| BASIX |
0.239625533833699 |
0.167999015481349 |
0.202377434654658 |
0.171173683681295 |
0.161054750831342 |
0 |
| ARTOX |
0.57932828513796 |
0.536328025418723 |
0.513108261325141 |
0.500517188055327 |
0.499472513327375 |
0 |
| TIBAX |
0.591050966646013 |
0.589283725262008 |
0.753463240519129 |
0.724679095782854 |
0.716313259475165 |
0.737827280098541 |
| NBHAX |
0.826969304819617 |
0.739581739439045 |
0.770808571895295 |
0.762508998116071 |
0.730801328260163 |
0 |
| LGMAX |
0.941980896419249 |
0.946410819468696 |
0.839027743616689 |
0.807314609554379 |
0.836862808679603 |
0.845273263882364 |
| CVLOX |
0.825194412505688 |
0.841021708828131 |
0.852529636792737 |
0.832034732476012 |
0.779237399707218 |
0.788518084894231 |
| LFRAX |
0.107113841440801 |
0.124892495233289 |
0.25633565820389 |
0.231784939256867 |
0.221329378831567 |
0 |
| VEIPX |
0.866546522673495 |
0.755360106671719 |
0.834599584926607 |
0.845304528719774 |
0.850554809844066 |
0.862281045246731 |
| SWDSX |
0.849308174794375 |
0.764203655777545 |
0.900961276811186 |
0.932937862947748 |
0.936752874390921 |
0.90150287704908 |
| PRFDX |
0.954215030600979 |
0.79791997215166 |
0.936812557443445 |
0.948756677806828 |
0.967216898032628 |
0.984407947574819 |
| MDDVX |
0.81587414108221 |
0.651307863621869 |
0.817128475221348 |
0.845886877333715 |
0.858914793806515 |
0.855487795104408 |
| LCEIX |
0.935897710525546 |
0.736766279587265 |
0.80448003874556 |
0.77359620882643 |
0.812005412961471 |
0.836086844626025 |
| LBSAX |
0.832826356919484 |
0.795191285657874 |
0.827764263691991 |
0.839804402555081 |
0.839817744546586 |
0.833315725269926 |
| FSDIX |
0.765225647329951 |
0.677454008192435 |
0.717114341883854 |
0.70509251782979 |
0.737964745174559 |
0.828340108890518 |
| FEQTX |
0.85720086596357 |
0.734807776062903 |
0.884666870626168 |
0.897729836609307 |
0.953621919601695 |
0.987026995497082 |
| VMNFX |
-0.139174774615468 |
-0.103607592064511 |
-0.0342067818227424 |
-0.0425560030383895 |
-0.0249099710959482 |
0.00160566130766186 |
| GABCX |
0.20177934968784 |
0.148564262118228 |
0.170210792644043 |
0.15892922694435 |
0.159716887420986 |
0.166352544274732 |
| CVSIX |
0.0653018100065568 |
0.186590618706424 |
0.183108826665825 |
0.194673749888266 |
0.232312887874087 |
0.269204210313681 |
| MLSAX |
1.45143337312796 |
1.25470986536085 |
1.10716757182597 |
1.01134883857402 |
0.833740684135557 |
0.667696706648073 |
| MFADX |
0.314567103079559 |
0.406246500228564 |
0.566916389360663 |
0.536669644189968 |
0.547202532245976 |
0 |
| KCMTX |
0.630313553763648 |
0.802945408581459 |
0.662353344726772 |
0.689570455434412 |
0.758957596017094 |
0 |
| DHLSX |
0.47259345178975 |
0.525914820280332 |
0.683363986768098 |
0.699609427684551 |
0.674723018215047 |
0.66297684417569 |
| BPLSX |
0.597667488470542 |
0.492657703767714 |
0.598082190252636 |
0.545652563496417 |
0.589347256972555 |
0.623722140355217 |
| BLSAX |
0.795600599455623 |
0.668171603549638 |
0.766545394596402 |
0.660775470054488 |
0 |
0 |
| ARBNX |
0.211156384933956 |
0.109719427181512 |
0.12446633259761 |
0.100246910481942 |
0.0907192345440516 |
0.107605152382535 |
| ADANX |
0.156616443507275 |
0.107286615579234 |
0.199178435841746 |
0.167981695072562 |
0.13381308467426 |
0 |
| PYTRX |
0.387756754726253 |
0.160772226100147 |
0.179548789538985 |
0.169369728244938 |
0.148462725925312 |
0 |
| PARYX |
0.0785501681061382 |
0.0799365883505681 |
0.0936496558306934 |
0.0816074506343949 |
0.0705796584601439 |
0 |
| JHAIX |
0.239865112179238 |
0.300598606481041 |
0.269799729458281 |
0.244848893112059 |
0 |
0 |
| GARTX |
0.338025922678444 |
0.352278919016035 |
0.360877004109444 |
0.357950877288259 |
0.34923577437509 |
0 |
| GAFYX |
0.177819330735348 |
0.204145595254391 |
0.23995230200509 |
0.285059579647168 |
0.329284317961935 |
0 |
| EIGMX |
0.128331036271409 |
0.0480862774292623 |
0.127108902878571 |
0.113539507706036 |
0.107959936664132 |
0.093283930883428 |
| DVRAX |
0.23808482494607 |
0.263417805935366 |
0.281960520693329 |
0.264782789812878 |
0.255496745966107 |
0 |
| ASFIX |
-0.277171550949955 |
-0.369798031067352 |
-0.28906526483117 |
-0.30593487948258 |
-0.198206384596837 |
0 |
| MYITX |
0.864794961381511 |
0.843563660809178 |
0.865019547807903 |
0.847234103021273 |
0.946307543597678 |
0 |
| VGLSX |
0.767545113118431 |
0.670777878676193 |
0.626793588063364 |
0.64249351734349 |
0.705021870744629 |
0 |
| TIBIX |
0.589554866622708 |
0.592291554792126 |
0.754973467942252 |
0.72327494429517 |
0.717558700692637 |
0.738977183058833 |
| PAUIX |
0.575317689306567 |
0.594911560602931 |
0.612572631517749 |
0.532610620002257 |
0.467218630308878 |
0.43909939951632 |
| MFWIX |
0.71700286819012 |
0.621169767108724 |
0.609456853924038 |
0.5842576975608 |
0.602460884312541 |
0.587655887065598 |
| MALOX |
0.736368249283268 |
0.568008822988472 |
0.612330567208782 |
0.597167027608388 |
0.626681575868139 |
0.606066278356978 |
| LSWWX |
0.944102854922648 |
0.946477466279445 |
0.839320616524522 |
0.808256831340299 |
0.838492891200929 |
0.84629202895848 |
| LCORX |
0.633346907797171 |
0.508245462890358 |
0.506357524074651 |
0.493340649718589 |
0.579460843664717 |
0.612583352406912 |
| IVAEX |
0.766268283373196 |
0.69739803879719 |
0.770507110911893 |
0.813919964983879 |
0.855622474509201 |
0.745489526830228 |
| GMWAX |
0.687457089332791 |
0.569569978300032 |
0.591067824112233 |
0.573228758294247 |
0.578322949584154 |
0.554623683121428 |
| GLBIX |
0.600716808755198 |
0.513921410169547 |
0.529201337250634 |
0.51428859196322 |
0.582163658338001 |
0 |
| GBMFX |
0.469423675539643 |
0.30314484370345 |
0.390034434797297 |
0.401178252405876 |
0.410566183803708 |
0.386984511137162 |
| DSHGX |
0.908610851176848 |
0.840724726082511 |
0.935328187521757 |
0.937325122239191 |
0 |
0 |
| BPGLX |
0.767458681332665 |
0.611922550867993 |
0.645850989602124 |
0.642553642306038 |
0.700873197538983 |
0.75553575712318 |
| SFHYX |
0.357480481565722 |
0.25236185791247 |
0.258334281966693 |
0.271169928201031 |
0.276610662435145 |
0 |
| PMSAX |
0.205493013757119 |
0.226166630295421 |
0.27475439095737 |
0.262090804633354 |
0 |
0 |
| AVGRX |
0.083610539516276 |
0.422764249983193 |
0.427583017323767 |
0.444485257231981 |
0.51865840121908 |
0 |
| AOR |
0.729903429381497 |
0.668458426840337 |
0.640556743668212 |
0.623101523073678 |
0.631010823397728 |
0 |
| AOM |
0.607429235754679 |
0.544642327602439 |
0.484299518536418 |
0.460834602833437 |
0.45173682866677 |
0 |
| AOK |
0.539812455586407 |
0.478756523285531 |
0.417156387402213 |
0.385726417606192 |
0.350283177551019 |
0 |
| AOA |
0.859922813786084 |
0.797666526989575 |
0.798519731299888 |
0.787859184950279 |
0.842151867610043 |
0 |
| FV |
1.48991144776786 |
1.07187611023815 |
1.08520766723366 |
1.09926804878848 |
0 |
0 |
| PGX |
0.760355204635515 |
0.589696526626858 |
0.522906571739891 |
0.422472562911415 |
0.385576846913702 |
0 |
| PFF |
0.66621915586549 |
0.561452138232531 |
0.56349482350687 |
0.471646216921144 |
0.474965252088197 |
0 |
| MDIV |
0.605164899885228 |
0.632898528584864 |
0.87249658220682 |
0.812558325685735 |
0 |
0 |
| IYLD |
0.498218988373954 |
0.533340383355524 |
0.620017783914394 |
0.546279085729834 |
0 |
0 |
| INKM |
0.708062743106214 |
0.5670235408753 |
0.617805556043851 |
0.574462833169371 |
0 |
0 |
| CWB |
0.754378716909542 |
0.652161819820261 |
0.778571465278104 |
0.76164558854126 |
0.742937346794872 |
0 |
| CVY |
0.903501571772466 |
0.852452182091969 |
1.09249092396991 |
1.05230852204279 |
0.99634780185978 |
0 |
| BRK.A |
0.753796136588529 |
0.849189738174066 |
0.895488357833471 |
0.872522447633573 |
0.727798188929813 |
0.695463330753246 |
| VYM |
0.876034996236401 |
0.764892677048578 |
0.849991553693787 |
0.856689614369278 |
0.859146001305282 |
0 |
| SDY |
0.929576017304966 |
0.773882717262324 |
0.860477102945146 |
0.853682147915349 |
0.842662416305996 |
0 |
| PID |
0.973584228087771 |
0.82229220430682 |
0.955653492942361 |
0.948744328431 |
0.981445267424786 |
0 |
| IDV |
0.720385877383232 |
0.742400413535791 |
0.888750734223164 |
0.876728801182663 |
0.999875486630332 |
0 |
| HDV |
0.653176335938036 |
0.659487198302429 |
0.812213457355968 |
0.787261130876889 |
0 |
0 |
| DWX |
0.630667900536508 |
0.638115288125942 |
0.70246272745994 |
0.714175641364791 |
0.876712406609815 |
0 |
| DVY |
0.925331780496907 |
0.737246633617629 |
0.892771346802925 |
0.84300154070229 |
0.81839485214675 |
0.847374482321528 |
| DLS |
0.861513117531534 |
0.7800090881768 |
0.901996776243094 |
0.881148859115846 |
0.938714473140835 |
0 |
| DLN |
0.873397860012509 |
0.803928689913075 |
0.886087077744129 |
0.889836037718275 |
0.875427379046206 |
0 |
| DGS |
0.788998644266764 |
0.630951607890517 |
0.818176356380833 |
0.814601680840469 |
0.937676221393287 |
0 |
| DEM |
0.695987079847334 |
0.5932984449731 |
0.755191258750079 |
0.783777198739759 |
0.889520910967063 |
0 |
| BTAL |
-1.01043970018186 |
-0.531550604581805 |
-0.574711186237813 |
-0.590632072746342 |
0 |
0 |
| MNA |
0.0498986409366398 |
0.0780030350737862 |
0.135628700257363 |
0.126196995081481 |
0 |
0 |
| RLY |
0.508666035474905 |
0.56501877603718 |
0.685003153579323 |
0.671729068315531 |
0 |
0 |
| CSM |
1.08243537512593 |
1.019333905056 |
1.04062431641649 |
1.03703941287025 |
0 |
0 |
| QAI |
0.342869732814585 |
0.321180627754219 |
0.306289611743474 |
0.305033944550953 |
0.293942404064266 |
0 |
| PWC |
1.11425530424779 |
1.02572511321774 |
1.03542800799252 |
1.01990956481987 |
1.04020156974934 |
1.01654607330741 |
| PDP |
1.28192471710385 |
1.14146435608839 |
1.03056445002563 |
1.03234362820661 |
1.03039981629923 |
0 |
| HDG |
0.285368206745579 |
0.314772532069685 |
0.343018542453464 |
0.343398548116664 |
0 |
0 |
| PRPFX |
0.472343326092195 |
0.50593431542269 |
0.569361424494552 |
0.513361505747605 |
0.515859814726542 |
0.488181481120172 |
| RSP |
1.17664832662006 |
0.981427642664414 |
1.06705839697536 |
1.05440125562056 |
1.07528168309647 |
1.11157387748012 |
Compare: Correlation
for period ending April 30, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
0.98 |
0.98 |
0.96 |
0.96 |
0.96 |
|
| to S&P500 (SPY) |
0.98 |
0.97 |
0.96 |
0.95 |
0.94 |
0.92 |
| to U.S. Bonds (BND) |
0.83 |
0.81 |
0.69 |
0.56 |
0.40 |
0.33 |
| to Commodities (DBC) |
-0.05 |
0.10 |
0.35 |
0.34 |
0.48 |
0.49 |
| to Gold (GLD) |
0.08 |
0.31 |
0.33 |
0.19 |
0.24 |
0.21 |
