Putnam Absolute Return 100 Y
for period ending January 31, 2025
Quick Links
Overview
PARYX is the Recipe ID for this portfolio recipe
This Recipe ID appears in the scatterplots and comparisons below.
Portfolio Recipe Provider Putnam (www.putnam.com)
Description Putnam Absolute Return 100 Y gives investors access to a tactical, hedged portfolio that uses an absolute return approach. 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 a variety of securities using an absolute return approach.
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, Putnam. The investment seeks to earn a positive total return that exceeds the return on U.S. Treasury bills by 100 basis points (or 1.00%) on an annualized basis over a reasonable period of time (generally at least three years or more) regardless of market conditions. The fund is designed to pursue a consistent absolute return through a broadly diversified portfolio reflecting uncorrelated fixed-income strategies designed to exploit market inefficiencies across global markets and fixed-income sectors. You may consult www.putnam.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 PARYX. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
How to Invest
You can invest in this portfolio by buying the ticker symbol "PARYX" 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 January 31, 2025
5-year graph
●
PARYX
●
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 |
| PARYX |
0.5% |
0.5% |
1.8% |
-0.0% |
0.5% |
1.6% |
1.4% |
|
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
2.1% |
2.1% |
16.1% |
6.2% |
8.5% |
8.5% |
9.5% |
7.8% |
| Global Equities (ACWI) |
3.1% |
3.1% |
20.8% |
8.2% |
11.1% |
9.9% |
9.8% |
|
| U.S. Equities (SPY) |
2.7% |
2.7% |
26.2% |
11.8% |
15.1% |
13.6% |
14.3% |
10.5% |
| U.S. Bonds (BND) |
0.6% |
0.6% |
2.1% |
-1.6% |
-0.6% |
1.1% |
2.3% |
3.0% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
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| Ranking: All Recipes |
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| JMNAX |
0.479999999999992% |
0.48% |
13.5546649353091% |
7.47377799181148% |
6.41267983045799% |
3.78966744100233% |
2.39191654606696% |
2.82682544604624% |
| VYM |
3.73853750293911% |
3.73853750293911% |
21.0749513470721% |
9.17317663370754% |
11.1268735097652% |
10.4977836167545% |
12.320453686977% |
0% |
| WFAIX |
1.45% |
1.45% |
17.0396977422664% |
6.51196748253136% |
9.10906122714996% |
8.4032115442461% |
10.6576312283722% |
8.04003990793836% |
| FPACX |
2.90999999999999% |
2.91% |
16.301788374099% |
7.80040733051057% |
9.89419722731038% |
7.63690574962499% |
8.85726624609657% |
8.25894166167693% |
| VGSTX |
2.95000000000001% |
2.95% |
13.7028270918454% |
4.39902692383671% |
7.66164305052508% |
7.4372291570086% |
8.71835436880042% |
7.38049572772106% |
| VWELX |
2.26% |
2.26% |
18.3247387644688% |
6.84255021107334% |
9.02035772652992% |
8.62890910441072% |
9.8569804334828% |
8.54074447171231% |
| VASGX |
2.63% |
2.63% |
17.570603634767% |
6.70098876786074% |
9.11353449520895% |
8.55081906642865% |
9.42307664889914% |
7.42553329394011% |
| VWINX |
1.82% |
1.82% |
8.82990259381573% |
2.27711031329212% |
4.12799936478287% |
5.35443159759967% |
6.87172533255311% |
6.37237866308027% |
| VLAAX |
2.57000000000001% |
2.57% |
11.8230250176792% |
6.1892599898733% |
6.89594994708644% |
8.62103698804451% |
10.2458928212421% |
8.06814803891518% |
| VBIAX |
2.09999999999999% |
2.1% |
17.569018850474% |
6.86896001984854% |
8.97674422543147% |
8.67669607500829% |
9.70047431160173% |
7.97034062820932% |
| SWOBX |
1.90999999999999% |
1.91% |
15.7837875061016% |
5.0836515131399% |
7.66745462507541% |
7.55689626476179% |
8.62144483884946% |
6.78446116060025% |
| JANBX |
2.03% |
2.03% |
17.0162035261324% |
5.67000458119695% |
8.33320123714851% |
8.85850690306338% |
9.41012073999281% |
8.69631287851296% |
| FPURX |
2.98% |
2.98% |
21.3638278212458% |
9.16880939973383% |
11.8232780759731% |
10.1459007229252% |
10.7715740224584% |
8.68177010971853% |
| FBALX |
1.88999999999999% |
1.89% |
18.2746458956701% |
7.56776351971904% |
11.2261542393129% |
10.0113480874923% |
10.7030474980304% |
8.79704239477153% |
| DODBX |
4.07% |
4.07% |
14.3232917294151% |
6.40641884109068% |
9.65350420971207% |
8.59141442030336% |
9.83669239869145% |
7.57987655726367% |
| COTZX |
1.32000000000001% |
1.32% |
9.98789390643464% |
2.96184849573924% |
7.77158860646989% |
6.44009716143961% |
7.94476850434038% |
6.63446388342783% |
| BETFX |
2.06% |
2.06% |
13.6385228115444% |
4.79738745718705% |
6.42999636307375% |
5.88087906404042% |
6.67826919062169% |
0% |
| XCOR |
2.40327223232515% |
2.40327223232515% |
29.2407799184035% |
7.14004658093987% |
9.62027944073358% |
9.19973930884355% |
10.0573895440162% |
7.89994275990198% |
| NAVFX |
4.94000000000001% |
4.94% |
28.9783428885157% |
12.6094622804124% |
11.6007240478818% |
10.05791402966% |
0% |
0% |
| SMIFX |
4.36000000000001% |
4.36% |
22.6086287619266% |
8.35499760808198% |
9.7568556401272% |
8.14740457231127% |
9.29446900648749% |
0% |
| VWLTX |
0.2% |
0.2% |
-0.612205643835628% |
-2.40278210194137% |
-0.76826638658587% |
1.60178249469549% |
2.9901258370822% |
3.1655968988326% |
| PRINX |
0.130000000000008% |
0.13% |
0.155121267730518% |
-2.25991763580159% |
-0.754756107419752% |
1.37681007670649% |
2.96999298628522% |
3.22270851460094% |
| MDNLX |
0.269999999999992% |
0.27% |
-0.445706732283491% |
-2.8339193599773% |
-1.35966729038006% |
0.896173798873012% |
2.63787257628709% |
2.85473312031401% |
| FLAAX |
0.340000000000007% |
0.34% |
0.987912654830159% |
-3.94556527725037% |
-1.76101578449122% |
1.19753000543044% |
3.15253701753639% |
3.24024778854761% |
| FHIGX |
0.409999999999999% |
0.41% |
-0.1602699755899% |
-2.11784483622548% |
-0.800873843271821% |
1.425429344232% |
2.89988439811788% |
3.10976364549314% |
| VWIAX |
1.83% |
1.83% |
8.90113348898938% |
2.36744181597153% |
4.21778003634656% |
5.44222573132851% |
6.8627933827486% |
6.39430761565334% |
| VTINX |
1.29999999999999% |
1.3% |
7.83686764458089% |
1.23209155628168% |
3.0380335728504% |
3.91511942659852% |
4.93722517603365% |
4.67952814878998% |
| VASIX |
1% |
1% |
6.2626617256736% |
0.522939080962526% |
1.69598302953382% |
3.05198600056173% |
4.06394304373034% |
3.98142469257343% |
| TRRIX |
1.84% |
1.84% |
8.14346377574304% |
0.692341798128138% |
3.48834799303601% |
4.4386457159894% |
5.32340091414367% |
4.99615815540186% |
| PRSNX |
0.619999999999998% |
0.62% |
0.794786041153706% |
-3.4102533223284% |
-0.930718771043659% |
1.83151820156708% |
3.01282577265456% |
0% |
| PPSIX |
0.839999999999996% |
0.84% |
8.46152809380969% |
2.10813865760131% |
2.33367483265325% |
4.12198382124069% |
5.95198616893104% |
5.18194951473467% |
| PONPX |
1.18% |
1.18% |
0.834292400702719% |
-2.21647781310509% |
-0.110184130714586% |
2.75521512497598% |
5.50101810701573% |
0% |
| NPSRX |
0.940000000000007% |
0.94% |
4.69059400949619% |
-1.72024973301294% |
0.453607941085998% |
3.4139877550726% |
5.83675920988593% |
0% |
| KIFYX |
-0.429999999999997% |
-0.43% |
8.92802795493801% |
0.460807537753594% |
2.04397179675935% |
3.04695861854276% |
6.57451588609206% |
4.50499642181788% |
| GSZAX |
1.79% |
1.79% |
1.96342851325693% |
1.82288985765562% |
2.35500985519341% |
1.64765808022855% |
0% |
0% |
| FCVSX |
3.23% |
3.23% |
19.2491846405664% |
6.08278617541813% |
11.7666350696911% |
9.15093319978875% |
10.1191576904384% |
8.56129922735509% |
| CNSDX |
2.55000000000001% |
2.55% |
14.7757684624367% |
3.44933364973494% |
8.9689889392522% |
8.11497874751372% |
8.96234786315555% |
7.83658978030635% |
| CCVIX |
3.57000000000001% |
3.57% |
15.4110453972318% |
2.2206063201468% |
8.57593790782809% |
7.96964758499166% |
7.87853878621776% |
6.87585079931397% |
| BASIX |
0.910000000000011% |
0.91% |
1.94533080381225% |
-0.849102552223668% |
0.635404721316513% |
1.65748528149285% |
2.85801938914023% |
0% |
| ARTOX |
1.94000000000001% |
1.94% |
10.3070574676339% |
3.34892147658115% |
5.13962257313345% |
5.13345128481451% |
6.19188844199732% |
5.40894570131545% |
| TIBAX |
4.30999999999999% |
4.31% |
17.8699825647874% |
8.77476493847624% |
9.67621862882393% |
7.59876741462482% |
8.2367272864861% |
8.00122341748342% |
| NBHAX |
4.43% |
4.43% |
20.06558486273% |
6.63911569248226% |
8.23226037551277% |
7.8606947238117% |
9.01487417124893% |
0% |
| LGMAX |
4.17000000000001% |
4.17% |
17.4280465290044% |
6.49359943724044% |
8.0132000317239% |
8.62280568903957% |
9.5864492490453% |
8.55305542968563% |
| CVLOX |
2.39% |
2.39% |
24.2825591564855% |
6.9038276414223% |
11.7742624324834% |
8.58435916376961% |
8.0948640533334% |
7.56716142783493% |
| LFRAX |
0.609999999999999% |
0.61% |
4.35014176611188% |
0.821237868247593% |
1.12291858136118% |
2.64385484606318% |
3.43795344901772% |
0% |
| VEIPX |
4.08999999999999% |
4.09% |
21.460940058546% |
9.55570919974242% |
11.5991054221608% |
10.9583677891796% |
12.5653531093551% |
9.59002201816388% |
| SWDSX |
3.52999999999999% |
3.53% |
20.2510171320072% |
7.17963095628453% |
8.82157731681683% |
7.59492324670639% |
9.76784307679173% |
7.52674228048251% |
| PRFDX |
4.56000000000001% |
4.56% |
18.0048618251463% |
7.65135637308869% |
10.5743284653339% |
9.50548903884145% |
10.686573466713% |
8.0462587814893% |
| MDDVX |
4.28999999999999% |
4.29% |
13.9187805303047% |
3.16511079325423% |
7.24161464059794% |
8.6361347266513% |
9.91683107155743% |
8.36939374892758% |
| LCEIX |
4.94000000000001% |
4.94% |
19.1053382628061% |
8.22851038142132% |
9.21952526884795% |
8.51403400493249% |
10.3479292830043% |
8.27108617965382% |
| LBSAX |
4.06% |
4.06% |
18.4299078496913% |
9.38507169624987% |
11.4764726212252% |
11.3824016258713% |
12.2697962748316% |
9.76334528921954% |
| FSDIX |
2.56000000000001% |
2.56% |
15.047417920296% |
5.69963509706635% |
8.71353315499681% |
8.30298921566459% |
10.1164962864436% |
7.66648844281148% |
| FEQTX |
3.02% |
3.02% |
15.286447495948% |
8.45538353516673% |
10.7966686253055% |
9.43053145436503% |
10.5273304887908% |
7.39103451145475% |
| VMNFX |
0.530000000000008% |
0.53% |
2.2185791205964% |
8.82718354516008% |
8.07239567550708% |
3.12411973215936% |
3.33264411835861% |
2.8341823610067% |
| GABCX |
0.560000000000005% |
0.56% |
8.18057615947989% |
4.83565381438071% |
4.23251032113734% |
3.38912866497492% |
3.40710521831091% |
3.86046009628453% |
| CVSIX |
0.659999999999994% |
0.66% |
7.52915225914328% |
2.63953037750677% |
3.35297653165612% |
3.59980889018174% |
3.84311354439537% |
3.40762633767617% |
| MFADX |
3.09999999999999% |
3.1% |
11.0113047987458% |
6.64742706091972% |
9.87066642861625% |
5.12068955471785% |
5.30942369082228% |
0% |
| DHLSX |
4.24% |
4.24% |
12.845129082991% |
4.75242617024592% |
7.72576303975254% |
6.83764789259542% |
7.03428630980583% |
6.71025570792183% |
| BPLSX |
4.41% |
4.41% |
17.2338052179708% |
12.4518580488146% |
13.9534693352889% |
8.12385123222699% |
8.86951438992958% |
9.91296538136126% |
| BLSAX |
1.33000000000001% |
1.33% |
12.1290264693211% |
-2.19572241298268% |
1.70148519575382% |
1.06709782981675% |
0% |
0% |
| ARBNX |
1.12000000000001% |
1.12% |
4.74085158518487% |
3.69853968102409% |
3.24970802050155% |
2.98188492733997% |
2.65358798053588% |
3.20937601223039% |
| ADANX |
0.580000000000003% |
0.58% |
3.95144711232902% |
1.90490704321498% |
6.4796716963619% |
5.14868253174121% |
3.62604976507757% |
0% |
| PYTRX |
0.639999999999996% |
0.64% |
2.84587191375141% |
1.51661629040274% |
0.478470254146912% |
1.91946284806246% |
1.93933887509723% |
0% |
| PARYX |
0.530000000000008% |
0.53% |
1.81319657975461% |
-0.0127424875862148% |
0.450270900972227% |
1.56825452866356% |
1.4095688975917% |
0% |
| JHAIX |
2.33000000000001% |
2.33% |
4.7074544884302% |
2.23912508910813% |
3.87502677666964% |
2.4051363767448% |
0% |
0% |
| GARTX |
2.83% |
2.83% |
10.2189269119225% |
4.45620988476072% |
4.16594743597805% |
3.76039080123207% |
3.27507682306114% |
0% |
| GAFYX |
2.68999999999999% |
2.69% |
12.2300967921822% |
4.44874438660188% |
2.25470608695879% |
1.55645620169695% |
3.09443252452353% |
0% |
| EIGMX |
1.54000000000001% |
1.54% |
8.9127803952231% |
3.78884114403724% |
3.22389289669736% |
3.25614161228542% |
2.92135398389939% |
4.00605991272738% |
| DVRAX |
2.32000000000001% |
2.32% |
9.58596328906376% |
5.13191471744117% |
4.34272140194076% |
3.22816493254274% |
3.9911466565949% |
0% |
| MYITX |
3.92999999999999% |
3.93% |
14.6137614848467% |
3.63929335435329% |
4.12555742424825% |
2.66675751094985% |
5.01546382198297% |
0% |
| VGLSX |
2.56000000000001% |
2.56% |
15.4007669721138% |
5.51716278412635% |
5.24675160474564% |
3.95175914674339% |
6.00801517604628% |
0% |
| TIBIX |
4.38000000000001% |
4.38% |
18.194999857423% |
9.06600360394345% |
9.97301400870709% |
7.8664593547159% |
8.80759578211075% |
8.52554558461456% |
| PAUIX |
1.72000000000001% |
1.72% |
3.75850554752015% |
-2.27716727170008% |
2.50203732599756% |
2.23923125963994% |
3.03436252613263% |
3.94934352056575% |
| MFWIX |
2.37000000000001% |
2.37% |
7.94917225404173% |
2.53661563515499% |
4.88480320063784% |
5.3066667320248% |
6.52246489158383% |
6.14231124863782% |
| MALOX |
2.78% |
2.78% |
13.5531460811354% |
2.52540198421407% |
5.97535559902194% |
5.49190635380319% |
6.08097539631283% |
6.46016754792829% |
| LSWWX |
4.24% |
4.24% |
17.6984711104021% |
6.75577041720863% |
8.29146412281794% |
8.90095387982832% |
9.99540203496603% |
8.92405399515381% |
| LCORX |
4.17000000000001% |
4.17% |
10.8237639351224% |
6.7258225681837% |
8.40849323053949% |
6.6159564301967% |
6.92061225109852% |
6.74827567909362% |
| IVAEX |
3.47999999999999% |
3.48% |
18.5368724828244% |
8.05228719796149% |
9.69668375852428% |
5.03991274592466% |
6.06587872353566% |
7.77146128635946% |
| GMWAX |
2.41% |
2.41% |
8.81547141499848% |
3.50537078417694% |
4.94705988910091% |
4.33067211644036% |
5.42141438310371% |
5.40461039889242% |
| GLBIX |
3.63% |
3.63% |
5.86092772194367% |
2.62874614339577% |
5.53319346875987% |
3.8435583057286% |
5.28793471025764% |
0% |
| GBMFX |
1.4% |
1.4% |
6.21184312971761% |
4.64803951777544% |
3.91619437305184% |
3.13640114430378% |
4.41451157894219% |
5.52992274372783% |
| DSHGX |
2.68999999999999% |
2.69% |
20.6309984835368% |
9.8164140028751% |
12.3539756540622% |
10.0919695681363% |
0% |
0% |
| BPGLX |
1.87999999999999% |
1.88% |
12.4415306707302% |
1.93431709092575% |
4.85470910118115% |
4.91385143621572% |
5.83614479712982% |
4.79096467240649% |
| SFHYX |
0.409999999999999% |
0.41% |
5.23862351496056% |
-0.415554400345219% |
7.47882790589445% |
6.25913886420306% |
6.44007494144272% |
6.16982110285755% |
| PMSAX |
1.37% |
1.37% |
9.36034577540081% |
3.77756678412866% |
4.21085118204032% |
3.09423621612832% |
0% |
0% |
| AVGRX |
0.419999999999998% |
0.42% |
9.55876257932398% |
2.74212351277014% |
3.9300698248077% |
3.12861540906213% |
5.32111728873237% |
0% |
| AOR |
2.0586182833217% |
2.0586182833217% |
12.9732607120506% |
4.50732381582006% |
6.52648543419294% |
6.48230157925993% |
7.58248817619001% |
0% |
| AOM |
1.47329650092081% |
1.47329650092081% |
9.47551267929088% |
2.72291054212586% |
4.3134273092774% |
4.80555701789098% |
5.6284419646756% |
0% |
| AOK |
1.26005361930297% |
1.26005361930297% |
7.82374837559463% |
1.77041144049008% |
3.13558567737597% |
3.95155967828364% |
4.65331935572588% |
0% |
| AOA |
2.41482835139015% |
2.41482835139015% |
16.1700241971213% |
6.21694547534812% |
8.68055541248573% |
8.11290028382983% |
9.53783745256727% |
0% |
| FV |
5.4520826278361% |
5.4520826278361% |
20.0036900373951% |
10.430286816111% |
14.899616119681% |
11.3723030060028% |
0% |
0% |
| PGX |
0.679040877481651% |
0.679040877481651% |
3.2165700897915% |
-1.20848369035245% |
0.180111710224407% |
3.13426034844768% |
4.97647413788824% |
0% |
| PFF |
1.176844783715% |
1.176844783715% |
5.55736885113338% |
0.504642854553605% |
1.99788825669642% |
3.3955598591026% |
5.02654560583835% |
0% |
| MDIV |
2.09058512795033% |
2.09058512795033% |
12.8947263131764% |
5.93868989425503% |
4.11383551509876% |
3.61991277079516% |
0% |
0% |
| IYLD |
2.258726899384% |
2.258726899384% |
6.19629506519104% |
0.00448888778701306% |
-0.149466363376149% |
2.19941905605674% |
0% |
0% |
| INKM |
1.54115721082519% |
1.54115721082519% |
8.35289944686475% |
1.67134279537198% |
2.92400558581098% |
3.78941664426375% |
0% |
0% |
| CWB |
3.0555912183849% |
3.0555912183849% |
15.0372946170494% |
3.47994596571453% |
9.28920656940013% |
9.36033359026394% |
9.56443689720694% |
0% |
| CVY |
3.97456279809221% |
3.97456279809221% |
14.9180826142936% |
6.85346109950566% |
7.8074037622339% |
6.1755504823203% |
7.57702966655629% |
0% |
| BKLN |
0.493592785951469% |
0.493592785951469% |
8.90397436879056% |
6.15786210083746% |
4.38278154684502% |
3.75754086616675% |
0% |
0% |
| BRK.A |
3.1859102390883% |
3.1859102390883% |
21.555225105623% |
14.3579251820742% |
15.8981432766166% |
12.5261441755583% |
12.8874634427353% |
10.8550615634608% |
| SDY |
1.84708554125663% |
1.84708554125663% |
11.7282595959935% |
6.21567543989738% |
9.02696445976689% |
9.61655288879006% |
11.3823154091565% |
0% |
| PID |
3.60458765701803% |
3.60458765701803% |
8.22036689383947% |
4.0878252990953% |
6.22120997995397% |
4.74396244372137% |
5.9106800157718% |
0% |
| IDV |
3.61577794010228% |
3.61577794010228% |
9.56198336393583% |
2.65444147839999% |
3.53943294927059% |
4.11739983214221% |
5.33125866029356% |
0% |
| HDV |
2.10226260466773% |
2.10226260466773% |
14.7724055052737% |
7.45313936536836% |
8.14430143543447% |
8.25201856946522% |
0% |
0% |
| DWX |
1.93478260869566% |
1.93478260869566% |
5.91733503654139% |
1.12885965914054% |
1.93014382453873% |
2.82486114522564% |
2.4803728899337% |
0% |
| DVY |
2.63538731053394% |
2.63538731053394% |
21.4975698441804% |
6.66976597391065% |
9.38865332747492% |
9.28153778287748% |
11.8322716439722% |
7.97381917828117% |
| DLS |
1.87450357426528% |
1.87450357426528% |
6.8069146659596% |
1.37828375198039% |
2.9629209235507% |
5.12718242521868% |
6.33657089713275% |
0% |
| DLN |
3.32940004950186% |
3.32940004950186% |
22.0800733415417% |
9.92424276710213% |
11.8071033179693% |
11.2260822666715% |
12.6502708247256% |
0% |
| DGS |
-0.960752248569086% |
-0.960752248569086% |
3.39286990732233% |
1.70828170121913% |
6.34342779306798% |
5.10927722581926% |
4.90014565737611% |
0% |
| DEM |
1.82761175598911% |
1.82761175598911% |
7.78105407850431% |
3.43032594053212% |
5.66339406492238% |
5.14874238029646% |
3.78964229032503% |
0% |
| BTAL |
-1.8939393939394% |
-1.8939393939394% |
2.23966643678166% |
2.46568055615362% |
-2.97547186512236% |
-0.442263553672273% |
0% |
0% |
| MNA |
1.33495145631066% |
1.33495145631066% |
7.15431504651904% |
2.21573538053077% |
0.751397949346844% |
2.18173382867426% |
2.26291957123401% |
0% |
| RLY |
2.83123612139156% |
2.83123612139156% |
8.26144188472126% |
4.22335517638697% |
8.15587733786536% |
4.28914771796647% |
0% |
0% |
| CSM |
3.252813117094% |
3.252813117094% |
24.1779269558041% |
9.91278049441147% |
13.5834849432399% |
12.3195393328565% |
13.5428164318977% |
0% |
| QAI |
1.62368672397326% |
1.62368672397326% |
8.82963652889837% |
3.62710892056219% |
2.95901843128008% |
2.45742358571952% |
2.60573950118157% |
0% |
| PWC |
3.80310190699402% |
3.80310190699402% |
19.3235908704195% |
10.5194900610413% |
9.75790635946083% |
8.78084875766119% |
11.0474843735034% |
7.98561802156355% |
| PDP |
4.41408791004554% |
4.41408791004554% |
29.6278510799434% |
11.6727917214405% |
11.5275233179442% |
10.9700920985562% |
13.5163475511162% |
0% |
| HDG |
1.10696174845681% |
1.10696174845681% |
6.93603409132026% |
2.51878068746827% |
2.88230613295803% |
2.62181570040283% |
0% |
0% |
| PRPFX |
3.56000000000001% |
3.56% |
25.983464711107% |
11.2845864699521% |
11.7590690064273% |
7.9239918385555% |
7.41918009396998% |
7.723368453764% |
| RSP |
3.4297780060492% |
3.4297780060492% |
17.6522946513735% |
7.02218963475996% |
11.7498799848657% |
10.703813031611% |
12.7644662448043% |
9.86118248316996% |
| |
|
|
|
|
|
| PARYX |
3.3% |
0.5% |
-5.4% |
2.9% |
1.4% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
16.4% |
14.0% |
-16.7% |
17.5% |
14.4% |
| Global Equities (ACWI) |
16.3% |
18.7% |
-18.4% |
22.3% |
17.5% |
| U.S. Equities (SPY) |
18.4% |
28.7% |
-18.2% |
26.2% |
24.9% |
| U.S. Bonds (BND) |
7.7% |
-1.9% |
-13.1% |
5.4% |
1.4% |
| 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 |
11.9317082323061% |
3.7922535802021% |
-2.38283564604188% |
8.05169970503794% |
14.7116380192125% |
| VYM |
1.14210922816436% |
26.2052340097269% |
-0.449991028214969% |
6.58715438235167% |
17.5898814554853% |
| WFAIX |
16.4457486156541% |
16.0031937158555% |
-16.9020255561005% |
16.8116272325278% |
17.5343954333834% |
| FPACX |
12.1052128829308% |
15.1712702630631% |
-9.72083769930251% |
15.8668419475043% |
14.7391678755052% |
| VGSTX |
21.4255134949906% |
9.65360808502485% |
-18.0541117998465% |
16.2006693672745% |
11.020583773429% |
| VWELX |
10.5704623668104% |
19.0089964318738% |
-14.3824070016434% |
14.2948672350643% |
17.360696476838% |
| VASGX |
15.4537216846768% |
14.3515223565449% |
-17.2092041544067% |
18.749572155349% |
15.3028710338611% |
| VWINX |
8.45474405362865% |
8.46290232936118% |
-9.11911085949595% |
6.99405508341768% |
6.45620762075403% |
| VLAAX |
15.23583484171% |
11.8630498007988% |
-19.6648137739568% |
21.3898225017561% |
11.4575577473754% |
| VBIAX |
16.4283975028394% |
14.2162993496572% |
-16.9058259699724% |
17.5639312917173% |
16.8556415058435% |
| SWOBX |
14.7285462713561% |
14.7607283886342% |
-18.9122552841866% |
16.3694117865725% |
14.9984095845228% |
| JANBX |
14.333397757625% |
17.1891198073366% |
-17.3088484501582% |
13.2454063173058% |
17.8542705208631% |
| FPURX |
20.5152630476507% |
18.9770724556839% |
-17.7158171611599% |
20.1953705270593% |
20.8866543079649% |
| FBALX |
22.3810593005045% |
18.2461180699809% |
-18.2887649557407% |
20.306298037834% |
18.4945785577928% |
| DODBX |
7.8514027616803% |
19.2794096445656% |
-7.29813708005458% |
13.7708099330568% |
10.4057424375928% |
| COTZX |
29.6321149085136% |
6.41534079775659% |
-12.9192707006673% |
11.6597321364714% |
8.27116448579355% |
| BETFX |
9.12020698391292% |
10.7894535504845% |
-12.8738265935235% |
12.1530596857925% |
11.9878117498151% |
| XCOR |
25.3707672267706% |
10.3137647135634% |
-24.3059392179955% |
14.3391591686677% |
29.5737998778465% |
| NAVFX |
11.5300279369166% |
15.8425895863787% |
-17.8894849637985% |
24.5443560292265% |
25.7490218772411% |
| SMIFX |
20.7584635285692% |
11.3384173868481% |
-9.47474859846024% |
4.43199530661302% |
19.9567339891074% |
| VWLTX |
6.18928025596117% |
2.25944793166859% |
-11.9691767493868% |
4.16666330003292% |
-1.62213423827315% |
| PRINX |
4.53373380505824% |
3.12984431432863% |
-12.4938402771198% |
4.28949998444514% |
-0.506018012929133% |
| MDNLX |
3.99610032889619% |
1.9311616651285% |
-11.8522687667837% |
2.71629730041014% |
-1.49173228346459% |
| FLAAX |
5.62728475668437% |
3.71962431300088% |
-17.8770912521899% |
3.64539019408086% |
-0.042963155664244% |
| FHIGX |
4.64151904170995% |
2.84821614812611% |
-11.6204890972069% |
4.04380621093303% |
-1.37305929905818% |
| VWIAX |
8.54125876129985% |
8.55749271730912% |
-9.03877498746342% |
7.07600814602618% |
6.55471928692597% |
| VTINX |
10.0179399612136% |
5.24801043989485% |
-12.7550677474299% |
7.5284287936255% |
6.37128054648308% |
| VASIX |
9.12526753369827% |
1.92495707666449% |
-13.9403556693775% |
8.89136511092861% |
4.72571489138796% |
| TRRIX |
11.4236622007733% |
7.45447321036601% |
-15.3365180850028% |
8.0493238384592% |
6.52245826706401% |
| PRSNX |
8.12445159481054% |
0.362178663544421% |
-17.1618537216415% |
6.92964493005064% |
-0.425535475634053% |
| PPSIX |
5.44773444125484% |
3.03480691439779% |
-10.6711666512243% |
5.90241823282023% |
9.71019440746148% |
| PONPX |
5.65566014642138% |
2.50260198923178% |
-10.9308212713566% |
3.24207788878024% |
-0.529356284408133% |
| NPSRX |
5.42624397454872% |
5.15356617267611% |
-12.8387354714505% |
1.43032027953773% |
4.68174747025709% |
| KIFYX |
-2.75287005880204% |
15.4406373372143% |
-16.3324483844343% |
8.787010492655% |
8.39694771366413% |
| GSZAX |
9.23866170139129% |
-1.56469405305859% |
-4.47450349692905% |
8.38302702118694% |
-0.149654424974566% |
| FCVSX |
42.5874790383185% |
10.0218218745422% |
-15.6249288787234% |
11.4178195139653% |
15.6960033391253% |
| CNSDX |
44.6928802758792% |
4.93432507219038% |
-15.5164511842311% |
7.74354642925965% |
11.5239962308297% |
| CCVIX |
48.4459631541392% |
5.21607685528089% |
-21.1020848588667% |
8.92424646104255% |
11.1534706926098% |
| BASIX |
6.94352264429305% |
0.689530635735847% |
-7.63325146299431% |
2.97759845315797% |
0.490898947522145% |
| ARTOX |
10.7101760946506% |
8.88698133817647% |
-13.2407777738862% |
11.0674918954039% |
8.75022076606364% |
| TIBAX |
0.588012973090635% |
19.9991246058214% |
-7.5711107858221% |
17.9711828038191% |
13.8044693828979% |
| NBHAX |
2.5504722164829% |
21.2515496057293% |
-4.10975644647696% |
3.4231411951374% |
15.1552427479957% |
| LGMAX |
15.0543377080934% |
14.1125063347354% |
-23.3310600114939% |
22.1662891635976% |
14.7715951702571% |
| CVLOX |
31.7601621893487% |
15.7824085836371% |
-22.1666741192993% |
13.5776543779757% |
26.2046479055748% |
| LFRAX |
-1.79162106059376% |
5.08656302472719% |
-5.12999083310332% |
3.69427226697456% |
3.71746522821974% |
| VEIPX |
3.02451178152741% |
25.5494907480245% |
-0.166760539471833% |
7.65494475615531% |
17.3266607099229% |
| SWDSX |
-3.7692585372589% |
28.1181087869439% |
-6.83869611720164% |
5.17242883278957% |
18.8539791199586% |
| PRFDX |
1.32194104781003% |
25.675671044125% |
-3.25140454038881% |
9.65204352719131% |
13.562412858021% |
| MDDVX |
3.63645455584987% |
20.0800543034146% |
-14.7939660144715% |
12.3796864023827% |
11.1219425680856% |
| LCEIX |
0.201503703170069% |
19.0373681666919% |
-1.61858860081049% |
8.29530709463351% |
14.4652793428503% |
| LBSAX |
7.5029450788076% |
25.9883833662987% |
-5.61444152843331% |
10.2135073636359% |
16.5065090102029% |
| FSDIX |
11.2512042580709% |
19.0123652428056% |
-10.3289235150327% |
9.42675102022583% |
13.4472326944056% |
| FEQTX |
1.8366904097544% |
22.2026281443214% |
-1.69598395199511% |
11.590181604199% |
14.3826758081341% |
| VMNFX |
-11.5745303669956% |
23.3727849932812% |
13.4771548710195% |
12.2394201847999% |
6.06043388515773% |
| GABCX |
2.89911319588729% |
4.36778940289455% |
-1.72598301749028% |
6.72837331300671% |
8.40328250351565% |
| CVSIX |
5.18330422960467% |
4.70120000264884% |
-4.48793826010582% |
3.91695254846212% |
7.41881937905859% |
| MFADX |
19.8798825092195% |
8.31663097646078% |
2.75733237662115% |
5.10416744951134% |
7.67342851478741% |
| DHLSX |
-0.265227026645698% |
19.4022894006878% |
-8.46314378360588% |
9.93506881931374% |
11.8327970575205% |
| BPLSX |
-6.35402762526041% |
32.0262000511021% |
7.21621501168361% |
15.2020656692004% |
14.6784275289612% |
| BLSAX |
16.1685310776181% |
-4.54715881848763% |
-21.7118779915306% |
8.97301098923873% |
7.47883066543713% |
| ARBNX |
5.71797181869333% |
1.04866148372385% |
-0.517570468417383% |
6.05080528187372% |
3.34533642723354% |
| ADANX |
24.8297355727128% |
5.9929143683404% |
-3.5367978007277% |
4.22937065758413% |
3.17801220532208% |
| PYTRX |
0.836170989254481% |
-3.40193613035035% |
-2.5399749958737% |
5.42469921380577% |
1.71217071719449% |
| PARYX |
3.29868857499931% |
0.490278061604732% |
-5.36907413323892% |
2.85864804265141% |
1.38030475591213% |
| JHAIX |
2.09622971248287% |
11.7959531791743% |
-5.2992923125715% |
4.88059174779574% |
4.2482152660773% |
| GARTX |
3.30308166498012% |
6.08901461554558% |
-6.61337317086297% |
7.77511357300138% |
7.78038964799155% |
| GAFYX |
-2.11908669388809% |
1.29151949275885% |
-0.485847295053699% |
-1.3221661510321% |
10.7355339783165% |
| EIGMX |
3.58579830237087% |
2.18827963764261% |
-1.74675950528693% |
3.44616876038986% |
8.03866880218473% |
| DVRAX |
4.42002156590273% |
3.43259606083313% |
-5.45595158184312% |
7.92794436854409% |
9.78321547687169% |
| MYITX |
1.49124658191844% |
10.3436270566452% |
-16.1496534725035% |
13.1271229249894% |
8.90508812357953% |
| VGLSX |
3.62439219521602% |
8.5811506188147% |
-16.7763129781914% |
15.4946012499708% |
13.8878980383467% |
| TIBIX |
0.913101795470217% |
20.2895929183967% |
-7.27766042238414% |
18.2483882361583% |
14.0357097805031% |
| PAUIX |
4.58827942044697% |
15.5087549965254% |
-15.6422069583241% |
5.69233307277759% |
0.903838509997734% |
| MFWIX |
9.57539858758698% |
8.53594074130653% |
-10.6145105460721% |
10.4855864696113% |
4.7591493863113% |
| MALOX |
21.1188293214424% |
6.73489410423878% |
-18.6078119516679% |
11.3844971990316% |
11.0808951677134% |
| LSWWX |
15.3811605807968% |
14.383184361992% |
-23.1340147836002% |
22.4322185825133% |
15.0296296240882% |
| LCORX |
10.0880077311534% |
15.1719304912507% |
-6.78073505066084% |
11.7051296417356% |
8.75605333026996% |
| IVAEX |
13.6966394098707% |
14.0345860929517% |
-12.7598668223938% |
15.8397053591238% |
16.9936666072594% |
| GMWAX |
6.1404007423737% |
7.02814643679239% |
-12.9689684476633% |
16.1461297273184% |
6.15474359552421% |
| GLBIX |
7.51624182778794% |
15.011209073358% |
-7.91348617029681% |
8.29243635121977% |
1.82745441421732% |
| GBMFX |
-2.48939221483703% |
2.96464264002319% |
-2.16822060530016% |
13.40429109052% |
4.62422106930607% |
| DSHGX |
11.9530808289995% |
21.6035793279677% |
-12.9098288601128% |
20.0968539223643% |
18.8723938307355% |
| BPGLX |
13.8396171480264% |
8.22619149902604% |
-16.9860373255236% |
9.68222252808513% |
10.4669711857747% |
| SFHYX |
37.4227204263366% |
8.05729209587847% |
-10.9561384741031% |
6.085883834442% |
4.16193843457042% |
| PMSAX |
4.68030102473358% |
5.13639383310267% |
-2.30855723536987% |
2.92043092345626% |
9.46575802802063% |
| AVGRX |
2.71740104559095% |
11.5016906058121% |
-10.4055098457398% |
4.16799183977583% |
12.760586987089% |
| AOR |
11.4114799003671% |
11.182620159451% |
-15.6456587272524% |
15.7444790067338% |
10.6736726836398% |
| AOM |
10.0184346708986% |
6.92754693491138% |
-14.5365236193396% |
12.3839190926336% |
7.93801229419826% |
| AOK |
9.32736445677713% |
4.87240154090889% |
-14.1575151881152% |
10.6573627195411% |
6.57038467549436% |
| AOA |
12.808345793423% |
15.4143257224833% |
-16.2270597828113% |
18.2641031077811% |
13.545855006967% |
| FV |
28.3566316049802% |
21.6310457749157% |
-3.93134088323942% |
11.3437459533775% |
14.7264318053123% |
| PGX |
6.6455157887211% |
3.15306424762645% |
-21.1534098268794% |
9.49594789796158% |
6.53157911421678% |
| PFF |
7.90989558505688% |
7.13567069108643% |
-18.1786916811099% |
9.19266219193746% |
7.23969444090182% |
| MDIV |
-14.9001112231639% |
16.4953620612499% |
-3.90261548824502% |
11.543174101979% |
10.046864030682% |
| IYLD |
-1.18350129092116% |
3.36982989277954% |
-16.7818243360289% |
12.5463159753375% |
1.99243205104125% |
| INKM |
3.01310697651906% |
8.52918199066022% |
-12.5851053238626% |
10.2815807087589% |
5.6931107238114% |
| CWB |
53.3917599644662% |
2.16846562048445% |
-20.8076696489609% |
14.2285905298247% |
10.0638311742811% |
| CVY |
-10.461707246578% |
25.3288710107978% |
-9.27469899841058% |
17.8606482185565% |
10.2511897557358% |
| BKLN |
0.963167489710681% |
2.31688977024072% |
-2.51414342673342% |
12.5401913474754% |
8.20070508472332% |
| BRK.A |
2.42204383095188% |
29.5694749282768% |
4.00499712035929% |
15.7696228782676% |
25.4862865430295% |
| SDY |
1.79019420837667% |
25.3675902922518% |
1.49082598824239% |
4.59774815897611% |
8.43790028754667% |
| PID |
-6.45744468890651% |
24.4883710114224% |
-6.48723965192158% |
14.2952152172457% |
3.05452931802572% |
| IDV |
-6.09832602387087% |
12.024638368747% |
-6.4015153936% |
10.3353685098523% |
4.07650464961704% |
| HDV |
-6.47000630638618% |
19.4389568372392% |
7.04060495858716% |
1.73235486533962% |
14.1727230256323% |
| DWX |
-5.20069974741066% |
10.5569512982088% |
-12.9751295585538% |
14.7911328621135% |
2.53322643189275% |
| DVY |
-4.912016915166% |
31.6798500432284% |
1.78891564839183% |
1.13899569549201% |
16.2571118715462% |
| DLS |
-1.32929688852557% |
11.6966155929019% |
-17.3107479044539% |
15.3285770026105% |
3.06734883991606% |
| DLN |
4.52968136017824% |
25.6453564801868% |
-3.78060296430331% |
9.95040358535668% |
19.658968101276% |
| DGS |
4.07683808712571% |
15.3181909157856% |
-12.3468677645694% |
19.3843385088338% |
1.15439758476243% |
| DEM |
-5.82319433002172% |
11.4909316455883% |
-10.4332432891962% |
20.9267303191434% |
4.49358478404582% |
| BTAL |
-13.8600317237152% |
-6.81342525604407% |
20.4809973267992% |
-15.1067833639622% |
12.8210020583695% |
| MNA |
2.70707962296177% |
-3.24033714430161% |
-1.61240008791024% |
0.179382256961325% |
4.93473416109518% |
| RLY |
-0.621547108267628% |
22.8557456094318% |
7.85885617249971% |
2.57400187313455% |
2.53458013757395% |
| CSM |
10.9433878529163% |
33.1294609138042% |
-18.2687478388093% |
23.524397513237% |
22.0884452601892% |
| QAI |
5.72227170781581% |
-0.160771332770293% |
-8.67820877694757% |
10.070954263688% |
6.67597365061006% |
| PWC |
8.5376930500441% |
19.3813712396449% |
-16.016700361064% |
18.5794635284676% |
17.4522631577423% |
| PDP |
36.5939612446235% |
7.72062546784622% |
-24.4930469834113% |
20.8786009996575% |
26.0647484413049% |
| HDG |
7.44381502940017% |
2.97434607979368% |
-8.47915395843626% |
7.15196958009441% |
5.12019994288402% |
| PRPFX |
18.8607126611326% |
10.8648618341378% |
-5.48066208680633% |
11.9596793613108% |
21.3201819272632% |
| RSP |
12.7143367095448% |
29.4120996761329% |
-11.6211724467995% |
13.7042696877099% |
12.7849461226967% |
Compare: Risk vs. Return
for period ending January 31, 2025
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Maximum Drawdown vs. Annual Return
●
PARYX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
PARYX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
PARYX
●
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 |
| PARYX |
-39.5% |
-43.0% |
-29.3% |
-15.6% |
-13.3% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-7.2% |
-5.4% |
-4.5% |
-2.3% |
-0.8% |
0.3% |
| Global Equities (ACWI) |
-4.0% |
-3.5% |
-3.6% |
-3.5% |
-4.6% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-26.3% |
-21.9% |
-22.9% |
-14.6% |
-10.3% |
-4.8% |
| 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 |
10.2669145041132% |
2.41637827962688% |
1.28532411734363% |
-5.77918524293581% |
-9.4782230399669% |
-4.70295716297702% |
| VYM |
-6.35985492037922% |
-2.28768042450894% |
-3.45962165645382% |
-2.59088391713087% |
-1.02607335792513% |
0% |
| WFAIX |
-6.17070534935917% |
-4.92992827538021% |
-3.22571009094493% |
-1.95625486173864% |
0.993244331457944% |
-0.0511002340316509% |
| FPACX |
-2.31027748712373% |
-2.98835421049901% |
-3.61480894291521% |
-4.65871159331252% |
-3.09033211339317% |
0.0944922018672543% |
| VGSTX |
-9.64417314637854% |
-7.64947898237719% |
-6.11629209412592% |
-4.37438930574978% |
-2.88929951714187% |
-1.04756671029312% |
| VWELX |
-1.05860898686604% |
-4.39332781762382% |
-3.56438022593174% |
-1.90203928516764% |
-0.22987971793618% |
1.34636173989428% |
| VASGX |
-4.92424513147726% |
-4.86988380028898% |
-4.75275737147293% |
-3.6360851217726% |
-3.19473566968487% |
-2.19289143728928% |
| VWINX |
-15.4192513445965% |
-11.7857726486494% |
-10.1949626840144% |
-4.91984381480677% |
-0.980831716692386% |
1.33740046484356% |
| VLAAX |
-14.6690287509719% |
-5.48001683663519% |
-7.15593300368507% |
-2.7867040522117% |
-0.909024172444781% |
-0.477168212028678% |
| VBIAX |
-4.84627299652368% |
-4.47408511072103% |
-3.7697216411472% |
-1.90962549298002% |
-0.357653234436098% |
0.67384235365375% |
| SWOBX |
-5.74758297725581% |
-6.87577211287071% |
-5.4071720112233% |
-3.52855950489822% |
-2.11541313765208% |
-1.16409340088217% |
| JANBX |
-5.16207475483645% |
-6.05402123320915% |
-4.48750585022734% |
-1.508207881156% |
-0.940387462242994% |
2.06068335372475% |
| FPURX |
-1.51850373581235% |
-1.46747097962277% |
-0.163249853040538% |
-0.56972524202035% |
0.0333499740724168% |
0.79193716540377% |
| FBALX |
-3.14970711882341% |
-3.68718263646638% |
-1.71155941675149% |
-1.31280659765726% |
-0.405442032497726% |
0.417103066825254% |
| DODBX |
-9.84219940244984% |
-5.0532812830047% |
-4.02182005803778% |
-3.5530336134535% |
-2.65130278182676% |
-1.92660822337079% |
| COTZX |
-13.8450407377886% |
-10.7444798514965% |
-2.98644053208567% |
-2.16363512391191% |
-0.474958329031354% |
-1.28298538172665% |
| BETFX |
-8.53548008923483% |
-7.28229807105433% |
-7.22353871011679% |
-5.81204847773763% |
-4.86206966827745% |
0% |
| XCOR |
0.181678427777666% |
-4.55412971122209% |
-5.22380359786725% |
-4.37225199268376% |
-4.34520362547868% |
-2.89652939582799% |
| NAVFX |
1.32701413359521% |
1.23280219329351% |
-2.93233709749954% |
-3.20330739148413% |
0% |
0% |
| SMIFX |
-6.91972982320488% |
-2.09730296008793% |
-4.54211415615135% |
-5.00954799234081% |
-4.82101707938997% |
0% |
| VWLTX |
-35.8604181639417% |
-21.6328073105105% |
-21.4855114151453% |
-12.9648363933103% |
-8.7642471922127% |
-4.96472121150921% |
| PRINX |
-35.2786185510275% |
-22.98112761292% |
-21.7904510494016% |
-13.643570875287% |
-8.74451619321037% |
-4.74139434541217% |
| MDNLX |
-39.9974117455339% |
-25.3843434821737% |
-24.1690421328949% |
-15.2665713812996% |
-9.41848091159103% |
-5.5503507741486% |
| FLAAX |
-32.6065008223544% |
-24.2297127361546% |
-22.7724622780938% |
-13.7929643148801% |
-8.78533666036549% |
-5.30132840486814% |
| FHIGX |
-35.507956521156% |
-22.64298664054% |
-22.0052687131971% |
-13.488848183145% |
-8.84579583008521% |
-4.89047447600873% |
| VWIAX |
-15.3079914694414% |
-11.6301244056657% |
-10.0238379014831% |
-4.74330055683577% |
-0.994576793709868% |
1.39193237255144% |
| VTINX |
-15.2997514021771% |
-14.9057589053468% |
-12.3890643786268% |
-7.15977303431862% |
-3.82022545109547% |
-1.34928481876655% |
| VASIX |
-18.6314854352728% |
-16.2288639115292% |
-15.7036290334251% |
-9.13373775824019% |
-5.30914216216258% |
-2.42006763880763% |
| TRRIX |
-14.8133752280644% |
-15.769481251289% |
-11.4164912973128% |
-6.83202061549473% |
-4.98048778729672% |
-2.31484653391312% |
| PRSNX |
-34.7526703429317% |
-29.271232019623% |
-22.1134964816971% |
-12.4111607471633% |
-8.53693688898122% |
0% |
| PPSIX |
-9.33769362520469% |
-13.4952731547225% |
-13.6781439714386% |
-7.23085538749107% |
-2.95679731363532% |
-3.90461367860609% |
| PONPX |
-30.8292189905665% |
-26.3238931413773% |
-21.0031485454229% |
-9.73678382548918% |
-0.8697027078654% |
0% |
| NPSRX |
-22.0182598831352% |
-20.307885255263% |
-16.643964297112% |
-9.12856656259774% |
-4.52226047140735% |
0% |
| KIFYX |
-15.9937905274193% |
-13.0666558995641% |
-13.0160473041906% |
-10.5261042910384% |
-6.69860601436889% |
-6.32367008734897% |
| GSZAX |
-30.041211982565% |
-20.5430054716122% |
-14.6099233499996% |
-13.1895310326049% |
0% |
0% |
| FCVSX |
-7.79804927247241% |
-5.51371733033938% |
-1.6620881210252% |
-3.11210252328487% |
-2.79201457160072% |
-2.12283869743549% |
| CNSDX |
-10.1008587225107% |
-9.30904966680903% |
-4.63789420759053% |
-3.73901729199641% |
-2.90451641915022% |
-0.989382915793904% |
| CCVIX |
-9.55224478433879% |
-10.7210678074706% |
-5.74624702873126% |
-4.50205015255184% |
-4.76702081021381% |
-2.29419300580529% |
| BASIX |
-29.9017354239441% |
-31.0713827992175% |
-21.2308319523393% |
-13.5676922206299% |
-7.17909959342906% |
0% |
| ARTOX |
-12.2674056886418% |
-9.98538204497719% |
-8.41520121088107% |
-5.83713125928298% |
-3.71056860578091% |
-1.70489825819751% |
| TIBAX |
-4.39807179914968% |
-1.8526192794702% |
-4.57140902882361% |
-5.10780468134914% |
-4.58475014565744% |
-1.40326548527159% |
| NBHAX |
-7.89966036560914% |
-4.98958216984327% |
-6.17681796606474% |
-4.75771454312152% |
-3.51538367109419% |
0% |
| LGMAX |
-7.4242086916184% |
-5.29367977204796% |
-6.46433305173437% |
-3.90220475498204% |
-3.56681458833603% |
-1.38555713408919% |
| CVLOX |
-1.03816764526079% |
-4.68396321184313% |
-2.47389363716865% |
-4.22569752604039% |
-4.95531879510887% |
-2.07626515397067% |
| LFRAX |
-26.0454531315446% |
-27.9929979787299% |
-16.9435301302971% |
-10.2511639600533% |
-7.25058198693694% |
0% |
| VEIPX |
-5.497679473242% |
-1.7702903674752% |
-2.79637664659341% |
-1.90615316430589% |
-0.592396460815175% |
-0.254411354186646% |
| SWDSX |
-6.70144400413182% |
-4.37731904912858% |
-6.13597461325822% |
-6.07913446860373% |
-4.47963562914518% |
-2.74974866566756% |
| PRFDX |
-10.1539973732655% |
-4.09567984797735% |
-4.91145109665626% |
-4.51246623636713% |
-3.98270540371734% |
-2.79426106042466% |
| MDDVX |
-13.1274608991987% |
-8.9312735924719% |
-7.72003728725384% |
-4.7997006636384% |
-3.9064817930291% |
-1.75774581941795% |
| LCEIX |
-8.50188506353771% |
-3.18405795439062% |
-5.29863091317654% |
-4.16787582667098% |
-2.73468034619645% |
-1.57284438110377% |
| LBSAX |
-7.65730114021787% |
-1.71326691716006% |
-2.45953361708194% |
-1.03562708068049% |
-0.492876193370515% |
0.428620225168139% |
| FSDIX |
-10.9083952980692% |
-6.02211637971219% |
-4.77691186502% |
-3.29084935461199% |
-1.46340669109609% |
-2.13462494915446% |
| FEQTX |
-12.4811442893941% |
-3.00017788311182% |
-4.25487030079351% |
-4.14579510456946% |
-3.94240177028477% |
-3.40609102211256% |
| VMNFX |
-26.9498542149987% |
2.60645478049236% |
-0.154265177742131% |
-9.30572642397177% |
-8.15775430743142% |
-6.08412838336221% |
| GABCX |
-11.6343698269222% |
-9.19318923934264% |
-7.62507437114155% |
-5.56140505743284% |
-3.22319411792845% |
1.02129524473787% |
| CVSIX |
3.55118889501333% |
-16.727749707606% |
-11.567922054694% |
-5.45271055333714% |
-3.91040606571085% |
-3.5159811480742% |
| MFADX |
-13.9014274734991% |
-4.36398364501272% |
-2.43040538847928% |
-7.34495066288409% |
-7.35315036811447% |
0% |
| DHLSX |
-8.91065524998965% |
-7.41365943842499% |
-6.16315668345995% |
-5.68123498498595% |
-5.66305026701046% |
-2.36958484114278% |
| BPLSX |
-9.38837477112095% |
3.31635999761998% |
0.798626504212169% |
-4.46861314111823% |
-4.05662190059243% |
0.0752340812170171% |
| BLSAX |
-12.6670960920149% |
-13.6032182400416% |
-13.3344584345787% |
-12.5626679079293% |
0% |
0% |
| ARBNX |
-21.8182431104527% |
-14.7297249142681% |
-12.0305379581965% |
-7.40589899755043% |
-6.91968947000767% |
-2.44915821662406% |
| ADANX |
-25.436372094896% |
-25.2062302861195% |
-4.20254189011371% |
-3.61700859000577% |
-6.43396577552342% |
0% |
| PYTRX |
-25.1220419529998% |
-17.8140523866838% |
-20.3261227201969% |
-12.3313969008871% |
-11.1488627639568% |
0% |
| PARYX |
-39.47344069386% |
-42.9944681450914% |
-29.2523692578218% |
-15.6048745028808% |
-13.2804804976914% |
0% |
| JHAIX |
-21.5851612224863% |
-13.6216235555897% |
-10.324237281448% |
-10.8750853828463% |
0% |
0% |
| GARTX |
-9.87634724691338% |
-8.96203780024299% |
-9.598377339935% |
-7.36442897930637% |
-8.06496405615016% |
0% |
| GAFYX |
-8.00973243280656% |
-9.28304361412376% |
-14.7931116299354% |
-12.9686170455066% |
-9.34308867908119% |
0% |
| EIGMX |
-4.69069759481658% |
-13.5378872558419% |
-12.0786350586211% |
-7.11080441745864% |
-6.60643759720247% |
1.37206842898516% |
| DVRAX |
-6.30013591267253% |
-7.36675844977843% |
-8.57921785370777% |
-8.36827517868064% |
-5.27464988138671% |
0% |
| MYITX |
-10.6302139955832% |
-8.14078040713321% |
-10.9429781658489% |
-10.9858550676213% |
-9.59266636503648% |
0% |
| VGLSX |
-6.72742985864957% |
-6.26778639718888% |
-8.79789118929986% |
-8.95497620033064% |
-6.93815244185851% |
0% |
| TIBIX |
-3.99160200426358% |
-1.45491563989863% |
-4.2469469014783% |
-4.78830940780627% |
-3.90550174873997% |
-0.790378993173454% |
| PAUIX |
-22.8973813024129% |
-17.1074833607103% |
-12.8524691466302% |
-11.3864472680983% |
-10.5228094734405% |
-5.51534631692829% |
| MFWIX |
-17.6961420002119% |
-10.3228004948442% |
-9.46133324788527% |
-6.69242389866692% |
-5.16084588315715% |
-2.12848807714851% |
| MALOX |
-10.1427935227301% |
-10.7207463341745% |
-7.89149289043742% |
-6.46898188477877% |
-5.98023296022004% |
-1.84935568336471% |
| LSWWX |
-7.20929713460132% |
-5.02691213412113% |
-6.15235304200517% |
-3.58405866332747% |
-3.12296814444433% |
-0.992952044527729% |
| LCORX |
-15.3966686239317% |
-4.24627027315405% |
-2.9646102942717% |
-3.56013543953916% |
-4.11883569996166% |
-1.70896684663656% |
| IVAEX |
-1.92129544722875% |
-2.85801147334098% |
-3.96348430936596% |
-8.34336229373852% |
-8.13163037001255% |
-2.50421670010101% |
| GMWAX |
-15.9749173870189% |
-9.09373763280794% |
-9.36868141298455% |
-8.23515771847935% |
-6.76964680476641% |
-2.99226823789397% |
| GLBIX |
-20.2710483710031% |
-10.8760548452419% |
-8.12464418392725% |
-8.65935885908656% |
-6.86298990422248% |
0% |
| GBMFX |
-19.1155086635298% |
-7.86989616974441% |
-10.6690952678091% |
-9.7492817983449% |
-7.30125857414183% |
-1.4529449752236% |
| DSHGX |
-2.72019599988229% |
-1.46336117694013% |
-2.3828432268258% |
-3.38809605277109% |
0% |
0% |
| BPGLX |
-10.7099494308072% |
-11.580738734134% |
-9.52313537337352% |
-7.52551512889051% |
-6.8266508218796% |
-5.06410364911738% |
| SFHYX |
-20.6512664767984% |
-21.108313607323% |
-1.8440828697481% |
-1.6716005097664% |
-0.269028516989243% |
2.18469138905169% |
| PMSAX |
-7.15209355050085% |
-12.0226859315231% |
-9.11824554441989% |
-8.60675069131029% |
0% |
0% |
| AVGRX |
-8.56176673312751% |
-11.1622465822876% |
-10.5836162926% |
-9.70824962656697% |
-6.35521603902456% |
0% |
| AOR |
-9.94510707745303% |
-7.65348109481963% |
-7.0321564685517% |
-4.91020074277107% |
-3.48347610615442% |
0% |
| AOM |
-13.7964378837305% |
-10.7968650779554% |
-9.89823410051527% |
-6.28721397696871% |
-4.34383355681751% |
0% |
| AOK |
-16.2732443536556% |
-12.9179792337472% |
-12.1251241211814% |
-7.51487211754598% |
-5.10290260085906% |
0% |
| AOA |
-7.44447527477735% |
-5.44691680030147% |
-5.23773683161912% |
-4.15092887196185% |
-3.4331232585856% |
0% |
| FV |
-9.82048521346566% |
-2.49676561434712% |
-2.14693511909557% |
-3.96811939115589% |
0% |
0% |
| PGX |
-23.4301600289076% |
-13.4993439172444% |
-15.7949924573759% |
-10.0924648952353% |
-7.28446485613276% |
0% |
| PFF |
-20.4008874245045% |
-12.8525043212392% |
-13.5713580965785% |
-9.5960643157404% |
-7.1474050226737% |
0% |
| MDIV |
-10.8099127515328% |
-5.76536822724509% |
-11.035748437934% |
-10.0279550868558% |
0% |
0% |
| IYLD |
-18.8496222474109% |
-14.6021207542388% |
-16.4132825382178% |
-11.4412908363829% |
0% |
0% |
| INKM |
-16.5479538744662% |
-11.8619593458723% |
-12.3036508413094% |
-9.06926318554072% |
0% |
0% |
| CWB |
-10.7839905506968% |
-8.94783265462838% |
-5.30103664650809% |
-3.4058458901683% |
-3.38267383121831% |
0% |
| CVY |
-13.7206852658457% |
-5.10185274104571% |
-8.30069908910433% |
-8.24226758132824% |
-7.5227361802082% |
0% |
| BKLN |
13.3819961829636% |
-4.09955922392723% |
-8.35217488515999% |
-6.45434311159252% |
0% |
0% |
| BRK.A |
-11.7141852087899% |
1.07048770703909% |
-0.880517948227263% |
-2.51632093912271% |
-2.85054882716908% |
-0.907546538835799% |
| SDY |
-16.0218471840823% |
-5.53647535085754% |
-5.91573871648619% |
-3.69771917453078% |
-2.29276058035763% |
0% |
| PID |
-18.4761050757905% |
-7.71990257913314% |
-9.20207933231667% |
-9.22284416284505% |
-8.85432720649901% |
0% |
| IDV |
-17.3837789146767% |
-8.90416274542467% |
-11.5713441797709% |
-9.7314904832184% |
-9.59891382523206% |
0% |
| HDV |
-12.1172418198765% |
-4.05709088469674% |
-6.72435561687701% |
-4.99490842630899% |
0% |
0% |
| DWX |
-20.4260867809265% |
-11.2290603595795% |
-13.3262569394837% |
-10.7855682344306% |
-11.8816776092892% |
0% |
| DVY |
-9.78667307304286% |
-5.17345637837651% |
-6.21095160162643% |
-4.56198057989255% |
-2.28066266399096% |
-2.69536228409837% |
| DLS |
-19.5987955971325% |
-10.4671973869297% |
-12.0998716941238% |
-8.70150606809985% |
-8.45835446666174% |
0% |
| DLN |
-4.89719144366816% |
-1.26619619560782% |
-2.65765857285953% |
-1.77507303325108% |
-0.53650964183011% |
0% |
| DGS |
-23.3144606420678% |
-10.3692785083145% |
-8.73965612002602% |
-8.83781149077629% |
-9.98372617605145% |
0% |
| DEM |
-17.5059176865543% |
-8.45053720233834% |
-9.38789883096367% |
-8.87133762263707% |
-10.8999731587472% |
0% |
| BTAL |
-24.1061279245133% |
-9.45942606197909% |
-18.6582803714695% |
-14.1766782460482% |
0% |
0% |
| MNA |
-14.1897052370827% |
-21.4027943565487% |
-19.5921461539357% |
-11.474397415331% |
-10.500405873289% |
0% |
| RLY |
-17.4140770660769% |
-7.82617720070201% |
-6.22219158864962% |
-9.05376170708951% |
0% |
0% |
| CSM |
-3.64045750094461% |
-2.0969003513457% |
-1.9977803401611% |
-1.80870725015737% |
-1.32277197153182% |
0% |
| QAI |
-11.3647051135057% |
-11.2466946704998% |
-12.7576446719779% |
-10.6722970256264% |
-9.57283253698118% |
0% |
| PWC |
-10.7416070645634% |
-1.74378607192881% |
-5.9429261493724% |
-5.46614813659001% |
-4.30049694154019% |
-3.03704252353342% |
| PDP |
-7.87484647715021% |
-1.29395113378349% |
-4.88407230613195% |
-3.88503975639158% |
-2.26300563303237% |
0% |
| HDG |
-15.7891011744705% |
-14.3530448049392% |
-12.8459143167266% |
-10.3395622755931% |
0% |
0% |
| PRPFX |
5.86922539478452% |
3.05552233966311% |
1.15565274768771% |
-2.5761406934422% |
-3.8183231173043% |
0.239346566497685% |
| RSP |
-11.3050282138628% |
-4.8941910592607% |
-4.25515220266179% |
-3.74425878544216% |
-2.62802759104956% |
-1.7349909055368% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| PARYX |
-4.2% |
-6.1% |
-4.0% |
-1.6% |
-1.0% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-5.2% |
-4.0% |
-3.1% |
-1.4% |
-0.4% |
0.3% |
| Global Equities (ACWI) |
-3.0% |
-3.3% |
-3.3% |
-3.1% |
-4.3% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-10.0% |
-9.1% |
-6.5% |
-2.7% |
-0.3% |
0.5% |
| 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 |
8.23840938583016% |
1.95751303727063% |
3.04773428290802% |
1.60261684904398% |
0.499798270039226% |
0.815485116526319% |
| VYM |
-1.94941700809252% |
-1.32234190634907% |
-2.07951268963899% |
-1.47577306156684% |
-0.0236810110756167% |
0% |
| WFAIX |
-4.4508561521557% |
-3.56215626459363% |
-2.00407916186848% |
-1.09521658309738% |
0.932573099329481% |
0.176588871067808% |
| FPACX |
1.50277522766751% |
-1.72685260240146% |
-1.85448693974079% |
-2.33340119836991% |
-0.961266601722681% |
0.980646935538301% |
| VGSTX |
-6.04825718264899% |
-5.97856915488076% |
-4.26493978944961% |
-2.30947967533869% |
-1.18282766329666% |
-0.253405404581138% |
| VWELX |
-0.311565954227722% |
-2.97555981669273% |
-2.31548536333114% |
-0.461263434590534% |
0.651052866488896% |
1.35598565540264% |
| VASGX |
-2.96289174325635% |
-3.93187996492033% |
-3.67961050009439% |
-2.70755242773502% |
-2.37654129331877% |
-1.7166423008146% |
| VWINX |
-6.34918856582002% |
-6.45947799010885% |
-4.68342935949466% |
-1.62294136061946% |
0.483943535636906% |
1.21694682921089% |
| VLAAX |
-12.1420746710726% |
-4.26374024414423% |
-4.94252973361604% |
-1.34343968330236% |
0.0938569036467154% |
0.122989888926118% |
| VBIAX |
-3.21833536353809% |
-3.28551017213737% |
-2.53483220795968% |
-1.1489623019326% |
-0.0733457778688518% |
0.542971996385041% |
| SWOBX |
-3.69553519749219% |
-4.71144772502846% |
-3.47228821057279% |
-2.16033119177046% |
-1.18153333320843% |
-0.599871821353676% |
| JANBX |
-3.4865947856998% |
-4.19475052282236% |
-2.89537684031184% |
-0.790057666796386% |
-0.353655899105116% |
1.59864911038086% |
| FPURX |
-1.03588665085231% |
-1.03236234218089% |
0.0513671578334414% |
-0.216940248584035% |
0.247867079777249% |
0.713235921733772% |
| FBALX |
-2.14152358844342% |
-2.85153473577092% |
-1.22694315360525% |
-0.877913334997273% |
-0.133712992476868% |
0.487175973531832% |
| DODBX |
-3.08496340136598% |
-3.23371181055171% |
-2.28340620660138% |
-1.9952893403603% |
-1.39325884525711% |
-1.14864177753824% |
| COTZX |
-5.90016956623074% |
-5.63961310269293% |
-0.40961895670462% |
0.112599434163432% |
1.00436823410009% |
0.0601952953885014% |
| BETFX |
-4.85318604979525% |
-4.98578872374358% |
-4.63981868557468% |
-3.44900124880454% |
-2.7872632482911% |
0% |
| XCOR |
2.87694707593907% |
-3.71536443946184% |
-4.24541637884892% |
-3.62612011085297% |
-3.72588491641004% |
-2.42182707958789% |
| NAVFX |
2.62966942994317% |
1.29081588458165% |
-2.47441705343654% |
-2.71705342266452% |
0% |
0% |
| SMIFX |
-6.69063113069116% |
-0.414661135852565% |
-2.32469007549122% |
-3.19858874654459% |
-3.36433110726397% |
0% |
| VWLTX |
-11.3188651755087% |
-10.2655305615416% |
-6.99406917371991% |
-2.38980909387698% |
0.220099176896617% |
0.494096614245572% |
| PRINX |
-10.0612624311206% |
-9.88553499845088% |
-6.86033097444452% |
-2.57123659664811% |
0.211097941351449% |
0.526517936976194% |
| MDNLX |
-9.94771006765028% |
-10.3446096738817% |
-7.43220566295609% |
-3.09908616851101% |
-0.155046942113189% |
0.176823255233697% |
| FLAAX |
-9.72101721592379% |
-11.934360982838% |
-8.43683217023559% |
-3.12366100796023% |
0.11108832164226% |
0.261550190390532% |
| FHIGX |
-10.4419791026625% |
-9.71111053885584% |
-6.80759390102004% |
-2.4392046042047% |
0.225045602699188% |
0.508974950039207% |
| VWIAX |
-6.32642703562736% |
-6.36960104571204% |
-4.59679246049821% |
-1.53715385942515% |
0.476392906209855% |
1.24112648818691% |
| VTINX |
-5.95509551041859% |
-7.110976821354% |
-4.96649673052926% |
-2.39063385332449% |
-0.880721772311792% |
-0.0986529652983035% |
| VASIX |
-7.00539001766731% |
-7.66817491639739% |
-5.63197119942% |
-2.42733489140679% |
-0.752757044089803% |
-0.220284648195096% |
| TRRIX |
-6.08947668078133% |
-7.84911844420644% |
-5.57499617654088% |
-3.00759143762526% |
-2.10020258096204% |
-0.928937739525356% |
| PRSNX |
-8.89239047870136% |
-10.8475253289213% |
-8.01741879907052% |
-3.18101057531777% |
-1.45767698953361% |
0% |
| PPSIX |
-0.701130023915441% |
-5.42159253786842% |
-5.4715743052303% |
-1.66544828256495% |
0.616406781795416% |
-0.255208538180714% |
| PONPX |
-9.64882998297788% |
-9.71239741797217% |
-6.87243189591212% |
-2.08335020165416% |
1.44020305791521% |
0% |
| NPSRX |
-4.56053310322498% |
-9.23372386207229% |
-7.83850398859917% |
-2.8457713444625% |
-0.137004053983676% |
0% |
| KIFYX |
-3.48731740612626% |
-8.47855626868568% |
-10.4876398589639% |
-6.80051326145202% |
-2.29855086776547% |
-3.84521087417527% |
| GSZAX |
-5.2101696983195% |
-4.65105079616265% |
-3.52243970785389% |
-2.79008947111586% |
0% |
0% |
| FCVSX |
-2.94707159013167% |
-3.39892532342561% |
-0.0178160941828658% |
-1.31746399992875% |
-1.05294614747545% |
-0.770816434131808% |
| CNSDX |
-5.44944609184171% |
-5.98405463776219% |
-2.53509106725571% |
-1.71355786901028% |
-1.04271754879798% |
0.174232301946388% |
| CCVIX |
-4.72729967128809% |
-7.46585933747343% |
-3.66817449976776% |
-2.45303136766621% |
-2.49928302897407% |
-0.921153730010175% |
| BASIX |
-7.30985245487402% |
-7.50661000878873% |
-5.16618570784779% |
-2.54459215028286% |
-0.621318554575617% |
0% |
| ARTOX |
-5.64166983654098% |
-5.60684075324769% |
-4.330603312529% |
-2.80567313590931% |
-1.65211955071113% |
-0.688916933995641% |
| TIBAX |
7.10668213939787% |
-0.42702919949421% |
-2.27478990496016% |
-2.80414389751041% |
-2.1849426061997% |
-0.170961699628771% |
| NBHAX |
-2.77470439047426% |
-3.64603222268878% |
-4.43616322839025% |
-3.14349485518465% |
-1.78509381043476% |
0% |
| LGMAX |
-5.33462125439237% |
-4.9947989712018% |
-5.32949413887612% |
-2.84176960871951% |
-2.46179334694502% |
-0.627358316502935% |
| CVLOX |
0.928664918147597% |
-3.85093510431471% |
-1.73540924267678% |
-3.15667810721581% |
-3.34889765175361% |
-1.13477741476057% |
| LFRAX |
-0.00689189357726006% |
-5.48054552774026% |
-5.20052348417457% |
-2.13105119967033% |
-0.79501838560533% |
0% |
| VEIPX |
-0.638195552078525% |
-0.851707630690743% |
-1.48491309896041% |
-0.870836586611277% |
0.289073497919015% |
0.259148923497734% |
| SWDSX |
-2.55623787324891% |
-3.22687594662629% |
-4.97455178923131% |
-5.24956058648761% |
-3.69374434979632% |
-2.16792070426811% |
| PRFDX |
-6.52071836430544% |
-3.22944477803137% |
-3.69378517999423% |
-3.54496740724351% |
-3.11107317694855% |
-2.36044851540157% |
| MDDVX |
-7.49285035746056% |
-6.73333475924479% |
-5.60852828014455% |
-3.20982780467512% |
-2.44407491207364% |
-0.91179672011597% |
| LCEIX |
-4.20136434557199% |
-2.18695775733251% |
-3.67472553514186% |
-2.54149138302216% |
-1.42786770095391% |
-0.840262023449619% |
| LBSAX |
-4.39377483890502% |
-1.01785998064354% |
-1.55502226341302% |
-0.406497925163341% |
0.0637903328339853% |
0.670500648910689% |
| FSDIX |
-7.41260561317169% |
-4.12088063873599% |
-3.26546116963423% |
-2.02955479380157% |
-0.594616024658894% |
-1.37965066392248% |
| FEQTX |
-7.06995535671721% |
-1.88870791831265% |
-2.81001741164261% |
-2.9913678195007% |
-3.01391062203134% |
-3.02404815681455% |
| VMNFX |
0.867406629996887% |
4.02124983503039% |
5.30480208955671% |
1.46494678022535% |
2.14088712551171% |
1.08273098878773% |
| GABCX |
-0.00962799381348889% |
-1.67138968551636% |
-1.16040862222193% |
-0.650153467699366% |
-0.163350410245126% |
0.602283402249939% |
| CVSIX |
0.767801853809367% |
-4.03208909469919% |
-2.14693698353678% |
-0.770026993650919% |
-0.518533720814608% |
-0.710228482352032% |
| MFADX |
-4.61534955805074% |
-1.34217267514757% |
0.052000313164954% |
-3.1820963661301% |
-2.88490644137105% |
0% |
| DHLSX |
-0.375286802591957% |
-4.18500378561553% |
-3.283843176541% |
-3.20369827346858% |
-3.0160799365586% |
-0.862078289581302% |
| BPLSX |
-2.61643307656187% |
3.40975903022886% |
3.70622703600871% |
-0.433892111283495% |
0.0869342305866461% |
2.57834705709914% |
| BLSAX |
-0.0309734408289835% |
-12.1026497255964% |
-10.0722865917679% |
-8.71843116243455% |
0% |
0% |
| ARBNX |
-2.85261025605715% |
-2.4748069595576% |
-1.53828531318381% |
-0.350101695120947% |
-0.00462954631142032% |
0.555384444563724% |
| ADANX |
-1.95804463832696% |
-4.23165182146487% |
0.858702668857317% |
1.10079101250063% |
0.474459950363014% |
0% |
| PYTRX |
-9.31217588644009% |
-5.37091215998408% |
-5.15473824257715% |
-2.34044503891523% |
-1.55143228733151% |
0% |
| PARYX |
-4.16703656457773% |
-6.05478109375252% |
-4.04418650235819% |
-1.56679188300241% |
-0.989623657044594% |
0% |
| JHAIX |
-9.7796477664218% |
-5.23310973566677% |
-2.74999066533168% |
-2.75960680555409% |
0% |
0% |
| GARTX |
-2.90377487683173% |
-3.26891037823885% |
-3.45580986621246% |
-2.52770146380429% |
-2.70915821310127% |
0% |
| GAFYX |
-1.68208882799033% |
-2.2872159471346% |
-3.85287617487832% |
-3.95772805870739% |
-2.60011934469782% |
0% |
| EIGMX |
2.19543804835461% |
-2.01030277330459% |
-1.57411124134846% |
-0.28302622607517% |
0.0783493721009749% |
1.41080329628215% |
| DVRAX |
0.354148037710909% |
-1.97595695252458% |
-2.23743163387747% |
-2.03461810453714% |
-0.543150300068895% |
0% |
| MYITX |
-0.36082683978367% |
-7.24316646673967% |
-9.26158449775139% |
-9.25457883237307% |
-8.27653458099471% |
0% |
| VGLSX |
-3.98917605820712% |
-4.25715538318727% |
-5.28805227317679% |
-5.60896170529915% |
-4.3902595775626% |
0% |
| TIBIX |
7.42486533666684% |
-0.130213410817411% |
-1.99995352977718% |
-2.52074677567621% |
-1.63184920676873% |
0.344371504685766% |
| PAUIX |
-12.0393704788223% |
-11.7277313971215% |
-8.29334694344218% |
-6.10605566781801% |
-4.53046158702711% |
-1.70497863984185% |
| MFWIX |
-9.65060196767068% |
-7.05350405775171% |
-5.70575961289248% |
-3.5999278601922% |
-2.555758723902% |
-0.769833460797199% |
| MALOX |
-7.10553802674381% |
-6.64825291782054% |
-4.70138434177522% |
-3.61848323365765% |
-3.3005614932219% |
-0.628164263949754% |
| LSWWX |
-5.13862588312537% |
-4.73277853633735% |
-5.05369398298488% |
-2.57363338783692% |
-2.07464867264036% |
-0.265575420380687% |
| LCORX |
-12.0198416418809% |
-2.09995243374036% |
-1.12879667861701% |
-1.26387833580718% |
-1.72747412731254% |
-0.395842183591007% |
| IVAEX |
-0.0917439913704996% |
-1.82823108837554% |
-2.67420343065697% |
-6.43351500349414% |
-6.26349070926237% |
-0.507688124198122% |
| GMWAX |
-7.3783224519619% |
-5.82430174067755% |
-5.34020940356039% |
-4.45756210239146% |
-3.36830530134415% |
-1.22397923183864% |
| GLBIX |
-13.4526003203487% |
-6.16584665144541% |
-4.11450039178518% |
-4.22065461483122% |
-3.36322694240272% |
0% |
| GBMFX |
-3.56644046475108% |
-3.07360223268265% |
-3.79660192591043% |
-3.60527735265057% |
-2.18789083271107% |
0.389953285762795% |
| DSHGX |
-1.00003775898181% |
-1.07455154120642% |
-1.7770984944773% |
-2.79852212712159% |
0% |
0% |
| BPGLX |
-6.497036975128% |
-7.54583363538111% |
-6.09829421203854% |
-4.68780816055503% |
-4.32239345962988% |
-3.59217555430582% |
| SFHYX |
-7.57093656846284% |
-7.69134698037923% |
1.17478822239191% |
0.950267928344024% |
1.52353981949031% |
1.99489265706655% |
| PMSAX |
-1.21080366937182% |
-3.15376443044537% |
-2.38728441240423% |
-2.10131134577892% |
0% |
0% |
| AVGRX |
-0.0566906015238331% |
-5.32905929528392% |
-4.31421087987813% |
-4.07421150935816% |
-2.4709819285962% |
0% |
| AOR |
-5.75773211513217% |
-5.34119656702519% |
-4.43153660320247% |
-2.85367326965603% |
-1.91075955978866% |
0% |
| AOM |
-6.57526842269753% |
-6.35310253484139% |
-4.87124529028805% |
-2.69227237895424% |
-1.61845515947172% |
0% |
| AOK |
-7.33907502149661% |
-6.90138255176015% |
-5.30678110385599% |
-2.714330158503% |
-1.37020635854778% |
0% |
| AOA |
-5.03995499006553% |
-4.41864728274142% |
-4.0641640089814% |
-3.09464742786829% |
-2.60476983580532% |
0% |
| FV |
-11.3361676147041% |
-2.08683823379407% |
-1.17187111821276% |
-3.4114669861682% |
0% |
0% |
| PGX |
-13.2276097180491% |
-10.6079401096912% |
-9.71300890575022% |
-3.95350665046517% |
-1.13718761759597% |
0% |
| PFF |
-10.7808698442192% |
-8.5862864583723% |
-8.3484869835255% |
-4.27500649396372% |
-2.06376604693108% |
0% |
| MDIV |
-2.9836890744307% |
-3.97294565692431% |
-9.73684549752305% |
-7.86337525745969% |
0% |
0% |
| IYLD |
-4.68466844872857% |
-8.97096327535923% |
-10.7776908188028% |
-6.19942480111326% |
0% |
0% |
| INKM |
-7.78140256888235% |
-7.65396084675453% |
-7.88978762389544% |
-5.00290555776792% |
0% |
0% |
| CWB |
-6.40842184881656% |
-6.25988897221625% |
-3.27149825874825% |
-1.58733254405991% |
-1.43553829645392% |
0% |
| CVY |
-11.4364456852885% |
-4.59927142141072% |
-8.3440100574171% |
-8.08369116622422% |
-6.51919395658441% |
0% |
| BKLN |
2.25082594387996% |
-0.820830800466165% |
-1.86999819211925% |
-1.17144600156202% |
0% |
0% |
| BRK.A |
-9.25302341022802% |
3.04677159167282% |
2.17171514889405% |
0.348725894181683% |
1.50202032593205% |
2.87136355180595% |
| SDY |
-11.6135434774232% |
-4.2065673372138% |
-4.41646489895672% |
-2.28955926699171% |
-0.893980820955855% |
0% |
| PID |
-11.2760081758352% |
-6.8729020014957% |
-8.38711346944286% |
-8.26569179654079% |
-7.72576005537752% |
0% |
| IDV |
-5.9471020481688% |
-7.88767547886145% |
-10.2094217873865% |
-8.08428055311821% |
-8.42156459730611% |
0% |
| HDV |
-4.23985258355021% |
-2.39328931793261% |
-4.5702711717% |
-2.92367164889687% |
0% |
0% |
| DWX |
-10.8727546686265% |
-8.62340754527373% |
-9.8609257206172% |
-7.55505923522933% |
-9.73735200983477% |
0% |
| DVY |
-3.1476838362985% |
-3.971018344851% |
-4.38549451011429% |
-2.62185639128235% |
-0.12372284503407% |
-1.26691874797324% |
| DLS |
-9.77492002761799% |
-9.02879966227766% |
-10.8323348719522% |
-7.14391916678895% |
-6.89191141917427% |
0% |
| DLN |
-2.84482049965463% |
-0.712099363051406% |
-1.87424555003548% |
-1.16643443742728% |
0.024921769068321% |
0% |
| DGS |
-9.45368725389931% |
-8.01033047454181% |
-6.18477466809304% |
-6.30059503596579% |
-7.97296192229164% |
0% |
| DEM |
-5.22282385583143% |
-6.25248928116694% |
-6.20827750236087% |
-5.8719948513391% |
-8.60031768010181% |
0% |
| BTAL |
9.53265622984217% |
0.650872034477804% |
0.00134661222147248% |
4.04011959696049% |
0% |
0% |
| MNA |
-1.06293862812965% |
-3.79694685319091% |
-4.32839556449649% |
-1.45159744108343% |
-1.20203501153839% |
0% |
| RLY |
-5.62420713788252% |
-5.04942561270649% |
-3.10945424671554% |
-5.54798227802182% |
0% |
0% |
| CSM |
-3.5696254948501% |
-2.0904626532468% |
-1.93730235590697% |
-1.73252509112273% |
-1.21856056662883% |
0% |
| QAI |
-3.58322969139345% |
-3.98976352244181% |
-4.04771065221825% |
-3.19413755156849% |
-2.63156468393554% |
0% |
| PWC |
-10.0408351798423% |
-1.46370400326567% |
-5.72157752759114% |
-5.09295175391304% |
-3.90053271163705% |
-2.66975021776954% |
| PDP |
-11.0524238874532% |
-1.05024932317052% |
-4.59280834933352% |
-3.2626178335589% |
-1.25091608691822% |
0% |
| HDG |
-3.47515783216788% |
-4.93160217962365% |
-4.41045341509024% |
-3.48952122878366% |
0% |
0% |
| PRPFX |
10.4679789784318% |
2.47860638900372% |
1.64299718935957% |
-0.29113368175766% |
-0.55327445727854% |
1.62651268466892% |
| RSP |
-10.3195885269685% |
-4.81110521418474% |
-4.06831058381838% |
-3.5424952179052% |
-2.37504461833825% |
-1.6215612190178% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| PARYX |
-1.64 |
-1.57 |
-0.78 |
-0.22 |
-0.02 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.25 |
0.11 |
0.43 |
0.61 |
0.82 |
0.62 |
| Global Equities (ACWI) |
1.51 |
0.23 |
0.50 |
0.56 |
0.60 |
|
| U.S. Equities (SPY) |
1.80 |
0.41 |
0.67 |
0.76 |
0.88 |
0.62 |
| U.S. Bonds (BND) |
-0.43 |
-0.80 |
-0.53 |
-0.17 |
0.18 |
0.27 |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| JMNAX |
2.76054335174226 |
0.474758267013242 |
0.689281303271485 |
0.381867670347001 |
0.244637210187847 |
0.285593482158097 |
| VYM |
1.30987797025673 |
0.287193859530683 |
0.502364235172775 |
0.610410634184245 |
0.81883324686661 |
0 |
| WFAIX |
1.33417528006761 |
0.133326696793046 |
0.487892570236741 |
0.626092868650404 |
0.9278356057794 |
0.602955656613906 |
| FPACX |
1.65487912611213 |
0.230299872621979 |
0.484375406988004 |
0.479158678263662 |
0.683187715737603 |
0.613649137499528 |
| VGSTX |
1.04875912648519 |
-0.00613354470998564 |
0.353654881826849 |
0.488535636890894 |
0.691014850229504 |
0.541215698164789 |
| VWELX |
1.75314674296707 |
0.157992408118076 |
0.47318418335057 |
0.630936030707796 |
0.853120749260047 |
0.684771268678117 |
| VASGX |
1.43652677290776 |
0.14474592393436 |
0.42755626592448 |
0.538879360055365 |
0.679190352174151 |
0.481250465983395 |
| VWINX |
0.556305399724715 |
-0.245037199187818 |
0.123438009723932 |
0.430987030716719 |
0.784317701932549 |
0.663680916876963 |
| VLAAX |
0.632698112652723 |
0.113052475232071 |
0.304256820008486 |
0.585304060197878 |
0.816622490072195 |
0.580289451880608 |
| VBIAX |
1.44148076378595 |
0.15788893293411 |
0.464093070498206 |
0.630489692572163 |
0.844432741462575 |
0.642062445157487 |
| SWOBX |
1.37211499287132 |
0.0273102042900248 |
0.380436467033495 |
0.533862282941597 |
0.735306247845086 |
0.528957670703711 |
| JANBX |
1.41676061793336 |
0.0712272712323987 |
0.426356384341458 |
0.652802593535632 |
0.808844590027366 |
0.725229478639474 |
| FPURX |
1.70101228996773 |
0.316289479967092 |
0.642819682027817 |
0.714895502979709 |
0.874500083970103 |
0.655115480662102 |
| FBALX |
1.58040218489935 |
0.202947852933097 |
0.571648147071385 |
0.672664693289817 |
0.846792436292159 |
0.634472392770154 |
| DODBX |
1.03173742682857 |
0.125485096637021 |
0.463806952571778 |
0.544276276816372 |
0.713340400296004 |
0.496625426614671 |
| COTZX |
0.692099400994178 |
-0.189581034333367 |
0.474925851531881 |
0.589142696757111 |
0.824258055327732 |
0.521830020760111 |
| BETFX |
1.14240621660219 |
0.0052184148049537 |
0.290602436543438 |
0.395057049899096 |
0.561721459219477 |
0 |
| XCOR |
1.80397216753918 |
0.170317269166517 |
0.417180643651591 |
0.508808708972883 |
0.61968309864816 |
0.451184051663891 |
| NAVFX |
1.8939713811795 |
0.472092692935712 |
0.530153471684764 |
0.577646754216378 |
0 |
0 |
| SMIFX |
1.26297047822895 |
0.283405579221948 |
0.450738337701351 |
0.470573829901123 |
0.591459718503559 |
0 |
| VWLTX |
-1.31676937806617 |
-0.791626054076151 |
-0.463092343906693 |
-0.0647292345524875 |
0.283433090887112 |
0.263704693908997 |
| PRINX |
-1.26282095652788 |
-0.859071173608859 |
-0.478814818774968 |
-0.107082310646643 |
0.284057553341695 |
0.277012244309123 |
| MDNLX |
-1.70227844923833 |
-0.971715281295299 |
-0.593608311013002 |
-0.204570887126083 |
0.236120598617226 |
0.222529980464413 |
| FLAAX |
-1.01409124252746 |
-0.94062683833466 |
-0.531531958007584 |
-0.113060891048782 |
0.286660964421027 |
0.248447292238711 |
| FHIGX |
-1.2826142377781 |
-0.840145869393295 |
-0.490028481156528 |
-0.0975365988482332 |
0.27673802299852 |
0.266066310539446 |
| VWIAX |
0.565975732776963 |
-0.236655643338402 |
0.132105301295042 |
0.441601826090688 |
0.783629916716732 |
0.667134890969702 |
| VTINX |
0.561341013906158 |
-0.4134588362236 |
0.00464575964588428 |
0.286775499663875 |
0.596873316057918 |
0.491911803474715 |
| VASIX |
0.267809620519571 |
-0.487702479168982 |
-0.164617478794496 |
0.165753558859416 |
0.49775960845347 |
0.42080720584926 |
| TRRIX |
0.604312249644603 |
-0.458485415451572 |
0.0610457241465016 |
0.316156575579275 |
0.53800110874617 |
0.443903327749632 |
| PRSNX |
-1.21071211371593 |
-1.16507241169255 |
-0.490545111497001 |
-0.031149149528163 |
0.294642914753246 |
0 |
| PPSIX |
1.08004555477323 |
-0.342788146930688 |
-0.0540102758594035 |
0.293150173588763 |
0.666460991192226 |
0.362835099693814 |
| PONPX |
-0.843086210222081 |
-1.01782162862103 |
-0.433978813881426 |
0.124489968308726 |
0.76509966305262 |
0 |
| NPSRX |
-0.0463141709186586 |
-0.720904154129615 |
-0.202915309870061 |
0.18346022433789 |
0.572980056759756 |
0 |
| KIFYX |
0.51036017307449 |
-0.305893199284263 |
0.0331286246805718 |
0.133218160478487 |
0.461618055639253 |
0.243560589105064 |
| GSZAX |
-0.767018095140981 |
-0.691869687986377 |
-0.116574561574497 |
-0.0847507642864558 |
0 |
0 |
| FCVSX |
1.1925615403999 |
0.102797076868241 |
0.578007291409958 |
0.571891454007967 |
0.707041647684517 |
0.498706291238731 |
| CNSDX |
1.00735784002856 |
-0.106041275588644 |
0.429379980447995 |
0.529255666666853 |
0.692846167068124 |
0.549569713679866 |
| CCVIX |
1.05218949157495 |
-0.178661035715343 |
0.381665543344104 |
0.487987024553725 |
0.578036879173943 |
0.468922514533747 |
| BASIX |
-0.759229933510754 |
-1.19671147887211 |
-0.442573314631112 |
-0.107364868321348 |
0.363861419622409 |
0 |
| ARTOX |
0.825958182533356 |
-0.148337591706953 |
0.215850050275955 |
0.3812948381467 |
0.622552891453667 |
0.48387956394645 |
| TIBAX |
1.47811637669146 |
0.293504897674094 |
0.44606901687939 |
0.457160857975364 |
0.594481042935837 |
0.530920515027901 |
| NBHAX |
1.18806020244893 |
0.141361332317944 |
0.363918403437641 |
0.47589540469238 |
0.659052186115361 |
0 |
| LGMAX |
1.22854749002547 |
0.134791829668043 |
0.348563364396101 |
0.526147221466754 |
0.659391236609358 |
0.53526818113119 |
| CVLOX |
1.73278762253181 |
0.15818542867252 |
0.547212577634903 |
0.509789223101022 |
0.57047865094464 |
0.489567674769174 |
| LFRAX |
-0.40996467270305 |
-0.979056216311839 |
-0.228935115744948 |
0.102399447445885 |
0.382938800612966 |
0 |
| VEIPX |
1.37865532521272 |
0.312882112621862 |
0.533600710522371 |
0.649646592481093 |
0.845121543247818 |
0.604164324871911 |
| SWDSX |
1.28442100473988 |
0.173613806502239 |
0.375515786228341 |
0.408923620227015 |
0.610542691866256 |
0.453773122676421 |
| PRFDX |
1.00843905021482 |
0.197287945648949 |
0.441818885767309 |
0.504991860005137 |
0.643681583387687 |
0.457276714126004 |
| MDDVX |
0.764105441429418 |
-0.0703397976103073 |
0.293104387451547 |
0.480994690054941 |
0.641946875803169 |
0.513333883192311 |
| LCEIX |
1.13954179473309 |
0.237167064829181 |
0.410536611521427 |
0.512773869901117 |
0.712103780800648 |
0.52262510150454 |
| LBSAX |
1.20902150880203 |
0.310186902759312 |
0.544382899637157 |
0.696986788280135 |
0.849004046499213 |
0.64202166528335 |
| FSDIX |
0.945734079943196 |
0.0745952474173219 |
0.42113999973852 |
0.554460171296142 |
0.782468177324378 |
0.487260728252096 |
| FEQTX |
0.819230877884368 |
0.248412144665408 |
0.468932203309519 |
0.522797910282705 |
0.645507191881415 |
0.41956570211281 |
| VMNFX |
-0.488030096855307 |
0.53115067544679 |
0.645385147890363 |
0.170797025761909 |
0.341694613527596 |
0.205815994560179 |
| GABCX |
0.878491052788668 |
-0.12340390021164 |
0.21677472149961 |
0.359680202879617 |
0.615526248537836 |
0.629632918872567 |
| CVSIX |
2.22598717066725 |
-0.490930236202164 |
0.0267026460271684 |
0.362410606729336 |
0.578338832421557 |
0.35269731422977 |
| MFADX |
0.688954150022583 |
0.153573067050345 |
0.5359996215571 |
0.310727707737893 |
0.410088975056678 |
0 |
| DHLSX |
1.10738771877413 |
-0.00530491955522123 |
0.355348833502424 |
0.416913693870475 |
0.521259587321085 |
0.464381426426274 |
| BPLSX |
1.0688745709067 |
0.557443317744563 |
0.701399661512184 |
0.493918703857784 |
0.628237149417026 |
0.623013445833169 |
| BLSAX |
0.798043835261873 |
-0.323727506325131 |
0.00823565185215521 |
0.00566493374570664 |
0 |
0 |
| ARBNX |
-0.0275113120765864 |
-0.39367429270887 |
0.00252164681398275 |
0.251424048749728 |
0.386828149259921 |
0.414212276348316 |
| ADANX |
-0.360607309809186 |
-0.820143529929764 |
0.410441880600523 |
0.500190402365494 |
0.434432402757379 |
0 |
| PYTRX |
-0.315909592105199 |
-0.573679364358117 |
-0.41234987921554 |
-0.0321307021822376 |
0.125020521392518 |
0 |
| PARYX |
-1.63555515830708 |
-1.57246519759477 |
-0.782137801835733 |
-0.217393060227043 |
-0.022229646920489 |
0 |
| JHAIX |
0.0144726922631597 |
-0.349297685680625 |
0.10404432739229 |
0.0617536976213324 |
0 |
0 |
| GARTX |
1.02618525555433 |
-0.106169979995954 |
0.142141776275866 |
0.277562237655499 |
0.334786757954459 |
0 |
| GAFYX |
1.18594804584823 |
-0.127936036003907 |
-0.127223000287646 |
-0.0648968770227904 |
0.262114185944195 |
0 |
| EIGMX |
1.46927360937009 |
-0.337812584913628 |
0.00543162438125496 |
0.278122296634313 |
0.412555536183934 |
0.651236795053606 |
| DVRAX |
1.33581884671335 |
-0.0288991698719438 |
0.183851889618634 |
0.212744548952671 |
0.509183125275434 |
0 |
| MYITX |
0.968935706682784 |
-0.0175341786282994 |
0.130677788252875 |
0.106248611414469 |
0.291512720567363 |
0 |
| VGLSX |
1.29131537806341 |
0.0599571172366414 |
0.208409005281071 |
0.208278046855032 |
0.438911185250979 |
0 |
| TIBIX |
1.51075455446459 |
0.314025224336314 |
0.462211830486526 |
0.476334077036267 |
0.637328651465016 |
0.56864637939191 |
| PAUIX |
-0.104022024508368 |
-0.531744004497035 |
0.00982755960904863 |
0.0577110932055299 |
0.198021580304998 |
0.256676333378243 |
| MFWIX |
0.365149380190065 |
-0.158069827470619 |
0.177351394041365 |
0.341983711758563 |
0.543271977749574 |
0.469979459082616 |
| MALOX |
1.00692751488757 |
-0.18307755510157 |
0.256810045678287 |
0.355899050201545 |
0.492226230781519 |
0.489430293060957 |
| LSWWX |
1.24578948868643 |
0.149058798338195 |
0.364152961631867 |
0.545112902795291 |
0.68713219317367 |
0.559364733688058 |
| LCORX |
0.569193322633671 |
0.158025217111034 |
0.494612847755889 |
0.526254111850752 |
0.611109006766192 |
0.5029858385672 |
| IVAEX |
1.68232287923482 |
0.241511925291591 |
0.467896152652175 |
0.266163773380183 |
0.379934398337078 |
0.471415897587847 |
| GMWAX |
0.510615532197503 |
-0.0925689348047499 |
0.1826156420178 |
0.249248620807758 |
0.440478089245997 |
0.413972845180159 |
| GLBIX |
0.140888832571541 |
-0.1964103711586 |
0.239177189415623 |
0.21742368539962 |
0.434472281495987 |
0 |
| GBMFX |
0.228771842611457 |
-0.0405569438233369 |
0.105064521288323 |
0.148151359379766 |
0.399042070150786 |
0.504435945661515 |
| DSHGX |
1.6087933429478 |
0.327171627245064 |
0.556884542974823 |
0.566726541948121 |
0 |
0 |
| BPGLX |
0.959425226639699 |
-0.23131850902315 |
0.175147769247662 |
0.295264592938123 |
0.443141187521428 |
0.298498527026034 |
| SFHYX |
0.0874512848678912 |
-0.77947347170769 |
0.525454133389851 |
0.621087448659361 |
0.830535059336721 |
0.713453802517371 |
| PMSAX |
1.26455947984078 |
-0.264611931304489 |
0.160880466882389 |
0.196156561236176 |
0 |
0 |
| AVGRX |
1.14696661069148 |
-0.216726190821361 |
0.106082821429029 |
0.148982173287594 |
0.464604931878363 |
0 |
| AOR |
1.02503907046408 |
-0.013169131280272 |
0.299427105052557 |
0.44963177516314 |
0.648835909663661 |
0 |
| AOM |
0.695716793018563 |
-0.190356537883631 |
0.14028023367138 |
0.352017108918626 |
0.579315204835221 |
0 |
| AOK |
0.47914794741223 |
-0.308113759973635 |
0.0224014335225932 |
0.271999531550287 |
0.522222322477884 |
0 |
| AOA |
1.23117547013124 |
0.114230251742634 |
0.403158622434541 |
0.508023305934759 |
0.666290576652884 |
0 |
| FV |
1.03309750799239 |
0.309017224202538 |
0.585738471684656 |
0.548702462166467 |
0 |
0 |
| PGX |
-0.149078675109157 |
-0.331692971387226 |
-0.147588004054627 |
0.136708736630558 |
0.406858194564513 |
0 |
| PFF |
0.119939883736945 |
-0.301357220290826 |
-0.031194433563983 |
0.164406062784051 |
0.414899433777387 |
0 |
| MDIV |
0.952057226069681 |
0.0955158579482703 |
0.144012312107295 |
0.170889822005104 |
0 |
0 |
| IYLD |
0.249426123224496 |
-0.398309194109063 |
-0.177839743471222 |
0.0534340556693043 |
0 |
0 |
| INKM |
0.460507567796313 |
-0.243093409762209 |
0.0365595325758614 |
0.198630517292711 |
0 |
0 |
| CWB |
0.951801674581446 |
-0.0804972332742969 |
0.409102505890521 |
0.557952021533927 |
0.669309706637464 |
0 |
| CVY |
0.720270437832079 |
0.15736377938113 |
0.301585307040674 |
0.298639758399932 |
0.431838763617916 |
0 |
| BKLN |
3.0826092896491 |
0.128282604832869 |
0.193456115440604 |
0.323639937279793 |
0 |
0 |
| BRK.A |
0.890559922673558 |
0.492008478770567 |
0.648555428460108 |
0.632394429764423 |
0.721985019902095 |
0.580197952823683 |
| SDY |
0.528229295056125 |
0.116896144267214 |
0.384154794605288 |
0.545623038175369 |
0.741167322196386 |
0 |
| PID |
0.310885770886082 |
0.00508859031754092 |
0.23758572219583 |
0.228600061450944 |
0.342245330505862 |
0 |
| IDV |
0.406516446020117 |
-0.0523414592090984 |
0.113939839918146 |
0.193767029053236 |
0.298670563045593 |
0 |
| HDV |
0.848743004963455 |
0.189758992217148 |
0.342199809505834 |
0.467630591506224 |
0 |
0 |
| DWX |
0.137498815250458 |
-0.196133979218997 |
-0.00244757361618328 |
0.113386470906749 |
0.140524674275022 |
0 |
| DVY |
1.0390427083157 |
0.145435131046666 |
0.381851877923988 |
0.500673645023028 |
0.744827479476207 |
0.461793704897649 |
| DLS |
0.210161811566655 |
-0.147541666901254 |
0.0787842271028242 |
0.253277017776069 |
0.36619909440993 |
0 |
| DLN |
1.42728198452022 |
0.336632944171076 |
0.540597892688425 |
0.6580160005366 |
0.848350484478994 |
0 |
| DGS |
-0.141273853387756 |
-0.147413577794108 |
0.246145120456307 |
0.248495349653185 |
0.274762229456234 |
0 |
| DEM |
0.379440498429198 |
-0.040000732987704 |
0.211602255451319 |
0.248293783278513 |
0.214411547516096 |
0 |
| BTAL |
-0.204155561758022 |
-0.097172835172473 |
-0.297530919832023 |
-0.103126208470786 |
0 |
0 |
| MNA |
0.650790218696522 |
-0.697536635224562 |
-0.375652654224238 |
0.0217280488977564 |
0.173873639127942 |
0 |
| RLY |
0.390280423227545 |
-0.0132030979846761 |
0.359690745322414 |
0.215913189898115 |
0 |
0 |
| CSM |
1.52072585716072 |
0.309641242852904 |
0.582095615075281 |
0.663133849364514 |
0.806995820836107 |
0 |
| QAI |
0.899940367230382 |
-0.221182450382925 |
-0.0208466220535212 |
0.0717118739722431 |
0.232527562191484 |
0 |
| PWC |
0.963643317651319 |
0.333859239749391 |
0.397882015758013 |
0.453606296063751 |
0.630511429979358 |
0.445613636476403 |
| PDP |
1.1811594374894 |
0.367376385737911 |
0.455514116605943 |
0.550654404964759 |
0.755797199338515 |
0 |
| HDG |
0.5135080012112 |
-0.376267618074953 |
-0.0217013312080791 |
0.0954968943533052 |
0 |
0 |
| PRPFX |
2.28043389230204 |
0.535338409524284 |
0.704162768096453 |
0.59439038536773 |
0.634257702224388 |
0.620937795357387 |
| RSP |
0.916396764128296 |
0.163943233551298 |
0.479257495495516 |
0.553728659649769 |
0.730380298564692 |
0.528559160367567 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| PARYX |
-1.61 |
-1.51 |
-0.84 |
-0.25 |
-0.03 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
2.02 |
0.15 |
0.62 |
0.90 |
1.26 |
0.90 |
| Global Equities (ACWI) |
2.65 |
0.32 |
0.73 |
0.83 |
0.91 |
|
| U.S. Equities (SPY) |
3.57 |
0.60 |
1.03 |
1.17 |
1.40 |
0.92 |
| U.S. Bonds (BND) |
2.02 |
0.15 |
0.62 |
0.90 |
1.26 |
0.90 |
| 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 |
11.7325171813161 |
0.66707155251497 |
1.00780216424048 |
0.541534955296311 |
0.339430506560356 |
0.399618411434625 |
| VYM |
2.31153627745422 |
0.428315787386875 |
0.761588429222714 |
0.933926645424059 |
1.29695716226855 |
0 |
| WFAIX |
2.15922684362076 |
0.181310528382009 |
0.718125748265931 |
0.932059112399876 |
1.4831354478388 |
0.866369935227368 |
| FPACX |
3.44677270441346 |
0.326667887781263 |
0.694944643958272 |
0.696576491751352 |
1.02579639440645 |
0.890218838337822 |
| VGSTX |
1.59739390378848 |
-0.00834596695117476 |
0.516788637395581 |
0.71900353445532 |
1.05895055028667 |
0.790171322843234 |
| VWELX |
3.12733522728127 |
0.212396450041631 |
0.678141206539263 |
0.921496127801358 |
1.30735047388362 |
0.999637103333242 |
| VASGX |
2.38369680734576 |
0.200053021261798 |
0.618043203103923 |
0.788033828111697 |
1.02942287370685 |
0.681785192241179 |
| VWINX |
0.833142471790286 |
-0.31543654641957 |
0.169786152719284 |
0.612913457598572 |
1.17449784046301 |
0.972034229982457 |
| VLAAX |
0.906419052469648 |
0.155498666885324 |
0.431557891223587 |
0.854641623685441 |
1.26299300674348 |
0.835124194614671 |
| VBIAX |
2.35922012952509 |
0.21509899920161 |
0.67345711406951 |
0.928812044375406 |
1.30009590952145 |
0.939272022423031 |
| SWOBX |
2.26091912774032 |
0.0358686671241887 |
0.537934014251745 |
0.764762380026501 |
1.09998306251631 |
0.752825246316595 |
| JANBX |
2.39832342646389 |
0.0944165901821512 |
0.605583487357811 |
0.954870865127597 |
1.22835281558159 |
1.09106023251698 |
| FPURX |
3.21424958342692 |
0.437172622531995 |
0.961913865722941 |
1.06913011373024 |
1.35817870243125 |
0.959820882841762 |
| FBALX |
2.75413294775824 |
0.276292536034075 |
0.848078972155295 |
1.00313321937818 |
1.30936578569196 |
0.922898551705185 |
| DODBX |
1.70614144782093 |
0.173245424593447 |
0.678334846484407 |
0.805286757064166 |
1.09068548140052 |
0.711859514065242 |
| COTZX |
1.10621771477671 |
-0.250449608735652 |
0.746960643646569 |
0.946729259699431 |
1.40161956140912 |
0.76193596590668 |
| BETFX |
1.77166318464519 |
0.00696990464560458 |
0.407802738734004 |
0.561617208265076 |
0.828344258244524 |
0 |
| XCOR |
4.13738984901193 |
0.237525776534875 |
0.62590137774451 |
0.756947367565588 |
0.942019932303929 |
0.646252761502096 |
| NAVFX |
3.73162047583188 |
0.706756999537297 |
0.771095494802002 |
0.833946366378249 |
0 |
0 |
| SMIFX |
2.17219920791677 |
0.402136942619695 |
0.671790022804643 |
0.68105946427139 |
0.88517421220234 |
0 |
| VWLTX |
-1.40233153983108 |
-0.995824627862306 |
-0.595694439559652 |
-0.0854140618689876 |
0.392879846406264 |
0.364940578609029 |
| PRINX |
-1.3745550903514 |
-1.05522069570435 |
-0.600004832163538 |
-0.13730830198315 |
0.385905758331192 |
0.382242267197665 |
| MDNLX |
-1.67017384394189 |
-1.11950091093241 |
-0.706785006553422 |
-0.250482570553766 |
0.312762215251152 |
0.300571903315863 |
| FLAAX |
-1.15259390598985 |
-1.0918985477319 |
-0.639293921278789 |
-0.140150698008985 |
0.377594932194402 |
0.333277758506654 |
| FHIGX |
-1.36655187243141 |
-1.03419105324017 |
-0.613277347957534 |
-0.125487726702489 |
0.375488230553723 |
0.36232226341159 |
| VWIAX |
0.846093317953496 |
-0.30511489618018 |
0.182025080494403 |
0.629316469551832 |
1.17413922483074 |
0.977965037082061 |
| VTINX |
0.784565031527162 |
-0.511439041776122 |
0.0061204389890909 |
0.389279987594451 |
0.856534757808769 |
0.688296855082841 |
| VASIX |
0.359730572662619 |
-0.609924504926781 |
-0.21399248552329 |
0.22207402489957 |
0.697568491006476 |
0.577521131230311 |
| TRRIX |
0.835426224289492 |
-0.542779575320134 |
0.0797172547285449 |
0.428262504204165 |
0.76982189761822 |
0.621275493863497 |
| PRSNX |
-1.24365551920628 |
-1.25599151237885 |
-0.57599545213033 |
-0.0383111775177562 |
0.382076491561047 |
0 |
| PPSIX |
1.76051236164821 |
-0.428148014065625 |
-0.0671720849238921 |
0.378241724817507 |
0.919316041331902 |
0.512384781011131 |
| PONPX |
-0.951491964044171 |
-1.1212595217543 |
-0.502423204535107 |
0.151248123234184 |
1.05301670122239 |
0 |
| NPSRX |
-0.0585594624746256 |
-0.832601382956596 |
-0.244085772515136 |
0.229744673790467 |
0.772335987124174 |
0 |
| KIFYX |
0.845562087107154 |
-0.409026907412172 |
0.0410842449990998 |
0.17001890540858 |
0.609597632854717 |
0.327037284610283 |
| GSZAX |
-0.970580836034564 |
-0.828701298546253 |
-0.149860935181985 |
-0.110218440449658 |
0 |
0 |
| FCVSX |
2.16115078705743 |
0.137862288567769 |
0.94059826293395 |
0.912855504766631 |
1.14358555652155 |
0.709674117711911 |
| CNSDX |
1.66851608220815 |
-0.139450804666798 |
0.672599276069393 |
0.822451122582687 |
1.10084506522178 |
0.802253052920124 |
| CCVIX |
1.73553756686118 |
-0.230120011458985 |
0.599327480905496 |
0.756387757858079 |
0.908739785716448 |
0.69388641675293 |
| BASIX |
-0.841662692233545 |
-1.26853873994858 |
-0.519016281138151 |
-0.130164014628918 |
0.478202877607368 |
0 |
| ARTOX |
1.22219555236525 |
-0.192714462114601 |
0.296709662367998 |
0.534156173676957 |
0.919586646458387 |
0.689221768478086 |
| TIBAX |
4.20232471080151 |
0.428909689160652 |
0.625182596311233 |
0.645418591767541 |
0.867263767650628 |
0.754576289620707 |
| NBHAX |
2.03894105446222 |
0.194215057878545 |
0.50133655307843 |
0.665434667258938 |
0.951005081044336 |
0 |
| LGMAX |
1.98375167777443 |
0.189898641123302 |
0.501206935611369 |
0.775516690636835 |
1.00634767698281 |
0.773796698744599 |
| CVLOX |
3.96242026701759 |
0.216954692201625 |
0.833719023096787 |
0.775490879438119 |
0.884274193748547 |
0.715132248779121 |
| LFRAX |
-0.501739959125367 |
-1.0096793749856 |
-0.250581994081 |
0.116656535275846 |
0.45276653676368 |
0 |
| VEIPX |
2.44347267375505 |
0.4625849340141 |
0.806011206685218 |
0.991873785197798 |
1.33381906476587 |
0.883347990175363 |
| SWDSX |
2.03136431190853 |
0.244001973819864 |
0.525300376292001 |
0.579012658336865 |
0.901553443562525 |
0.639383521905366 |
| PRFDX |
1.61498772725117 |
0.279807803182559 |
0.644262000070477 |
0.743942004546176 |
0.97121715925558 |
0.655559292708972 |
| MDDVX |
1.19844809563105 |
-0.0958668467825827 |
0.431783114023644 |
0.721105634282474 |
0.986400487315304 |
0.753964925626531 |
| LCEIX |
1.93088682742662 |
0.345278560464481 |
0.593468590176777 |
0.75114043219139 |
1.0853156398367 |
0.749869259208248 |
| LBSAX |
1.95166961610609 |
0.451498378480246 |
0.828791348217955 |
1.07604030630159 |
1.34929344029068 |
0.951177675509675 |
| FSDIX |
1.40114457038589 |
0.101853198795329 |
0.616586512916046 |
0.820428378465086 |
1.20700756692725 |
0.685223553492325 |
| FEQTX |
1.29185782438788 |
0.359964297935545 |
0.700895036779768 |
0.780636735546085 |
0.982084514226542 |
0.600611486850239 |
| VMNFX |
-0.695694440343776 |
0.991662356159723 |
1.25086723155424 |
0.286456929977973 |
0.578319948428531 |
0.322472752509699 |
| GABCX |
1.70720777406904 |
-0.162039423607447 |
0.288351267549375 |
0.487780063541421 |
0.877747984621304 |
0.898723233145033 |
| CVSIX |
4.39518636261816 |
-0.54865670783321 |
0.0326717252228942 |
0.472008142224841 |
0.828083254230854 |
0.473227177641752 |
| MFADX |
1.23443182424017 |
0.215215114358087 |
0.853529513619794 |
0.468585770657383 |
0.624180385354412 |
0 |
| DHLSX |
2.72346671627128 |
-0.00708601027391027 |
0.499712827137974 |
0.599897180158012 |
0.770763795235734 |
0.672263618551727 |
| BPLSX |
1.81665155818371 |
0.867286266456717 |
1.15620651100257 |
0.788571264112263 |
1.032512945577 |
1.04104393509518 |
| BLSAX |
1.55873415584738 |
-0.456917754883791 |
0.0115785176644125 |
0.00800638862168671 |
0 |
0 |
| ARBNX |
-0.0369843302268934 |
-0.476151441347415 |
0.00331515859345049 |
0.332745692775061 |
0.514158186071558 |
0.558401733322329 |
| ADANX |
-0.471443752828763 |
-0.876191507030446 |
0.656041236518075 |
0.801757235437635 |
0.684557450721186 |
0 |
| PYTRX |
-0.386728060868414 |
-0.727869386818322 |
-0.493896707425065 |
-0.0399214508323463 |
0.158292736015377 |
0 |
| PARYX |
-1.6079610275947 |
-1.50744178795235 |
-0.840405844318194 |
-0.247251728928906 |
-0.0257728047593469 |
0 |
| JHAIX |
0.0207351636936385 |
-0.449472512845029 |
0.148736218328351 |
0.0871542467081433 |
0 |
0 |
| GARTX |
1.79582558108825 |
-0.138513160146422 |
0.190027449411503 |
0.3764503051349 |
0.462164173512833 |
0 |
| GAFYX |
2.27044646886542 |
-0.169996132012029 |
-0.164925007389572 |
-0.0815030795425389 |
0.355864318508748 |
0 |
| EIGMX |
2.89232158209647 |
-0.40478974395443 |
0.0065875050737726 |
0.353063146080609 |
0.539531711173959 |
0.888931022012487 |
| DVRAX |
3.11433684517508 |
-0.0382713857451411 |
0.246964872480591 |
0.28970261958694 |
0.722010451860561 |
0 |
| MYITX |
1.69486653026936 |
-0.0248262363702774 |
0.179440046282346 |
0.145161559809726 |
0.417606510359507 |
0 |
| VGLSX |
2.16379051098503 |
0.0814920466886527 |
0.282533661517046 |
0.286335627294213 |
0.640316664530115 |
0 |
| TIBIX |
4.38971612545558 |
0.461218709271883 |
0.649877500185207 |
0.67484031511462 |
0.935544027269265 |
0.812408725287998 |
| PAUIX |
-0.133393955306075 |
-0.639568843468063 |
0.0126406406775349 |
0.0764943097340644 |
0.26767875778447 |
0.357120810659567 |
| MFWIX |
0.524929265683027 |
-0.211822735852304 |
0.249433521092028 |
0.492669760873482 |
0.812316291789466 |
0.68688162166077 |
| MALOX |
1.54018938070124 |
-0.235975697958647 |
0.372749167877757 |
0.5222055646955 |
0.737230351101876 |
0.723702869036973 |
| LSWWX |
2.02127513383594 |
0.210758426114358 |
0.525663831344983 |
0.80727288694611 |
1.05554866414219 |
0.813056735500535 |
| LCORX |
0.830755165829585 |
0.219106960552118 |
0.722479082432235 |
0.778132838720307 |
0.911228302000089 |
0.71432745700416 |
| IVAEX |
3.08381312052781 |
0.342279455388906 |
0.668031427494379 |
0.349201461424315 |
0.518818475752951 |
0.669461791540302 |
| GMWAX |
0.758222202613741 |
-0.126852321621913 |
0.253083367876993 |
0.353116922117898 |
0.646181586667345 |
0.600563873137923 |
| GLBIX |
0.194707223793381 |
-0.253309610258246 |
0.332413962981329 |
0.303721113974627 |
0.6265721296363 |
0 |
| GBMFX |
0.335495282802709 |
-0.0569674413362624 |
0.142539444962652 |
0.206218838345169 |
0.57442974750714 |
0.742563762918273 |
| DSHGX |
3.01310036067367 |
0.473848499162178 |
0.814063551946464 |
0.829273757246468 |
0 |
0 |
| BPGLX |
1.50519259596494 |
-0.298962745689919 |
0.246914070321521 |
0.421952116637381 |
0.654063004177867 |
0.419495328827757 |
| SFHYX |
0.122827890836849 |
-0.958832003195981 |
0.89500053744784 |
1.06661920557902 |
1.48207804501556 |
1.27367551918534 |
| PMSAX |
2.48939511081575 |
-0.322820453603233 |
0.204778490283846 |
0.251187774157393 |
0 |
0 |
| AVGRX |
2.44975888356144 |
-0.284368057687267 |
0.144935731317155 |
0.200467239053871 |
0.692421821288209 |
0 |
| AOR |
1.55473434490229 |
-0.017827595278158 |
0.420921954729903 |
0.642487939237005 |
0.96925407632854 |
0 |
| AOM |
0.980844505746499 |
-0.247617028163323 |
0.190611071885829 |
0.489602390471325 |
0.842476191212775 |
0 |
| AOK |
0.655587225710196 |
-0.393290014327028 |
0.0298130057124429 |
0.371236621863102 |
0.737374153125876 |
0 |
| AOA |
1.9784334702161 |
0.157291450543484 |
0.577626978990822 |
0.737346367952102 |
1.01577696093853 |
0 |
| FV |
1.82088033773788 |
0.475267112962588 |
0.949112371507999 |
0.839328873294042 |
0 |
0 |
| PGX |
-0.200861174573789 |
-0.483404470402043 |
-0.214642349795743 |
0.201781941428298 |
0.619506188022051 |
0 |
| PFF |
0.161607971465377 |
-0.420818072873709 |
-0.0435157757897505 |
0.233206110855485 |
0.617574351116816 |
0 |
| MDIV |
1.56681531559084 |
0.133795860707027 |
0.181919669376744 |
0.22032918856334 |
0 |
0 |
| IYLD |
0.371398665981065 |
-0.513192411381243 |
-0.218292697250422 |
0.0680247048425668 |
0 |
0 |
| INKM |
0.662346200527875 |
-0.315464054007979 |
0.0469244233485938 |
0.262293526391055 |
0 |
0 |
| CWB |
1.57175106824738 |
-0.106884404536955 |
0.639398724343042 |
0.872902194181845 |
1.05347221961644 |
0 |
| CVY |
1.18795767713334 |
0.225945921894257 |
0.406770485599578 |
0.409392001235976 |
0.609157758564987 |
0 |
| BKLN |
16.0948094311467 |
0.168509843678765 |
0.248041413565076 |
0.438300575515489 |
0 |
0 |
| BRK.A |
1.62131476673522 |
0.776227151711483 |
1.0665895705974 |
1.04538492880676 |
1.23718677348446 |
0.964191371012447 |
| SDY |
0.771373859847637 |
0.167274413031727 |
0.563006806685211 |
0.818216571377466 |
1.1627198828971 |
0 |
| PID |
0.469262149092075 |
0.00693849859929396 |
0.315693963464745 |
0.3125982357427 |
0.482357439511561 |
0 |
| IDV |
0.634043708941617 |
-0.0716450225100167 |
0.152649420697148 |
0.267403878535607 |
0.430283129094913 |
0 |
| HDV |
1.31335756761607 |
0.271659248384575 |
0.509708289835203 |
0.700716484383751 |
0 |
0 |
| DWX |
0.203474420260764 |
-0.260292069760652 |
-0.00318346969999957 |
0.156571711413822 |
0.198437555611317 |
0 |
| DVY |
1.76965862402901 |
0.20450667804815 |
0.539752318705449 |
0.719570413856414 |
1.11990629889793 |
0.639654392677438 |
| DLS |
0.296647191189802 |
-0.202986475857048 |
0.104264959641377 |
0.348420104457502 |
0.524514005821023 |
0 |
| DLN |
2.27920323231313 |
0.487548193326766 |
0.807985565839912 |
0.99460137330271 |
1.33235235884719 |
0 |
| DGS |
-0.180338433497337 |
-0.210538833420157 |
0.345205513329952 |
0.356009537818234 |
0.396385012282832 |
0 |
| DEM |
0.558260488069723 |
-0.0607035619947677 |
0.307081164455574 |
0.373287001278786 |
0.317606863624746 |
0 |
| BTAL |
-0.293451400825673 |
-0.132380159514482 |
-0.376344822286954 |
-0.14009823289506 |
0 |
0 |
| MNA |
0.961599598929237 |
-0.785984468339379 |
-0.452946014384418 |
0.0278201949102962 |
0.234421592260301 |
0 |
| RLY |
0.595807832278686 |
-0.0173280873239358 |
0.488973758420472 |
0.297372762789966 |
0 |
0 |
| CSM |
2.67338328256772 |
0.439720446340405 |
0.861135532016948 |
0.991077053010176 |
1.25043452697106 |
0 |
| QAI |
1.41137976286644 |
-0.276915570620438 |
-0.0268544360221358 |
0.09529767054817 |
0.317913826370989 |
0 |
| PWC |
1.43760205671106 |
0.49266643275098 |
0.563935895861934 |
0.647361782278756 |
0.939500781828235 |
0.62935958670685 |
| PDP |
2.2129906315227 |
0.563718469502899 |
0.701739584510686 |
0.837333819451893 |
1.19156259594121 |
0 |
| HDG |
0.857050240200443 |
-0.456954778005498 |
-0.0288567496569421 |
0.127997296270227 |
0 |
0 |
| PRPFX |
3.9554920150472 |
0.762127801198471 |
1.06117828154901 |
0.925335617688131 |
0.9857929739962 |
0.946868125375145 |
| RSP |
1.42553618524551 |
0.238762326875798 |
0.720006610597398 |
0.834519025776647 |
1.14069715726062 |
0.783175668098294 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| PARYX |
28.6 |
-3.9 |
1.0 |
14.8 |
14.8 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
20.5 |
7.8 |
11.6 |
12.1 |
14.0 |
11.4 |
| Global Equities (ACWI) |
23.1 |
8.3 |
11.5 |
10.1 |
9.6 |
|
| U.S. Equities (SPY) |
25.9 |
11.5 |
14.7 |
13.3 |
13.9 |
10.2 |
| U.S. Bonds (BND) |
20.5 |
7.8 |
11.6 |
12.1 |
14.0 |
11.4 |
| 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 |
649.506310558099 |
832.265459637653 |
1152.71745380461 |
40712.5795680483 |
63.0091846344628 |
93.8652287940376 |
| VYM |
24.3922148301638 |
11.1284682731893 |
12.8243045534313 |
11.8894660504717 |
14.0889742588566 |
0 |
| WFAIX |
21.4584081764704 |
8.4844042783953 |
13.2183061253625 |
12.6310011835838 |
15.9852698988297 |
11.0859277974487 |
| FPACX |
34.34928451556 |
11.6365398778591 |
13.3186007469473 |
10.737065445455 |
13.0469244764216 |
12.6145416249054 |
| VGSTX |
19.1781754202928 |
5.23344891763221 |
9.99449263238621 |
10.7519216724157 |
12.7081206960708 |
10.5332660458073 |
| VWELX |
27.9058086749988 |
9.46451575478312 |
12.7217779850566 |
13.7525628336079 |
15.7345822524907 |
13.2897485458293 |
| VASGX |
23.4946473446196 |
7.7995513363339 |
10.8838865835483 |
10.367169670759 |
11.2438237282242 |
8.42907824939497 |
| VWINX |
17.5914853477182 |
3.74484280268629 |
8.09064718388174 |
11.9843729103516 |
16.9922895285662 |
15.6493315381293 |
| VLAAX |
12.8403609739769 |
7.4301228607763 |
9.04103042668345 |
12.1951538559874 |
14.5917522279339 |
10.9789700880251 |
| VBIAX |
23.1175299884038 |
8.82181165603116 |
12.3868441928594 |
12.500250744869 |
14.4164903198188 |
11.833744517494 |
| SWOBX |
22.5783689420554 |
6.93939379455474 |
11.0067060268757 |
10.9761198320731 |
12.7092049242357 |
10.0702894731613 |
| JANBX |
22.7831964236568 |
7.67456431877718 |
11.872735825969 |
13.076121360727 |
13.9860286701378 |
13.763765087157 |
| FPURX |
25.6140260750254 |
11.8137909045743 |
15.9650491729376 |
13.7383241688803 |
14.7351516309831 |
11.8064311070415 |
| FBALX |
24.6395797729724 |
9.24489856330226 |
14.0078688070236 |
12.7301613136912 |
14.1487289101123 |
11.3440234235236 |
| DODBX |
23.8225340625023 |
9.20540645035694 |
12.699886832836 |
11.2514553845922 |
12.4427184979601 |
9.12550031485464 |
| COTZX |
18.7042773741975 |
5.28979680711935 |
17.9334012257135 |
16.8694174393853 |
17.7844700239573 |
11.4974860581818 |
| BETFX |
20.851979104025 |
6.53823596227292 |
9.22916221080284 |
8.88241224260884 |
10.1363495484786 |
0 |
| XCOR |
28.7147772717178 |
7.99421922543949 |
10.3438071216799 |
9.53884134114124 |
10.0904298588799 |
7.75183454736029 |
| NAVFX |
28.4740844175504 |
13.286992268545 |
12.3081763730091 |
10.5135301602432 |
0 |
0 |
| SMIFX |
19.464551821596 |
15.3655282661343 |
12.6293167332855 |
9.76324832092052 |
10.2328642102908 |
0 |
| VWLTX |
-3.50545361145498 |
-7.25962927312396 |
-4.48339070927116 |
7.98225727859037 |
26.1534732242261 |
27.7213197691031 |
| PRINX |
-0.756972250511872 |
-7.63632513871024 |
-4.61893993180941 |
6.71617701390886 |
26.1797848807838 |
27.5206730148063 |
| MDNLX |
-3.65019017291833 |
-9.84225856558154 |
-7.24663120065792 |
3.4961549076056 |
22.277235757911 |
24.4908830975759 |
| FLAAX |
2.35794689049868 |
-10.7712192993125 |
-7.35206844354223 |
4.58007803005855 |
22.9439568837624 |
21.1652670142413 |
| FHIGX |
-1.99466897074012 |
-7.32931092233858 |
-4.98872226416427 |
7.38188909208839 |
27.2683078763064 |
29.5123895413621 |
| VWIAX |
17.6560443166635 |
3.91931534932753 |
8.27789901076473 |
12.18927311392 |
16.9738119214433 |
15.7167388911712 |
| VTINX |
17.951048664084 |
1.95506909817171 |
6.7485401133078 |
9.93401273847711 |
13.5257695463697 |
12.6704950169662 |
| VASIX |
15.0653623612544 |
0.415333155034892 |
3.95558297472182 |
9.42312978519009 |
14.2377309845658 |
13.1601405479194 |
| TRRIX |
17.8044094133621 |
0.717095654196526 |
6.42888682358941 |
8.92082604083502 |
10.7040563450105 |
9.83443163462624 |
| PRSNX |
2.0013737022614 |
-12.0591949608535 |
-3.96901856202572 |
6.03054449746197 |
11.3955249752683 |
0 |
| PPSIX |
40.479633923696 |
5.41202287427296 |
5.20454043769117 |
12.0220768800789 |
18.5784134835269 |
11.5915549188998 |
| PONPX |
1.86753131452774 |
-7.98775171388878 |
-1.54741799159167 |
10.4171690258835 |
25.5120263059121 |
0 |
| NPSRX |
21.2355994453504 |
-6.38476780302505 |
0.258105666298894 |
8.6362931039187 |
15.614382847431 |
0 |
| KIFYX |
24.3233688908011 |
0.212605210345637 |
2.16934089539561 |
4.04300093008519 |
10.76895099903 |
5.54960346028833 |
| GSZAX |
15.0832089766679 |
9.26978506114853 |
9.199320452113 |
6.63411908892732 |
0 |
0 |
| FCVSX |
23.3078704442199 |
9.05738278443171 |
15.862781323215 |
12.1864216589675 |
12.8894238600447 |
9.53503892128768 |
| CNSDX |
20.078301815472 |
4.96049899304826 |
12.3870283067098 |
11.6531746682214 |
12.9190883503852 |
11.1617879067995 |
| CCVIX |
21.0815115585592 |
2.81796574937011 |
10.8440063383881 |
10.6103577122857 |
10.8214050548978 |
9.51278087914968 |
| BASIX |
7.81529628184175 |
-6.33292708047663 |
1.37236444428444 |
7.46551517738284 |
16.0471156264998 |
0 |
| ARTOX |
19.2173870278173 |
5.45627984352391 |
9.15845890497627 |
9.54069040819633 |
11.7411134795916 |
10.2787278907999 |
| TIBAX |
63.6118584197211 |
14.3022028160526 |
12.7101205197718 |
10.1185788695578 |
11.2803009145747 |
10.4973142277008 |
| NBHAX |
23.4424260323172 |
8.2804533985231 |
9.92047658303417 |
9.76905157842431 |
11.8896391502111 |
0 |
| LGMAX |
20.395378552167 |
6.47397554260015 |
8.997214200423 |
10.2256896816289 |
11.1769631601161 |
9.72072467914252 |
| CVLOX |
27.6638938708593 |
7.86307557863808 |
13.1903344105257 |
9.88370544443885 |
9.94158012490517 |
9.14444113018321 |
| LFRAX |
-162.864078330977 |
3.60309729957082 |
3.03635959172352 |
10.1803299821176 |
14.3494302452255 |
0 |
| VEIPX |
26.1816061849936 |
11.8174729659487 |
13.5534217760313 |
12.6148494535629 |
14.4674106333988 |
10.7305355636277 |
| SWDSX |
23.7064548516303 |
8.77078211607672 |
9.51583389835155 |
7.79653294398525 |
10.0523985369527 |
7.95277888581784 |
| PRFDX |
19.1918154546245 |
8.55542493827936 |
10.9890240515537 |
9.66418301311871 |
10.7315226960769 |
7.82415193419537 |
| MDDVX |
17.5304370054143 |
4.03405173730008 |
8.50946124993323 |
9.83777755740859 |
11.243959366221 |
9.37556884098601 |
| LCEIX |
21.7364523738919 |
10.0983505374786 |
10.8993181022208 |
10.5567363989536 |
12.4178818022334 |
9.47524420889123 |
| LBSAX |
21.5180191366684 |
11.6090881476605 |
13.4781198612514 |
13.1738760497676 |
14.2099929595402 |
11.2874909931618 |
| FSDIX |
17.8554952050451 |
7.7955924281401 |
11.3621719392885 |
11.1967158775965 |
13.5291892156527 |
8.83108689418116 |
| FEQTX |
18.2533751262339 |
10.5408209220349 |
11.9486088183736 |
10.1737087758749 |
10.7908490891741 |
7.15159121156263 |
| VMNFX |
-11.3313560606784 |
-82.0467902757033 |
-170.034801308673 |
-60.4647490073712 |
-134.10474595061 |
-776.600787253209 |
| GABCX |
50.5660844130051 |
27.2657350399114 |
21.9132380099732 |
18.8304268847107 |
18.7014764559119 |
20.8408409948877 |
| CVSIX |
81.6131986758205 |
12.0381146339877 |
16.1305827304782 |
17.0857752920342 |
15.5048656158094 |
11.4814733899632 |
| MFADX |
21.1925916724908 |
15.8213095163882 |
17.221153963711 |
8.94954827604549 |
9.44936811824696 |
0 |
| DHLSX |
32.0029601724641 |
8.04719893616463 |
11.2816850665895 |
9.4738447368272 |
9.97579967089271 |
9.63119804796674 |
| BPLSX |
24.0867954179756 |
21.4565490906811 |
23.0834400717836 |
13.9932957775723 |
14.9183607492567 |
15.0961274375735 |
| BLSAX |
34.5655141196243 |
-3.62551102227559 |
1.88719263201847 |
1.09009323082185 |
0 |
0 |
| ARBNX |
34.6141623938915 |
29.9137626103403 |
23.044342380605 |
26.3801857918573 |
24.9869420473701 |
28.7151486756393 |
| ADANX |
74.9467805026555 |
14.6768207624084 |
31.1759704060399 |
29.5747406236624 |
25.0494895415894 |
0 |
| PYTRX |
7.33931750577672 |
5.21744724962949 |
0.67828149812183 |
8.70513326754232 |
10.1246750048093 |
0 |
| PARYX |
28.5538904571244 |
-3.90465932803365 |
1.04776108723633 |
14.7821917413375 |
14.7628613005117 |
0 |
| JHAIX |
9.69692806554866 |
5.98020861204348 |
12.5185345723678 |
7.9294575401049 |
0 |
0 |
| GARTX |
25.5794743134896 |
11.5273536078909 |
10.4228098463327 |
9.54447747714365 |
8.31250609348138 |
0 |
| GAFYX |
28.0974049987573 |
20.4399278797874 |
8.02323154474277 |
4.17432149326825 |
8.33586146016163 |
0 |
| EIGMX |
99.6637704887692 |
64.8061359101146 |
22.6866588039763 |
24.6639165258942 |
24.1131161320318 |
39.3424097647709 |
| DVRAX |
45.3542968559344 |
18.454845895081 |
14.3708593440665 |
10.7426029364783 |
15.2483443077726 |
0 |
| MYITX |
30.1813784818327 |
3.85675603850351 |
4.41665940473092 |
2.73414294575392 |
5.05441303666246 |
0 |
| VGLSX |
22.1538982938623 |
7.61064069594197 |
7.98475720411508 |
5.60634847495257 |
8.11613534126427 |
0 |
| TIBIX |
64.7163500275583 |
14.8183832953487 |
13.0811411233196 |
10.5120484754435 |
12.0722269344542 |
11.200386291943 |
| PAUIX |
6.67677484972334 |
-4.16987801854985 |
3.39215663547168 |
3.52606518126866 |
5.64896338905172 |
8.15397545951072 |
| MFWIX |
12.7648183303074 |
3.36940872991946 |
7.33866192166294 |
8.4626276668317 |
10.3907688030061 |
9.90025198768084 |
| MALOX |
17.8723619338611 |
3.72829515995027 |
8.99491134254704 |
8.52015888809291 |
9.27804377418374 |
10.0964171449214 |
| LSWWX |
20.6323401530881 |
6.74981936646119 |
9.32138736952717 |
10.5578677085387 |
11.6475002439451 |
10.1474206387204 |
| LCORX |
12.4545087112906 |
12.0363742385909 |
15.2358852465827 |
12.6241474488018 |
11.7237859476859 |
10.4621022141495 |
| IVAEX |
28.2508332932907 |
11.0678955997086 |
12.1481791764901 |
5.79454787429211 |
6.74014325767254 |
10.0147499192017 |
| GMWAX |
15.9862298643202 |
5.18544021145132 |
7.76233465742118 |
6.92008605938295 |
8.87583504575762 |
9.14588643079232 |
| GLBIX |
8.16009601396304 |
4.34909866649866 |
9.6329321619589 |
6.82269920394368 |
8.80939446882425 |
0 |
| GBMFX |
25.5816428916718 |
12.0836998975852 |
9.54054882262501 |
7.02434701483473 |
10.1520027038075 |
13.5242058646688 |
| DSHGX |
25.8555628464823 |
11.0695998218253 |
13.0639744525114 |
10.4365280812746 |
0 |
0 |
| BPGLX |
18.3712969033981 |
2.51061246878376 |
6.94463950645349 |
7.06232203549246 |
8.08715816282654 |
5.90145190859214 |
| SFHYX |
13.1792074508391 |
-2.65778071105788 |
28.0015909573413 |
21.7079438618444 |
22.6556538633786 |
21.3139928160699 |
| PMSAX |
33.8303068260328 |
14.8242600875578 |
13.8210643211337 |
10.472570368063 |
0 |
0 |
| AVGRX |
41.5556769200703 |
5.83055666963696 |
8.54745483933479 |
6.36086961358883 |
10.0748701339197 |
0 |
| AOR |
19.4662623461459 |
6.02130107853322 |
9.51240805477755 |
9.83888573359846 |
11.5433343077995 |
0 |
| AOM |
17.4524625095513 |
4.17575423883958 |
7.94856566749925 |
9.62584303832872 |
11.7077101744305 |
0 |
| AOK |
15.53016928235 |
2.81889367245492 |
6.3971935493887 |
9.22863345331285 |
12.1159534358837 |
0 |
| AOA |
20.6901563383611 |
7.20184620688987 |
10.3995639360413 |
9.86924328474084 |
11.0198091924533 |
0 |
| FV |
15.8616012321804 |
9.07020904624349 |
13.4269607145373 |
10.0328404287905 |
0 |
0 |
| PGX |
5.3029984672631 |
-2.50200599705369 |
-0.293420325331713 |
6.52338042070841 |
12.7714080221989 |
0 |
| PFF |
9.71373066116466 |
0.280363643297575 |
2.76531675602827 |
6.37621891780879 |
10.6635070340369 |
0 |
| MDIV |
24.3635839347714 |
7.97681443496934 |
4.20947167484604 |
4.03793922883773 |
0 |
0 |
| IYLD |
20.8240443640895 |
-0.613586891244626 |
-0.793920065176195 |
3.42222615766306 |
0 |
0 |
| INKM |
15.1932027405113 |
2.17936956312761 |
4.04558260341881 |
5.97680513032495 |
0 |
0 |
| CWB |
18.9358654505556 |
4.65055783295376 |
11.3806629121494 |
11.7937227482203 |
12.3777016658783 |
0 |
| CVY |
14.4884269491287 |
6.89363414276182 |
6.84173191436149 |
5.53553132494907 |
7.32738607918655 |
0 |
| BKLN |
103.170038781415 |
24.3180990195478 |
16.1256961185455 |
14.2618419534129 |
0 |
0 |
| BRK.A |
17.4643164154572 |
15.2005661897346 |
17.5760852091942 |
13.9735661782189 |
16.1836819749729 |
14.8475755736696 |
| SDY |
13.1643327747879 |
7.50998221203131 |
10.0853747235341 |
10.9329072737724 |
13.066900343141 |
0 |
| PID |
11.5043626847744 |
4.31938718011691 |
6.12297029853632 |
4.65873238237962 |
5.85246260357321 |
0 |
| IDV |
18.515771214681 |
2.88515571093985 |
3.6028158917727 |
4.31758341102388 |
5.19355587686955 |
0 |
| HDV |
21.796774422793 |
10.2869456081197 |
9.7617516268702 |
10.0815800216175 |
0 |
0 |
| DWX |
9.99042815884385 |
1.16025059243577 |
2.20064856685712 |
3.46962901914963 |
2.54250977650714 |
0 |
| DVY |
22.848156324946 |
7.74937902235684 |
10.1736932635553 |
10.5408395151448 |
14.0152328694456 |
8.96175369091376 |
| DLS |
11.7913303411883 |
1.32662691931318 |
2.93968960471731 |
5.43540396663098 |
6.51894947634794 |
0 |
| DLN |
23.1497727099121 |
11.7465279307909 |
13.009414919821 |
12.2192302147839 |
14.111810099466 |
0 |
| DGS |
8.17093422530336 |
2.03305896689882 |
7.65962913820208 |
5.92066215202407 |
5.11082876900147 |
0 |
| DEM |
19.5462039084487 |
4.63879530057426 |
7.31172188810271 |
6.23264276926878 |
4.03616291250149 |
0 |
| BTAL |
-3.32319583814061 |
-3.69047506349187 |
6.22672940558143 |
1.35180612116263 |
0 |
0 |
| MNA |
43.587420611907 |
21.5585096872992 |
2.69876166754346 |
14.5508960635907 |
12.3367416350296 |
0 |
| RLY |
18.7708884102275 |
6.45821436230021 |
11.5556191085465 |
5.90919801015021 |
0 |
0 |
| CSM |
22.2505239563911 |
9.28081103611411 |
12.7633351566569 |
11.5664028557421 |
12.7017476539813 |
0 |
| QAI |
24.0524771412197 |
9.66534568899524 |
8.31531468443552 |
6.98847805758783 |
7.68803868579255 |
0 |
| PWC |
16.548449921627 |
9.89962132230326 |
9.10604668641362 |
8.27281260195423 |
10.1576321999004 |
7.5450771511081 |
| PDP |
17.4619526366515 |
9.89867063413819 |
10.2769698239261 |
10.1091285998294 |
12.6706605147208 |
0 |
| HDG |
25.4492926079476 |
6.93823114505191 |
7.49272064678937 |
6.64988659454717 |
0 |
0 |
| PRPFX |
51.4709069315516 |
20.7569101648595 |
19.7341299600149 |
14.4085841623355 |
13.9244368465601 |
14.9793368518478 |
| RSP |
16.001361569615 |
6.64989842728553 |
10.7343449655312 |
9.84468467797027 |
11.6218911001211 |
8.59574645319817 |
Compare: Risk & Volatility
for period ending January 31, 2025
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| PARYX |
0.8% |
5.0% |
6.9% |
6.9% |
6.9% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
16.0% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
21.3% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
20.2% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
12.7% |
17.3% |
17.3% |
17.3% |
17.3% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| JMNAX |
0.2% |
4.4% |
5.7% |
7.3% |
9.1% |
9.3% |
| VYM |
4.6% |
14.1% |
14.1% |
24% |
24% |
0% |
| WFAIX |
3.9% |
15.6% |
20.3% |
20.3% |
20.3% |
43.4% |
| FPACX |
2% |
14.2% |
17.4% |
20.5% |
20.5% |
28.8% |
| VGSTX |
3.4% |
17.9% |
23.9% |
23.9% |
23.9% |
35.6% |
| VWELX |
2.8% |
14.8% |
20.2% |
20.2% |
20.2% |
32.5% |
| VASGX |
3.3% |
18.8% |
23.4% |
23.4% |
23.4% |
47.6% |
| VWINX |
2.9% |
12.3% |
14.8% |
14.8% |
14.8% |
18.8% |
| VLAAX |
5.4% |
14.2% |
20.6% |
20.6% |
20.6% |
39.9% |
| VBIAX |
3.6% |
16.1% |
20.8% |
20.8% |
20.8% |
32.5% |
| SWOBX |
3.4% |
16.7% |
22.6% |
22.6% |
22.6% |
32.5% |
| JANBX |
3.6% |
16.3% |
21.6% |
21.6% |
21.6% |
21.6% |
| FPURX |
3.7% |
17.5% |
21.9% |
21.9% |
21.9% |
37.9% |
| FBALX |
3.2% |
18.1% |
22.1% |
22.1% |
22.1% |
40.5% |
| DODBX |
3.9% |
14.5% |
15.6% |
21% |
21% |
46.5% |
| COTZX |
2.8% |
13.2% |
16.8% |
16.8% |
16.8% |
42.4% |
| BETFX |
3% |
15.8% |
19.1% |
19.1% |
19.1% |
0% |
| XCOR |
4.4% |
20.7% |
26.3% |
26.3% |
26.3% |
54.1% |
| NAVFX |
4.4% |
18.8% |
22.3% |
22.3% |
0% |
0% |
| SMIFX |
5.6% |
11.8% |
16.2% |
25.4% |
25.4% |
0% |
| VWLTX |
2.1% |
13.9% |
17% |
17% |
17% |
17% |
| PRINX |
1.7% |
13.4% |
16.5% |
16.5% |
16.5% |
16.5% |
| MDNLX |
1.6% |
13.6% |
16.4% |
16.4% |
16.4% |
16.4% |
| FLAAX |
1.6% |
17.9% |
22.1% |
22.1% |
22.1% |
22.1% |
| FHIGX |
2% |
12.6% |
16.1% |
16.1% |
16.1% |
16.1% |
| VWIAX |
3% |
12.2% |
14.7% |
14.7% |
14.7% |
18.7% |
| VTINX |
2.2% |
12.6% |
15.9% |
15.9% |
15.9% |
17% |
| VASIX |
2.3% |
12.9% |
16.7% |
16.7% |
16.7% |
16.7% |
| TRRIX |
2.2% |
13.5% |
17.7% |
17.7% |
17.7% |
25.1% |
| PRSNX |
2.1% |
15.7% |
18.9% |
18.9% |
18.9% |
0% |
| PPSIX |
1.3% |
9.4% |
13.9% |
13.9% |
13.9% |
42.5% |
| PONPX |
2.3% |
10.2% |
13.3% |
13.3% |
13.3% |
0% |
| NPSRX |
1.4% |
14.9% |
18.6% |
18.6% |
18.6% |
0% |
| KIFYX |
4.2% |
17.7% |
28.6% |
31.6% |
31.6% |
64.1% |
| GSZAX |
1.6% |
5.2% |
8.4% |
8.4% |
0% |
0% |
| FCVSX |
4.8% |
16.6% |
21% |
21% |
21% |
54.5% |
| CNSDX |
3.9% |
13.6% |
20.2% |
20.2% |
20.2% |
36.3% |
| CCVIX |
4.4% |
17.2% |
24.6% |
24.6% |
24.6% |
31.6% |
| BASIX |
1.8% |
7.6% |
10.3% |
10.3% |
10.3% |
0% |
| ARTOX |
2.8% |
13.7% |
17.7% |
17.7% |
17.7% |
24.7% |
| TIBAX |
1.9% |
16.2% |
19.2% |
26% |
26% |
44.4% |
| NBHAX |
5.8% |
16.4% |
16.4% |
22.1% |
22.1% |
0% |
| LGMAX |
4% |
21.2% |
29.5% |
29.5% |
29.5% |
45.1% |
| CVLOX |
2.8% |
21.5% |
27.6% |
27.6% |
27.6% |
42.8% |
| LFRAX |
0.4% |
5.6% |
14.3% |
16% |
16% |
0% |
| VEIPX |
4.7% |
13.3% |
13.4% |
23.1% |
23.1% |
48.9% |
| SWDSX |
4.9% |
15.9% |
18.2% |
28.4% |
28.4% |
45.4% |
| PRFDX |
6.4% |
16.5% |
17.7% |
28.4% |
28.4% |
53.2% |
| MDDVX |
6.3% |
22.4% |
22.4% |
24.4% |
24.4% |
46.2% |
| LCEIX |
5.3% |
14.4% |
14.4% |
24.3% |
24.3% |
45.3% |
| LBSAX |
4.8% |
14.7% |
17% |
19.5% |
19.5% |
43.4% |
| FSDIX |
5.3% |
15.2% |
17.2% |
17.2% |
17.2% |
54.8% |
| FEQTX |
6.2% |
15% |
16.6% |
26.8% |
26.8% |
56.1% |
| VMNFX |
3.1% |
3.2% |
8.9% |
24.4% |
24.4% |
24.4% |
| GABCX |
1.4% |
3.2% |
4.5% |
5.8% |
5.8% |
6.5% |
| CVSIX |
0.1% |
6.1% |
7.4% |
7.4% |
7.4% |
18.3% |
| MFADX |
3.5% |
11.6% |
11.6% |
23.6% |
26% |
0% |
| DHLSX |
2% |
13.8% |
15.6% |
23.4% |
23.4% |
36.6% |
| BPLSX |
4.6% |
11.5% |
11.5% |
27.4% |
27.4% |
34.3% |
| BLSAX |
6% |
26.4% |
38.9% |
38.9% |
0% |
0% |
| ARBNX |
1.8% |
2.7% |
4.8% |
4.8% |
4.8% |
6.3% |
| ADANX |
1.2% |
3.7% |
8.1% |
8.1% |
12.8% |
0% |
| PYTRX |
2.9% |
6.3% |
10.3% |
10.3% |
10.3% |
0% |
| PARYX |
0.8% |
5% |
6.9% |
6.9% |
6.9% |
0% |
| JHAIX |
3.8% |
8% |
10.3% |
10.3% |
0% |
0% |
| GARTX |
1.5% |
8.2% |
10.1% |
10.1% |
10.1% |
0% |
| GAFYX |
1.5% |
6.2% |
6.2% |
18.1% |
18.1% |
0% |
| EIGMX |
0.7% |
5% |
6.7% |
7.1% |
7.1% |
7.1% |
| DVRAX |
0.7% |
6% |
9.8% |
9.8% |
9.8% |
0% |
| MYITX |
5.6% |
23.9% |
29.7% |
35.7% |
35.7% |
0% |
| VGLSX |
3.2% |
16.4% |
22.4% |
22.4% |
22.4% |
0% |
| TIBIX |
1.9% |
16.1% |
19.2% |
25.9% |
25.9% |
44.1% |
| PAUIX |
4% |
19% |
21.1% |
21.1% |
21.1% |
21.1% |
| MFWIX |
4.5% |
15.8% |
19.2% |
19.2% |
19.2% |
29% |
| MALOX |
3.7% |
20% |
25.5% |
25.5% |
25.5% |
29.4% |
| LSWWX |
3.9% |
21.1% |
29.4% |
29.4% |
29.4% |
44.8% |
| LCORX |
5% |
9.4% |
12.9% |
12.9% |
15.4% |
36.5% |
| IVAEX |
2.8% |
16.2% |
20.7% |
25.5% |
25.5% |
29.2% |
| GMWAX |
3.7% |
16.6% |
21.9% |
21.9% |
21.9% |
29.4% |
| GLBIX |
4.6% |
12% |
14.5% |
19.8% |
19.8% |
0% |
| GBMFX |
3.3% |
9.5% |
13.4% |
16.1% |
16.1% |
18.5% |
| DSHGX |
3.1% |
17.9% |
21.1% |
25.8% |
0% |
0% |
| BPGLX |
3.1% |
16.3% |
21% |
21% |
21% |
48.7% |
| SFHYX |
2.7% |
11.7% |
13.4% |
13.4% |
13.4% |
16.8% |
| PMSAX |
0.9% |
6% |
7.7% |
9.5% |
0% |
0% |
| AVGRX |
1.2% |
12.9% |
16.7% |
16.7% |
16.7% |
0% |
| AOR |
3% |
16.3% |
20.8% |
20.8% |
20.8% |
0% |
| AOM |
2.7% |
14.6% |
18.7% |
18.7% |
18.7% |
0% |
| AOK |
2.6% |
13.7% |
17.6% |
17.6% |
17.6% |
0% |
| AOA |
3.3% |
18.7% |
23% |
23% |
23% |
0% |
| FV |
6% |
15.1% |
15.7% |
20.1% |
0% |
0% |
| PGX |
5.2% |
16.9% |
23.5% |
23.5% |
23.5% |
0% |
| PFF |
3.6% |
13.6% |
19.7% |
19.7% |
19.7% |
0% |
| MDIV |
4% |
11.5% |
28.9% |
36.4% |
0% |
0% |
| IYLD |
3.9% |
17.5% |
21.7% |
21.7% |
0% |
0% |
| INKM |
3.3% |
15.3% |
17.8% |
19.2% |
0% |
0% |
| CWB |
4.3% |
17.1% |
26.5% |
26.5% |
26.5% |
0% |
| CVY |
6.7% |
16.1% |
29.1% |
39.9% |
39.9% |
0% |
| BKLN |
0% |
6.1% |
6.7% |
9.3% |
0% |
0% |
| BRK.A |
6% |
23.2% |
23.2% |
23.2% |
23.2% |
44.5% |
| SDY |
7.6% |
10.8% |
15.3% |
25.1% |
25.1% |
0% |
| PID |
7% |
20.6% |
24.6% |
32.9% |
32.9% |
0% |
| IDV |
8.2% |
25.7% |
25.8% |
30.2% |
30.2% |
0% |
| HDV |
6.5% |
14.5% |
14.5% |
26.1% |
0% |
0% |
| DWX |
8.3% |
23.1% |
24.1% |
28% |
33.7% |
0% |
| DVY |
7.5% |
16% |
19.1% |
29.5% |
29.5% |
57.5% |
| DLS |
7.7% |
22.8% |
29.8% |
35.4% |
35.4% |
0% |
| DLN |
5% |
14.7% |
14.8% |
23% |
23% |
0% |
| DGS |
9.2% |
22.7% |
23.7% |
35.8% |
35.8% |
0% |
| DEM |
7.5% |
21.9% |
23.4% |
32.9% |
41.9% |
0% |
| BTAL |
7% |
17.3% |
35.4% |
35.4% |
0% |
0% |
| MNA |
1.8% |
3.1% |
8.6% |
9.5% |
9.5% |
0% |
| RLY |
4.6% |
16% |
16% |
24.9% |
0% |
0% |
| CSM |
5% |
21% |
23.5% |
23.5% |
23.5% |
0% |
| QAI |
1.6% |
10.3% |
13.8% |
13.8% |
13.8% |
0% |
| PWC |
7.4% |
17.7% |
24.5% |
29.5% |
29.5% |
48.4% |
| PDP |
7.7% |
16.5% |
30.7% |
30.7% |
30.7% |
0% |
| HDG |
1.1% |
9.8% |
14.1% |
14.1% |
0% |
0% |
| PRPFX |
4.3% |
13.7% |
13.7% |
13.7% |
13.7% |
19.1% |
| RSP |
6.3% |
18.5% |
20.7% |
26.7% |
26.7% |
55.6% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| PARYX |
1.8% |
2.5% |
3.0% |
2.3% |
2.0% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
9.3% |
13.6% |
14.1% |
11.3% |
10.5% |
10.7% |
| Global Equities (ACWI) |
11.2% |
17.8% |
19.4% |
16.3% |
16.3% |
|
| U.S. Equities (SPY) |
12.8% |
19.0% |
21.0% |
17.4% |
16.6% |
16.6% |
| U.S. Bonds (BND) |
5.7% |
7.5% |
6.4% |
5.1% |
4.6% |
4.6% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| JMNAX |
3.2% |
4.1% |
4.5% |
4.4% |
4.1% |
4% |
| VYM |
13.3% |
17% |
19% |
15.8% |
15% |
0% |
| WFAIX |
9.5% |
13.4% |
13.4% |
10.8% |
10.6% |
11.6% |
| FPACX |
7.1% |
12.7% |
16.1% |
13.2% |
12% |
11.9% |
| VGSTX |
8.7% |
14.4% |
15% |
12.1% |
11.5% |
11.7% |
| VWELX |
7.9% |
12.8% |
13.7% |
11.1% |
10.6% |
10.8% |
| VASGX |
9.2% |
15.2% |
16.4% |
13.5% |
13.1% |
13.9% |
| VWINX |
7.4% |
10.1% |
9.8% |
7.8% |
7% |
7.2% |
| VLAAX |
11.9% |
15.2% |
15.1% |
12.3% |
11.8% |
12.3% |
| VBIAX |
9.2% |
13.6% |
14% |
11.2% |
10.5% |
10.6% |
| SWOBX |
8.2% |
12.7% |
13.4% |
11.1% |
10.5% |
10.5% |
| JANBX |
8.9% |
12.8% |
13.5% |
11.1% |
10.6% |
10.4% |
| FPURX |
10.2% |
14% |
14.8% |
12.3% |
11.6% |
11.7% |
| FBALX |
8.8% |
14.4% |
15.9% |
12.9% |
11.9% |
12.5% |
| DODBX |
9.5% |
13.2% |
16.3% |
13.4% |
13.1% |
13.7% |
| COTZX |
7.6% |
9.9% |
9.9% |
7.4% |
8.2% |
10.4% |
| BETFX |
7.9% |
12.6% |
13.2% |
10.6% |
10.1% |
0% |
| XCOR |
14.8% |
17.1% |
19.3% |
16.6% |
16.3% |
17% |
| NAVFX |
13.8% |
18% |
19.1% |
16.1% |
0% |
0% |
| SMIFX |
15.3% |
12.5% |
17.8% |
15.3% |
15.6% |
0% |
| VWLTX |
3.9% |
8.5% |
7.5% |
6% |
5.6% |
5.6% |
| PRINX |
3.5% |
7.7% |
7.3% |
5.7% |
5.5% |
5.5% |
| MDNLX |
2.9% |
7.2% |
6.7% |
5.2% |
5.1% |
5.1% |
| FLAAX |
3.6% |
8.6% |
8.2% |
6.5% |
6.3% |
6.5% |
| FHIGX |
3.6% |
7.7% |
7.2% |
5.8% |
5.4% |
5.3% |
| VWIAX |
7.4% |
10.1% |
9.8% |
7.8% |
7% |
7.2% |
| VTINX |
5.4% |
8.4% |
8.1% |
6.4% |
5.8% |
6.1% |
| VASIX |
5.5% |
8.5% |
7.5% |
5.8% |
5.2% |
5.4% |
| TRRIX |
5.5% |
8.6% |
9.6% |
7.7% |
7.5% |
7.8% |
| PRSNX |
3.1% |
6.3% |
7.4% |
5.8% |
5.4% |
0% |
| PPSIX |
3.3% |
8.1% |
9.5% |
7.3% |
7% |
11% |
| PONPX |
4.4% |
6.4% |
6.7% |
5.2% |
5.1% |
0% |
| NPSRX |
3% |
8.6% |
10.7% |
8.3% |
8.1% |
0% |
| KIFYX |
8.4% |
12.7% |
19.2% |
14.6% |
13% |
17.7% |
| GSZAX |
3.5% |
4.4% |
6.2% |
4.8% |
0% |
0% |
| FCVSX |
12.9% |
13.4% |
17% |
13.9% |
13.8% |
16.7% |
| CNSDX |
10.3% |
11.9% |
15.7% |
12.7% |
12% |
12.6% |
| CCVIX |
10.5% |
12.9% |
17.3% |
13.7% |
12.5% |
12.6% |
| BASIX |
3.6% |
4.3% |
5.1% |
3.9% |
3.7% |
0% |
| ARTOX |
6.7% |
10.1% |
10.4% |
8.4% |
8% |
8.1% |
| TIBAX |
9.2% |
13.5% |
17.7% |
14% |
13% |
13.7% |
| NBHAX |
13.8% |
15.7% |
17.4% |
14% |
12.9% |
0% |
| LGMAX |
10.7% |
17.8% |
17.5% |
14.1% |
14% |
15% |
| CVLOX |
12% |
15.8% |
18.5% |
14.7% |
13.3% |
14% |
| LFRAX |
1.2% |
3.6% |
7.7% |
5.9% |
5.3% |
0% |
| VEIPX |
12.9% |
16.6% |
18.8% |
15.6% |
14.8% |
15.1% |
| SWDSX |
12.8% |
15.9% |
19.5% |
16.6% |
16% |
15.5% |
| PRFDX |
14.1% |
17.9% |
21.5% |
17.7% |
16.9% |
17.1% |
| MDDVX |
12.8% |
15.6% |
19% |
16.1% |
15.2% |
15.3% |
| LCEIX |
13.4% |
16.1% |
18.2% |
14.4% |
14.1% |
14.7% |
| LBSAX |
11.9% |
15.7% |
17.8% |
15% |
14.3% |
14.3% |
| FSDIX |
11.4% |
13.2% |
15.2% |
12.4% |
12.2% |
14.4% |
| FEQTX |
13.8% |
16.5% |
20.2% |
16.6% |
16.5% |
17% |
| VMNFX |
5% |
6.9% |
8% |
6.8% |
6% |
6% |
| GABCX |
3.7% |
3.9% |
4.2% |
3.2% |
3% |
3.3% |
| CVSIX |
1.2% |
4.7% |
4.4% |
3.7% |
4% |
4.8% |
| MFADX |
9.3% |
10.8% |
14% |
11.4% |
10.8% |
0% |
| DHLSX |
7.3% |
11.8% |
15.4% |
13.1% |
12.1% |
12.3% |
| BPLSX |
12.3% |
13.7% |
17.5% |
14% |
13.4% |
15.2% |
| BLSAX |
9.5% |
17.8% |
19.3% |
15.9% |
0% |
0% |
| ARBNX |
3.2% |
3.7% |
3.9% |
3.1% |
3% |
3.5% |
| ADANX |
2.4% |
3.2% |
8% |
6% |
5.1% |
0% |
| PYTRX |
5.7% |
5.9% |
6% |
4.7% |
4.2% |
0% |
| PARYX |
1.8% |
2.5% |
3% |
2.3% |
2% |
0% |
| JHAIX |
7.8% |
7.6% |
7.4% |
5.8% |
0% |
0% |
| GARTX |
5.2% |
6.7% |
7.4% |
6.1% |
5.7% |
0% |
| GAFYX |
6.3% |
6.1% |
6.4% |
6.5% |
7% |
0% |
| EIGMX |
2.7% |
4.1% |
4.9% |
3.9% |
3.5% |
3.4% |
| DVRAX |
3.5% |
5.7% |
6.1% |
5.3% |
5% |
0% |
| MYITX |
10.6% |
18% |
18.8% |
16% |
17.1% |
0% |
| VGLSX |
8.4% |
12.8% |
12.4% |
11.2% |
11.9% |
0% |
| TIBIX |
9.2% |
13.6% |
17.7% |
14% |
13% |
13.8% |
| PAUIX |
7.7% |
12% |
13.9% |
11.2% |
10.3% |
10.4% |
| MFWIX |
9.3% |
12.8% |
13% |
10.5% |
10.2% |
10.4% |
| MALOX |
8.9% |
11.7% |
13.2% |
10.7% |
10.4% |
10.8% |
| LSWWX |
10.8% |
17.9% |
17.5% |
14.2% |
14.1% |
15.1% |
| LCORX |
11.3% |
10.8% |
11.3% |
9.1% |
9.7% |
11.3% |
| IVAEX |
8.4% |
13.6% |
16.3% |
14.8% |
15.3% |
15.5% |
| GMWAX |
8.1% |
12.5% |
13% |
10.6% |
10% |
9.9% |
| GLBIX |
9.9% |
10.9% |
11.7% |
9.4% |
9.8% |
0% |
| GBMFX |
6.5% |
9.4% |
10.4% |
8.7% |
8.1% |
8.1% |
| DSHGX |
10.3% |
16.6% |
19.7% |
16.5% |
0% |
0% |
| BPGLX |
8.1% |
11.6% |
13.1% |
11.1% |
11.2% |
12.8% |
| SFHYX |
5.5% |
6.7% |
8.1% |
6.7% |
6.1% |
6.3% |
| PMSAX |
3.5% |
5.2% |
6.4% |
5% |
0% |
0% |
| AVGRX |
4.1% |
9.8% |
9.9% |
8.5% |
9.1% |
0% |
| AOR |
8.2% |
12.9% |
13.1% |
10.6% |
10.2% |
0% |
| AOM |
6.8% |
10.7% |
10.1% |
8.1% |
7.5% |
0% |
| AOK |
6.4% |
9.7% |
9% |
7.1% |
6.3% |
0% |
| AOA |
9.6% |
15.2% |
16.2% |
13.4% |
13.7% |
0% |
| FV |
16.1% |
24.6% |
25.5% |
21.1% |
0% |
0% |
| PGX |
8.5% |
15.8% |
14.2% |
10.9% |
9.7% |
0% |
| PFF |
7.7% |
13% |
13.5% |
10.2% |
9.6% |
0% |
| MDIV |
8.7% |
14.8% |
21% |
16% |
0% |
0% |
| IYLD |
5.7% |
11.2% |
13.6% |
10.7% |
0% |
0% |
| INKM |
8% |
11.8% |
13.5% |
10.6% |
0% |
0% |
| CWB |
11.3% |
13.4% |
18.4% |
14.9% |
13.7% |
0% |
| CVY |
15.5% |
20.5% |
26% |
20.4% |
18.3% |
0% |
| BKLN |
1.3% |
5.5% |
5.9% |
4.9% |
0% |
0% |
| BRK.A |
21.6% |
23.5% |
24.6% |
20% |
18.9% |
19.4% |
| SDY |
14.7% |
16.9% |
19.5% |
16.1% |
15.3% |
0% |
| PID |
12.9% |
17.8% |
22.2% |
18.5% |
17.5% |
0% |
| IDV |
13.3% |
19.4% |
21.9% |
18% |
18.7% |
0% |
| HDV |
12.5% |
15.9% |
18.9% |
15.6% |
0% |
0% |
| DWX |
12.2% |
15.3% |
16.6% |
15% |
16.7% |
0% |
| DVY |
17.8% |
18.8% |
22% |
17.3% |
16% |
16.6% |
| DLS |
12.1% |
17.2% |
20.1% |
17.3% |
17.5% |
0% |
| DLN |
13% |
16.4% |
19% |
15.9% |
14.9% |
0% |
| DGS |
8% |
16.2% |
19.5% |
18.1% |
18.9% |
0% |
| DEM |
8.3% |
17% |
19.1% |
18.6% |
18.8% |
0% |
| BTAL |
10.1% |
16.9% |
16.3% |
14.9% |
0% |
0% |
| MNA |
3.5% |
3.7% |
5.9% |
5% |
5.1% |
0% |
| RLY |
9.5% |
14.8% |
17.2% |
14% |
0% |
0% |
| CSM |
13.7% |
19.6% |
21.8% |
18.1% |
17.4% |
0% |
| QAI |
4.4% |
6.5% |
6.5% |
5.4% |
5.2% |
0% |
| PWC |
16.6% |
20.8% |
22.3% |
18.4% |
18.3% |
17.7% |
| PDP |
24.4% |
23.6% |
24.5% |
19.8% |
18.9% |
0% |
| HDG |
4% |
6.3% |
7.3% |
6.1% |
0% |
0% |
| PRPFX |
9.9% |
11.6% |
13.2% |
10.6% |
10.3% |
10.6% |
| RSP |
15.3% |
19.7% |
23% |
18.8% |
18.3% |
19.1% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| PARYX |
1.1% |
1.8% |
2.3% |
1.7% |
1.5% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
5.3% |
9.0% |
9.0% |
7.2% |
6.5% |
7.0% |
| Global Equities (ACWI) |
5.9% |
11.6% |
12.6% |
10.5% |
10.5% |
|
| U.S. Equities (SPY) |
6.0% |
12.1% |
13.1% |
10.8% |
10.1% |
11.0% |
| U.S. Bonds (BND) |
4.2% |
5.4% |
4.5% |
3.5% |
3.0% |
2.8% |
| Ranking: Peer Group* |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
Rank: Group |
| Ranking: All Recipes |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
Rank: All |
| JMNAX |
0.2% |
2.3% |
2.7% |
2.8% |
2.7% |
2.6% |
| VYM |
7.1% |
10.2% |
11.9% |
9.9% |
9.1% |
0% |
| WFAIX |
5.4% |
8.8% |
8.4% |
6.7% |
6.3% |
7.8% |
| FPACX |
2.8% |
7.9% |
10.8% |
8.7% |
7.7% |
7.9% |
| VGSTX |
5.2% |
9.6% |
9.6% |
7.8% |
7.1% |
7.7% |
| VWELX |
4% |
8.5% |
9% |
7.2% |
6.6% |
7.1% |
| VASGX |
5% |
10% |
10.7% |
8.8% |
8.3% |
9.5% |
| VWINX |
4.4% |
6.8% |
6.4% |
4.9% |
4.3% |
4.6% |
| VLAAX |
8% |
10.1% |
10% |
8% |
7.3% |
8.2% |
| VBIAX |
5.2% |
9% |
9% |
7.1% |
6.4% |
6.9% |
| SWOBX |
4.5% |
8.7% |
8.8% |
7.3% |
6.7% |
7.1% |
| JANBX |
4.8% |
8.7% |
8.9% |
7.1% |
6.6% |
6.6% |
| FPURX |
5% |
9.2% |
9.3% |
7.7% |
7.1% |
7.7% |
| FBALX |
4.6% |
9.6% |
10.1% |
8.2% |
7.4% |
8.3% |
| DODBX |
5.3% |
8.5% |
10.6% |
8.7% |
8.3% |
9.3% |
| COTZX |
4.2% |
6.4% |
5.4% |
3.9% |
4.4% |
6.9% |
| BETFX |
4.6% |
8.4% |
8.8% |
7% |
6.5% |
0% |
| XCOR |
5.9% |
11.2% |
12.2% |
10.7% |
10.4% |
11.6% |
| NAVFX |
6.6% |
10.9% |
12.5% |
10.7% |
0% |
0% |
| SMIFX |
8.6% |
8% |
11.6% |
10.3% |
10.2% |
0% |
| VWLTX |
3% |
5.7% |
5.2% |
4.1% |
3.7% |
3.7% |
| PRINX |
2.5% |
5.2% |
5.2% |
4% |
3.7% |
3.7% |
| MDNLX |
2.3% |
5.3% |
5% |
3.8% |
3.5% |
3.5% |
| FLAAX |
2.5% |
6.5% |
6.3% |
4.9% |
4.5% |
4.6% |
| FHIGX |
2.8% |
5.2% |
5.1% |
4% |
3.6% |
3.6% |
| VWIAX |
4.4% |
6.8% |
6.4% |
4.9% |
4.3% |
4.6% |
| VTINX |
3.3% |
5.8% |
5.5% |
4.2% |
3.7% |
4.1% |
| VASIX |
3.5% |
5.8% |
5.1% |
3.8% |
3.3% |
3.6% |
| TRRIX |
3.4% |
6.4% |
6.8% |
5.3% |
4.9% |
5.3% |
| PRSNX |
2.5% |
5% |
5.8% |
4.3% |
3.9% |
0% |
| PPSIX |
1.5% |
5.6% |
7.2% |
5.3% |
4.8% |
7.7% |
| PONPX |
3.3% |
4.9% |
5.3% |
3.9% |
3.4% |
0% |
| NPSRX |
1.8% |
6.7% |
8.6% |
6.4% |
5.8% |
0% |
| KIFYX |
4.7% |
8.4% |
15.1% |
11.2% |
9.6% |
13% |
| GSZAX |
2.1% |
2.6% |
4.4% |
3.4% |
0% |
0% |
| FCVSX |
6.8% |
9.1% |
9.8% |
8.3% |
8.2% |
11.5% |
| CNSDX |
5.9% |
8.1% |
9.4% |
7.7% |
7.2% |
8.4% |
| CCVIX |
6% |
9.1% |
10.4% |
8.4% |
7.6% |
8.3% |
| BASIX |
2.6% |
3.1% |
3.9% |
2.8% |
2.5% |
0% |
| ARTOX |
4% |
6.8% |
6.9% |
5.5% |
5% |
5.4% |
| TIBAX |
2.5% |
8.2% |
12.2% |
9.6% |
8.6% |
9.4% |
| NBHAX |
7.6% |
10.5% |
12.1% |
9.6% |
8.6% |
0% |
| LGMAX |
6.2% |
11.7% |
11.5% |
9.1% |
8.8% |
10.1% |
| CVLOX |
4.7% |
10.5% |
11.5% |
9.2% |
8.2% |
9.3% |
| LFRAX |
0.4% |
2.9% |
6.9% |
5.1% |
4.4% |
0% |
| VEIPX |
6.9% |
10.1% |
11.8% |
9.7% |
9.1% |
10.1% |
| SWDSX |
7.8% |
10.2% |
13.4% |
11.3% |
10.5% |
10.7% |
| PRFDX |
8.5% |
11.5% |
14.1% |
11.6% |
10.8% |
11.7% |
| MDDVX |
7.8% |
10.4% |
12.3% |
10.3% |
9.5% |
10.1% |
| LCEIX |
7.5% |
9.9% |
12% |
9.4% |
8.9% |
10% |
| LBSAX |
7% |
9.6% |
11% |
9.2% |
8.6% |
9.4% |
| FSDIX |
7.4% |
8.6% |
9.8% |
7.9% |
7.5% |
10% |
| FEQTX |
8.4% |
10.2% |
12.9% |
10.7% |
10.5% |
11.6% |
| VMNFX |
2.8% |
2.9% |
3.7% |
3.8% |
3.3% |
3.6% |
| GABCX |
1.5% |
1.8% |
2.6% |
1.9% |
1.8% |
2% |
| CVSIX |
0.1% |
3.5% |
3.1% |
2.5% |
2.5% |
3.4% |
| MFADX |
4.7% |
6.9% |
8.4% |
7.3% |
6.9% |
0% |
| DHLSX |
2.4% |
7.8% |
10.5% |
8.8% |
7.9% |
8.3% |
| BPLSX |
6.8% |
7.7% |
10% |
8.4% |
7.8% |
8.8% |
| BLSAX |
4.2% |
11.5% |
13.1% |
10.7% |
0% |
0% |
| ARBNX |
1.9% |
2.1% |
2.4% |
1.9% |
2% |
2.3% |
| ADANX |
1.2% |
2.2% |
4.6% |
3.5% |
3% |
0% |
| PYTRX |
4% |
3.5% |
4.5% |
3.4% |
3% |
0% |
| PARYX |
1.1% |
1.8% |
2.3% |
1.7% |
1.5% |
0% |
| JHAIX |
4.9% |
4.9% |
4.4% |
3.6% |
0% |
0% |
| GARTX |
2.4% |
4.1% |
5% |
4.1% |
3.8% |
0% |
| GAFYX |
2.6% |
3.5% |
4.4% |
4.8% |
5% |
0% |
| EIGMX |
0.8% |
2.5% |
3.6% |
2.7% |
2.4% |
2.2% |
| DVRAX |
0.8% |
3.2% |
4% |
3.5% |
3.2% |
0% |
| MYITX |
5.5% |
11.7% |
13.1% |
11.3% |
11.6% |
0% |
| VGLSX |
4.5% |
8.4% |
8.5% |
7.7% |
7.9% |
0% |
| TIBIX |
2.5% |
8.1% |
12.2% |
9.6% |
8.6% |
9.4% |
| PAUIX |
5.5% |
9.1% |
10.3% |
8% |
7.3% |
7.2% |
| MFWIX |
5.9% |
8.5% |
8.6% |
6.8% |
6.5% |
6.8% |
| MALOX |
5.4% |
8% |
8.5% |
6.8% |
6.6% |
7% |
| LSWWX |
6.2% |
11.6% |
11.5% |
9.1% |
8.8% |
10% |
| LCORX |
7.4% |
6.9% |
7.2% |
5.7% |
6.2% |
7.7% |
| IVAEX |
4.1% |
8.5% |
10.9% |
10.9% |
11% |
10.7% |
| GMWAX |
4.9% |
8% |
8.8% |
7% |
6.5% |
6.5% |
| GLBIX |
6.6% |
7.5% |
7.8% |
6.3% |
6.5% |
0% |
| GBMFX |
3.9% |
5.6% |
7.2% |
5.9% |
5.3% |
5.2% |
| DSHGX |
5% |
10.4% |
12.9% |
10.9% |
0% |
0% |
| BPGLX |
4.7% |
8.1% |
8.7% |
7.4% |
7.3% |
8.9% |
| SFHYX |
3.3% |
4.5% |
4.1% |
3.4% |
3% |
3.2% |
| PMSAX |
1.2% |
3.3% |
4.6% |
3.6% |
0% |
0% |
| AVGRX |
1.3% |
6.8% |
6.8% |
6% |
5.9% |
0% |
| AOR |
4.8% |
8.5% |
8.7% |
7% |
6.5% |
0% |
| AOM |
4.3% |
7.2% |
6.8% |
5.3% |
4.8% |
0% |
| AOK |
4.1% |
6.6% |
6.1% |
4.7% |
4% |
0% |
| AOA |
5.4% |
10% |
10.7% |
8.8% |
8.7% |
0% |
| FV |
8.7% |
14.9% |
14.9% |
13.3% |
0% |
0% |
| PGX |
5.8% |
9.9% |
9.2% |
6.9% |
6% |
0% |
| PFF |
5.3% |
8.4% |
9.2% |
6.8% |
6.1% |
0% |
| MDIV |
4.9% |
9.5% |
16.3% |
12.1% |
0% |
0% |
| IYLD |
3.2% |
7.7% |
10.7% |
8% |
0% |
0% |
| INKM |
5.1% |
8.1% |
10% |
7.7% |
0% |
0% |
| CWB |
6.5% |
9.1% |
11.2% |
9.1% |
8.4% |
0% |
| CVY |
9% |
13.3% |
18.8% |
14.5% |
12.7% |
0% |
| BKLN |
0% |
3.3% |
4.1% |
3.3% |
0% |
0% |
| BRK.A |
11.3% |
14% |
14.4% |
11.7% |
