for period ending October 31, 2024
Quick Links
Overview
How to Invest
How to Rebalance
Compare: Total Return
for period ending October 31, 2024
5-year graph
●
PGAIX
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate) | ||||||||
YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | ||
PGAIX | ||||||||
Peer Group* average | ||||||||
60% Equity / 40% Bonds | 12.4% | -1.4% | 26.3% | 3.7% | 8.7% | 8.2% | 9.4% | 7.8% |
Global Equities (ACWI) | 16.0% | -2.1% | 32.4% | 5.5% | 11.1% | 9.1% | 9.6% | |
U.S. Equities (SPY) | 20.8% | -0.9% | 37.8% | 9.0% | 15.2% | 12.9% | 14.1% | 10.5% |
U.S. Bonds (BND) | 2.0% | -2.5% | 10.4% | -2.3% | -0.3% | 1.5% | 2.3% | 3.0% |
Ranking: Peer Group* | Rank: Group | Rank: 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 | Rank: All | Rank: All |
GABCX | 7.79169934933237% | 0.900900900900892% | 11.4043732576021% | 4.42173953349314% | 4.19984197405991% | 3.2898710088233% | 3.39976650730656% | 3.87004917299449% |
VYM | 16.8784714052313% | -0.327613104524171% | 31.1800530129214% | 8.95067502093598% | 10.7783760038721% | 9.90669361726961% | 12.2899921489918% | 0% |
WFAIX | 15.7115389794964% | -0.463070155128487% | 30.2490225257377% | 4.78629285696845% | 9.41033185063542% | 8.45339296778651% | 10.6190789065111% | 8.13226126053279% |
FPACX | 13.4218548148167% | 0.780510879848628% | 21.9450668381956% | 5.5608665486766% | 9.96877538791023% | 7.78845494611087% | 8.88065556291904% | 8.24008156903135% |
VGSTX | 11.0215634880189% | -1.34680134680134% | 26.2896332745372% | 1.63875371924809% | 8.05161898288818% | 7.57019795011944% | 8.71461625055356% | 7.47552676963634% |
VWELX | 14.860157429341% | 0.0215889464594055% | 27.2654741864043% | 4.92864882663071% | 8.93654689265357% | 8.66878508330584% | 9.76230093921193% | 8.52289464230205% |
VASGX | 14.4832543557352% | -1.16574819838914% | 29.942322974956% | 4.35929169820075% | 9.28297274337167% | 8.14067844570534% | 9.41368813497523% | 7.53786424829332% |
VWINX | 7.2208033642863% | -1.47727272727272% | 18.1900323000094% | 1.75037470348141% | 4.53229275920792% | 5.41367891958757% | 6.99728743572889% | 6.46016188941756% |
VLAAX | 11.7622059329936% | -1.11378030137584% | 26.6669270071382% | 3.34524893582324% | 7.69869269629848% | 8.36475326146984% | 10.2484304695843% | 8.25682660882483% |
VBIAX | 14.7512093878159% | -0.280842527582748% | 29.0311890998115% | 4.36561280760959% | 9.14844546358189% | 8.3624656108708% | 9.66428951103002% | 7.95664725311191% |
SWOBX | 13.3364652314141% | -0.794100964265465% | 27.1563265359666% | 2.98972313938175% | 7.88020247507344% | 7.30151460407549% | 8.5867723454395% | 6.83703145009351% |
JANBX | 15.8666705216689% | -0.311591192355631% | 28.9513788285989% | 3.66148004965565% | 8.72866346962131% | 8.53673437539089% | 9.34910190203355% | 8.68448496288814% |
FPURX | 17.7653432681392% | -0.09906937821621% | 32.1492232936836% | 5.79596690559887% | 11.8451450470821% | 9.58446971199416% | 10.6432305698968% | 8.58210733465998% |
FBALX | 16.3047067550682% | 0.0324936108067719% | 30.1842890358473% | 5.12203329754035% | 11.7192484949269% | 9.61436002347087% | 10.6904645545099% | 8.90713342923797% |
DODBX | 11.8626733086089% | -0.466477636513318% | 23.8453092570758% | 5.96591496767707% | 9.80381563403512% | 8.12900234809271% | 9.97885733274704% | 7.70020978086579% |
COTZX | 7.27495528447997% | -1.5015015015015% | 18.9013308828151% | 1.49160922205283% | 7.98550331358623% | 6.30608136684756% | 8.11879132847779% | 6.69329564888193% |
BETFX | 11.3328734276511% | -1.03359173126615% | 23.8105720379719% | 3.07643665199822% | 6.3294036818718% | 5.59211340686845% | 6.6485828297288% | 0% |
XCOR | 22.4200490782469% | -0.268218467032821% | 41.0079039949552% | 1.76572171865417% | 8.98488673570266% | 8.37608254000661% | 9.71572327549988% | 0% |
NAVFX | 21.2460801854107% | 0.592768227622997% | 40.0644819862995% | 7.58514640064349% | 10.900798554854% | 9.16883507380337% | 0% | 0% |
SMIFX | 19.0803629645729% | -0.889328063241102% | 30.6029628217115% | 3.54784506133594% | 9.59031673845992% | 7.52380676551387% | 9.30753720504862% | 0% |
VWLTX | -1.63337484433376% | -1.89701897018971% | 8.42012792708704% | -2.99612192713682% | -0.311439229511346% | 1.86425700171058% | 3.08953037188362% | 3.21314520598364% |
PRINX | -0.530973451327432% | -1.65649520488231% | 8.4942084942085% | -2.78252926081717% | -0.338037565491145% | 1.641821168533% | 3.0829289298602% | 3.29464308902572% |
MDNLX | -1.46712347783169% | -1.5609756097561% | 4.68477307922359% | -3.38729229704899% | -0.963221801349623% | 1.07107651315903% | 2.72587323059783% | 2.92871097853216% |
FLAAX | -0.323895656566509% | -1.64888457807953% | 8.46861868052811% | -4.84731404243974% | -1.3740824744204% | 1.42942639979498% | 3.28323560189805% | 3.29781064358632% |
FHIGX | -1.29396533833174% | -1.76706827309236% | 7.59219135671696% | -2.82952786065257% | -0.365928915889768% | 1.68165177062536% | 2.98356892282947% | 3.17631664889939% |
VWIAX | 7.34807233385404% | -1.46989835809227% | 18.3600300757429% | 1.85894963582718% | 4.62472243314132% | 5.50763109494943% | 6.99203274983009% | 6.48338762909526% |
VTINX | 6.11444140256108% | -1.44613159797541% | 12.8711160388058% | 0.0150232111031823% | 3.24958455740529% | 3.88760365222767% | 4.97965722895941% | 4.69587735726265% |
VASIX | 4.75173430544322% | -1.76544766708701% | 14.5246106425112% | -0.521902493652915% | 1.9713137720657% | 3.18679587876924% | 4.12893115381132% | 4.02716863925183% |
TRRIX | 7.23707664884141% | -1.08853410740202% | 14.8120974553652% | -0.87025850932354% | 3.893240550911% | 4.27885413931322% | 5.41169007686548% | 5.09256636490631% |
PRSNX | 0.497405578854604% | -0.296442687747034% | 7.80630780277132% | -3.85062418161278% | -0.498314469630257% | 1.80607926386345% | 3.2287547284678% | 0% |
PPSIX | 9.39022845448441% | -0.240377870486563% | 16.7147090238045% | 1.08247810001938% | 2.64944781304224% | 4.233183086171% | 6.29737131896249% | 5.2395755325352% |
PONPX | -0.657804989963728% | -1.94624652455977% | 5.39601508557292% | -2.78514279560397% | 0.139434607081346% | 2.52237740319732% | 5.72068619428392% | 0% |
NPSRX | 4.39807307445874% | -0.948766603415563% | 12.9874335420336% | -2.64199568232008% | 0.85889638284502% | 3.40566997131502% | 6.20822494577622% | 0% |
KIFYX | 12.0840264604575% | 0.153139356814713% | 27.4286415360496% | 1.25478409434963% | 2.73503482112669% | 3.94003584656739% | 7.66445522306123% | 4.91198376089312% |
GSZAX | -0.957104028011513% | -1.58394931362197% | 2.44243561232447% | 1.16075464817658% | 2.1900872711287% | 1.08991276625301% | 0% | 0% |
FCVSX | 12.1494589274312% | 1.88054958576298% | 22.2721198636112% | 1.16264544024158% | 12.0321745965822% | 8.51714592372579% | 10.0489395569265% | 8.47060083826099% |
CNSDX | 8.86406651579657% | 0.758213984835732% | 20.6996125912885% | -0.96221284057032% | 9.3598697265485% | 7.43063688454586% | 8.96904719493448% | 7.79107827173089% |
CCVIX | 9.42993173601792% | 1.36150234741783% | 20.0898645468463% | -2.63434689703642% | 9.06811476580762% | 7.23803819924544% | 7.53155681198305% | 6.82770471938601% |
BASIX | 0.103908021159471% | -1.6597510373444% | 5.34904032550116% | -1.66756633778266% | 0.714412624852012% | 1.66959493182401% | 3.03882259086881% | 0% |
ARTOX | 8.38773729699294% | -1.23647604327666% | 18.985875927115% | 1.72956164593423% | 5.27800956775029% | 4.93110495184923% | 6.18196874308046% | 5.44089044586502% |
TIBAX | 14.5727286944632% | -1.12485939257593% | 27.1959508256288% | 9.0486276895029% | 9.27838410137691% | 7.12698662307754% | 8.18817305225019% | 8.25010056202211% |
NBHAX | 15.9983141715656% | -0.698324022346364% | 28.1643934845306% | 6.48447270667247% | 8.14425567280637% | 7.46975803143353% | 9.17453692925367% | 0% |
LGMAX | 13.9891931267753% | -1.65662650602408% | 31.3198215723763% | 2.56600886891547% | 8.22481006278406% | 7.97516836011898% | 9.42451775398332% | 8.62400444038807% |
CVLOX | 25.5747401233031% | 0.0761035007610378% | 38.6964475552052% | 3.45999308984852% | 12.202402226479% | 8.14629671331455% | 7.94332964603208% | 7.6075981642703% |
LFRAX | 3.06193574427374% | 0.245398773006134% | 4.73460136808843% | 0.540950256452843% | 1.37818012153514% | 2.45084690982476% | 3.56517598805708% | 0% |
VEIPX | 17.3112259831433% | 0.0218866272707396% | 31.207613454189% | 9.30463630697968% | 11.4240991925908% | 10.3876052743568% | 12.5659707296876% | 9.66007684106225% |
SWDSX | 19.5266103999174% | -0.181159420289845% | 33.369442380304% | 6.99386203980423% | 8.74500866618397% | 7.17644479703343% | 9.86394559538819% | 7.66047979527673% |
PRFDX | 15.6291892306894% | -0.600679028466955% | 31.0016405529741% | 8.00992784472589% | 10.6711949386748% | 8.99850821775394% | 10.8064829489955% | 8.21838264348069% |
MDDVX | 13.6146399366615% | -1.02541608455773% | 27.269454465379% | 2.83982363507154% | 7.53448965432524% | 8.14599807434002% | 9.9798138790268% | 8.61359520395133% |
LCEIX | 14.8951518954715% | -0.201714573877954% | 29.5725988556106% | 7.7788457500227% | 8.88297520518195% | 8.18284837253278% | 10.4486940963155% | 8.35397488505936% |
LBSAX | 16.7152883156931% | -0.743919885550803% | 29.4733723783471% | 8.01821750431717% | 11.6562726781309% | 10.876213101211% | 12.2648692291956% | 9.87141837519618% |
FSDIX | 14.741419473758% | -0.747324669158855% | 27.5862634664079% | 4.97107914088859% | 9.1483706814447% | 8.28733369571662% | 10.4525146746397% | 7.88589033181597% |
FEQTX | 16.518660677072% | -0.843614199376719% | 30.8552967916647% | 9.60655421167895% | 11.2631857358706% | 9.19568818696499% | 10.6797483461176% | 7.54860099620007% |
VMNFX | 7.75216563413532% | -0.97222222222223% | 10.1723373157768% | 14.5481649277254% | 8.25917426661009% | 3.41208475111987% | 3.41946972657783% | 3.07391322745467% |
JMNAX | 13.4187623590923% | 2.80246069719752% | 13.1635063297771% | 6.6675230310876% | 6.89427896718555% | 3.53063347610156% | 2.31051182418021% | 2.76496641540385% |
CVSIX | 6.36433840812674% | 0.331125827814582% | 3.90588327156907% | 2.00234568447182% | 3.17185625087277% | 3.34248395009% | 3.79033499730113% | 3.39505738899897% |
MLSAX | 14.0314977734332% | -1.42118863049095% | 37.1595793324188% | 4.11539447021765% | 14.321345696028% | 10.504209758907% | 8.16235513343886% | 6.92694278591244% |
MFADX | 6.85954269715354% | 0.350569675723045% | 10.9105144497138% | 5.94946433090573% | 9.21110239073328% | 4.20384171625856% | 5.73568720254367% | 0% |
DHLSX | 11.3749732244% | -0.732600732600741% | 18.2703463466889% | 4.26651348568057% | 6.71964760554877% | 6.08328038395156% | 6.98123792014114% | 6.73581238195688% |
BPLSX | 16.2852630032324% | -0.722258699934353% | 27.4193884006718% | 15.6141797673108% | 12.8351898327262% | 7.32968148076141% | 8.98384540219439% | 10.0827694991395% |
BLSAX | 11.6409241913589% | -2.35183443085607% | 22.6238827520848% | -2.20217584637051% | 2.53447926048591% | 1.23920376464481% | 0% | 0% |
ARBNX | 3.189601494396% | 0.816023738872396% | 7.15705114649048% | 2.71533365193486% | 3.25333660726796% | 3.05060208331076% | 2.66017367601272% | 3.27420580050484% |
ADANX | 3.2043407043407% | -0.649350649350655% | 6.11559102573502% | 0.794111252837038% | 6.90488350926137% | 4.82672263198283% | 3.66366979613262% | 0% |
PYTRX | 2.23895431156509% | -2.37262626262631% | 11.1329500678454% | 1.47968195126775% | 0.746091728287945% | 1.82936254721484% | 2.07296952790994% | 0% |
PARYX | 1.12610770279482% | -0.803212851405621% | 3.58172911016137% | -0.58984916946303% | 0.517790233039905% | 1.46707085522297% | 1.42460212300439% | 0% |
JHAIX | 3.96039603960399% | -1.59325210871603% | 8.13594232749744% | 2.52359474116011% | 3.67745164923869% | 2.3245830598333% | 0% | 0% |
GARTX | 6.90929762692847% | -1.23583934088569% | 10.2119875993851% | 2.47232368696479% | 3.77220482383269% | 3.42505355729983% | 2.99929030164285% | 0% |
GAFYX | 9.29741016041628% | -1.47465437788018% | 5.22953397423036% | 2.35435514926083% | 1.66307565606973% | 1.63528608112529% | 2.78209186392653% | 0% |
EIGMX | 5.8649795639234% | -0.71343638525565% | 7.94238515977377% | 2.59355881207226% | 3.22984471182666% | 3.02950534106206% | 2.81093226426001% | 4.01324470294731% |
DVRAX | 8.84440734557597% | -0.684931506849318% | 12.6041450777202% | 3.56669521535224% | 4.25564152671716% | 2.95594046593199% | 4.06466133862031% | 0% |
ASFIX | -8.72343470483006% | 0.844594594594583% | -11.5800783280768% | -5.18265909605381% | -5.69514780018534% | -3.77587634720681% | -1.99203142113774% | 0% |
MYITX | 11.4643043251694% | -3.38983050847457% | 25.709566436244% | 1.52941007503447% | 4.30525748805537% | 2.45741368134023% | 4.74422189499144% | 0% |
VGLSX | 13.2146690844255% | -1.25968992248062% | 27.2786031321802% | 3.25761248293042% | 4.84602172004907% | 3.34886330339967% | 5.90940844090502% | 0% |
TIBIX | 14.7658282831872% | -1.11648678823968% | 27.4630694898209% | 9.31610376209435% | 9.56414302991169% | 7.39236424100025% | 8.76033746967579% | 8.77623977328748% |
PAUIX | 1.48984841249806% | -3.41246290801187% | 10.9773892419628% | -2.87429566045094% | 2.21406120463961% | 1.68511046468058% | 3.11216140841559% | 4.01192380522357% |
MFWIX | 7.40893322110612% | -2.08791208791208% | 20.3866475997575% | 2.32547547566704% | 5.46008940270113% | 5.39368990402225% | 6.59027953384062% | 6.48191206887558% |
MALOX | 10.4943959365547% | -1.56014091595371% | 21.9339713387235% | -0.085786043053282% | 6.07792483562513% | 5.12831159999454% | 5.98703173942763% | 6.6146675776136% |
LSWWX | 14.2498017138779% | -1.66975881261595% | 31.685396859537% | 2.82217782501037% | 8.49349793592569% | 8.24772285990099% | 9.82942624354477% | 8.99519654731682% |
LCORX | 9.94011373612174% | -1.07944732297064% | 19.4305931852421% | 5.39015493713373% | 8.15522425027646% | 6.42610743637215% | 6.87323621413054% | 6.94082764731292% |
IVAEX | 17.0359784486907% | -0.0425350914504574% | 30.2278875240152% | 6.09751426166811% | 9.79714757126584% | 4.39169030923199% | 6.05764759857621% | 7.97040335085379% |
GMWAX | 6.78090402590361% | -3.08924485125858% | 19.6443747528559% | 2.95599267510043% | 4.2933463583964% | 4.12322892687609% | 5.43080759931873% | 5.58817668559228% |
GLBIX | 4.15920160768417% | -2.39760239760241% | 12.7715960146631% | 2.32067940829961% | 5.63451184794594% | 3.66962164975102% | 5.53292153008436% | 0% |
GBMFX | 3.9746321832943% | -3.17002881844382% | 13.0777268296757% | 5.23063680680131% | 3.74562116831094% | 2.9861062744049% | 4.42874980851666% | 5.79960064376168% |
DSHGX | 17.8309978736592% | -0.487588652482263% | 33.4584718066426% | 8.02617799639118% | 12.2664388290314% | 9.52743702261065% | 0% | 0% |
BPGLX | 9.61465524411549% | -1.31904369332234% | 22.2514303618324% | 0.160312901034554% | 5.04310393566274% | 4.70218876755779% | 5.84216728804956% | 4.94994980912633% |
SFHYX | 3.72437204188454% | -1.02070080317712% | 9.92844663130565% | -0.650571635261743% | 8.42598320892043% | 6.15861116184777% | 6.54807985315864% | 6.05064225720005% |
PMSAX | 7.85241625194415% | -0.543478260869557% | 7.64176700145207% | 2.98806952511699% | 3.90891580088724% | 2.99962298606569% | 0% | 0% |
AVGRX | 11.0902370003013% | 0.193798449612403% | 12.4596130952807% | 1.98176024178049% | 3.98587190027571% | 3.32038206810619% | 5.29154895099784% | 0% |
AOR | 10.1263191128534% | -2.2542698500737% | 22.9872296170977% | 2.79908856583893% | 6.64995348647139% | 6.22549977861779% | 7.55525090499374% | 0% |
AOM | 7.62839656931329% | -2.24950235636895% | 18.8460254056642% | 1.32421331366266% | 4.50762549716124% | 4.64771833878939% | 5.63418968309264% | 0% |
AOK | 6.51909222075215% | -2.13932608152317% | 16.946992145267% | 0.578365810506165% | 3.36988813398449% | 3.87092223116092% | 4.67342892925509% | 0% |
AOA | 12.768583353543% | -2.31704023313039% | 27.4365037504371% | 4.19633987462593% | 8.79101000994451% | 7.73469735664742% | 9.546718326839% | 0% |
FV | 11.5680061808843% | -1.37291916938391% | 37.6500231643805% | 6.18087846839652% | 14.5284052750981% | 10.9817703620256% | 0% | 0% |
PGX | 10.4489734331827% | -1.75624696687294% | 24.6537904293592% | -1.49606393673326% | 1.17534251311036% | 3.77538282055823% | 5.56852004454111% | 0% |
PFF | 10.271494882679% | -0.681576381214621% | 22.5022906491254% | -0.115261386635412% | 2.93741414267474% | 3.81357275698568% | 5.7240016731184% | 0% |
MDIV | 9.95095221664557% | -1.43817221131032% | 22.2201737408079% | 5.79685686846045% | 3.73442046536148% | 3.12379502905842% | 0% | 0% |
IYLD | 4.3246472637541% | -1.65435108518697% | 15.3086859417519% | -0.478528829419111% | 0.601537498093507% | 2.29933912236433% | 0% | 0% |
INKM | 7.00786282947357% | -1.86627945994422% | 20.163507621594% | 1.22402950112892% | 3.3761595259195% | 3.96531827417967% | 0% | 0% |
CWB | 7.77414826524647% | 0.341527847857925% | 20.758870509653% | -2.43278393645473% | 10.099324798% | 8.5647785941958% | 9.51255456110738% | 0% |
CVY | 11.334389766626% | -1.80622339285167% | 26.1261747558151% | 6.2455451648878% | 7.09470908417962% | 5.11483536406576% | 7.81650512268961% | 0% |
BKLN | 6.51169496514703% | 0.686745335803751% | 10.0642237862945% | 5.54099127893872% | 4.3740978411108% | 3.4670557985605% | 0% | 0% |
BRK.A | 24.756408675066% | -2.05742353656067% | 30.7313281514025% | 16.0711672323878% | 16.2441272497542% | 12.4176113399499% | 13.7117704364002% | 11.0087788891888% |
SDY | 12.5547875459574% | -2.71754435370317% | 26.6514897247191% | 8.07654648282115% | 9.64385007993744% | 9.65909705610906% | 11.8688905612774% | 0% |
PID | 6.95920131650205% | -3.43781597573306% | 23.5917770440721% | 5.19984070433555% | 7.40517281669999% | 4.2127791877584% | 6.21072398648688% | 0% |
IDV | 7.46563507100231% | -5.19351637446246% | 23.1450367396865% | 3.82203024334886% | 4.44800206108336% | 3.51994317065052% | 5.2467392616528% | 0% |
HDV | 18.5742286780608% | 0.102023465397028% | 27.8873164637417% | 10.2389532002774% | 8.52034817889005% | 8.30734410115288% | 0% | 0% |
DWX | 6.29725269369843% | -4.8859256172518% | 17.4773413918026% | 2.36344387674272% | 2.57699420866568% | 2.2476606866914% | 2.67771620257233% | 0% |
DVY | 18.1571912570402% | -0.236914192640847% | 33.7276523153251% | 8.36267941213949% | 9.71535412417279% | 9.37672973018642% | 12.1897497815309% | 8.09153080695746% |
DLS | 4.64738109301541% | -6.28225923244025% | 21.6224983436579% | -0.486188517293273% | 3.51269340987239% | 4.58297506084195% | 6.37434221271529% | 0% |
DLN | 19.8806962631722% | -0.26258357966753% | 33.6271126910878% | 10.1322178126262% | 12.0215797417227% | 10.7819897293634% | 12.710414811953% | 0% |
DGS | 5.14675026102513% | -4.71135940409684% | 20.1807289294971% | 4.02136188055371% | 6.95296594742449% | 5.20868855903436% | 5.67194650435001% | 0% |
DEM | 8.55758131381767% | -3.95364689843216% | 22.0774245041103% | 6.20028087597746% | 5.83257514512645% | 4.04917793167241% | 4.38029993563482% | 0% |
BTAL | 17.0501474926253% | 1.22448979591836% | -0.0669791969047928% | 8.23013413858362% | -1.84465498114312% | 0.956985175433589% | 0% | 0% |
MNA | 4.52085323145492% | -0.152068126520699% | 5.57343501747696% | 0.367846623921375% | 0.844919517424092% | 2.24920014144823% | 0% | 0% |
RLY | 5.96556822918899% | -1.25260960334029% | 12.1244278846046% | 5.39587740257073% | 8.16566760028543% | 3.668324000741% | 0% | 0% |
CSM | 19.1075308515577% | -0.982829171287614% | 37.034231509253% | 8.00651576472162% | 13.8501233100063% | 11.6025729462748% | 13.468648142382% | 0% |
QAI | 5.9468438538206% | -0.592269326683281% | 11.8985582869555% | 1.88496409158947% | 2.81505985782506% | 1.95145058180428% | 2.45309573090768% | 0% |
PWC | 19.9012924728491% | -0.545752040097747% | 38.1785684862574% | 6.76937958326418% | 9.94269330011077% | 8.53627248290165% | 11.2872235816351% | 8.38997407376085% |
PDP | 21.2185940813549% | 0.32926593066045% | 41.0189726384269% | 2.29974500931374% | 11.4381662572019% | 10.2220872616992% | 13.252299406852% | 0% |
HDG | 4.37375761224594% | -0.663845490463477% | 9.43137567804868% | 0.504687625349831% | 2.92861444995831% | 2.42724669209873% | 0% | 0% |
PRPFX | 22.5942464344673% | 3.11778290993072% | 31.5867219667609% | 9.54744046353717% | 12.0998605551196% | 7.84946977601046% | 7.40708775124539% | 7.60483528801181% |
RSP | 13.0697472614589% | -1.60192007144452% | 31.8716753791798% | 5.54119926680026% | 11.971506019716% | 10.3527887278215% | 13.0207893756364% | 10.02751531101% |
Historical Return | ||||||
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | 21.8% | 16.4% | 14.0% | -16.7% | 17.5% | |
Global Equities (ACWI) | 26.6% | 16.3% | 18.7% | -18.4% | 22.3% | |
U.S. Equities (SPY) | 31.2% | 18.4% | 28.7% | -18.2% | 26.2% | |
U.S. Bonds (BND) | 8.8% | 7.7% | -1.9% | -13.1% | 5.4% | |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | |
GABCX | 4.80159498646942% | 2.89911319588729% | 4.36778940289455% | -1.72598301749028% | 6.72837331300671% | |
VYM | 24.0736461638762% | 1.14210922816436% | 26.2052340097269% | -0.449991028214969% | 6.58715438235167% | |
WFAIX | 20.1638687698545% | 16.4457486156541% | 16.0031937158555% | -16.9020255561005% | 16.8116272325278% | |
FPACX | 20.0204529947135% | 12.1052128829308% | 15.1712702630631% | -9.72083769930251% | 15.8668419475043% | |
VGSTX | 22.1586491680101% | 21.4255134949906% | 9.65360808502485% | -18.0541117998465% | 16.2006693672745% | |
VWELX | 22.508570754568% | 10.5704623668104% | 19.0089964318738% | -14.3824070016434% | 14.2948672350643% | |
VASGX | 23.1304315145119% | 15.4537216846768% | 14.3515223565449% | -17.2092041544067% | 18.749572155349% | |
VWINX | 16.3466780081721% | 8.45474405362865% | 8.46290232936118% | -9.11911085949595% | 6.99405508341768% | |
VLAAX | 25.4044049942231% | 15.23583484171% | 11.8630498007988% | -19.6648137739568% | 21.3898225017561% | |
VBIAX | 21.7876929880254% | 16.4283975028394% | 14.2162993496572% | -16.9058259699724% | 17.5639312917173% | |
SWOBX | 20.1531147230337% | 14.7285462713561% | 14.7607283886342% | -18.9122552841866% | 16.3694117865725% | |
JANBX | 22.5207534814614% | 14.333397757625% | 17.1891198073366% | -17.3088484501582% | 13.2454063173058% | |
FPURX | 21.1393556989758% | 20.5152630476507% | 18.9770724556839% | -17.7158171611599% | 20.1953705270593% | |
FBALX | 24.4388720004456% | 22.3810593005045% | 18.2461180699809% | -18.2887649557407% | 20.306298037834% | |
DODBX | 16.8961084501602% | 7.8514027616803% | 19.2794096445656% | -7.29813708005458% | 13.7708099330568% | |
COTZX | 15.1434883871992% | 29.6321149085136% | 6.41534079775659% | -12.9192707006673% | 11.6597321364714% | |
BETFX | 16.2606167964976% | 9.12020698391292% | 10.7894535504845% | -12.8738265935235% | 12.1530596857925% | |
XCOR | 26.9291153989646% | 25.3707672267706% | 10.3137647135634% | -24.3059392179955% | 14.3391591686677% | |
NAVFX | 22.2181855492428% | 11.5300279369166% | 15.8425895863787% | -17.8894849637985% | 24.5443560292265% | |
SMIFX | 19.2859764361771% | 20.7584635285692% | 11.3384173868481% | -9.47474859846024% | 4.43199530661302% | |
VWLTX | 8.48728864406525% | 6.18928025596117% | 2.25944793166859% | -11.9691767493868% | 4.16666330003292% | |
PRINX | 7.80385854120773% | 4.53373380505824% | 3.12984431432863% | -12.4938402771198% | 4.28949998444514% | |
MDNLX | 7.21858245725253% | 3.99610032889619% | 1.9311616651285% | -11.8522687667837% | 2.71629730041014% | |
FLAAX | 8.67197036373597% | 5.62728475668437% | 3.71962431300088% | -17.8770912521899% | 3.64539019408086% | |
FHIGX | 8.49962461583045% | 4.64151904170995% | 2.84821614812611% | -11.6204890972069% | 4.04380621093303% | |
VWIAX | 16.4518797129256% | 8.54125876129985% | 8.55749271730912% | -9.03877498746342% | 7.07600814602618% | |
VTINX | 13.156874345706% | 10.0179399612136% | 5.24801043989485% | -12.7550677474299% | 7.5284287936255% | |
VASIX | 12.0478841589899% | 9.12526753369827% | 1.92495707666449% | -13.9403556693775% | 8.89136511092861% | |
TRRIX | 15.3041656126525% | 11.4236622007733% | 7.45447321036601% | -15.3365180850028% | 8.0493238384592% | |
PRSNX | 10.3683952240577% | 8.12445159481054% | 0.362178663544421% | -17.1618537216415% | 6.92964493005064% | |
PPSIX | 16.4426526527578% | 5.44773444125484% | 3.03480691439779% | -10.6711666512243% | 5.90241823282023% | |
PONPX | 7.9439563878287% | 5.65566014642138% | 2.50260198923178% | -10.9308212713566% | 3.24207788878024% | |
NPSRX | 17.5998604514334% | 5.42624397454872% | 5.15356617267611% | -12.8387354714505% | 1.43032027953773% | |
KIFYX | 18.6403447808323% | -2.75287005880204% | 15.4406373372143% | -16.3324483844343% | 8.787010492655% | |
GSZAX | 5.69135311722453% | 9.23866170139129% | -1.56469405305859% | -4.47450349692905% | 8.38302702118694% | |
FCVSX | 28.5335627739002% | 42.5874790383185% | 10.0218218745422% | -15.6249288787234% | 11.4178195139653% | |
CNSDX | 21.7299210815205% | 44.6928802758792% | 4.93432507219038% | -15.5164511842311% | 7.74354642925965% | |
CCVIX | 19.1799310533342% | 48.4459631541392% | 5.21607685528089% | -21.1020848588667% | 8.92424646104255% | |
BASIX | 7.47002381857493% | 6.94352264429305% | 0.689530635735847% | -7.63325146299431% | 2.97759845315797% | |
ARTOX | 15.8537398433421% | 10.7101760946506% | 8.88698133817647% | -13.2407777738862% | 11.0674918954039% | |
TIBAX | 17.8373035743789% | 0.588012973090635% | 19.9991246058214% | -7.5711107858221% | 17.9711828038191% | |
NBHAX | 21.0468936532446% | 2.5504722164829% | 21.2515496057293% | -4.10975644647696% | 3.4231411951374% | |
LGMAX | 26.4539556024323% | 15.0543377080934% | 14.1125063347354% | -23.3310600114939% | 22.1662891635976% | |
CVLOX | 18.2802863231769% | 31.7601621893487% | 15.7824085836371% | -22.1666741192993% | 13.5776543779757% | |
LFRAX | 7.38994294678883% | -1.79162106059376% | 5.08656302472719% | -5.12999083310332% | 3.69427226697456% | |
VEIPX | 25.2163266369561% | 3.02451178152741% | 25.5494907480245% | -0.166760539471833% | 7.65494475615531% | |
SWDSX | 24.3111018435979% | -3.7692585372589% | 28.1181087869439% | -6.83869611720164% | 5.17242883278957% | |
PRFDX | 26.5805103618544% | 1.32194104781003% | 25.675671044125% | -3.25140454038881% | 9.65204352719131% | |
MDDVX | 27.2457375222795% | 3.63645455584987% | 20.0800543034146% | -14.7939660144715% | 12.3796864023827% | |
LCEIX | 25.225274948321% | 0.201503703170069% | 19.0373681666919% | -1.61858860081049% | 8.29530709463351% | |
LBSAX | 27.8453132852901% | 7.5029450788076% | 25.9883833662987% | -5.61444152843331% | 10.2135073636359% | |
FSDIX | 22.4863939415413% | 11.2512042580709% | 19.0123652428056% | -10.3289235150327% | 9.42675102022583% | |
FEQTX | 27.3193742856159% | 1.8366904097544% | 22.2026281443214% | -1.69598395199511% | 11.590181604199% | |
VMNFX | -9.56796324351678% | -11.5745303669956% | 23.3727849932812% | 13.4771548710195% | 12.2394201847999% | |
JMNAX | 0.98347715929723% | 11.9317082323061% | 3.7922535802021% | -2.38283564604188% | 8.05169970503794% | |
CVSIX | 6.37877442823021% | 5.18330422960467% | 4.70120000264884% | -4.48793826010582% | 3.91695254846212% | |
MLSAX | 34.5734506973298% | 26.5797060743455% | 57.0384621624927% | -26.3905303916204% | 9.64628661630103% | |
MFADX | 11.86738311515% | 19.8798825092195% | 8.31663097646078% | 2.75733237662115% | 5.10416744951134% | |
DHLSX | 23.1063071389425% | -0.265227026645698% | 19.4022894006878% | -8.46314378360588% | 9.93506881931374% | |
BPLSX | 9.11594557066156% | -6.35402762526041% | 32.0262000511021% | 7.21621501168361% | 15.2020656692004% | |
BLSAX | 17.0638077533083% | 16.1685310776181% | -4.54715881848763% | -21.7118779915306% | 8.97301098923873% | |
ARBNX | 3.83299104081836% | 5.71797181869333% | 1.04866148372385% | -0.517570468417383% | 6.05080528187372% | |
ADANX | 8.32299466437683% | 24.8297355727128% | 5.9929143683404% | -3.5367978007277% | 4.22937065758413% | |
PYTRX | 9.38998392191863% | 0.836170989254481% | -3.40193613035035% | -2.5399749958737% | 5.42469921380577% | |
PARYX | 4.86640899089166% | 3.29868857499931% | 0.490278061604732% | -5.36907413323892% | 2.85864804265141% | |
JHAIX | 9.39567405471913% | 2.09622971248287% | 11.7959531791743% | -5.2992923125715% | 4.88059174779574% | |
GARTX | 10.3591972480624% | 3.30308166498012% | 6.08901461554558% | -6.61337317086297% | 7.77511357300138% | |
GAFYX | 10.4932863142008% | -2.11908669388809% | 1.29151949275885% | -0.485847295053699% | -1.3221661510321% | |
EIGMX | 9.75707152665779% | 3.58579830237087% | 2.18827963764261% | -1.74675950528693% | 3.44616876038986% | |
DVRAX | 12.8113038226303% | 4.42002156590273% | 3.43259606083313% | -5.45595158184312% | 7.92794436854409% | |
ASFIX | -3.38143012131191% | 0.741650144088024% | -13.9033417680585% | 8.47952217658812% | -12.3989291632272% | |
MYITX | 16.9056494083975% | 1.49124658191844% | 10.3436270566452% | -16.1496534725035% | 13.1271229249894% | |
VGLSX | 9.90012858419171% | 3.62439219521602% | 8.5811506188147% | -16.7763129781914% | 15.4946012499708% | |
TIBIX | 17.7443473070902% | 0.913101795470217% | 20.2895929183967% | -7.27766042238414% | 18.2483882361583% | |
PAUIX | 7.61830320711669% | 4.58827942044697% | 15.5087549965254% | -15.6422069583241% | 5.69233307277759% | |
MFWIX | 18.4819519733917% | 9.57539858758698% | 8.53594074130653% | -10.6145105460721% | 10.4855864696113% | |
MALOX | 17.5438193347173% | 21.1188293214424% | 6.73489410423878% | -18.6078119516679% | 11.3844971990316% | |
LSWWX | 26.8047960551896% | 15.3811605807968% | 14.383184361992% | -23.1340147836002% | 22.4322185825133% | |
LCORX | 11.5774776326908% | 10.0880077311534% | 15.1719304912507% | -6.78073505066084% | 11.7051296417356% | |
IVAEX | 22.0779824090737% | 13.6966394098707% | 14.0345860929517% | -12.7598668223938% | 15.8397053591238% | |
GMWAX | 13.6084135609993% | 6.1404007423737% | 7.02814643679239% | -12.9689684476633% | 16.1461297273184% | |
GLBIX | 9.3628158315523% | 7.51624182778794% | 15.011209073358% | -7.91348617029681% | 8.29243635121977% | |
GBMFX | 11.6239041992129% | -2.48939221483703% | 2.96464264002319% | -2.16822060530016% | 13.40429109052% | |
DSHGX | 25.04235739645% | 11.9530808289995% | 21.6035793279677% | -12.9098288601128% | 20.0968539223643% | |
BPGLX | 19.0314301671969% | 13.8396171480264% | 8.22619149902604% | -16.9860373255236% | 9.68222252808513% | |
SFHYX | 9.30794235275332% | 37.4227204263366% | 8.05729209587847% | -10.9561384741031% | 6.085883834442% | |
PMSAX | 7.64646181886546% | 4.68030102473358% | 5.13639383310267% | -2.30855723536987% | 2.92043092345626% | |
AVGRX | 15.0588734107745% | 2.71740104559095% | 11.5016906058121% | -10.4055098457398% | 4.16799183977583% | |
AOR | 18.9017931574556% | 11.4114799003671% | 11.182620159451% | -15.6456587272524% | 15.7444790067338% | |
AOM | 15.5716061449% | 10.0184346708986% | 6.92754693491138% | -14.5365236193396% | 12.3839190926336% | |
AOK | 13.8941069227843% | 9.32736445677713% | 4.87240154090889% | -14.1575151881152% | 10.6573627195411% | |
AOA | 22.5940979794439% | 12.808345793423% | 15.4143257224833% | -16.2270597828113% | 18.2641031077811% | |
FV | 25.7170956385449% | 28.3566316049802% | 21.6310457749157% | -3.93134088323942% | 11.3437459533775% | |
PGX | 17.6473522761396% | 6.6455157887211% | 3.15306424762645% | -21.1534098268794% | 9.49594789796158% | |
PFF | 15.9290197551335% | 7.90989558505688% | 7.13567069108643% | -18.1786916811099% | 9.19266219193746% | |
MDIV | 18.5720333289715% | -14.9001112231639% | 16.4953620612499% | -3.90261548824502% | 11.543174101979% | |
IYLD | 15.7823283115328% | -1.18350129092116% | 3.36982989277954% | -16.7818243360289% | 12.5463159753375% | |
INKM | 17.1189895111853% | 3.01310697651906% | 8.52918199066022% | -12.5851053238626% | 10.2815807087589% | |
CWB | 22.3822107196571% | 53.3917599644662% | 2.16846562048445% | -20.8076696489609% | 14.2285905298247% | |
CVY | 25.9659158878318% | -10.461707246578% | 25.3288710107978% | -9.27469899841058% | 17.8606482185565% | |
BKLN | 10.0267501337701% | 0.963167489710681% | 2.31688977024072% | -2.51414342673342% | 12.5401913474754% | |
BRK.A | 10.9771407640782% | 2.42204383095188% | 29.5694749282768% | 4.00499712035929% | 15.7696228782676% | |
SDY | 23.2845704248156% | 1.79019420837667% | 25.3675902922518% | 1.49082598824239% | 4.59774815897611% | |
PID | 25.8335208217722% | -6.45744468890651% | 24.4883710114224% | -6.48723965192158% | 14.2952152172457% | |
IDV | 23.5586383735936% | -6.09832602387087% | 12.024638368747% | -6.4015153936% | 10.3353685098523% | |
HDV | 20.2226898754636% | -6.47000630638618% | 19.4389568372392% | 7.04060495858716% | 1.73235486533962% | |
DWX | 20.231062532023% | -5.20069974741066% | 10.5569512982088% | -12.9751295585538% | 14.7911328621135% | |
DVY | 22.6165237613698% | -4.912016915166% | 31.6798500432284% | 1.78891564839183% | 1.13899569549201% | |
DLS | 22.2176902100551% | -1.32929688852557% | 11.6966155929019% | -17.3107479044539% | 15.3285770026105% | |
DLN | 28.9123885218331% | 4.52968136017824% | 25.6453564801868% | -3.78060296430331% | 9.95040358535668% | |
DGS | 18.9187680413802% | 4.07683808712571% | 15.3181909157856% | -12.3468677645694% | 19.3843385088338% | |
DEM | 19.8846910390495% | -5.82319433002172% | 11.4909316455883% | -10.4332432891962% | 20.9267303191434% | |
BTAL | 1.06924985155856% | -13.8600317237152% | -6.81342525604407% | 20.4809973267992% | -15.1067833639622% | |
MNA | 4.69884273974515% | 2.70707962296177% | -3.24033714430161% | -1.61240008791024% | 0.179382256961325% | |
RLY | 15.6046924748458% | -0.621547108267628% | 22.8557456094318% | 7.85885617249971% | 2.57400187313455% | |
CSM | 29.2621052674307% | 10.9433878529163% | 33.1294609138042% | -18.2687478388093% | 23.524397513237% | |
QAI | 8.68343740921087% | 5.72227170781581% | -0.160771332770293% | -8.67820877694757% | 10.070954263688% | |
PWC | 13.4733650414582% | 8.5376930500441% | 19.3813712396449% | -16.016700361064% | 18.5794635284676% | |
PDP | 33.1307494798233% | 36.5939612446235% | 7.72062546784622% | -24.4930469834113% | 20.8786009996575% | |
HDG | 9.58348320591453% | 7.44381502940017% | 2.97434607979368% | -8.47915395843626% | 7.15196958009441% | |
PRPFX | 16.9096936919649% | 18.8607126611326% | 10.8648618341378% | -5.48066208680633% | 11.9596793613108% | |
RSP | 28.9054039447187% | 12.7143367095448% | 29.4120996761329% | -11.6211724467995% | 13.7042696877099% |
Compare: Risk vs. Return
for period ending October 31, 2024
Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.
Discover High Return, Low Risk Portfolios. Upgrade Your Subscription
Get access to 3-, 5-, 10-, 15-, and 20-year metrics. Upgrade your subsrciption for only $15/month. Cancel Anytime.
Maximum Drawdown vs. Annual Return
●
PGAIX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
PGAIX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
PGAIX
●
Peer group
●
All other recipes
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Risk vs. Return Compass* | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX risk vs. 60/40 | ||||||
PGAIX return vs. 60/40 | ||||||
Risk-Return Quadrant | ||||||
Risk-Return Direction | ||||||
Risk-Return Magnitude | ||||||
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 |
M-squared | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | -7.4% | -5.8% | -4.2% | -1.9% | -0.6% | 0.4% |
Global Equities (ACWI) | -5.3% | -3.4% | -3.8% | -3.5% | -4.7% | |
U.S. Equities (SPY) | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
U.S. Bonds (BND) | -24.6% | -20.4% | -21.6% | -12.6% | -9.7% | -4.5% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | -7.9692613934168% | -7.0915705032103% | -7.26231380414949% | -4.74488619374278% | -2.63899377335482% | 1.33760562106646% |
VYM | -3.71942330804339% | 0.413300154808611% | -3.86124246305511% | -2.42776931016855% | -0.857753779539159% | 0% |
WFAIX | -2.55543533060245% | -4.29804022692978% | -2.73880728877989% | -1.01582810818512% | 1.1118353932643% | 0.143170877706% |
FPACX | -6.50726581402711% | -3.21291176323679% | -3.63117361602681% | -3.72523636403541% | -2.86763570139544% | 0.125481590461398% |
VGSTX | -8.84254892028124% | -8.14467718557235% | -5.65023135278325% | -3.40704058487617% | -2.69393952849185% | -0.850820501700795% |
VWELX | -0.319842634391001% | -4.11438303405411% | -3.68578379230684% | -1.02721050245951% | -0.176150168428958% | 1.39386346356169% |
VASGX | -4.15980174725452% | -4.75260209207027% | -4.62216278421215% | -3.36269851486739% | -3.05173065108374% | -2.02039828437931% |
VWINX | -14.5333095947901% | -9.7275035999325% | -9.35406403029755% | -3.86590295976857% | -0.380300707428502% | 1.67885533932355% |
VLAAX | -10.619250324829% | -5.97525461227975% | -6.05623170675747% | -2.1865748947123% | -0.558454237903224% | -0.110342508986943% |
VBIAX | -2.74983753974317% | -4.85537371965695% | -3.50693472906832% | -1.51459776836647% | -0.163343265098506% | 0.74375004842844% |
SWOBX | -4.9502162039062% | -6.81057350646283% | -5.12476111610116% | -3.10055790260546% | -1.97093605500671% | -1.04328203665718% |
JANBX | -2.37247109075085% | -5.87657361322078% | -3.93312105171023% | -1.16322070623541% | -0.823523680801879% | 2.11353541212697% |
FPURX | -0.886113704513523% | -2.96094809514997% | -0.123426443263869% | -0.507080752474787% | 0.0679088556853333% | 0.732437832915515% |
FBALX | -0.146551670154899% | -3.84482718954994% | -1.13189656961361% | -1.02786743647042% | -0.21520831528985% | 0.616068006123067% |
DODBX | -6.76247315162447% | -2.65485080521626% | -3.8697930341747% | -3.3347788701007% | -2.2513431808239% | -1.71493824094107% |
COTZX | -15.1986309769732% | -10.3590379662278% | -2.47046726250011% | -1.50910147887454% | -0.0337149615192658% | -1.12504503672613% |
BETFX | -7.36552932898046% | -6.74187942090591% | -7.394051146486% | -5.42976473325417% | -4.71315481729264% | 0% |
XCOR | -3.47764390277582% | -7.37813813090767% | -5.96819787604881% | -4.4583592399298% | -4.55761287340167% | 0% |
NAVFX | 2.46391130876247% | -1.18720672940066% | -3.65624559190526% | -3.32135285045839% | 0% | 0% |
SMIFX | -3.07691898824414% | -6.23097777239513% | -4.61756259269444% | -4.84549232543683% | -4.60273031494178% | 0% |
VWLTX | -28.2411928877809% | -19.6447327612816% | -20.2271994661651% | -11.3774607960162% | -8.21315125186034% | -4.74059897834876% |
PRINX | -27.5467267519982% | -20.8741938874532% | -20.5866293476564% | -12.0025690743795% | -8.15039676801141% | -4.4398990965785% |
MDNLX | -33.5983205768037% | -23.3262164163959% | -22.8787619922165% | -13.7922731437271% | -8.87137483717153% | -5.22784244431392% |
FLAAX | -27.297306869753% | -22.6009903981794% | -21.7591418757754% | -12.3544289114249% | -8.21564917456728% | -5.07945415552771% |
FHIGX | -28.9246602354915% | -20.8853684463977% | -20.7229130272182% | -11.8816121925417% | -8.32137013010018% | -4.59683214305343% |
VWIAX | -14.2487155751838% | -9.53734424748619% | -9.17633452388063% | -3.67365800721474% | -0.381723702438645% | 1.73718624409953% |
VTINX | -18.7163119258993% | -14.2426814847916% | -11.8067269554849% | -6.3084323239866% | -3.4359686487473% | -1.19781051925252% |
VASIX | -18.1251865098552% | -15.2399870262077% | -14.9177691749519% | -7.83869944477009% | -4.8274557165881% | -2.1704757385617% |
TRRIX | -13.4461656075036% | -15.7688387325461% | -10.5815910806731% | -6.29383115751222% | -4.56936473895562% | -2.04700036080791% |
PRSNX | -27.312150563334% | -27.1862838428138% | -20.8687355788645% | -11.552690131924% | -7.6626252129507% | 0% |
PPSIX | -5.06903012679892% | -12.415379169692% | -13.0026754593928% | -6.14343095178626% | -2.05701075906602% | -3.76610219425257% |
PONPX | -32.1628559769249% | -24.6762565953444% | -20.116331357004% | -9.48633235210985% | 0.0050111631893337% | 0% |
NPSRX | -17.0985794467942% | -18.9547712744036% | -15.8997808377122% | -8.3143118081826% | -3.69139232667236% | 0% |
KIFYX | -6.9171666750031% | -8.98612365696726% | -12.4237556048769% | -8.8053543983072% | -5.26976674567975% | -5.91101437190276% |
GSZAX | -40.3304581800973% | -19.6512280757043% | -14.9101640090591% | -13.9792097678319% | 0% | 0% |
FCVSX | -4.77445739581871% | -9.50202896674734% | -1.08953114275198% | -2.9302325598196% | -2.55052407023476% | -2.11743398435923% |
CNSDX | -10.4307456290082% | -13.0740149996192% | -4.05935609503467% | -3.73705915548213% | -2.62824844790287% | -0.949933162621993% |
CCVIX | -9.25886446970969% | -14.5124422012262% | -5.14956732221558% | -4.52219067843497% | -4.93898841165265% | -2.25746730457959% |
BASIX | -32.1668696570661% | -30.7735467679768% | -20.6070832375273% | -12.4547968533441% | -6.13325763649836% | 0% |
ARTOX | -11.8490828509191% | -9.6921838900306% | -8.12209686715474% | -5.35598484334921% | -3.49773046580114% | -1.55940118392505% |
TIBAX | -4.47832367923857% | 1.49985143901807% | -5.13166500671785% | -4.90929375145041% | -4.46124390382027% | -1.08603279423774% |
NBHAX | -4.51986835242034% | -2.21496719562934% | -6.21930847176101% | -4.33108887125565% | -3.0472625210069% | 0% |
LGMAX | -6.47562724468613% | -6.43606123039309% | -6.2818148427274% | -3.86505070682641% | -3.60112633804629% | -1.25242519449213% |
CVLOX | 4.99409259409349% | -5.72998541332148% | -2.10014588445417% | -3.96447522236453% | -4.96388565462749% | -1.97655237691641% |
LFRAX | -35.8381075880756% | -25.3006555406309% | -16.1818979674911% | -9.84910435349466% | -6.63804922123144% | 0% |
VEIPX | -2.14210559627967% | 0.909920306190024% | -2.99579093954936% | -1.72071235888436% | -0.376104290287826% | -0.100244772659119% |
SWDSX | 0.488358389075131% | -1.69416748482452% | -6.28047161617868% | -5.73222569849039% | -4.20887703341032% | -2.54292252404124% |
PRFDX | -4.86623461135436% | -0.797662362713566% | -4.85851548245229% | -4.20251216354271% | -3.65441717716805% | -2.55314630919949% |
MDDVX | -6.91101566732777% | -6.47325473115491% | -7.45926803978134% | -4.51223630483614% | -3.64397670317207% | -1.40762443404973% |
LCEIX | -5.57239201791075% | -0.760902649585516% | -5.65222043365735% | -3.69162956043081% | -2.35570246382537% | -1.38691541481318% |
LBSAX | -1.22055107219438% | -0.398847831106486% | -2.21319567291578% | -0.784337551032031% | -0.288934575060773% | 0.644293491485577% |
FSDIX | -4.19631640487761% | -4.04947025062543% | -4.12748155037544% | -2.40378024166296% | -0.801243474037104% | -1.81208209850708% |
FEQTX | -5.41628460016736% | 1.20781576077161% | -3.85335176114915% | -3.58689473060376% | -3.59183256562047% | -3.19301304978423% |
VMNFX | -23.2167755490707% | 18.1442210210648% | 0.394834204216124% | -7.76481495243479% | -7.66948178074349% | -5.39334669354932% |
JMNAX | -11.0224853494305% | 2.59806774214207% | 2.90802177382901% | -5.72420615600311% | -9.44182707322313% | -4.81489665473211% |
CVSIX | -35.6253551878607% | -15.2846456153238% | -11.9717125203044% | -5.50533410035% | -3.84822695420717% | -3.48791170409687% |
MLSAX | -11.3979557846635% | -4.53049524313285% | -3.43481032239698% | -3.6936401680077% | -6.21546117766697% | -2.97029812451386% |
MFADX | -22.4234034805571% | -2.41768030634569% | -3.35465703735786% | -7.8241602801431% | -6.56524276296979% | 0% |
DHLSX | -12.6857416635558% | -5.12001747509364% | -7.54846435921458% | -5.89135941969817% | -5.55286607221463% | -2.29596286957874% |
BPLSX | -5.46780656827584% | 10.2401610302516% | -0.630808835858623% | -4.61648658030673% | -3.66921869721152% | 0.352765572748488% |
BLSAX | -13.0892759850008% | -10.8205287494129% | -12.5990861778625% | -11.6505651131246% | 0% | 0% |
ARBNX | -26.6853305583645% | -14.7411290899541% | -11.5834234420376% | -5.88774306375797% | -6.44734148752541% | -2.16901654496891% |
ADANX | -28.4824065992558% | -25.9708319416502% | -3.14571435651765% | -3.61904517605152% | -6.05097353621503% | 0% |
PYTRX | -23.7360351232656% | -14.6914103013701% | -19.3299287787774% | -11.6439654532167% | -10.344695323741% | 0% |
PARYX | -40.3140149188754% | -42.1047975199812% | -28.0339034020738% | -14.9176580817545% | -12.5808102734867% | 0% |
JHAIX | -27.541759301226% | -9.89779171220817% | -10.6528209555905% | -10.1514148567004% | 0% | 0% |
GARTX | -19.4967896387113% | -10.7680573787393% | -10.4437617776509% | -7.2842299075144% | -8.48132932995676% | 0% |
GAFYX | -32.5168899841721% | -11.8008680812883% | -16.4149135155848% | -11.8783245144872% | -9.77773669435632% | 0% |
EIGMX | -19.4175067331216% | -14.957945928144% | -11.7568714586591% | -6.95468379647386% | -6.67063574257679% | 1.48958333674882% |
DVRAX | -14.6379567887548% | -8.61806986260547% | -8.65613876072546% | -8.22608783725102% | -4.87553238233442% | 0% |
ASFIX | -55.8245527332296% | -24.5128294628807% | -32.5995026560449% | -24.5976745397577% | -21.69232752202% | 0% |
MYITX | -12.0714646318929% | -7.36018045326789% | -10.8531276479632% | -10.4524354023486% | -9.70129084089766% | 0% |
VGLSX | -5.9923815113161% | -6.41998495226378% | -9.44076885595071% | -9.02683295369374% | -6.89511085977978% | 0% |
TIBIX | -4.12705537649509% | 1.86790097028774% | -4.8199882222025% | -4.59249303565452% | -3.77780782218133% | -0.473912953176416% |
PAUIX | -25.2741494575752% | -14.9566622039734% | -13.2668531079763% | -11.3740669612347% | -10.2303299375496% | -5.35310711495426% |
MFWIX | -15.5507686222388% | -7.70476638375194% | -8.62602889611144% | -5.71988591915354% | -4.84186295418141% | -1.55687133900757% |
MALOX | -11.5342711597956% | -11.6121528241016% | -7.75408221047748% | -6.19947032189913% | -5.9372774936011% | -1.57772321837487% |
LSWWX | -6.19691947552959% | -6.17724239359456% | -5.97851165749107% | -3.550216890868% | -3.16251200615273% | -0.859059468309555% |
LCORX | -13.8561176009001% | -3.35203624659205% | -2.99987235701734% | -2.81112035590366% | -3.98508964748907% | -1.36031682665397% |
IVAEX | 1.36319780338232% | -2.52972610163043% | -3.91439600903391% | -8.30572656920534% | -8.00228934711248% | -2.27304458719139% |
GMWAX | -16.1346208800374% | -6.8760593361366% | -10.3590549228169% | -7.7561627661586% | -6.57611603466387% | -2.64969474811036% |
GLBIX | -23.179107228302% | -8.42848571436864% | -7.88799452346634% | -8.09713053092861% | -6.29050085641497% | 0% |
GBMFX | -21.5759658148994% | -3.63396109360212% | -10.9755486906722% | -9.20185356366854% | -7.0889673206271% | -0.908543500221347% |
DSHGX | 0.77768364950991% | -0.59461583658318% | -2.61891335720414% | -3.21223066309775% | 0% | 0% |
BPGLX | -10.8842330197516% | -11.1867184705795% | -9.27324496494567% | -7.03312510861687% | -6.66428331022413% | -4.82004791204603% |
SFHYX | -23.846324929999% | -18.9199787086694% | 0.431994946901758% | -0.973141260870943% | 0.348659022436694% | 1.96422763667452% |
PMSAX | -26.5169060078984% | -10.9654434918115% | -9.82597994785096% | -7.93732551412187% | 0% | 0% |
AVGRX | -14.9665374565611% | -9.28016418519963% | -10.4524995482369% | -8.53781494082884% | -6.28797007706742% | 0% |
AOR | -10.7581403384369% | -7.03784705092467% | -6.88111258947102% | -4.48910229498066% | -3.34650657077235% | 0% |
AOM | -13.8537979540659% | -10.0357294422425% | -9.50586737974114% | -5.73784303201244% | -4.10955372760067% | 0% |
AOK | -15.5403364207858% | -11.9760714338888% | -11.5775011754631% | -6.80381322263052% | -4.76783341930624% | 0% |
AOA | -8.06107329218682% | -4.94696346216991% | -5.18362915533557% | -3.84092726181057% | -3.28293127645193% | 0% |
FV | -11.3592316941613% | -3.01093871227281% | -2.5030613527889% | -3.51496361695527% | 0% | 0% |
PGX | -14.1213466223284% | -10.9269056741362% | -14.5476516056463% | -8.37379725525524% | -6.15584734346581% | 0% |
PFF | -11.9434465122261% | -10.6380343866647% | -12.3145204182983% | -8.14109674131711% | -5.888616262225% | 0% |
MDIV | -9.19361838051774% | -3.0077384824143% | -11.4824355476637% | -9.77750379773327% | 0% | 0% |
IYLD | -18.3147073050019% | -12.3879098731142% | -15.4189067265163% | -10.5024791905381% | 0% | 0% |
INKM | -14.8939779406405% | -9.61438590955116% | -11.7097229532984% | -8.00339098478272% | 0% | 0% |
CWB | -13.5201540421233% | -13.8052988550272% | -4.41594825223062% | -3.45935796287518% | -3.20411730805644% | 0% |
CVY | -13.0770844367937% | -2.81471896408718% | -8.96863762721961% | -8.36208644035531% | -7.13680315305899% | 0% |
BKLN | -4.71895780305882% | -2.46824253486842% | -8.23031244374202% | -6.42877657848112% | 0% | 0% |
BRK.A | -15.3922132804715% | 5.39024496217355% | -0.582807729781036% | -1.86968622854885% | -2.14214165562837% | -0.691100181647341% |
SDY | -12.2945385315578% | -0.618144482028759% | -5.277156073368% | -2.82048526697827% | -1.50130186288315% | 0% |
PID | -17.9886291647015% | -3.77310613104893% | -8.27874678744192% | -8.95901045293803% | -8.45118956312331% | 0% |
IDV | -18.4937079401838% | -5.03083841655913% | -10.8875817513961% | -9.54081286625625% | -9.54509450886517% | 0% |
HDV | -0.96974957908607% | 2.03093317611906% | -6.40087541922146% | -4.13178439149495% | 0% | 0% |
DWX | -21.4207636459479% | -6.97916230175021% | -12.6652013300297% | -10.6482930773736% | -11.5720733040198% | 0% |
DVY | -7.66733864993629% | -0.584413604508448% | -5.91224660307543% | -3.60253144755114% | -1.63708431357365% | -2.48784704660694% |
DLS | -20.2877486416106% | -9.31697208538836% | -11.6812825489945% | -8.48924833632788% | -8.28438429703923% | 0% |
DLN | 2.11630141827703% | 1.97138031412785% | -2.43386033810162% | -1.45288591183914% | -0.281322859435637% | 0% |
DGS | -18.1482067107827% | -5.0333744050546% | -8.33795035070511% | -8.02840664717141% | -9.24237727015054% | 0% |
DEM | -13.6722847386056% | -2.74434147510789% | -9.41063935207711% | -9.1270272995234% | -10.2988554773386% | 0% |
BTAL | -36.1931901887874% | -0.585181701935702% | -17.4107476270511% | -11.9826522741968% | 0% | 0% |
MNA | -31.4287296552305% | -24.6308359141407% | -19.0482848420441% | -10.2998023032921% | 0% | 0% |
RLY | -23.2249484981849% | -3.52216248392331% | -6.31216965338995% | -9.00813848610669% | 0% | 0% |
CSM | -2.77451582354097% | -1.07340081823785% | -1.85212324699302% | -1.74589431313514% | -1.22291670828155% | 0% |
QAI | -14.9020764394028% | -12.5653767553023% | -13.0052395760154% | -11.1943815957897% | -9.72268236393642% | 0% |
PWC | -2.94923086733948% | -2.36357074654947% | -5.78056549904973% | -4.89411828760761% | -3.88116486093433% | -2.60196650382191% |
PDP | -5.30056345926132% | -6.17618633661646% | -4.78740523895878% | -3.57348768010748% | -2.15674741852978% | 0% |
HDG | -21.3943451280586% | -15.99715383538% | -12.6007853987659% | -9.92743134669699% | 0% | 0% |
PRPFX | 21.8639001718069% | 3.57022482236332% | 1.93717680095135% | -1.76712918113231% | -3.62226366825775% | 0.162336756747518% |
RSP | -9.8347754781837% | -3.45390320807836% | -4.08698771008982% | -3.26258668155964% | -2.19698261047996% | -1.52677000042824% |
Alpha | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | -5.3% | -4.3% | -2.9% | -1.1% | -0.2% | 0.4% |
Global Equities (ACWI) | -4.6% | -3.3% | -3.4% | -3.1% | -4.4% | |
U.S. Equities (SPY) | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
U.S. Bonds (BND) | -10.3% | -8.6% | -6.0% | -2.1% | -0.1% | 0.6% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | 4.06156267364312% | -1.29545198904449% | -1.03739418860529% | -0.49925625472063% | -0.0440316495261044% | 0.663441505729655% |
VYM | 3.6016268674452% | 0.882537659471281% | -2.3959885233662% | -1.37163229195192% | 0.113018663566763% | 0% |
WFAIX | -1.35465858175508% | -3.1106411862758% | -1.64899581158788% | -0.468060197799187% | 1.00799120539411% | 0.316412837559726% |
FPACX | -0.310714631218318% | -2.00381488744348% | -1.87719579922164% | -1.56640646164718% | -0.778597631932488% | 1.00028807319056% |
VGSTX | -6.12673761595258% | -6.44454148656701% | -3.90355927451568% | -1.53744235802992% | -1.04900126024132% | -0.11470290455729% |
VWELX | 0.37337628135483% | -2.83509197902945% | -2.38369455640327% | 0.186833089569647% | 0.683752522525988% | 1.38736551617238% |
VASGX | -2.42879639252281% | -3.90602845671099% | -3.57766954472644% | -2.49162144712914% | -2.26576414091017% | -1.57444175401414% |
VWINX | -4.88457681726881% | -5.29715807152759% | -4.17341512416526% | -1.12504433914053% | 0.746054297836166% | 1.36320172053771% |
VLAAX | -6.45368284034684% | -4.79150515663001% | -3.96995165812729% | -0.941879485665363% | 0.326308278123046% | 0.385954567239529% |
VBIAX | -1.28319136842317% | -3.57724577008177% | -2.32702156757151% | -0.878286289819606% | 0.0536105822605446% | 0.58626308701614% |
SWOBX | -3.2529059582816% | -4.77993345960259% | -3.27029562769435% | -1.87377861502239% | -1.08205906564982% | -0.520556085539522% |
JANBX | -0.926721253597837% | -4.13214458344079% | -2.49507321323856% | -0.562838574759876% | -0.273810978235993% | 1.63249971941054% |
FPURX | -0.299405435282932% | -2.20497325319492% | 0.0870512468815861% | -0.178705755188178% | 0.269197103642789% | 0.668122007466919% |
FBALX | 0.310597180943805% | -3.01333598715313% | -0.762928225516514% | -0.658406413327071% | 0.0110507631258567% | 0.640262260960346% |
DODBX | 0.353398767900202% | -1.57002050112961% | -2.15422655345084% | -1.88487879821909% | -1.07243036912692% | -0.979228419609033% |
COTZX | -6.884260042451% | -5.46209116951707% | -0.0866419880317588% | 0.38771254016305% | 1.23754423068664% | 0.162260362425281% |
BETFX | -3.95720078524419% | -4.64496359576076% | -4.74219593269957% | -3.18533779047044% | -2.68873606357069% | 0% |
XCOR | -1.62089952134968% | -6.68675659851524% | -4.96309240236096% | -3.75386932957785% | -3.96616142913548% | 0% |
NAVFX | 4.05369736642157% | -1.02331355293815% | -3.13219768849399% | -2.82236417365551% | 0% | 0% |
SMIFX | -0.057131047461997% | -3.53126454206965% | -2.30338013316193% | -3.0930767251716% | -3.13125302913083% | 0% |
VWLTX | -15.3981207121465% | -9.53979558481375% | -6.39295916994592% | -1.83410251168376% | 0.446961209848872% | 0.602360386477841% |
PRINX | -13.212297257858% | -9.18412206185238% | -6.30126582426349% | -2.01886663186817% | 0.454655510354148% | 0.653357986469811% |
MDNLX | -12.9702302825002% | -9.72526780361833% | -6.91644208286007% | -2.65042584867208% | 0.0624382752550054% | 0.302909107773916% |
FLAAX | -12.9797612192459% | -11.4845181805009% | -7.92148798464621% | -2.58663881047129% | 0.378010055763765% | 0.377043588407856% |
FHIGX | -14.0568569958879% | -9.2206404818118% | -6.22660799212617% | -1.89736066240463% | 0.438578110475156% | 0.633023679277335% |
VWIAX | -4.75521834508193% | -5.18892124954371% | -4.08312212586163% | -1.03306955005191% | 0.744070390148307% | 1.38868686717092% |
VTINX | -8.23193164721261% | -6.82967461739719% | -4.68451181077545% | -2.03920190110165% | -0.721143331939458% | -0.0347259182664676% |
VASIX | -7.66368266663079% | -7.26125826906564% | -5.25057885537854% | -1.94137374487875% | -0.563958834683203% | -0.130407057600606% |
TRRIX | -5.50240647925427% | -7.83676908714591% | -5.15919791891806% | -2.7486211283506% | -1.90416468315484% | -0.802125669399102% |
PRSNX | -10.5686644746112% | -10.1504293992932% | -7.53009960777829% | -2.91730887075442% | -1.10277617172393% | 0% |
PPSIX | 0.35771363239343% | -5.30941907679897% | -5.1548457401011% | -1.23948823734902% | 1.09595263950369% | -0.168569485745394% |
PONPX | -12.3348687602936% | -9.10493352592784% | -6.55900505466543% | -2.05274192421304% | 1.82056813404916% | 0% |
NPSRX | -5.62258379160526% | -9.01389029530762% | -7.45217257335504% | -2.52932833616546% | 0.383971296397432% | 0% |
KIFYX | 3.8046755857036% | -6.04592149051905% | -9.87472193548327% | -5.32830736851841% | -1.05543296324043% | -3.41296430529517% |
GSZAX | -7.18810818718801% | -4.54457226266313% | -3.59448527014111% | -3.13330262198258% | 0% | 0% |
FCVSX | 2.24009341043552% | -6.27250014443642% | 0.44962572651316% | -1.23361563362394% | -0.845700070816536% | -0.762457966438867% |
CNSDX | -3.51242501726514% | -8.42658730984354% | -1.96959180452526% | -1.73295354154156% | -0.820892028642344% | 0.199561137055435% |
CCVIX | -2.89268055296236% | -10.2708211932% | -3.03507213504721% | -2.49179012034015% | -2.60537746104056% | -0.894618675456391% |
BASIX | -9.8662633353727% | -7.48995191393256% | -5.00132785131541% | -2.29121255889616% | -0.314496574886265% | 0% |
ARTOX | -5.50589982053465% | -5.5034196693215% | -4.15340782146212% | -2.55021921775229% | -1.54015389291955% | -0.615361759907273% |
TIBAX | 4.66939826884278% | 1.61946603649026% | -2.89836158002233% | -2.79170615791495% | -2.16217066709263% | 0.0529276701729131% |
NBHAX | 4.02078172023709% | -1.44417189097407% | -4.37968339360891% | -2.78977010040872% | -1.41651108096904% | 0% |
LGMAX | -5.00907777149806% | -6.24027298951138% | -5.16249940125202% | -2.81299523380039% | -2.50070447511981% | -0.51016572941687% |
CVLOX | 7.54667811906592% | -4.9177313892203% | -1.3955057638262% | -2.94268437642245% | -3.34359875395224% | -1.05254314767709% |
LFRAX | -0.879944943719359% | -5.06957772545163% | -4.94277481165168% | -2.10260301220647% | -0.558149110260947% | 0% |
VEIPX | 4.89565737137681% | 1.29104212113198% | -1.62652700313191% | -0.756335222879885% | 0.460185115197243% | 0.391409822898076% |
SWDSX | 5.92215102687449% | -1.08507027280609% | -5.06931947131367% | -4.93211822470067% | -3.425815087611% | -1.97268740683429% |
PRFDX | 1.04282669207938% | -0.229547810900095% | -3.58178502052505% | -3.27455203953221% | -2.77609121842822% | -2.11261381271965% |
MDDVX | 1.39287636094487% | -4.80756088616292% | -5.27069553617902% | -3.00490235484471% | -2.22501507399761% | -0.591154452607301% |
LCEIX | 0.69960181731026% | -0.202334807738624% | -3.92867838063476% | -2.17608360761611% | -1.10576151452543% | -0.679185705785611% |
LBSAX | 2.38714861162319% | -0.0800802030790946% | -1.33394304306563% | -0.231029198125775% | 0.216661092847165% | 0.844391662990676% |
FSDIX | 0.0705922349851562% | -2.76608577498383% | -2.74236953682844% | -1.38462322892504% | -0.0907157941467052% | -1.09869830549325% |
FEQTX | 4.73326961830306% | 1.65583954313191% | -2.35641586366511% | -2.49905122646445% | -2.66261239492998% | -2.8064452853212% |
VMNFX | 7.85811232263395% | 9.88243116020782% | 5.60892428471083% | 1.80205833837062% | 2.26753882193288% | 1.31243438017553% |
JMNAX | 9.75702226324119% | 1.49352426030817% | 3.75352849728371% | 1.46649912505245% | 0.500118980007896% | 0.799606897995033% |
CVSIX | -2.63807246696746% | -3.84830697077125% | -2.24983904398498% | -0.828514656564343% | -0.52208460925914% | -0.714564371391707% |
MLSAX | -8.68180143824124% | -5.78551485726146% | -2.31711698184895% | -2.55434343515996% | -4.06230241125253% | -0.687415731671408% |
MFADX | -0.93783872673813% | -0.637399848945838% | -0.500711836702949% | -3.57308708000347% | -2.2836004662777% | 0% |
DHLSX | -3.15131447692734% | -2.91282642994945% | -4.45611215177932% | -3.53173427674933% | -2.97495192933723% | -0.814190373553348% |
BPLSX | 4.34259447996176% | 8.45130558261589% | 2.67910979803% | -0.712466383820476% | 0.446711582178115% | 2.83993535155671% |
BLSAX | -3.41469728880706% | -10.076213380137% | -9.59381691080929% | -8.10519467743495% | 0% | 0% |
ARBNX | -5.37909631597708% | -2.86236988372243% | -1.4382639762199% | -0.10689849490326% | 0.0798199555423169% | 0.619825703503278% |
ADANX | -4.08412258426295% | -4.76205554864597% | 1.29463683183572% | 0.928918769933467% | 0.585631030209351% | 0% |
PYTRX | -10.083302010622% | -4.41605187121837% | -4.76372582023528% | -2.18587373521862% | -1.27778158875822% | 0% |
PARYX | -5.61873402719561% | -6.0546586567104% | -3.87613398037169% | -1.51818357485828% | -0.89488534221576% | 0% |
JHAIX | -6.11908694583065% | -3.738720865994% | -2.7441247008474% | -2.43214878906853% | 0% | 0% |
GARTX | -5.2235972201827% | -4.0056397988346% | -3.7515249248986% | -2.50240581823584% | -2.84397103779803% | 0% |
GAFYX | -3.86950103300732% | -3.53273327635625% | -4.29118133037249% | -3.50975816705698% | -2.80645248819948% | 0% |
EIGMX | -0.636675060357044% | -2.73558100795865% | -1.51469045625041% | -0.323690335101992% | 0.0523485392326513% | 1.43159739033829% |
DVRAX | -1.34608889619142% | -2.55983638161256% | -2.28862262145962% | -2.00886291071895% | -0.419788065555696% | 0% |
ASFIX | -5.716657550305% | -8.83995491658883% | -5.26129729559268% | -2.45177699732197% | -0.527286822833608% | 0% |
MYITX | -3.11258479911756% | -6.96319224021687% | -9.27906303803064% | -8.81320101728859% | -8.44242293166245% | 0% |
VGLSX | -4.16657365850505% | -4.50079881397974% | -5.71302047733291% | -5.70361879155281% | -4.35801089055641% | 0% |
TIBIX | 5.00983136432627% | 1.89125169446107% | -2.63278583276266% | -2.50978088776845% | -1.60730055752929% | 0.570552143680128% |
PAUIX | -12.9369954763853% | -10.3922629590167% | -8.59365043875986% | -6.15700334649316% | -4.22688022839432% | -1.59402849062469% |
MFWIX | -7.11470718756309% | -5.26253583069826% | -5.12575554654005% | -2.99283890350673% | -2.34889000176129% | -0.405883903158493% |
MALOX | -8.57328545496393% | -7.45269601148228% | -4.57029425241256% | -3.43776596785498% | -3.27834403406766% | -0.444088206463161% |
LSWWX | -4.73246032743363% | -5.98348814321264% | -4.89453649410535% | -2.55048465005354% | -2.11791614028448% | -0.147810648244776% |
LCORX | -6.52523751257183% | -1.67089915731343% | -1.17244708864134% | -0.913785872270398% | -1.67278083370577% | -0.142016568301113% |
IVAEX | 1.51465378093103% | -1.71482663000418% | -2.64982862967811% | -6.47972215282001% | -6.17629754127493% | -0.295819530199404% |
GMWAX | -8.88987622129119% | -4.50277161292184% | -6.02257083154006% | -4.1791447012029% | -3.26582584459069% | -1.02046610138253% |
GLBIX | -12.9647936419398% | -4.79693530902135% | -3.9298367801076% | -3.90424390069189% | -3.02020341790086% | 0% |
GBMFX | -7.84632818427138% | -1.23354208463911% | -4.0732281306836% | -3.44344599157229% | -2.15139445908592% | 0.652254670066645% |
DSHGX | 2.28911634726878% | -0.388239118084348% | -1.97929854993087% | -2.64202662107836% | 0% | 0% |
BPGLX | -6.57828691671056% | -7.39199975419189% | -5.90905948913173% | -4.34301641845136% | -4.21956090319649% | -3.40217688821793% |
SFHYX | -8.78550330091582% | -6.76235212875312% | 2.27049859762678% | 1.16981005724022% | 1.77801868798916% | 1.92314367184205% |
PMSAX | -3.74611764170798% | -2.99902282868169% | -2.61841892336515% | -1.90350467608914% | 0% | 0% |
AVGRX | 2.74698831879063% | -4.78656635237632% | -4.27884238999499% | -3.4788748202411% | -2.47482532371842% | 0% |
AOR | -6.9308836158066% | -4.97354022591291% | -4.32921350461093% | -2.58275495268774% | -1.8279630079125% | 0% |
AOM | -7.51474614870985% | -5.97473278296609% | -4.648925184951% | -2.41990245027301% | -1.50767949559798% | 0% |
AOK | -7.66548667030544% | -6.46904164777413% | -5.00786799903833% | -2.39958682888214% | -1.21489252634614% | 0% |
AOA | -5.9526761976016% | -4.06481541444423% | -4.02748932816399% | -2.84518154897425% | -2.48157066382664% | 0% |
FV | -14.5415612345927% | -3.05766239401282% | -1.54097179052632% | -2.85955549885342% | 0% | 0% |
PGX | -8.04312958433655% | -9.08170438177141% | -8.72890214212881% | -2.89984392599929% | -0.430801654758087% | 0% |
PFF | -5.3750659061807% | -7.50783969024238% | -7.38713549135474% | -3.39182456476675% | -1.20307711677157% | 0% |
MDIV | 0.135660573782882% | -1.86462115369549% | -10.1373292825489% | -7.64676903214718% | 0% | 0% |
IYLD | -5.67720679659171% | -7.73884621911119% | -10.105959747027% | -5.6251914091609% | 0% | 0% |
INKM | -6.19926831134192% | -6.18202661841646% | -7.41893508179976% | -4.27656598540889% | 0% | 0% |
CWB | -4.85247982770988% | -10.096980129455% | -2.32489836598497% | -1.67661602083456% | -1.28098661275825% | 0% |
CVY | -5.30613165556355% | -2.30431846301729% | -9.08087183927859% | -8.24310677878372% | -6.01756903704058% | 0% |
BKLN | 1.59166102815759% | -0.502442426994405% | -1.85127680120153% | -1.21398103593693% | 0% | 0% |
BRK.A | 2.62861382495602% | 7.64577567644162% | 2.61187888783911% | 0.952596067365759% | 2.98925524113114% | 3.16674871733161% |
SDY | -1.35888629160926% | -0.00163547746838111% | -3.7405513312872% | -1.54147984996707% | -0.196367280232877% | 0% |
PID | -10.8062575877271% | -3.19474507515779% | -7.37532913826501% | -8.08642259735775% | -7.31983079110954% | 0% |
IDV | -6.6332163167519% | -4.29589591752282% | -9.50714102144134% | -8.04221708393867% | -8.45542352006845% | 0% |
HDV | 9.85305246387028% | 2.57248576377959% | -4.19187159849047% | -2.21546783544652% | 0% | 0% |
DWX | -8.24962171668284% | -5.2818440534928% | -9.24086819349725% | -7.5492493837103% | -9.47104963526907% | 0% |
DVY | 7.0162828140771% | 0.307254407264792% | -3.91916856547605% | -1.69098547953507% | 0.467085991339149% | -1.05946794175634% |
DLS | -12.2349070970564% | -8.74284282529163% | -10.5874839746185% | -7.03199015952027% | -6.70889140773903% | 0% |
DLN | 4.01075339220231% | 1.9540880805054% | -1.65013124916442% | -0.902407371802584% | 0.238005446469893% | 0% |
DGS | -9.62900635600003% | -3.72648022555752% | -5.89026437200314% | -5.64844976097869% | -7.23149860182645% | 0% |
DEM | -6.26115821021432% | -1.43529840553664% | -6.38093178943039% | -6.49609258750915% | -8.03954618740883% | 0% |
BTAL | 21.5229276715613% | 5.24567456126266% | 1.40558508604202% | 5.13289348741651% | 0% | 0% |
MNA | -2.75760218956994% | -5.12290488583055% | -4.18206371830613% | -1.20774932968465% | 0% | 0% |
RLY | -4.09922424773201% | -1.9172464388113% | -3.12583492724192% | -5.58451874388092% | 0% | 0% |
CSM | -2.30978701313716% | -1.04601801887151% | -1.77549430432466% | -1.67406569006791% | -1.10811164487686% | 0% |
QAI | -4.29215917087409% | -4.51021315661921% | -4.08299681713468% | -3.39234840547221% | -2.67640691169279% | 0% |
PWC | 1.49213755254741% | -2.35086303245363% | -5.46919278179652% | -4.49454442673281% | -3.4130974347407% | -2.20226880153013% |
PDP | -3.93541420236671% | -7.12685086163484% | -4.37059145155319% | -2.93549478077152% | -1.18169390764657% | 0% |
HDG | -3.85252139912817% | -5.84136897133949% | -4.29481290518501% | -3.33757161641283% | 0% | 0% |
PRPFX | 17.2101982124929% | 2.44302092765164% | 2.11005155419641% | 0.241181897685022% | -0.430001146810691% | 1.57311577168435% |
RSP | -5.81250743567472% | -3.37895108552363% | -3.84092042438686% | -3.03022901482411% | -1.88999594206702% | -1.38769106067464% |
Sharpe | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | 1.99 | -0.04 | 0.46 | 0.60 | 0.82 | 0.62 |
Global Equities (ACWI) | 2.11 | 0.10 | 0.50 | 0.52 | 0.59 | |
U.S. Equities (SPY) | 2.46 | 0.29 | 0.69 | 0.73 | 0.88 | 0.62 |
U.S. Bonds (BND) | 0.70 | -0.85 | -0.46 | -0.09 | 0.21 | 0.28 |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | 2.0288569002984 | -0.140326606101813 | 0.245145926848284 | 0.370091822100997 | 0.645135451576401 | 0.648045771615391 |
VYM | 2.23317065733857 | 0.296467097186456 | 0.496297602272205 | 0.584265288829619 | 0.823809245154895 | 0 |
WFAIX | 2.32586129635414 | 0.0357267613494957 | 0.525682655389488 | 0.645857651052842 | 0.929983469545346 | 0.614041545055078 |
FPACX | 2.07871169715811 | 0.0896331771184736 | 0.498352418598965 | 0.498691875065809 | 0.691858726836164 | 0.614714280355717 |
VGSTX | 1.87894810574254 | -0.167344974188878 | 0.390180670908047 | 0.509860776245192 | 0.698037466234041 | 0.552398523562199 |
VWELX | 2.51587239679765 | 0.0429862301829173 | 0.481091727093053 | 0.64684131668345 | 0.851014840835024 | 0.686841721236054 |
VASGX | 2.20879115569749 | 0.0199497562722097 | 0.448011797951873 | 0.519048680115888 | 0.683149955285756 | 0.491009584709202 |
VWINX | 1.47801880112025 | -0.265922255369884 | 0.177169468583942 | 0.456869600818896 | 0.816104467644233 | 0.683684034107298 |
VLAAX | 1.7439279154447 | -0.0468182024047144 | 0.371244526742964 | 0.584187398130053 | 0.832568054859891 | 0.601657029180707 |
VBIAX | 2.31958185605838 | 0.00679513533602138 | 0.490674278690132 | 0.618001863254435 | 0.850843926229105 | 0.645373134343231 |
SWOBX | 2.16740944469919 | -0.100268236507856 | 0.40804973956872 | 0.523183515646747 | 0.739098089137914 | 0.53561942863427 |
JANBX | 2.3485813462652 | -0.0500023284568364 | 0.46748459939081 | 0.637791492921701 | 0.810744783433545 | 0.727739545696782 |
FPURX | 2.43649619913512 | 0.109475986234609 | 0.659726411185221 | 0.683366996238284 | 0.871010596276024 | 0.650493757165505 |
FBALX | 2.50577306703901 | 0.0648559315652018 | 0.614605823967634 | 0.65435718788637 | 0.853167142303395 | 0.645861899730612 |
DODBX | 2.04958076355011 | 0.119749950775013 | 0.485227356893153 | 0.521159804978571 | 0.732836149024051 | 0.508585603360825 |
COTZX | 1.42459048532616 | -0.300618525456969 | 0.513729648052724 | 0.591769584234459 | 0.846822257661533 | 0.530682511138248 |
BETFX | 2.00458892361569 | -0.0976432428946601 | 0.294906685645862 | 0.380709451362694 | 0.566099843973783 | 0 |
XCOR | 2.1913378742428 | -0.114855726829407 | 0.393423610493155 | 0.466985231588098 | 0.601496436179782 | 0 |
NAVFX | 2.62111607256806 | 0.217637475603599 | 0.50775846334057 | 0.533880768563944 | 0 | 0 |
SMIFX | 2.28598506816585 | -0.0763702850567051 | 0.459087308433797 | 0.442401258134401 | 0.599754974091316 | 0 |
VWLTX | 0.405574648578765 | -0.814801454080424 | -0.389650169488201 | -0.00693999074469156 | 0.313616005587671 | 0.276506199066873 |
PRINX | 0.45863416200988 | -0.875197800877583 | -0.408488753375851 | -0.0461989778819448 | 0.316979012967746 | 0.294588187079766 |
MDNLX | -0.0507105745824155 | -0.990338999261411 | -0.520615110523635 | -0.154913282512186 | 0.265838705261985 | 0.241234679401615 |
FLAAX | 0.47805067915067 | -0.985825450723091 | -0.470500252973698 | -0.0640865250154504 | 0.318171625062393 | 0.261089018687251 |
FHIGX | 0.346218506713831 | -0.876816678444712 | -0.415662810542456 | -0.0385542185378583 | 0.305201430191763 | 0.283155403229808 |
VWIAX | 1.49952246762815 | -0.255733640435848 | 0.186187398476098 | 0.468438332590774 | 0.81616909815264 | 0.687379097241132 |
VTINX | 1.16339674381517 | -0.509223358484997 | 0.0446700486326994 | 0.300306492528632 | 0.615780319858326 | 0.500205402741317 |
VASIX | 1.20705051025005 | -0.566492956655761 | -0.114969885869397 | 0.20555721650678 | 0.522975895495496 | 0.43513521786111 |
TRRIX | 1.57699437885155 | -0.591502816790428 | 0.114676001975689 | 0.311294634130748 | 0.559065036698437 | 0.459642692465249 |
PRSNX | 0.471520258513884 | -1.17968844962505 | -0.41889693876456 | -0.0179187991814641 | 0.345138454245596 | 0 |
PPSIX | 2.2278543576384 | -0.416762627672025 | -0.00781827697673789 | 0.321880706415999 | 0.71844105105236 | 0.370443872599111 |
PONPX | 0.071951948507772 | -1.05367437848654 | -0.380665728827357 | 0.10210971316426 | 0.813669157000229 | 0 |
NPSRX | 1.2909222917003 | -0.780568281288019 | -0.153462304581775 | 0.195092040207259 | 0.620994591201047 | 0 |
KIFYX | 2.0127229750788 | -0.215281382596594 | 0.0757092856896655 | 0.201264738306886 | 0.547915838369748 | 0.268367328187382 |
GSZAX | -0.630738433638731 | -0.762522012973944 | -0.121792035328111 | -0.173912457990327 | 0 | 0 |
FCVSX | 2.20440119824585 | -0.24871030055077 | 0.617911010000466 | 0.545155402928508 | 0.715870526056502 | 0.497500140932722 |
CNSDX | 1.78154347838134 | -0.450142970566264 | 0.470291254936737 | 0.491931531827653 | 0.704273184407351 | 0.55070252981001 |
CCVIX | 1.87351893436979 | -0.530161998522077 | 0.42337304946311 | 0.449048875643269 | 0.561345931718419 | 0.469688733058854 |
BASIX | 0.0672601989477974 | -1.3008080523581 | -0.403860891571044 | -0.0796485296999544 | 0.423523032643269 | 0 |
ARTOX | 1.68393155322712 | -0.264300431179061 | 0.242802380924623 | 0.372939146414091 | 0.630794423589287 | 0.49187392118876 |
TIBAX | 2.20385479845784 | 0.337047484732722 | 0.432614747667268 | 0.432299065842182 | 0.59717352727305 | 0.549824789376118 |
NBHAX | 2.19324143165007 | 0.154046313289808 | 0.373135815248589 | 0.46349684849062 | 0.682523870188601 | 0 |
LGMAX | 2.02930681775884 | -0.0600566626616536 | 0.370605132039847 | 0.491706337846549 | 0.652254928300845 | 0.542431484444639 |
CVLOX | 2.81703694985702 | -0.0292930320145825 | 0.58029344306461 | 0.489117839142421 | 0.564969549179618 | 0.494735294983618 |
LFRAX | -0.257028583502389 | -0.959298800372473 | -0.179478081946882 | 0.0884867993744791 | 0.417260738214984 | 0 |
VEIPX | 2.34943787009818 | 0.320943114109523 | 0.53769403504795 | 0.625114205332636 | 0.852965535863466 | 0.612520489270217 |
SWDSX | 2.52806155463989 | 0.184037550766872 | 0.38122591761801 | 0.392292362877895 | 0.622337419013255 | 0.465323944253275 |
PRFDX | 2.15006616293865 | 0.237505297222042 | 0.457238305519574 | 0.486562143092461 | 0.658623562173717 | 0.470721997482933 |
MDDVX | 2.02041569826639 | -0.0711983230276784 | 0.318084370169282 | 0.461169023379136 | 0.653088443234373 | 0.533551008734088 |
LCEIX | 2.10572415887501 | 0.232550279025502 | 0.405164948163713 | 0.503873153750442 | 0.729851877369919 | 0.532710161049397 |
LBSAX | 2.43218885559624 | 0.249011451033459 | 0.570014304447336 | 0.676674966656312 | 0.856142136474467 | 0.654117243938959 |
FSDIX | 2.22023791596328 | 0.0477563196649726 | 0.465847286662455 | 0.57049209828231 | 0.818092714209462 | 0.506014667621351 |
FEQTX | 2.10998958151506 | 0.336374572337504 | 0.502499941860409 | 0.519519764900728 | 0.662075537046624 | 0.431470780768706 |
VMNFX | 0.80582649872933 | 1.18257861822145 | 0.692767774553071 | 0.229654536124695 | 0.369831155670171 | 0.250048810607814 |
JMNAX | 1.76152021226857 | 0.360993738574407 | 0.789450868454235 | 0.347036858846347 | 0.241981558929866 | 0.276817196268027 |
CVSIX | -0.223298316352173 | -0.540730398944685 | 0.0182192246661642 | 0.324938304496605 | 0.577878088709259 | 0.353552872506291 |
MLSAX | 1.64942351799552 | 0.0839522227245491 | 0.544748084167801 | 0.524244284783183 | 0.497068010000008 | 0.432263368729032 |
MFADX | 0.867075475233207 | 0.123761240821519 | 0.504650138113858 | 0.241865965212664 | 0.455896635914971 | 0 |
DHLSX | 1.62272796498236 | -0.0136268346607775 | 0.299704757829508 | 0.367363914458619 | 0.523111711338061 | 0.468010042771245 |
BPLSX | 2.1258524752499 | 0.772017690539086 | 0.649030136808687 | 0.448089818403376 | 0.647027177188176 | 0.63885530319 |
BLSAX | 1.57263771006102 | -0.303221046185638 | 0.0603301961575219 | 0.0229036905411791 | 0 | 0 |
ARBNX | 0.516331791796627 | -0.525601018929423 | 0.0351873451860549 | 0.303727414228783 | 0.411464413513639 | 0.431688583921852 |
ADANX | 0.366622063741562 | -0.99543332425971 | 0.477207844515802 | 0.465467894280547 | 0.454402765871317 | 0 |
PYTRX | 0.766848758553354 | -0.534130489256631 | -0.352224017444285 | -0.0293921254513679 | 0.172281379386973 | 0 |
PARYX | -0.63627108083713 | -1.64543668788872 | -0.721345612684519 | -0.215731124784747 | 0.0143809077797201 | 0 |
JHAIX | 0.456620185141627 | -0.278861004354036 | 0.0974560586857694 | 0.0661716612706808 | 0 | 0 |
GARTX | 1.10440822623974 | -0.327316304429487 | 0.110525372954316 | 0.243839663841323 | 0.302168015965261 | 0 |
GAFYX | 0.04745565545922 | -0.391857611437917 | -0.202181286648605 | -0.0361197539521091 | 0.228308980122116 | 0 |
EIGMX | 1.12271582687644 | -0.52744462348089 | 0.0326646068826368 | 0.24926194675193 | 0.401790579374144 | 0.657151752433319 |
DVRAX | 1.49077654292687 | -0.214669479824929 | 0.192069360962625 | 0.183040687464432 | 0.52945673504681 | 0 |
ASFIX | -2.04780009573467 | -1.19843039258441 | -1.1466047198995 | -0.890795709344595 | -0.594348449646831 | 0 |
MYITX | 1.64095288955961 | -0.109092438780923 | 0.14750578764507 | 0.0998605346060694 | 0.279747633408475 | 0 |
VGLSX | 2.08857550542274 | -0.0793141036179978 | 0.188259611307196 | 0.164837012777307 | 0.436730546161266 | 0 |
TIBIX | 2.22859837058831 | 0.355786048500279 | 0.448296218045747 | 0.451447075684718 | 0.640221671941217 | 0.587475243650016 |
PAUIX | 0.647666169081596 | -0.546386052759036 | -0.000680002303127091 | 0.0186768834837905 | 0.212327982370974 | 0.26549994489412 |
MFWIX | 1.39419297859885 | -0.149305964834061 | 0.231948521746928 | 0.363274606033599 | 0.558634433682904 | 0.504791972214064 |
MALOX | 1.69546787825334 | -0.36716138969246 | 0.276155764054142 | 0.334371749961652 | 0.489946056459382 | 0.505468087785245 |
LSWWX | 2.04784517164033 | -0.0458168218535266 | 0.385824961185981 | 0.510636457108934 | 0.679668649543147 | 0.566585786539995 |
LCORX | 1.52757809839585 | 0.0705915333536364 | 0.504362172657521 | 0.532978863511095 | 0.614343967770835 | 0.523634393886016 |
IVAEX | 2.61933188479556 | 0.129539678502165 | 0.484681995752981 | 0.229772095713145 | 0.383568464622521 | 0.484960169372584 |
GMWAX | 1.35237837036287 | -0.10495515513587 | 0.144204061002284 | 0.240377175954289 | 0.448088137850062 | 0.434524493653786 |
GLBIX | 0.813804514347584 | -0.196807399409481 | 0.262819460610262 | 0.212707771201665 | 0.466323000153424 | 0 |
GBMFX | 0.939691703833128 | 0.0543374979439207 | 0.102124675836559 | 0.143186486156602 | 0.408037302987013 | 0.538066425726055 |
DSHGX | 2.55032437221203 | 0.243994364675926 | 0.560630490364446 | 0.541355569986641 | 0 | 0 |
BPGLX | 1.74334655637798 | -0.34485207975592 | 0.200051967074845 | 0.287142900456175 | 0.448817199564056 | 0.31275801516579 |
SFHYX | 0.753642311770898 | -0.786983411778876 | 0.651355224905399 | 0.627475213247432 | 0.863895439990324 | 0.699439988419885 |
PMSAX | 0.533437742997723 | -0.334789018182446 | 0.137406637875453 | 0.198474711988391 | 0 | 0 |
AVGRX | 1.46243874735798 | -0.246870153361864 | 0.125094566687163 | 0.182936071916772 | 0.464604022218321 | 0 |
AOR | 1.75085400167513 | -0.112485404718663 | 0.320156291741342 | 0.438114881031858 | 0.652487072035873 | 0 |
AOM | 1.52966079524539 | -0.281985893318518 | 0.172063057455641 | 0.347855264060924 | 0.589157909010421 | 0 |
AOK | 1.40453867202314 | -0.390016782888302 | 0.0612693763055479 | 0.277239954793787 | 0.538221812335338 | 0 |
AOA | 1.93299770435315 | 0.00943235985588974 | 0.419765457559668 | 0.490186366745842 | 0.67082176877867 | 0 |
FV | 1.64929455068329 | 0.147952972247709 | 0.582226665162408 | 0.538885575541387 | 0 | 0 |
PGX | 1.48827693070685 | -0.323132995435297 | -0.0698241937236178 | 0.204839536349624 | 0.475107808987632 | 0 |
PFF | 1.65894358003197 | -0.313545719822927 | 0.0462523256519333 | 0.215676546932691 | 0.491450764338555 | 0 |
MDIV | 1.87308565671984 | 0.109370134294757 | 0.132082576766397 | 0.146490594337531 | 0 | 0 |
IYLD | 1.19064095946453 | -0.410302172603768 | -0.11428932863226 | 0.0724174694294431 | 0 | 0 |
INKM | 1.44404282783113 | -0.253966005884018 | 0.0784465306582037 | 0.225490722895892 | 0 | 0 |
CWB | 1.54449260144324 | -0.490243025036891 | 0.465461321843649 | 0.517991234784984 | 0.674802361929684 | 0 |
CVY | 1.56433171701869 | 0.144562890312621 | 0.279608943464863 | 0.251913222380222 | 0.451019087796758 | 0 |
BKLN | 2.30629260186727 | 0.0885075899629804 | 0.212482417185998 | 0.288444375454019 | 0 | 0 |
BRK.A | 1.38381992158957 | 0.581463307072284 | 0.677183961995703 | 0.635032116079171 | 0.760651757344407 | 0.592119528090254 |
SDY | 1.61979746066204 | 0.243396256839557 | 0.428137629740413 | 0.561271209190586 | 0.784377194482653 | 0 |
PID | 1.20571236145159 | 0.0860291163665154 | 0.297484204063225 | 0.205782691777286 | 0.363582780174321 | 0 |
IDV | 1.17018290509502 | 0.026452121502578 | 0.161854900625778 | 0.166496320498427 | 0.297729222493438 | 0 |
HDV | 2.4617081218896 | 0.375278892965393 | 0.37150359434479 | 0.482438344941369 | 0 | 0 |
DWX | 0.953613229982086 | -0.0969670491479943 | 0.0430645997834753 | 0.0824495091521159 | 0.156673416190814 | 0 |
DVY | 1.92843600863484 | 0.252844759205303 | 0.408252594865632 | 0.520203426234823 | 0.778593218391353 | 0.473019229584944 |
DLS | 1.03988648555709 | -0.217704626148857 | 0.113816286317029 | 0.228063807282142 | 0.372661494176819 | 0 |
DLN | 2.64759868254242 | 0.372565058139452 | 0.56541980604311 | 0.641729366830351 | 0.858713337002404 | 0 |
DGS | 1.19861924341597 | 0.0109008705792869 | 0.282352203856403 | 0.26023080717582 | 0.319022731523163 | 0 |
DEM | 1.53354694013372 | 0.137625441729721 | 0.226570271045301 | 0.19439450209451 | 0.249806688301938 | 0 |
BTAL | -0.219804361273564 | 0.259506756954834 | -0.216718613242169 | -0.00138818751680264 | 0 | 0 |
MNA | 0.124631746088081 | -1.01023456762659 | -0.338538648423175 | 0.0550046959539418 | 0 | 0 |
RLY | 0.807669935210136 | 0.0860701102616917 | 0.369115266387847 | 0.179767291562979 | 0 | 0 |
CSM | 2.26615531749683 | 0.232883167147335 | 0.603747086976504 | 0.631941069123916 | 0.807869426935879 | 0 |
QAI | 1.47033363531854 | -0.416215806285861 | -0.022891196290903 | 0.00120595991677812 | 0.217844938117458 | 0 |
PWC | 2.24627762909735 | 0.171961541975613 | 0.417777453282034 | 0.450307347473366 | 0.651137330727148 | 0.471208613561875 |
PDP | 2.06224787802819 | -0.0269362736234801 | 0.469860343365851 | 0.53061697360331 | 0.756103743578783 | 0 |
HDG | 0.951879558883301 | -0.593957155976337 | 0.00129450715332713 | 0.081892463082246 | 0 | 0 |
PRPFX | 4.11793512402732 | 0.433333728409883 | 0.757057665087161 | 0.606267564356945 | 0.641474999221381 | 0.615133066879217 |
RSP | 1.78024145538761 | 0.107179755663693 | 0.500319458766569 | 0.545728104269694 | 0.751361427051455 | 0.540055486769416 |
Sortino | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | 4.33 | -0.06 | 0.66 | 0.88 | 1.27 | 0.91 |
Global Equities (ACWI) | 5.12 | 0.14 | 0.74 | 0.77 | 0.89 | |
U.S. Equities (SPY) | 6.06 | 0.41 | 1.05 | 1.12 | 1.39 | 0.92 |
U.S. Bonds (BND) | 4.33 | -0.06 | 0.66 | 0.88 | 1.27 | 0.91 |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | 8.33360969612462 | -0.184856931100603 | 0.325813955937201 | 0.501559494890391 | 0.923338993429078 | 0.926111307576775 |
VYM | 5.34990724763099 | 0.451128445206776 | 0.752187791487481 | 0.89345145219866 | 1.3101113330687 | 0 |
WFAIX | 5.07367568455301 | 0.0478284181593841 | 0.772164702251427 | 0.96158812038164 | 1.49026007948304 | 0.883180130238165 |
FPACX | 5.82428939448549 | 0.125432278123976 | 0.715361142201208 | 0.72659630438749 | 1.03939319291061 | 0.891939983435304 |
VGSTX | 4.55522201629802 | -0.223484710887202 | 0.57163809130343 | 0.753248202088561 | 1.07260809274208 | 0.808079300265153 |
VWELX | 5.98671116785977 | 0.0571942873407326 | 0.686557123680917 | 0.944703438969249 | 1.30679377053466 | 1.00212627677977 |
VASGX | 5.46887633646069 | 0.0272552662110471 | 0.648471109592976 | 0.758657828079053 | 1.03775186616853 | 0.696953408820767 |
VWINX | 3.44153550984669 | -0.344049915856394 | 0.245080394776136 | 0.653093250798229 | 1.23530446248249 | 1.00564396941231 |
VLAAX | 3.71776546774486 | -0.062663134365769 | 0.530071335035057 | 0.855787948083486 | 1.2939753773561 | 0.869603303641739 |
VBIAX | 5.13077179627597 | 0.00905054171383403 | 0.709838773525613 | 0.90802814618185 | 1.31172461758682 | 0.943540627511558 |
SWOBX | 4.95252915684928 | -0.12946765202748 | 0.576453038414387 | 0.748616227794359 | 1.10664111995682 | 0.763576327401376 |
JANBX | 5.17029869144824 | -0.0650907822232751 | 0.663419853359787 | 0.931482723357319 | 1.23139920938088 | 1.09471659586149 |
FPURX | 5.71124808409598 | 0.146485124598401 | 0.982212686995475 | 1.01726649879433 | 1.35214611644017 | 0.951321184167677 |
FBALX | 6.04066820048411 | 0.0868398539752654 | 0.911292612263963 | 0.974128055578672 | 1.32017450934087 | 0.940766899926352 |
DODBX | 5.45489114953163 | 0.16596786447077 | 0.712078547330896 | 0.770394271227505 | 1.1252684180302 | 0.730417977457532 |
COTZX | 3.19647552027009 | -0.391541892943385 | 0.80935881673103 | 0.952250519487681 | 1.45299451875221 | 0.775527412701215 |
BETFX | 4.51232998541863 | -0.129430556162416 | 0.41392216897055 | 0.540818245282281 | 0.836673104239384 | 0 |
XCOR | 5.85136884034313 | -0.153400429061395 | 0.586222752664581 | 0.691293287072509 | 0.911630226993936 | 0 |
NAVFX | 6.11281461527805 | 0.311885088930243 | 0.729413774894365 | 0.764159369701282 | 0 | 0 |
SMIFX | 4.68566803440971 | -0.0993785164502086 | 0.682736891568804 | 0.637917273986487 | 0.899168080914318 | 0 |
VWLTX | 0.974979425923306 | -1.01793110920274 | -0.506025674062415 | -0.00922329628624181 | 0.435638921927344 | 0.383173172508199 |
PRINX | 1.16838068739823 | -1.0685174553451 | -0.516098484040942 | -0.0596645519157605 | 0.431535745189364 | 0.407258467572455 |
MDNLX | -0.0945850440794629 | -1.13564567202161 | -0.624692145264854 | -0.190771213645681 | 0.352838380325264 | 0.326492942984534 |
FLAAX | 1.13123198960869 | -1.13271821486764 | -0.570282571226989 | -0.0798033136824731 | 0.419743241821743 | 0.350612717828114 |
FHIGX | 0.780793920332706 | -1.06931387651264 | -0.525534905744197 | -0.0500085507106328 | 0.414953644694868 | 0.386478671193276 |
VWIAX | 3.50862934167283 | -0.331521236687637 | 0.258046583051395 | 0.671169822646501 | 1.23618807098386 | 1.01215747952436 |
VTINX | 2.27837787357725 | -0.622789805759816 | 0.0589410624135938 | 0.40814277031509 | 0.889471898310911 | 0.70080566732958 |
VASIX | 2.46893059165216 | -0.70172664958302 | -0.150113728164949 | 0.276739282341408 | 0.738034297983261 | 0.59862036612884 |
TRRIX | 3.00314775704921 | -0.690273450336775 | 0.150429627103723 | 0.422035907237397 | 0.803960200021681 | 0.645033706923241 |
PRSNX | 0.931472874200214 | -1.27112709532244 | -0.495148470697431 | -0.0220859346969546 | 0.449340490563043 | 0 |
PPSIX | 5.73959333070441 | -0.517541554128022 | -0.00974590970242005 | 0.416278573280593 | 1.0007632225964 | 0.523170162788412 |
PONPX | 0.108142922427542 | -1.15786256612424 | -0.442671654949883 | 0.123865717338594 | 1.12982539606995 | 0 |
NPSRX | 3.2195150134083 | -0.897841568932372 | -0.185151668474129 | 0.24441050484293 | 0.845824470169521 | 0 |
KIFYX | 7.18398308361028 | -0.29390486154986 | 0.0941137416379523 | 0.257859300141064 | 0.732031488794915 | 0.360895097202095 |
GSZAX | -0.864310167668925 | -0.904253876274086 | -0.15593620331861 | -0.223599762089442 | 0 | 0 |
FCVSX | 4.40178909027558 | -0.306190893685185 | 1.00077356243094 | 0.863195163986489 | 1.15586252370788 | 0.705867706976783 |
CNSDX | 3.70504073949873 | -0.548406745913173 | 0.734570322914235 | 0.760277572424889 | 1.11978167831401 | 0.802647046370111 |
CCVIX | 4.10396836344346 | -0.63390664016147 | 0.665128831448059 | 0.693627744071422 | 0.878734810976393 | 0.694513694533625 |
BASIX | 0.0983342861664705 | -1.36099376842711 | -0.475660539124814 | -0.0967925778522368 | 0.562579072743255 | 0 |
ARTOX | 3.57900812992238 | -0.339158549696708 | 0.333945114524613 | 0.522360882147502 | 0.935528195413099 | 0.701541395253503 |
TIBAX | 7.53092842311624 | 0.496406987792616 | 0.604284204985164 | 0.607694640232256 | 0.869735376056034 | 0.783801925072181 |
NBHAX | 6.00377059553346 | 0.215869662299545 | 0.513367194843341 | 0.647405950608436 | 0.990587749464096 | 0 |
LGMAX | 4.7880478925493 | -0.081860672805465 | 0.532726395022915 | 0.722601986486994 | 0.993603885679008 | 0.785075401859589 |
CVLOX | 9.07901598603733 | -0.0391217560049352 | 0.886137872763666 | 0.74402762305003 | 0.874900496523273 | 0.723280097823013 |
LFRAX | -0.33095944700796 | -0.993455887077844 | -0.197422948030269 | 0.100777466740962 | 0.495501256254156 | 0 |
VEIPX | 6.06351432043632 | 0.483766265562451 | 0.813608905928696 | 0.954071452663366 | 1.35156580563635 | 0.897026593819206 |
SWDSX | 5.16207421181098 | 0.266304987575348 | 0.533864325339422 | 0.555031452257927 | 0.922415043917657 | 0.657100560828816 |
PRFDX | 5.83398931488962 | 0.344219476039124 | 0.669893931770038 | 0.717318880667126 | 0.999266594079088 | 0.676838492688471 |
MDDVX | 5.77662669533573 | -0.0979682064054957 | 0.472481346744651 | 0.692230709839815 | 1.0106390594844 | 0.787938224170886 |
LCEIX | 5.21678070853676 | 0.343047139645769 | 0.585290033565686 | 0.738096856694869 | 1.11801152884905 | 0.765460183476761 |
LBSAX | 5.28686336396422 | 0.366762935045052 | 0.871483866211117 | 1.04523101862986 | 1.36657033768087 | 0.971498483240335 |
FSDIX | 4.76173777373384 | 0.0666031033629298 | 0.688325707815101 | 0.850297968743974 | 1.27687680308175 | 0.714146244521892 |
FEQTX | 5.09230999778503 | 0.506994593825581 | 0.757692284768651 | 0.77935746054155 | 1.01352856329769 | 0.61952433197588 |
VMNFX | 1.70063178897702 | 2.82783678214162 | 1.36627172631433 | 0.389114847406379 | 0.630455695811539 | 0.395199084440879 |
JMNAX | 2.97524844150799 | 0.493100736433197 | 1.20805106910642 | 0.490587679377378 | 0.335863107372781 | 0.386862464826145 |
CVSIX | -0.247699718518613 | -0.603888281374944 | 0.0222783331781138 | 0.422737543251799 | 0.827806178366508 | 0.474759942417298 |
MLSAX | 3.92033982165815 | 0.130331823408609 | 0.882216090733129 | 0.835392583550083 | 0.789502121068483 | 0.680610694187779 |
MFADX | 1.81292454357529 | 0.176323020244401 | 0.801052797620948 | 0.362787669445143 | 0.701684471508226 | 0 |
DHLSX | 4.46241594063177 | -0.0182035071738768 | 0.417827194791329 | 0.523560220431185 | 0.773004368116204 | 0.678479243025672 |
BPLSX | 4.74861558444259 | 1.32545238841415 | 1.06464350706817 | 0.714281688988794 | 1.0692753909344 | 1.07112691573854 |
BLSAX | 3.52409688998338 | -0.428053273713912 | 0.0854634664589355 | 0.0324243319036734 | 0 | 0 |
ARBNX | 0.820609690315278 | -0.626227343758696 | 0.0462077391708494 | 0.403323024648507 | 0.547437042943728 | 0.586637565127374 |
ADANX | 0.579552670080524 | -1.04575636273576 | 0.764432969622003 | 0.744838523483889 | 0.718697912590902 | 0 |
PYTRX | 1.3484171090113 | -0.683991127157146 | -0.424526832001875 | -0.0365985939895129 | 0.219828929028164 | 0 |
PARYX | -0.789384904881611 | -1.56298300684205 | -0.77986981416275 | -0.245350367226619 | 0.0167608225815955 | 0 |
JHAIX | 0.681084544176418 | -0.367659667450773 | 0.139182305523032 | 0.0935517751728107 | 0 | 0 |
GARTX | 2.14683399099784 | -0.412624854911481 | 0.146201197716586 | 0.32805679004188 | 0.41439854246477 | 0 |
GAFYX | 0.0624239284944071 | -0.496748913508608 | -0.256841457462996 | -0.045878363617695 | 0.30870873015706 | 0 |
EIGMX | 2.03620265036348 | -0.617830830539416 | 0.0398247563404241 | 0.315788163218459 | 0.525241502146979 | 0.902107801519548 |
DVRAX | 4.36169008688865 | -0.277763755819078 | 0.257547781355797 | 0.247819490153685 | 0.759793264840607 | 0 |
ASFIX | -1.8731597935406 | -1.32261589491437 | -1.27104953429646 | -1.05406672400499 | -0.724754122081494 | 0 |
MYITX | 3.64734061482399 | -0.1524706246918 | 0.202768770002232 | 0.136126005450826 | 0.399801046774605 | 0 |
VGLSX | 4.98087367651132 | -0.105929564466058 | 0.254691576950678 | 0.225773479023897 | 0.637168254496172 | 0 |
TIBIX | 7.7483851005735 | 0.526440339090524 | 0.628097587110236 | 0.636772040619484 | 0.938178367161078 | 0.84181870818026 |
PAUIX | 1.07477813701106 | -0.662508910964811 | -0.000876316806158909 | 0.0246698288229649 | 0.287698273357511 | 0.36991992195788 |
MFWIX | 3.04594077574738 | -0.202687258073301 | 0.329369104446786 | 0.52694041689638 | 0.842005087755753 | 0.744323470779383 |
MALOX | 3.36860040790215 | -0.461901755061519 | 0.401107794332678 | 0.489730438279162 | 0.735463855469761 | 0.751027482740741 |
LSWWX | 4.85327818670735 | -0.0626713235752244 | 0.556717645296646 | 0.753998560306276 | 1.04196906776684 | 0.824519535159788 |
LCORX | 2.64325349772688 | 0.0971095923702845 | 0.740329611256199 | 0.792099329126048 | 0.919464520235347 | 0.750921916751533 |
IVAEX | 6.87167446105993 | 0.182129253847315 | 0.691889566061159 | 0.300628999718959 | 0.524968407772898 | 0.691750464089541 |
GMWAX | 2.81492785080681 | -0.144797527770933 | 0.199439865131287 | 0.340211149706276 | 0.658579005243527 | 0.632662565911812 |
GLBIX | 1.34709474810366 | -0.257165424058644 | 0.367008752159443 | 0.29812097816798 | 0.67928505916772 | 0 |
GBMFX | 1.76610129699173 | 0.0779655067299417 | 0.138915671282404 | 0.199177740666185 | 0.588987704836625 | 0.796774321276361 |
DSHGX | 7.42836506420736 | 0.353043534104277 | 0.819790435349061 | 0.791598143860619 | 0 | 0 |
BPGLX | 3.94062658891077 | -0.441410222111079 | 0.282509601631138 | 0.410332207806045 | 0.663953109973016 | 0.440687216350095 |
SFHYX | 1.36548658260109 | -0.964349184294637 | 1.1318188497912 | 1.0833650438301 | 1.55382330638781 | 1.2461641095994 |
PMSAX | 0.782337833319701 | -0.40881388593566 | 0.174210656408643 | 0.25437093441931 | 0 | 0 |
AVGRX | 3.58949370564576 | -0.326092788819868 | 0.171133947946639 | 0.247546997405503 | 0.697260581137904 | 0 |
AOR | 3.74304174398701 | -0.15089629885972 | 0.450666347663089 | 0.62595981573683 | 0.976422333999879 | 0 |
AOM | 3.1044339860358 | -0.363412395901456 | 0.2341633207805 | 0.483981215405102 | 0.859828468551833 | 0 |
AOK | 2.78358980119256 | -0.493501328946409 | 0.0817090893279969 | 0.378790908989674 | 0.763095564054316 | 0 |
AOA | 4.37300754235359 | 0.0128837862049249 | 0.602263267586911 | 0.711178063013114 | 1.02363098926028 | 0 |
FV | 4.24447153441741 | 0.223157405017145 | 0.938831161393126 | 0.821039653746007 | 0 | 0 |
PGX | 3.48349932097847 | -0.470610167974541 | -0.102536659324906 | 0.304745585961797 | 0.731167787899947 | 0 |
PFF | 3.89547365067238 | -0.438230680081659 | 0.0651799096556058 | 0.308406656113648 | 0.745672569370795 | 0 |
MDIV | 6.47691564228985 | 0.153865697757545 | 0.166690045734752 | 0.188612681958258 | 0 | 0 |
IYLD | 2.75751032607373 | -0.528619225081747 | -0.140938454220111 | 0.0922930795064581 | 0 | 0 |
INKM | 3.37391984902993 | -0.331714101305383 | 0.101045503264358 | 0.298885892140943 | 0 | 0 |
CWB | 3.20859633745671 | -0.598543427135305 | 0.727964585978744 | 0.806988121883114 | 1.06209437937248 | 0 |
CVY | 3.94448122892077 | 0.208827839591133 | 0.376025526667806 | 0.344728710157972 | 0.638517100734328 | 0 |
BKLN | 7.41494626914399 | 0.116911491587414 | 0.274274385246173 | 0.389828711159874 | 0 | 0 |
BRK.A | 2.91593218469045 | 0.939760835988802 | 1.12078515001444 | 1.0535907872071 | 1.34108910698512 | 0.987308370747451 |
SDY | 3.67598996031705 | 0.37133261324769 | 0.636768786126719 | 0.852759161214181 | 1.24842637040423 | 0 |
PID | 2.63120264269553 | 0.119873703938787 | 0.397929750077672 | 0.281517651724316 | 0.514708872397173 | 0 |
IDV | 2.27662648313766 | 0.0365924849290088 | 0.217822571150988 | 0.229073911061248 | 0.428705503829027 | 0 |
HDV | 7.51564674519951 | 0.571255541664097 | 0.55911600257483 | 0.730772638404508 | 0 | 0 |
DWX | 1.75769247820328 | -0.131123940331841 | 0.0563571167550287 | 0.113456535487507 | 0.221891105546407 | 0 |
DVY | 5.17922988170437 | 0.367924808969131 | 0.580289657195053 | 0.75139311881171 | 1.18158454337463 | 0.657115398237011 |
DLS | 1.91687257152278 | -0.296927237356069 | 0.151296519055141 | 0.313378651948993 | 0.5340065729799 | 0 |
DLN | 5.55962349294828 | 0.555007039040447 | 0.848843683868523 | 0.971080945573512 | 1.35757032717374 | 0 |
DGS | 2.2838350174412 | 0.0158613942899146 | 0.3950371815699 | 0.372792920242001 | 0.462330614826841 | 0 |
DEM | 3.28729599371175 | 0.213836170532229 | 0.327489762191684 | 0.289392081485856 | 0.371713082766412 | 0 |
BTAL | -0.295274584848025 | 0.369871010452633 | -0.278788794576705 | -0.00190951394671264 | 0 | 0 |
MNA | 0.176287511731985 | -1.091189715327 | -0.409100695193334 | 0.0708389569275142 | 0 | 0 |
RLY | 1.49289078224454 | 0.115251164226096 | 0.503619385752643 | 0.247676828086196 | 0 | 0 |
CSM | 4.9194886350887 | 0.328815291609595 | 0.893561703915212 | 0.940823516560095 | 1.25205638337099 | 0 |
QAI | 3.1001499430902 | -0.50764957056483 | -0.0294409749197713 | 0.00158451132552322 | 0.297819445618873 | 0 |
PWC | 4.79317531483406 | 0.246053727865975 | 0.595345955652959 | 0.645225087873502 | 0.975924771562091 | 0.670249573456932 |
PDP | 4.60591454759795 | -0.037063869882904 | 0.714254963159041 | 0.797901728457851 | 1.18424862920108 | 0 |
HDG | 1.93078211512721 | -0.699126033727822 | 0.00172243869990577 | 0.109634660312608 | 0 | 0 |
PRPFX | 20.293648771537 | 0.613958376014556 | 1.15001948297797 | 0.952760952583859 | 1.00940887361867 | 0.941077754144999 |
RSP | 4.08314084604892 | 0.157112417255959 | 0.754854739577443 | 0.823776840637697 | 1.18006437285634 | 0.802366476755499 |
Compare: Risk & Volatility
for period ending October 31, 2024
Maximum Drawdown | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | 3.6% | 20.7% | 20.7% | 20.7% | 20.7% | 32.2% |
Global Equities (ACWI) | 3.6% | 25.7% | 25.7% | 25.7% | 25.7% | |
U.S. Equities (SPY) | 4.0% | 23.9% | 23.9% | 23.9% | 23.9% | 50.8% |
U.S. Bonds (BND) | 3.1% | 15.8% | 17.3% | 17.3% | 17.3% | 17.3% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | 0.0942507068802945% | 3.92889924081824% | 5.77865746473668% | 5.7786574647367% | 5.7786574647367% | 6.52610595604717% |
VYM | 3.7358459376808% | 14.1171997025108% | 23.9747617149001% | 23.9747617149001% | 23.9747617149001% | 0% |
WFAIX | 3.85481852315395% | 20.3388445664856% | 20.3388445664856% | 20.3388445664856% | 20.3388445664856% | 43.4399289830792% |
FPACX | 2.0039100684262% | 16.7341293146784% | 20.5143346198719% | 20.5143346198719% | 20.5143346198719% | 28.8397083844896% |
VGSTX | 3.38198647205412% | 23.3380209165126% | 23.8596472722462% | 23.8596472722462% | 23.8596472722462% | 35.6399735576241% |
VWELX | 2.83344851416724% | 20.2390069849169% | 20.2390069849169% | 20.2390069849169% | 20.2390069849169% | 32.5339153322434% |
VASGX | 3.27645051194541% | 23.3966298925461% | 23.3966298925461% | 23.3966298925461% | 23.3966298925461% | 47.5514837493289% |
VWINX | 2.3800079333598% | 14.7813673379793% | 14.7813673379793% | 14.7813673379793% | 14.7813673379793% | 18.8249785996597% |
VLAAX | 4.58499882435929% | 20.618114445105% | 20.618114445105% | 20.618114445105% | 20.618114445105% | 39.8831191119739% |
VBIAX | 3.64103662454485% | 20.7800997417202% | 20.7800997417202% | 20.7800997417202% | 20.7800997417202% | 32.45128394871% |
SWOBX | 3.36391437308869% | 22.5628753663166% | 22.5628753663166% | 22.5628753663166% | 22.5628753663166% | 32.50122026317% |
JANBX | 3.58883473637572% | 21.6249329734196% | 21.6249329734196% | 21.6249329734196% | 21.6249329734196% | 21.6249329734196% |
FPURX | 3.68352163975229% | 21.8531626038402% | 21.8531626038402% | 21.8531626038402% | 21.8531626038402% | 37.897300318343% |
FBALX | 3.2025018434348% | 22.1497654422949% | 22.1497654422949% | 22.1497654422949% | 22.1497654422949% | 40.4560373833494% |
DODBX | 2.45870149827123% | 15.5617204898892% | 21.0082943771304% | 21.0082943771304% | 21.0082943771304% | 46.461390045495% |
COTZX | 2.93242487502295% | 16.2868412539266% | 16.8481077701444% | 16.8481077701444% | 16.8481077701444% | 42.4367053665839% |
BETFX | 3.03867403314917% | 19.1363183439345% | 19.1363183439345% | 19.1363183439345% | 19.1363183439345% | 0% |
XCOR | 4.36255258782533% | 25.9143637050508% | 26.3064941203759% | 26.3064941203759% | 26.3064941203759% | 0% |
NAVFX | 4.44015444015445% | 22.3167526918622% | 22.3167526918622% | 22.3167526918622% | 0% | 0% |
SMIFX | 4.19354838709679% | 13.803340401462% | 22.0558935469447% | 25.4227043959735% | 25.4227043959735% | 0% |
VWLTX | 3.17318389373185% | 16.804205715271% | 16.997464722972% | 16.997464722972% | 16.997464722972% | 16.997464722972% |
PRINX | 2.03006339044751% | 16.3317814671835% | 16.4886388820447% | 16.4886388820447% | 16.4886388820447% | 16.4886388820447% |
MDNLX | 2.24835540268535% | 16.1139522447993% | 16.3687176601072% | 16.3687176601072% | 16.3687176601072% | 16.3687176601072% |
FLAAX | 2.04741916316867% | 21.7829808822135% | 22.1467976815885% | 22.1467976815886% | 22.1467976815885% | 22.1467976815886% |
FHIGX | 2.90812780213664% | 15.7155769389069% | 16.0838550201535% | 16.0838550201535% | 16.0838550201534% | 16.0838550201534% |
VWIAX | 2.37471339665903% | 14.7124370180696% | 14.7124370180696% | 14.7124370180696% | 14.7124370180696% | 18.7162204978445% |
VTINX | 2.19198790627364% | 15.8906523564648% | 15.8906523564648% | 15.8906523564648% | 15.8906523564649% | 17.0004944707723% |
VASIX | 2.29809586342745% | 16.3054793364199% | 16.7286544704269% | 16.7286544704269% | 16.7286544704269% | 16.7286544704269% |
TRRIX | 2.20532319391634% | 17.100086587399% | 17.6804756210299% | 17.6804756210299% | 17.6804756210299% | 25.1360692310284% |
PRSNX | 2.59022531603585% | 18.0302129508539% | 18.9451341662418% | 18.9451341662418% | 18.9451341662418% | 0% |
PPSIX | 1.32743362831858% | 13.4064582323745% | 13.8731927262436% | 13.8731927262436% | 13.8731927262436% | 42.5455306035993% |
PONPX | 2.72352171039927% | 13.325020952165% | 13.325020952165% | 13.325020952165% | 13.325020952165% | 0% |
NPSRX | 1.4388489208633% | 18.3128662080582% | 18.5569707909946% | 18.5569707909946% | 18.5569707909946% | 0% |
KIFYX | 2.07719883895267% | 19.9408871446565% | 31.5627156258694% | 31.6131979766887% | 31.6131979766887% | 64.1346312791893% |
GSZAX | 1.59471923813159% | 6.96997273575269% | 8.42560803991516% | 8.42560803991516% | 0% | 0% |
FCVSX | 3.0841586362625% | 19.5056161910174% | 20.957598982859% | 20.957598982859% | 20.957598982859% | 54.4838766449376% |
CNSDX | 3.33919156414763% | 18.6338295421148% | 20.2375119177536% | 20.2375119177536% | 20.2375119177536% | 36.2658920478257% |
CCVIX | 2.83896231032794% | 23.212628163712% | 24.6330521801091% | 24.6330521801091% | 24.6330521801091% | 31.6011293805719% |
BASIX | 2.43036813127493% | 9.61864163859079% | 10.2541569637725% | 10.2541569637725% | 10.2541569637725% | 0% |
ARTOX | 2.75974025974026% | 17.7133009474689% | 17.7133009474689% | 17.7133009474689% | 17.7133009474689% | 24.726156352418% |
TIBAX | 1.64131305044036% | 18.3835668246606% | 25.9777403380759% | 25.9777403380759% | 25.9777403380759% | 44.3653724499718% |
NBHAX | 2.38095238095238% | 16.3644830610078% | 22.1081639166882% | 22.1081639166882% | 22.1081639166882% | 0% |
LGMAX | 3.96119644300725% | 29.5406392556894% | 29.5406392556894% | 29.5406392556894% | 29.5406392556894% | 45.0649940545247% |
CVLOX | 2.40265120132561% | 27.4166691928487% | 27.5908487223679% | 27.5908487223679% | 27.5908487223679% | 42.7852803881368% |
LFRAX | 0.366300366300354% | 5.89056027635935% | 15.973760220616% | 15.973760220616% | 15.973760220616% | 0% |
VEIPX | 3.17865429234341% | 13.2652510661305% | 23.0684880114572% | 23.0684880114572% | 23.0684880114572% | 48.8717691809751% |
SWDSX | 4.30178689609531% | 17.9638606915189% | 28.3624294493184% | 28.3624294493184% | 28.3624294493184% | 45.4384236438298% |
PRFDX | 2.98630136986302% | 16.4605241630249% | 28.3617526575076% | 28.3617526575076% | 28.3617526575076% | 53.1522778248111% |
MDDVX | 2.24131894861787% | 22.3974529286108% | 24.4113460578762% | 24.4113460578762% | 24.4113460578762% | 46.2228786105779% |
LCEIX | 3.38266384778014% | 14.373017178384% | 24.2786519213518% | 24.2786519213518% | 24.2786519213518% | 45.2868808809937% |
LBSAX | 3.47773032336791% | 16.9852185381473% | 19.4536553500183% | 19.4536553500183% | 19.4536553500183% | 43.4089912540903% |
FSDIX | 3.61337094442148% | 17.1660710813053% | 17.1660710813053% | 17.1660710813053% | 17.1660710813054% | 54.7762058041687% |
FEQTX | 3.43107855885503% | 14.9822841537804% | 26.7884931781018% | 26.7884931781018% | 26.7884931781018% | 56.0975930760027% |
VMNFX | 1.70333569907736% | 3.195591316947% | 12.0062978646335% | 24.3578925209959% | 24.3578925209959% | 24.3578925209959% |
JMNAX | 2.06185567010309% | 5.71881956590647% | 5.71881956590646% | 8.17354874213088% | 9.33111004010313% | 9.33111004010313% |
CVSIX | 3.81526104417671% | 7.35434080350954% | 7.35434080350955% | 7.35434080350953% | 7.35434080350954% | 18.3056090507149% |
MLSAX | 6.31001371742113% | 32.8994158895179% | 32.8994158895179% | 32.8994158895179% | 32.8994158895179% | 32.8994158895179% |
MFADX | 3.41805433829974% | 11.5843109497282% | 16.8768712323992% | 23.6026373774746% | 25.9796142123104% | 0% |
DHLSX | 1.96543544561166% | 15.4765953266576% | 23.3876976285724% | 23.3876976285724% | 23.3876976285724% | 36.5876750143264% |
BPLSX | 3.32129963898916% | 11.52866373075% | 19.4752192849143% | 27.3876146266321% | 27.3876146266321% | 34.301198684628% |
BLSAX | 2.87234042553189% | 30.8684543933407% | 38.8779076715692% | 38.8779076715692% | 0% | 0% |
ARBNX | 1.79910044977513% | 3.00977247019919% | 4.80110251920373% | 4.80110251920371% | 4.80110251920371% | 6.33204730985559% |
ADANX | 0.749999999999995% | 5.17250123795847% | 8.13953000000001% | 8.13953000000002% | 12.8040522358342% | 0% |
PYTRX | 3.103798297196% | 6.34136945967355% | 10.3211266821761% | 10.3211266821761% | 10.3211266821761% | 0% |
PARYX | 0.817995910020453% | 6.28389539348192% | 6.85854067456116% | 6.85854067456118% | 6.85854067456118% | 0% |
JHAIX | 3.78640776699029% | 10.2661505077332% | 10.2661505077332% | 10.2661505077332% | 0% | 0% |
GARTX | 1.23583934088567% | 10.1063816637365% | 10.1063816637365% | 10.1063816637365% | 10.1063816637365% | 0% |
GAFYX | 4.19103313840156% | 6.2046616697511% | 9.5070435101147% | 18.0887366907717% | 18.0887366907717% | 0% |
EIGMX | 0.713436385255639% | 6.52195168593924% | 7.07239171072001% | 7.07239171071999% | 7.07239171071999% | 7.07239171072001% |
DVRAX | 0.684931506849318% | 9.42275222339934% | 9.78639751831392% | 9.7863975183139% | 9.7863975183139% | 0% |
ASFIX | 10.4387291981846% | 22.5883404136652% | 28.1497219707876% | 35.3805020139162% | 35.3805020139162% | 0% |
MYITX | 3.38983050847457% | 28.9340069665705% | 29.6555232501721% | 35.7056265466058% | 35.7056265466058% | 0% |
VGLSX | 3.19258496395468% | 21.9838211462762% | 22.3581773022564% | 22.3581773022564% | 22.3581773022564% | 0% |
TIBIX | 1.58982511923685% | 18.2163188689402% | 25.90156587236% | 25.90156587236% | 25.90156587236% | 44.0772946642638% |
PAUIX | 3.41246290801188% | 21.1143257819283% | 21.1143257819283% | 21.1143257819283% | 21.1143257819283% | 21.1143257819283% |
MFWIX | 3.12680949623625% | 19.1762042753871% | 19.1762042753871% | 19.1762042753871% | 19.1762042753871% | 28.9778572856667% |
MALOX | 3.70751802265705% | 24.8384403717024% | 25.4986972162416% | 25.4986972162416% | 25.4986972162415% | 29.368979540351% |
LSWWX | 3.94894295971281% | 29.4323695145865% | 29.4323695145865% | 29.4323695145865% | 29.4323695145865% | 44.8354694453567% |
LCORX | 4.3594306049822% | 12.9130403528373% | 12.9130403528373% | 12.9130403528373% | 15.3928378360964% | 36.518755730399% |
IVAEX | 2.7514659449707% | 20.7010284946715% | 20.7010284946715% | 25.5003447711744% | 25.5003447711744% | 29.1696946135348% |
GMWAX | 3.08924485125858% | 20.3165149845224% | 21.9184832554763% | 21.9184832554763% | 21.9184832554763% | 29.3690946960157% |
GLBIX | 3.67722165474975% | 14.465569751958% | 14.465569751958% | 19.7706556131322% | 19.7706556131322% | 0% |
GBMFX | 3.17002881844382% | 11.720369301455% | 16.0502967182975% | 16.0502967182975% | 16.0502967182975% | 18.5153463767282% |
DSHGX | 2.77644806127335% | 21.0919203598774% | 25.8309037316265% | 25.8309037316265% | 0% | 0% |
BPGLX | 3.13588850174217% | 20.9752400012353% | 20.9752400012353% | 20.9752400012352% | 20.9752400012353% | 48.7443646212348% |
SFHYX | 2.70624181580097% | 11.9402661360979% | 13.3748005448375% | 13.3748005448375% | 13.3748005448375% | 16.8498461861117% |
PMSAX | 2.29445506692161% | 5.99999298612109% | 9.50184528318901% | 9.501845283189% | 0% | 0% |
AVGRX | 1.22501611863314% | 16.6562488074739% | 16.6562488074739% | 16.6562488074739% | 16.6562488074739% | 0% |
AOR | 3.00758355903544% | 20.7517571298276% | 20.7517571298276% | 20.7517571298276% | 20.7517571298276% | 0% |
AOM | 2.69508348146988% | 18.702948645814% | 18.702948645814% | 18.702948645814% | 18.7029486458139% | 0% |
AOK | 2.62528301309525% | 17.5506599918989% | 17.5506599918989% | 17.5506599918989% | 17.5506599918989% | 0% |
AOA | 3.2532103777808% | 23.0132958741775% | 23.0132958741775% | 23.0132958741775% | 23.0132958741775% | 0% |
FV | 6.02830683208107% | 15.7254259536554% | 19.173996227458% | 20.0829466304448% | 0% | 0% |
PGX | 4.24608944916781% | 23.5042761091876% | 23.5042761091876% | 23.5042761091876% | 23.5042761091876% | 0% |
PFF | 3.47366564062429% | 19.7318077733284% | 19.7318077733284% | 19.7318077733284% | 19.7318077733284% | 0% |
MDIV | 1.43817221131032% | 11.5263301260813% | 36.4103290154962% | 36.4103290154962% | 0% | 0% |
IYLD | 1.78926441351888% | 21.6862961084582% | 21.739644390742% | 21.739644390742% | 0% | 0% |
INKM | 2.73516596180955% | 17.8142459261681% | 19.231985787266% | 19.231985787266% | 0% | 0% |
CWB | 3.67431974393864% | 23.0561636009206% | 26.5433890710488% | 26.5433890710488% | 26.5433890710488% | 0% |
CVY | 3.3368578181366% | 17.6649866572828% | 39.9412752779378% | 39.9412752779378% | 39.9412752779378% | 0% |
BKLN | 0.155364770111543% | 6.72750965277286% | 9.27112178553091% | 9.2711217855309% | 0% | 0% |
BRK.A | 5.50721738856315% | 23.1510965239735% | 23.1510965239735% | 23.1510965239735% | 23.1510965239735% | 44.4915296809892% |
SDY | 3.04785126485827% | 10.8222147755448% | 25.0782379829022% | 25.0782379829022% | 25.0782379829022% | 0% |
PID | 3.99137001078747% | 20.6404695474402% | 32.9202689863668% | 32.9202689863668% | 32.9202689863668% | 0% |
IDV | 5.19351637446246% | 25.6534473995258% | 30.1865433432228% | 30.1865433432228% | 30.1865433432228% | 0% |
HDV | 2.11414572180383% | 14.5458576754031% | 26.0587070461535% | 26.0587070461535% | 0% | 0% |
DWX | 4.8859256172518% | 23.7632646198828% | 24.0981667747782% | 27.9604089217239% | 33.6507616858673% | 0% |
DVY | 3.06867998051633% | 16.0443055743275% | 29.4601408451126% | 29.4601408451126% | 29.4601408451126% | 57.4750733143308% |
DLS | 6.28225923244023% | 27.2557276812188% | 32.0039337398547% | 35.4213779536275% | 35.4213779536275% | 0% |
DLN | 3.97793223763858% | 14.7896447738989% | 23.0299197614169% | 23.0299197614169% | 23.0299197614169% | 0% |
DGS | 4.71135940409683% | 22.7325300866238% | 30.7876524351124% | 35.7508787776693% | 35.7508787776693% | 0% |
DEM | 3.95364689843216% | 23.3829147915353% | 29.4661666284282% | 32.8536976892057% | 41.9184661463359% | 0% |
BTAL | 10.2847529159613% | 17.2731282156919% | 35.4223416833149% | 35.4223416833149% | 0% | 0% |
MNA | 1.77890724269378% | 4.20792270696836% | 9.51667047185801% | 9.51667047185799% | 0% | 0% |
RLY | 2.608376193975% | 16.0131737437889% | 24.4672804149115% | 24.9457964806889% | 0% | 0% |
CSM | 5.01708198529713% | 23.4563106197808% | 23.4563106197807% | 23.4563106197808% | 23.4563106197808% | 0% |
QAI | 1.19779864033669% | 12.7398687459762% | 13.7713364818088% | 13.7713364818088% | 13.7713364818088% | 0% |
PWC | 5.44988198338309% | 24.5184899952937% | 25.2895671202182% | 29.4570323842962% | 29.4570323842962% | 48.3532508213145% |
PDP | 6.27657420530472% | 29.0727781225185% | 30.735588819492% | 30.735588819492% | 30.735588819492% | 0% |
HDG | 0.847526457282555% | 12.8393856316648% | 14.0720438636017% | 14.0720438636017% | 0% | 0% |
PRPFX | 0.45998160073597% | 13.6607719892255% | 13.6607719892255% | 13.6607719892255% | 13.6607719892255% | 19.1282424365119% |
RSP | 4.82375863494125% | 20.6875367363253% | 26.6540772434819% | 26.6540772434819% | 26.6540772434819% | 55.5700473741395% |
Standard Deviation | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | 11.4% | 13.3% | 13.9% | 11.2% | 10.5% | 10.6% |
Global Equities (ACWI) | 14.2% | 17.6% | 19.3% | 16.1% | 16.4% | |
U.S. Equities (SPY) | 14.8% | 18.7% | 20.8% | 17.2% | 16.6% | 16.6% |
U.S. Bonds (BND) | 7.9% | 7.5% | 6.4% | 5.2% | 4.6% | 4.6% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | 3.07469176747432% | 3.72837810724751% | 4.05888710439517% | 3.11113040174448% | 2.95760228583115% | 3.24768223428838% |
VYM | 12.7113227473607% | 16.7719141844226% | 18.7135067443392% | 15.6194513846837% | 14.9704754948011% | 0% |
WFAIX | 11.6966446748352% | 13.2142700138728% | 13.2173430537979% | 10.6816128958369% | 10.657957922533% | 11.6051287872354% |
FPACX | 8.46625585895648% | 12.5913562245519% | 16.083284511146% | 13.1917322405385% | 11.9896986887774% | 11.8394668195084% |
VGSTX | 12.1120326209685% | 14.1517514542512% | 14.9545450550877% | 12.1008142731194% | 11.4960413932796% | 11.6586021345053% |
VWELX | 9.37770426607233% | 12.7060168592179% | 13.5600177386742% | 11.0809599360755% | 10.5843119990969% | 10.8195635158976% |
VASGX | 12.1827354455219% | 15.07647567721% | 16.3174900494194% | 13.3669194025756% | 13.1683307624954% | 13.8913451981957% |
VWINX | 9.2228170374616% | 9.93832550395021% | 9.66912953832577% | 7.65057193657263% | 7.00876200339295% | 7.16262575861441% |
VLAAX | 13.3739802328239% | 14.8125873580909% | 14.7746530469851% | 11.9719886655067% | 11.6131746568367% | 12.2019076968496% |
VBIAX | 11.1009882882737% | 13.3467303195261% | 13.7904405983337% | 11.0906645218464% | 10.4391917086974% | 10.5405998276712% |
SWOBX | 10.894192319005% | 12.6640637979804% | 13.2735313631789% | 11.0112839204908% | 10.5108569031498% | 10.5445069826742% |
JANBX | 10.9184522072412% | 12.7316510620699% | 13.4469249192417% | 10.9985387449614% | 10.5723903872778% | 10.3509514850455% |
FPURX | 12.0826229110176% | 13.8143315261703% | 14.6427606809182% | 12.0914480065594% | 11.5739888072539% | 11.6953991475962% |
FBALX | 10.7893818709031% | 14.316491703274% | 15.7821065392126% | 12.800619635158% | 11.9063415235% | 12.4509664863743% |
DODBX | 9.65930752765344% | 12.8657477025859% | 16.1320869649558% | 13.2888576211625% | 13.0783220953241% | 13.6737319142419% |
COTZX | 10.1583715150106% | 9.63771588672481% | 9.75408635243127% | 7.29787869304241% | 8.27187007370832% | 10.3413889428668% |
BETFX | 9.87022781928361% | 12.4391499454954% | 13.1198786778774% | 10.444408816598% | 10.1323070693085% | 0% |
XCOR | 18.6478212680813% | 16.71478281649% | 19.0363991526875% | 16.3897129953173% | 16.3102216545237% | 0% |
NAVFX | 14.9370365433998% | 17.095903160349% | 18.5626270242845% | 15.7420082036313% | 0% | 0% |
SMIFX | 12.1049915384266% | 11.6426258450863% | 17.1973896440352% | 14.9464225735176% | 15.5231969546943% | 0% |
VWLTX | 8.77359478202697% | 8.52415958316733% | 7.56324119976758% | 6.01424316773508% | 5.58206994166481% | 5.62028412594766% |
PRINX | 7.75863230460596% | 7.70730607857317% | 7.29834015493417% | 5.7282365671462% | 5.48305422858738% | 5.5225336456703% |
MDNLX | 5.51777562046115% | 7.20791161293998% | 6.74602288615351% | 5.21055771419919% | 5.10724399146672% | 5.1384743053871% |
FLAAX | 7.34008477259786% | 8.66926825842829% | 8.25063140242341% | 6.54376827975127% | 6.24183225565205% | 6.50652540711875% |
FHIGX | 7.70220153985758% | 7.74509975945348% | 7.23920361640136% | 5.805091436377% | 5.35361686405464% | 5.28530533694389% |
VWIAX | 9.21056516871424% | 9.94871161022937% | 9.68139118897602% | 7.66095559573509% | 7.00263197442298% | 7.15928881483175% |
VTINX | 6.80123133868417% | 8.37057559179365% | 8.01327649407969% | 6.30121815252477% | 5.84680641071342% | 6.08719499552378% |
VASIX | 8.03043976763769% | 8.40157678146656% | 7.47719321388771% | 5.79864404236193% | 5.19956474663599% | 5.36606843340916% |
TRRIX | 6.27072968595852% | 8.49964361667145% | 9.54599724231004% | 7.67542013962256% | 7.5038926035461% | 7.82330154405069% |
PRSNX | 5.86566336929442% | 6.30963117408508% | 7.37963943608916% | 5.79777891109443% | 5.39128162004597% | 0% |
PPSIX | 5.30307504124703% | 8.10345378727817% | 9.49049423470135% | 7.26920352005939% | 7.05416002355025% | 11.0478203483631% |
PONPX | 5.96241226822892% | 6.29194978593451% | 6.69423614638792% | 5.14275478045426% | 5.18055688181585% | 0% |
NPSRX | 6.19053544909579% | 8.55342178811262% | 10.7449589719512% | 8.29562259361352% | 8.18246469762235% | 0% |
KIFYX | 11.9041791819794% | 13.065319556541% | 19.1826816028647% | 14.6770258527429% | 13.1727546871741% | 17.7677511422706% |
GSZAX | 3.93001588261525% | 4.29144270167353% | 6.12666463898812% | 4.80973119849364% | 0% | 0% |
FCVSX | 8.1131003112679% | 12.1253429547929% | 16.3499350600488% | 13.4620970237208% | 13.5902800577489% | 16.5736852655522% |
CNSDX | 9.14038621590937% | 11.1892419630003% | 15.3337545863804% | 12.3315777464936% | 11.8490607989518% | 12.506552421782% |
CCVIX | 8.29948496947692% | 12.1777630928558% | 16.9429049009763% | 13.3673324248288% | 12.3082374180332% | 12.5299263073882% |
BASIX | 4.98381344161731% | 4.21344977993299% | 5.13274180926289% | 3.87253104020959% | 3.6972703073178% | 0% |
ARTOX | 8.57210063325586% | 10.0605686556489% | 10.2714332447093% | 8.29680730059102% | 7.96271131895568% | 8.07882855567178% |
TIBAX | 10.7325608749305% | 13.6607042154778% | 17.5586715605342% | 13.9382236993469% | 12.9227996090579% | 13.7759696771246% |
NBHAX | 11.3034273753949% | 15.2375095195356% | 16.8090577298765% | 13.5900244701522% | 12.7370569299136% | 0% |
LGMAX | 14.1568675868825% | 17.5205270386661% | 17.2911167767975% | 13.9332333244469% | 13.9995938921055% | 14.9666515528536% |
CVLOX | 13.2485951172255% | 15.7142587957725% | 18.4611844734372% | 14.5810330338428% | 13.2416388969943% | 13.977312426517% |
LFRAX | 1.39847359908625% | 3.63546341471131% | 7.77046591030457% | 5.91578442590414% | 5.32561901681037% | 0% |
VEIPX | 12.0625090151565% | 16.4502520915667% | 18.4348630166968% | 15.3442781854962% | 14.7790217840533% | 15.0552309924008% |
SWDSX | 12.2081648689717% | 15.9471777185771% | 19.2239272245313% | 16.4263220632028% | 15.9304825262373% | 15.4384717507306% |
PRFDX | 13.1335828339399% | 17.5584911986729% | 21.1151665667263% | 17.4371635340413% | 16.7730386195099% | 17.0522370859111% |
MDDVX | 11.8021489622459% | 15.3738447952963% | 18.7494198922802% | 15.8807764019314% | 15.1354094665487% | 15.2661926873727% |
LCEIX | 12.5992101341168% | 15.8927911317328% | 17.7134728756666% | 14.1020512376679% | 14.0067552508595% | 14.6004116930978% |
LBSAX | 10.7876319299459% | 15.5291678570319% | 17.4368311856741% | 14.7757373077259% | 14.2331065373858% | 14.2362692406011% |
FSDIX | 10.8458791382457% | 13.0788561488015% | 14.9032017613991% | 12.1241662997648% | 12.1521906942671% | 14.3365650813847% |
FEQTX | 13.311886836715% | 16.6442365589814% | 20.0158203153522% | 16.4030112359755% | 16.4056035018302% | 16.9526684037268% |
VMNFX | 6.39333890992854% | 8.28545562290108% | 7.92910258036106% | 6.82879682166126% | 5.9759890481483% | 6.07095077166134% |
JMNAX | 4.55719509578965% | 4.37040840748766% | 4.75990839266569% | 4.45839408414599% | 4.09172180085838% | 3.94835506821173% |
CVSIX | 4.70682647199928% | 4.70254491705321% | 4.40280178194612% | 3.71312981673824% | 4.0353097469673% | 4.81773896117773% |
MLSAX | 22.4001519281285% | 27.542857961662% | 27.2874242437706% | 20.0546657318165% | 16.4352006220414% | 14.4057655371633% |
MFADX | 6.8047884271252% | 10.5274077831025% | 13.6938254642714% | 11.2336114201569% | 10.8125989371361% | 0% |
DHLSX | 8.42217444055593% | 11.8979435191591% | 15.3568754503737% | 13.1231550852195% | 12.1040178853243% | 12.3642474306356% |
BPLSX | 11.2588964624728% | 14.6115914158808% | 17.2473391598186% | 13.831880141138% | 13.2660565331575% | 15.1199297068395% |
BLSAX | 11.860782179177% | 17.8751365243912% | 19.8252596162099% | 15.8563260904102% | 0% | 0% |
ARBNX | 3.95853975078486% | 3.82367530798105% | 3.90758738291546% | 3.06747546676999% | 2.97099470709507% | 3.5606712985934% |
ADANX | 2.73506441106588% | 3.33665900172566% | 8.05673256923108% | 6.04877063053774% | 5.08124897868723% | 0% |
PYTRX | 8.12479722235093% | 5.77430892140179% | 5.95493205488346% | 4.70998883675767% | 4.15706173059679% | 0% |
PARYX | 2.28350578347084% | 2.51555777218503% | 2.96697266272271% | 2.2988413052476% | 1.99147211883871% | 0% |
JHAIX | 6.90305431782607% | 7.45864363817505% | 7.0426529736496% | 5.65044789581552% | 0% | 0% |
GARTX | 4.62429149684586% | 6.63909493792868% | 7.23216667140912% | 5.95594922316658% | 5.61310237596719% | 0% |
GAFYX | 7.02681670814636% | 6.02411396142855% | 6.19165712809932% | 6.50330159646634% | 6.98167544352293% | 0% |
EIGMX | 2.49805011629081% | 3.93626009035223% | 4.90191650151807% | 3.8287368804184% | 3.4565458400798% | 3.42046617255136% |
DVRAX | 5.06746650634459% | 5.67998486615689% | 6.06945627919772% | 5.26136975968639% | 5.10477256706963% | 0% |
ASFIX | 7.09492970379377% | 8.09976241610596% | 7.31703370793946% | 6.23894245316079% | 5.39652610152697% | 0% |
MYITX | 13.5899329849155% | 18.0019195742089% | 18.8322613528436% | 15.9947414511377% | 17.0447045878227% | 0% |
VGLSX | 11.3972860502212% | 12.783387648655% | 12.3671679718985% | 11.1186439862926% | 11.9197154927392% | 0% |
TIBIX | 10.7494645891745% | 13.6812878860848% | 17.6246724129092% | 13.9565093656816% | 13.0044819119196% | 13.8502006065761% |
PAUIX | 9.55561509252278% | 12.0223901021392% | 13.8926478307206% | 11.1400977489108% | 10.3015498445965% | 10.3926744107666% |
MFWIX | 11.6316463070318% | 12.6910957022132% | 12.8874242752346% | 10.3960153577846% | 10.1788581026361% | 10.4767382545075% |
MALOX | 10.4880056286281% | 11.4747223757734% | 13.0713074593965% | 10.532901112188% | 10.3972407698589% | 10.8190580862083% |
LSWWX | 14.2403540640782% | 17.5577645393306% | 17.3317861304165% | 13.9789471895396% | 14.0794880247686% | 15.0349896136391% |
LCORX | 9.83393727261754% | 9.99421063487453% | 10.7191842671376% | 8.74588755293121% | 9.69886905243388% | 11.2425450484336% |
IVAEX | 10.3281657827779% | 13.4674587806002% | 16.2071764200139% | 14.6722740438576% | 15.3103232202581% | 15.6156634293638% |
GMWAX | 11.3893974758796% | 12.5797470379129% | 12.8884661777178% | 10.5512198121312% | 10.0331043665457% | 9.93894294984453% |
GLBIX | 9.8809627894075% | 10.6615526613% | 11.3721207481225% | 9.18387257285592% | 9.83665423408464% | 0% |
GBMFX | 8.80715008923281% | 9.79715442629982% | 10.5299755546387% | 8.74412911525952% | 8.13366691857267% | 8.15352342160732% |
DSHGX | 12.1466323979449% | 16.5331552575075% | 19.6798522595577% | 16.3667554330412% | 0% | 0% |
BPGLX | 10.3909586973774% | 11.5936130800048% | 13.0029560650098% | 11.0197411860487% | 11.2772098182913% | 12.8564583374717% |
SFHYX | 6.50495714162698% | 6.47182502244977% | 8.17758546661269% | 6.64809149243652% | 6.05808072977074% | 6.33829294310602% |
PMSAX | 4.78824377017552% | 5.20578171314951% | 6.34822440998124% | 4.9722101463579% | 0% | 0% |
AVGRX | 5.05575731943366% | 10.0392182233429% | 9.87531488448964% | 8.51561890637228% | 9.23180639220946% | 0% |
AOR | 10.8383802168153% | 12.7974815998755% | 13.0351688772644% | 10.5557099130016% | 10.2302740284092% | 0% |
AOM | 9.38491267151399% | 10.6116918664306% | 10.0747546628374% | 8.01121023836116% | 7.51191929223911% | 0% |
AOK | 8.74749567662543% | 9.5876900013261% | 8.93945204573686% | 7.0153961947607% | 6.22678964735236% | 0% |
AOA | 12.4695515007686% | 15.0441320962306% | 16.171853593818% | 13.2790438806751% | 13.7418741119896% | 0% |
FV | 22.7829124972306% | 23.2227040819404% | 24.970702064926% | 20.7874686515234% | 0% | 0% |
PGX | 14.2170067349147% | 15.9354796900924% | 14.3145509332663% | 10.9333816772555% | 9.71885815391809% | 0% |
PFF | 11.1092249315629% | 13.2343970325093% | 13.5489194094641% | 10.2045240697426% | 9.70029471675989% | 0% |
MDIV | 9.61668798811437% | 14.5993260860367% | 20.7977110635586% | 15.8078066090087% | 0% | 0% |
IYLD | 8.87575701863852% | 11.1742317134741% | 13.6610158445221% | 10.6435639386354% | 0% | 0% |
INKM | 11.0130029118706% | 11.7005541440245% | 13.4447847939472% | 10.5759867113259% | 0% | 0% |
CWB | 10.6729346257579% | 12.7405197623489% | 18.1711135789072% | 14.5672439298374% | 13.5629538930891% | 0% |
CVY | 14.6368319750199% | 19.9030334309243% | 25.612506266415% | 20.0467514761792% | 18.1910646265485% | 0% |
BKLN | 2.11394253705143% | 5.61336156746182% | 5.97472690992961% | 4.94503220256885% | 0% | 0% |
BRK.A | 21.0824528864062% | 23.7047645825255% | 24.1754392034978% | 19.8895168890909% | 19.3389804318425% | 19.2668161287997% |
SDY | 14.4790302813546% | 16.9580627170727% | 19.120211812436% | 15.8420360380835% | 15.1710063209272% | 0% |
PID | 16.9099226767479% | 18.2411226435989% | 22.3743823955714% | 18.3832210746889% | 17.5768428313212% | 0% |
IDV | 17.037241255069% | 19.8680936968261% | 22.0419795351259% | 17.9116794587228% | 18.7928135428205% | 0% |
HDV | 9.88618436575088% | 16.4094782790986% | 18.789127878364% | 15.3832207720229% | 0% | 0% |
DWX | 14.0452218188131% | 15.5234533680652% | 16.52882202699% | 14.9629530512598% | 16.810936144962% | 0% |
DVY | 16.5057384137798% | 18.4979591380349% | 21.4724369054325% | 16.8990413423506% | 15.8887920693316% | 16.5110014860324% |
DLS | 17.6735846711594% | 17.7164019225204% | 20.4759271792675% | 17.2445131257064% | 17.5111048493584% | 0% |
DLN | 11.7591196785024% | 16.2138120498019% | 18.705439601517% | 15.6717024971979% | 14.8754693790899% | 0% |
DGS | 13.5322734964761% | 16.6429837817625% | 20.1225616014389% | 18.1283881740921% | 19.1359124412838% | 0% |
DEM | 11.7940517579528% | 17.8331095400548% | 19.8338147013068% | 18.6295213633164% | 18.95913009737% | 0% |
BTAL | 16.5386100455817% | 17.7051430748813% | 16.5941198009953% | 15.0469085438793% | 0% | 0% |
MNA | 4.12545171466437% | 3.88960346366484% | 5.94525509394413% | 5.01456282157638% | 0% | 0% |
RLY | 9.03380372423399% | 15.2681258977769% | 17.1719187574108% | 13.871465966977% | 0% | 0% |
CSM | 15.7309200077466% | 19.3363734267021% | 21.7109982052705% | 17.8899879442286% | 17.3477657674247% | 0% |
QAI | 4.63017915199289% | 6.40864032081813% | 6.4094143798767% | 5.34873519782318% | 5.1916751528047% | 0% |
PWC | 16.5288075116956% | 20.4441436566132% | 21.8008537069759% | 18.1272117422158% | 18.2012150360784% | 17.6912726869738% |
PDP | 19.9296977416912% | 21.710750967183% | 23.2916349940153% | 18.9823077536347% | 18.5524156898599% | 0% |
HDG | 4.54301218776138% | 6.48656915270366% | 7.26696627258127% | 6.02218794191322% | 0% | 0% |
PRPFX | 6.8447869749496% | 11.1130001476359% | 12.8370241988263% | 10.4154667149457% | 10.2741751694501% | 10.5613454196587% |
RSP | 16.6919455014016% | 19.228623166907% | 22.6628841246745% | 18.4958773890915% | 18.2150065278905% | 19.0683098570225% |
Downside Deviation | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | 4.8% | 9.1% | 9.0% | 7.1% | 6.5% | 7.0% |
Global Equities (ACWI) | 5.4% | 11.6% | 12.5% | 10.5% | 10.5% | |
U.S. Equities (SPY) | 5.6% | 12.2% | 13.0% | 10.8% | 10.2% | 11.0% |
U.S. Bonds (BND) | 4.1% | 5.4% | 4.5% | 3.4% | 3.0% | 2.8% |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | 0.104094826042414% | 1.68515612069763% | 2.52012497986289% | 1.88684930867874% | 1.75887785894833% | 1.98562763172152% |
VYM | 4.84870551020374% | 9.90544604963673% | 11.7394607902152% | 9.76592593157494% | 9.07152370789189% | 0% |
WFAIX | 4.96668051633144% | 8.94405224876824% | 8.3277054110072% | 6.68237980300213% | 6.27500092891513% | 7.79598025358933% |
FPACX | 2.49627847605091% | 8.00179451231654% | 10.7506462685241% | 8.68862099892728% | 7.69327287131506% | 7.90050238343552% |
VGSTX | 4.5287918290073% | 9.65101210829435% | 9.5587340055506% | 7.7159681281259% | 7.11957497034687% | 7.66988909675313% |
VWELX | 3.54366038113879% | 8.61661280844535% | 8.9070874473616% | 7.1392265932163% | 6.54655377817732% | 7.13006462714747% |
VASGX | 4.44019266942217% | 10.0600592891268% | 10.6616745160591% | 8.69363845400107% | 8.33506248871053% | 9.50714456284308% |
VWINX | 3.31094865743953% | 6.65364435904916% | 6.28434174752526% | 4.82347095586586% | 4.2068684803532% | 4.53195020069973% |
VLAAX | 5.89239759917521% | 10.2369472119578% | 9.77241337026525% | 7.72795878272946% | 7.13019693130935% | 8.15454790669543% |
VBIAX | 4.62994912372954% | 9.09562798660789% | 8.89970825716667% | 7.0744185232138% | 6.40244392527858% | 6.90995395988383% |
SWOBX | 4.32343228606803% | 8.90355431922103% | 8.77970560227165% | 7.24474834803633% | 6.6747690100899% | 7.09451178966254% |
JANBX | 4.56411035979944% | 8.87442382294928% | 8.86648078564665% | 7.06559033841574% | 6.61129723273257% | 6.56083638744953% |
FPURX | 4.77727783996369% | 9.42925448774836% | 9.21100049675707% | 7.67409350560661% | 7.11526715669878% | 7.71142325816598% |
FBALX | 4.09219763075341% | 9.78657162648322% | 10.0353751935402% | 8.14909821007415% | 7.3439233436505% | 8.25279638320354% |
DODBX | 3.07812544657035% | 8.26129089424921% | 10.4645336039538% | 8.59011467152428% | 8.22237542859326% | 9.28305114784039% |
COTZX | 3.88514842832932% | 6.33788115869216% | 5.29824187263038% | 3.87081233840119% | 4.39814844769787% | 6.84657713346066% |
BETFX | 3.91598336909919% | 8.41599497692233% | 8.73872242888757% | 6.89809190564835% | 6.51843158681037% | 0% |
XCOR | 6.44983033844909% | 11.5839300432192% | 12.1408987615407% | 10.6278829052963% | 10.4402115340102% | 0% |
NAVFX | 6.08090374651752% | 10.9492408274567% | 12.3724286342185% | 10.5961415624117% | 0% | 0% |
SMIFX | 5.49940376295842% | 8.2394741959205% | 11.2591056646176% | 10.1166537371395% | 10.1764665672693% | 0% |
VWLTX | 2.89493393401716% | 5.82773909319457% | 5.1275427605916% | 4.0362795484213% | 3.64612234618083% | 3.7183558288158% |
PRINX | 2.31558153651545% | 5.33347785277022% | 5.16117566307028% | 3.99865911138707% | 3.70245904189203% | 3.69035349715957% |
MDNLX | 2.22181955554622% | 5.38828530763028% | 5.03384036271234% | 3.80219304493981% | 3.51669176394295% | 3.48858824335924% |
FLAAX | 2.43133216824206% | 6.73434607861665% | 6.27949589178179% | 4.87674696519254% | 4.44461356567648% | 4.58261501078709% |
FHIGX | 2.65586395351418% | 5.36676885344396% | 5.09268545123534% | 4.02777071426473% | 3.59397946856732% | 3.55347331129325% |
VWIAX | 3.29812394103487% | 6.64534379182395% | 6.27934478659781% | 4.81772996620624% | 4.19933267024323% | 4.52387050046566% |
VTINX | 2.940848149585% | 5.90242727293881% | 5.42159110822009% | 4.14615195379736% | 3.65533861626437% | 4.03834020318731% |
VASIX | 3.33086407463371% | 5.80219914213411% | 5.02342664814379% | 3.78846564110634% | 3.26891622280641% | 3.57010407345499% |
TRRIX | 2.79550465000701% | 6.41720070168306% | 6.73770432770239% | 5.24308265343109% | 4.89876388334209% | 5.30291773034082% |
PRSNX | 2.37608098370727% | 5.0096478376816% | 5.79109373546039% | 4.35619145566409% | 3.86760197250805% | 0% |
PPSIX | 1.55588616910809% | 5.65077364649772% | 7.22376938652742% | 5.30809783726823% | 4.82518338779768% | 7.65684981336317% |
PONPX | 3.32887721270051% | 4.86731293693994% | 5.29859647633181% | 3.89951719621126% | 3.44191130488407% | 0% |
NPSRX | 1.9303711242863% | 6.71392204850682% | 8.60000079949% | 6.36547095127024% | 5.80941582279954% | 0% |
KIFYX | 2.74531581025029% | 8.48925890611075% | 15.1407580838537% | 11.1847798866369% | 9.63957854854104% | 13.0116060887645% |
GSZAX | 2.08799983624365% | 2.63969558839911% | 4.40810903139518% | 3.4323150910931% | 0% | 0% |
FCVSX | 3.71671214869237% | 9.08058013467032% | 9.49886382355561% | 8.08994847685383% | 8.1302396843732% | 11.4611630891146% |
CNSDX | 4.00155359482994% | 8.39774107725664% | 9.27562612197733% | 7.57782537962536% | 7.15638347457934% | 8.34881039147692% |
CCVIX | 3.37871083404607% | 9.43342818546123% | 10.2276709935642% | 8.24978453647403% | 7.55776735631124% | 8.20944045115996% |
BASIX | 2.74879517248602% | 3.11530158306884% | 3.89966842767166% | 2.83766035165685% | 2.50333607905554% | 0% |
ARTOX | 3.5555959106401% | 6.88522482466192% | 6.85231754480994% | 5.46581817285703% | 5.01702156893885% | 5.37551582651587% |
TIBAX | 2.49386946079209% | 8.20439202752399% | 12.1519388881605% | 9.57255599926194% | 8.60466340169306% | 9.40251220764407% |
NBHAX | 3.45290960997431% | 9.88546532606671% | 11.7117658815689% | 9.33944054595686% | 8.47313895619849% | 0% |
LGMAX | 5.54295659402962% | 11.9627391512031% | 11.4016453163511% | 9.00629147529938% | 8.84788540751448% | 10.0422651491964% |
CVLOX | 3.49551116903767% | 10.8951432990788% | 11.4999268860011% | 9.14525616226563% | 8.21178162856127% | 9.25617969196163% |
LFRAX | 0.403022227952381% | 2.88727957197029% | 6.94250810581394% | 5.0730812821827% | 4.39402700276992% | 0% |
VEIPX | 4.17672772155656% | 9.81943705153118% | 11.5836350217217% | 9.61195326743717% | 8.99304045187647% | 10.0026057279839% |
SWDSX | 5.63018523096061% | 9.95782075112719% | 13.239690316724% | 11.2341530276015% | 10.4570570026664% | 10.6662425167325% |
PRFDX | 4.22241184046882% | 11.0328393641153% | 13.8433938639604% | 11.4003907659387% | 10.7318968321495% | 11.5805505132184% |
MDDVX | 3.3954254775434% | 10.1843990919799% | 12.0410320912617% | 10.150573862103% | 9.4549573782701% | 10.0425538059691% |
LCEIX | 4.54886362871027% | 9.72875282494739% | 11.7206485642924% | 9.20710457367548% | 8.83207387776689% | 9.89776571720643% |
LBSAX | 4.52219068592969% | 9.44923433270849% | 10.7678444653964% | 9.10238626098631% | 8.57000084986256% | 9.29129300208515% |
FSDIX | 4.6298148414926% | 8.329546725483% | 9.48055485968542% | 7.68811816579208% | 7.46009148282723% | 9.9168392306% |
FEQTX | 4.91536364802724% | 9.92125936552911% | 12.7037958798703% | 10.5111469802226% | 10.413712606012% | 11.5387989526081% |
VMNFX | 2.32346282347664% | 2.87341897122211% | 3.66079122477748% | 3.72068578077042% | 3.268125391903% | 3.55358090379233% |
JMNAX | 2.31129735200503% | 2.59404210187925% | 2.75988213882998% | 2.86745552357119% | 2.72755315687643% | 2.5726959367605% |
CVSIX | 3.95929373280379% | 3.53486794952451% | 3.11781662294946% | 2.4862198810185% | 2.54492231853054% | 3.36863496284876% |
MLSAX | 8.96232547983824% | 16.8261441843032% | 16.1552035454083% | 12.0788636118762% | 9.94335989776926% | 8.77710129959967% |
MFADX | 2.69166763853043% | 6.68765158717072% | 8.26015366530396% | 7.18804896426273% | 6.80836984078129% | 0% |
DHLSX | 2.4571050983649% | 7.98267856299242% | 10.5714968185317% | 8.85329755783919% | 7.91124096645373% | 8.25692774988437% |
BPLSX | 4.47147427875572% | 7.31964388226038% | 9.9656431594146% | 8.26771318033716% | 7.72045048454256% | 8.74174600467753% |
BLSAX | 4.6441998790349% | 11.5808498677559% | 13.376073787177% | 10.723893419408% | 0% | 0% |
ARBNX | 1.94782067779147% | 2.34707369691732% | 2.44707697182863% | 1.93674457721594% | 1.97798805736037% | 2.37367065667362% |
ADANX | 1.06284581115897% | 2.35043685538202% | 4.65877974946281% | 3.4845948513952% | 2.97177911256685% | 0% |
PYTRX | 3.98190893086393% | 3.41673300407063% | 4.42658789304475% | 3.41186700572074% | 2.97123670224739% | 0% |
PARYX | 1.11717133275629% | 1.87059605690894% | 2.32450639028445% | 1.71339433470651% | 1.4610604138952% | 0% |
JHAIX | 4.07031564561222% | 4.61539715170087% | 4.17618601597603% | 3.47546541049522% | 0% | 0% |
GARTX | 1.79239272258417% | 4.29085394068557% | 4.93414190750865% | 4.03261700638702% | 3.80076914183514% | 0% |
GAFYX | 4.84575722416944% | 3.84312453262901% | 4.35790487682928% | 4.82247735395531% | 4.96993281758493% | 0% |
EIGMX | 0.776682020635487% | 2.46467888849538% | 3.64536441507803% | 2.71987366798063% | 2.40440465435328% | 2.22047212839401% |
DVRAX | 0.915608323739007% | 3.32140743520582% | 3.94771236076596% | 3.4785284516868% | 3.26102396599735% | 0% |
ASFIX | 7.25942046422947% | 6.40555563890916% | 5.97023834980962% | 4.82629993035598% | 4.09324243338957% | 0% |
MYITX | 5.45932601325599% | 11.9060717974744% | 13.1444675683977% | 11.324516080602% | 11.6316921697326% | 0% |
VGLSX | 4.29813433738139% | 8.59835683091262% | 8.52206913864703% | 7.68378492326076% | 7.86799085360697% | 0% |
TIBIX | 2.43969537592139% | 8.16891338558589% | 12.1608584272484% | 9.55215793028049% | 8.60678200526915% | 9.4055380027625% |
PAUIX | 5.18399666927742% | 9.05324339137545% | 10.294545004835% | 8.05332828912009% | 7.31241076923312% | 7.17357141577727% |
MFWIX | 4.67294860527226% | 8.33626872909107% | 8.42912794637565% | 6.68518356936851% | 6.40151424801169% | 6.80520255874851% |
MALOX | 4.84232574350105% | 8.19486850297234% | 8.37059499648842% | 6.73009696866084% | 6.60001273714435% | 6.98229815575099% |
LSWWX | 5.54923787018411% | 11.9384311339257% | 11.3795176690014% | 8.98899984930627% | 8.83922006234336% | 10.0313574993937% |
LCORX | 5.30388002383722% | 6.31916913496037% | 6.74181270716165% | 5.45957839586107% | 6.22552494918206% | 7.61407840222496% |
IVAEX | 3.51621701957962% | 8.56019743448404% | 10.8580577749195% | 10.9116750230656% | 10.9687530042942% | 10.6743631376031% |
GMWAX | 4.90357854179965% | 8.06534746804675% | 8.71230399540315% | 6.99801525390965% | 6.48308129494574% | 6.50589960856415% |
GLBIX | 5.39671430252314% | 7.25971118444423% | 7.59858798347488% | 6.1362215695943% | 6.48141162637184% | 0% |
GBMFX | 4.11911497816712% | 5.79623948092505% | 7.23388057571282% | 5.89773491106041% | 5.34368316329556% | 5.20006974262698% |
DSHGX | 3.68716008768386% | 10.3741521589312% | 12.9126919680294% | 10.7853225226688% | 0% | 0% |
BPGLX | 4.10444900696199% | 8.16120857108094% | 8.64997473891271% | 7.30672975328377% | 7.34100003466447% | 8.89256693536626% |
SFHYX | 2.94876513906455% | 4.36046713398487% | 4.05038261732264% | 3.38034572995508% | 3.00220190923804% | 3.2165454409872% |
PMSAX | 2.71433948818345% | 3.35886029953423% | 4.60743481622331% | 3.5602596420657% | 0% | 0% |
AVGRX | 1.40775700018638% | 6.92167763126535% | 6.79563016660069% | 5.98611900166816% | 5.92826206926948% | 0% |
AOR | 4.56115948906914% | 8.5511166350978% | 8.62892423606048% | 6.92234844218622% | 6.4863488797762% | 0% |
AOM | 4.12533055014767% | 7.26073887079568% | 6.73553821193927% | 5.26134791030606% | 4.76327537506373% | 0% |
AOK | 3.9201337988402% | 6.61277139319456% | 6.04038291054158% | 4.64055390899797% | 3.99696318032131% | 0% |
AOA | 5.01146717249419% | 10.0295449338455% | 10.6607769108634% | 8.70131879453898% | 8.67993538001559% | 0% |
FV | 8.43591260006464% | 14.370874008533% | 14.7582871851725% | 13.1745341656518% | 0% | 0% |
PGX | 5.658908429716% | 10.0798668266668% | 9.14443449719869% | 6.89794600595723% | 5.95909280997969% | 0% |
PFF | 4.28314418001409% | 8.56115580862398% | 9.08550122989071% | 6.72547587161233% | 6.07643925655702% | 0% |
MDIV | 2.08253338705339% | 9.37393703323331% | 16.1853521987355% | 12.004977985505% | 0% | 0% |
IYLD | 3.08969465955813% | 7.72710575237705% | 10.7004866416922% | 8.03530778917785% | 0% | 0% |
INKM | 4.09354737503357% | 7.93447230200257% | 9.96099146269956% | 7.59760135503709% | 0% | 0% |
CWB | 4.69235754356848% | 9.63993805351124% | 11.0803863514522% | 8.94318988517542% | 8.31527398945688% | 0% |
CVY | 5.09910939322358% | 12.7859081102201% | 18.6306933055564% | 14.2951137879961% | 12.5639516173568% | 0% |
BKLN | 0.169668695383264% | 3.31765384027811% | 4.15084375827591% | 3.26802046208476% | 0% | 0% |
BRK.A | 9.34890777455343% | 13.8676117723514% | 14.0678223254078% | 11.5644971882187% | 10.6372264642032% | 11.2413270006409% |
SDY | 5.66633016273729% | 9.90125762730561% | 12.2356333517542% | 9.95882332658531% | 9.16854307284806% | 0% |
PID | 7.08128329127101% | 12.0576367463541% | 16.2624649854292% | 13.0593053557888% | 12.1224851943738% | 0% |
IDV | 8.20021116385756% | 13.3923011515278% | 15.8652032301381% | 12.6054789303962% | 12.7435746948974% | 0% |
HDV | 2.70056921523609% | 9.68255669975432% | 11.9102419777503% | 9.72493250677212% | 0% | 0% |
DWX | 7.0096459631173% | 10.434774544877% | 12.0893151366001% | 10.4649680176478% | 11.5972269734614% | 0% |
DVY | 5.40353529601307% | 11.6142783111143% | 14.554350911853% | 11.2654309276921% | 10.1224244454206% | 11.611060466581% |
DLS | 9.09588005751945% | 12.0064818093833% | 14.909981334353% | 12.152789576373% | 11.9209329286714% | 0% |
DLN | 5.22043186882781% | 9.77230011414555% | 11.866741200754% | 9.91730085065176% | 9.0679959181007% | 0% |
DGS | 6.72115923767578% | 10.3775039480033% | 13.8966666511896% | 12.2735460716578% | 12.9372162147738% | 0% |
DEM | 5.03983606010738% | 10.4549300896147% | 13.2261330116476% | 12.1369490641382% | 12.4751714750757% | 0% |
BTAL | 12.0434236255051% | 11.8677501014013% | 12.5173007923431% | 10.6461758860258% | 0% | 0% |
MNA | 2.26096165344397% | 2.77377334171179% | 4.58286739894139% | 3.63269745502835% | 0% | 0% |
RLY | 4.26168795095929% | 10.5492723813978% | 12.1147565232281% | 9.68423541999801% | 0% | 0% |
CSM | 6.86923915066193% | 12.7609554765212% | 14.085580025769% | 11.5805737501901% | 10.8581060168882% | 0% |
QAI | 1.54354255628305% | 4.28471420840824% | 4.37492641508878% | 3.62494534000421% | 3.47600045048013% | 0% |
PWC | 7.42005130564847% | 13.4825334399642% | 14.8263774905902% | 12.2855222490963% | 11.8669268766102% | 12.170256804783% |
PDP | 8.68617127524734% | 15.0114291162208% | 14.745696337303% | 12.2004613036946% | 11.5211280602146% | 0% |
HDG | 1.38717604414358% | 4.61475985757189% | 4.89215125246526% | 4.08299999369229% | 0% | 0% |
PRPFX | 0.688973238965035% | 6.93679442227648% | 7.9417306404577% | 6.22009499282801% | 6.25083805372968% | 6.63447916421641% |
RSP | 6.72522376321477% | 12.0677298865669% | 14.4188390108128% | 11.8055152418694% | 11.2572638630292% | 12.5377448873322% |
Beta | ||||||
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
PGAIX | ||||||
Peer Group* average | ||||||
60% Equity / 40% Bonds | 0.81 | 0.74 | 0.70 | 0.67 | 0.65 | 0.65 |
Global Equities (ACWI) | 0.97 | 0.95 | 0.94 | 0.94 | 0.99 | |
U.S. Equities (SPY) | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
U.S. Bonds (BND) | 0.81 | 0.74 | 0.70 | 0.67 | 0.65 | 0.65 |
Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
Ranking: All Recipes | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
GABCX | 0.0680134800178585 | 0.159317442569385 | 0.172698429599703 | 0.157954557716843 | 0.160235431974566 | 0.166286382577862 |
VYM | 0.686875373760447 | 0.766454939380965 | 0.833927046308256 | 0.849802640319971 | 0.847071511589807 | 0 |
WFAIX | 0.809978963123338 | 0.722241264889154 | 0.657726935096283 | 0.632076022858018 | 0.645272868309996 | 0.693799578372282 |
FPACX | 0.524093967188804 | 0.636436218742044 | 0.723260864488139 | 0.672114039676332 | 0.649060929083387 | 0.627871892735914 |
VGSTX | 0.834833296642464 | 0.770369489654127 | 0.732358719114385 | 0.649275889450202 | 0.657268846011332 | 0.667978217868953 |
VWELX | 0.665885530713259 | 0.687843786427488 | 0.679463217341406 | 0.591475144522203 | 0.60339037075356 | 0.615939161557641 |
VASGX | 0.833449378118207 | 0.817377876713451 | 0.807791382036614 | 0.790123109585788 | 0.807943072708375 | 0.842175095541704 |
VWINX | 0.549136013835004 | 0.502881315695133 | 0.461650888553643 | 0.411960734772826 | 0.381031140707552 | 0.382631317059743 |
VLAAX | 0.856370899649818 | 0.784175377513558 | 0.708488068722491 | 0.667658702335575 | 0.66973472805004 | 0.700096859516116 |
VBIAX | 0.770548532515029 | 0.734101387919116 | 0.692394795641892 | 0.661572665704751 | 0.645240719682947 | 0.642817586714218 |
SWOBX | 0.7734493735725 | 0.689371554481956 | 0.665322188885427 | 0.655525628432525 | 0.64981422490569 | 0.641353052360606 |
JANBX | 0.757205854350119 | 0.69556135774895 | 0.671423569986952 | 0.648530631322188 | 0.646202880520254 | 0.606377825350091 |
FPURX | 0.83581983184062 | 0.749101097898603 | 0.715939949374813 | 0.709833869591063 | 0.705276092632103 | 0.705031040279831 |
FBALX | 0.75707103839246 | 0.78381774753208 | 0.776262061572412 | 0.756909605183135 | 0.729293270509803 | 0.745417721654759 |
DODBX | 0.56189826050295 | 0.629012502572534 | 0.732597308241277 | 0.73299392337112 | 0.758539954468593 | 0.792634728786407 |
COTZX | 0.632045443028929 | 0.478648873816728 | 0.408869871252454 | 0.35465273098641 | 0.43057970718403 | 0.546756731282319 |
BETFX | 0.692666126367093 | 0.676909234081754 | 0.658749290500241 | 0.618773199640726 | 0.623741834338119 | 0 |
XCOR | 1.14715813674022 | 0.86571192859141 | 0.898375559105999 | 0.92847538164353 | 0.965427926419507 | 0 |
NAVFX | 0.944760552410941 | 0.905994566630882 | 0.905458189037331 | 0.915657490155347 | 0 | 0 |
SMIFX | 0.781121418195072 | 0.51103610864379 | 0.727236809803277 | 0.788698950770935 | 0.867662554655589 | 0 |
VWLTX | 0.571878596654885 | 0.37275846974208 | 0.243034270075169 | 0.149569482507303 | 0.0972213550832735 | 0.09809632022118 |
PRINX | 0.507295574790458 | 0.33606574198206 | 0.233179591979907 | 0.146089390225635 | 0.0960970410297753 | 0.101586982270992 |
MDNLX | 0.383389265433684 | 0.319636420524973 | 0.232345844476153 | 0.151707406212424 | 0.0988623824455505 | 0.0998149747930366 |
FLAAX | 0.499401362069919 | 0.396912944420236 | 0.281846401706116 | 0.178918961351718 | 0.117878432761561 | 0.13357281807534 |
FHIGX | 0.505538366321446 | 0.333359209968145 | 0.224636394617056 | 0.138544264373716 | 0.0895471325206727 | 0.0903720889845806 |
VWIAX | 0.55037887774872 | 0.502968633520738 | 0.461828891353412 | 0.41214340463731 | 0.380773904547831 | 0.382372734996694 |
VTINX | 0.48884013416334 | 0.450498696049008 | 0.397369250234123 | 0.355432111188326 | 0.337741393387671 | 0.340702915864074 |
VASIX | 0.522029989913484 | 0.423293853912019 | 0.338036772205442 | 0.281654559972365 | 0.258472476858942 | 0.27512170079482 |
TRRIX | 0.464724254030804 | 0.481957135660212 | 0.49053642190045 | 0.457111378553086 | 0.464760198433179 | 0.47392923531158 |
PRSNX | 0.405407934706474 | 0.309778850322863 | 0.322199241753706 | 0.244261066982248 | 0.230052749760295 | 0 |
PPSIX | 0.343692540213803 | 0.333561823380628 | 0.386555599264945 | 0.313479438946237 | 0.298466618660978 | 0.418245450295656 |
PONPX | 0.385709903517161 | 0.314940157707285 | 0.294428799079416 | 0.230564075510995 | 0.196123520981205 | 0 |
NPSRX | 0.412596271932362 | 0.328396112485479 | 0.428774193113167 | 0.356188953344461 | 0.347450580724187 | 0 |
KIFYX | 0.565936886979643 | 0.568263811324686 | 0.786890536627769 | 0.664121536266754 | 0.575182900127782 | 0.752064441069609 |
GSZAX | 0.137978779855227 | 0.156253377660852 | 0.218296089090052 | 0.19805538171115 | 0 | 0 |
FCVSX | 0.456085300173705 | 0.602983269171844 | 0.701315600871251 | 0.708687079377366 | 0.746220088547306 | 0.855994876296757 |
CNSDX | 0.583921768089307 | 0.610531699907208 | 0.680231326637105 | 0.654444530802666 | 0.659338963847706 | 0.668125563696437 |
CCVIX | 0.546320437900408 | 0.6549768999496 | 0.744689066574409 | 0.706753278299977 | 0.686629005606932 | 0.683095931266221 |
BASIX | 0.308776404142599 | 0.186484063480892 | 0.212561807231137 | 0.17381428338473 | 0.153119551074315 | 0 |
ARTOX | 0.592476945172343 | 0.550773853519037 | 0.52210850882096 | 0.499037692362156 | 0.496711856874974 | 0.492419291891515 |
TIBAX | 0.532374906673567 | 0.601437904224578 | 0.750817123029089 | 0.724200474145375 | 0.703412970424729 | 0.73744097179751 |
NBHAX | 0.581829113807007 | 0.730430592904937 | 0.779741211334023 | 0.755686657797997 | 0.722343586755452 | 0 |
LGMAX | 0.954489393123563 | 0.957082556040722 | 0.85166712553166 | 0.80452171320745 | 0.827272087047824 | 0.844677381163407 |
CVLOX | 0.796097070789907 | 0.846406567578858 | 0.869211729298853 | 0.832311069257583 | 0.777072335555463 | 0.790426260217395 |
LFRAX | 0.0151583100281138 | 0.131771323050685 | 0.262981190646071 | 0.228562267671199 | 0.213678034799072 | 0 |
VEIPX | 0.648143166234273 | 0.752369031248188 | 0.823618617110221 | 0.837388189320574 | 0.841472815084897 | 0.860070125014852 |
SWDSX | 0.682864903928439 | 0.769242761842986 | 0.887241322368641 | 0.926499491555089 | 0.934588636515207 | 0.901786031623404 |
PRFDX | 0.759674308140628 | 0.810703471738701 | 0.923784656929719 | 0.941695656377861 | 0.957617472892986 | 0.981650408307917 |
MDDVX | 0.634828086227257 | 0.657794492183959 | 0.803171345892014 | 0.838031144034567 | 0.849262254297004 | 0.852754982787679 |
LCEIX | 0.726466983508203 | 0.743998132738708 | 0.803710216865032 | 0.764869531040919 | 0.798112488052298 | 0.833117150611979 |
LBSAX | 0.671822444172354 | 0.774243922278256 | 0.818585923587972 | 0.833998029831781 | 0.836944532086658 | 0.832415147376477 |
FSDIX | 0.68495615243334 | 0.680980498071756 | 0.726990496059307 | 0.701407150426517 | 0.718582891308349 | 0.82755824236795 |
FEQTX | 0.642334607348496 | 0.73613024254344 | 0.871018986856498 | 0.888270692522401 | 0.938725461472704 | 0.984402835635049 |
VMNFX | -0.0857747747608744 | -0.112224087148423 | -0.042818973569321 | -0.0433495893284827 | -0.0200125373221729 | 0.000895906668963934 |
JMNAX | -0.0523704280256564 | 0.0190365895918518 | -0.00195621511571505 | -0.00139934588168333 | 0.0317733710220847 | 0.0242294120250507 |
CVSIX | 0.0435822577028953 | 0.193784105599528 | 0.18806540506193 | 0.193231623933334 | 0.228549708140229 | 0.269633522672959 |
MLSAX | 1.24540776188162 | 1.2397727696974 | 1.12251515060466 | 1.01425906508431 | 0.850821709094647 | 0.6707396885671 |
MFADX | 0.205805612540416 | 0.383912527434476 | 0.545467890823114 | 0.52634548640521 | 0.52008292850267 | 0 |
DHLSX | 0.498584217762163 | 0.536920831235424 | 0.667426694209447 | 0.696146855167926 | 0.672414039502485 | 0.663374372776817 |
BPLSX | 0.549202831253293 | 0.532668516061849 | 0.58247891693888 | 0.550846279155951 | 0.56080985850785 | 0.628219885822573 |
BLSAX | 0.639782559931375 | 0.716328185472408 | 0.746780877037491 | 0.671147476618609 | 0 | 0 |
ARBNX | 0.226840291374621 | 0.123294329749198 | 0.127242460806662 | 0.099605229325257 | 0.0923283112168943 | 0.103085663449749 |
ADANX | 0.155385589433485 | 0.117732415621039 | 0.203773298918143 | 0.167994042561221 | 0.131469635264613 | 0 |
PYTRX | 0.492302242072929 | 0.20542642699209 | 0.195406719604925 | 0.178842385451027 | 0.152917582294261 | 0 |
PARYX | 0.124825706639615 | 0.0941391664010682 | 0.102443550499138 | 0.0836932241883381 | 0.0718120214003618 | 0 |
JHAIX | 0.279408519376135 | 0.300097066968048 | 0.271363789144103 | 0.247341341105774 | 0 | 0 |
GARTX | 0.315513219961751 | 0.355788657588944 | 0.363182307594634 | 0.355492510926833 | 0.348945474257591 | 0 |
GAFYX | 0.121723749869703 | 0.203193732164715 | 0.232432210594538 | 0.283213428575138 | 0.328912804535964 | 0 |
EIGMX | 0.10582146212021 | 0.0591021439468841 | 0.13165235069835 | 0.117683435645729 | 0.106345526375614 | 0.0947616236420161 |
DVRAX | 0.27008702403406 | 0.265030515162245 | 0.281584700195588 | 0.266562875254906 | 0.242079297015487 | 0 |
ASFIX | -0.335870124356698 | -0.372655646516141 | -0.299750121057811 | -0.314402525568388 | -0.225805628202493 | 0 |
MYITX | 0.724911976209318 | 0.876074048957677 | 0.868079780846271 | 0.849090282894895 | 0.926478906909013 | 0 |
VGLSX | 0.805131456440495 | 0.686467427794238 | 0.616049006923552 | 0.644180403825436 | 0.696891234706167 | 0 |
TIBIX | 0.530132745685198 | 0.600324943289369 | 0.75249854941182 | 0.722671811066152 | 0.704773111972888 | 0.738415456916472 |
PAUIX | 0.574818707658525 | 0.624372178783816 | 0.636765234034322 | 0.532367242498855 | 0.466583771526981 | 0.440883874858722 |
MFWIX | 0.684518315408725 | 0.642461214633948 | 0.61828189843315 | 0.582660002671019 | 0.592428671181184 | 0.587586876496515 |
MALOX | 0.776447231650961 | 0.58536125485027 | 0.623478181474116 | 0.599246619135415 | 0.618083739944911 | 0.607152692556647 |
LSWWX | 0.957209973531628 | 0.956923500893439 | 0.851727521211305 | 0.805449564687897 | 0.829011765890963 | 0.845688751136312 |
LCORX | 0.637251852871464 | 0.506373229418261 | 0.513465602447987 | 0.485972386632571 | 0.561508495732076 | 0.609909538244554 |
IVAEX | 0.72158097373363 | 0.700394877174733 | 0.773329566374282 | 0.812212198200753 | 0.851552148506266 | 0.745343527208499 |
GMWAX | 0.716107178533532 | 0.609082856916034 | 0.595794677526789 | 0.574885793132966 | 0.573353989623163 | 0.555638667112045 |
GLBIX | 0.63054073020184 | 0.520980148225617 | 0.533182783437534 | 0.507586614606796 | 0.562067509159481 | 0 |
GBMFX | 0.483366036097611 | 0.352228752475398 | 0.387768213607598 | 0.401875578057936 | 0.406898940490766 | 0.388397814912522 |
DSHGX | 0.796696066327895 | 0.855882530165224 | 0.923181289931996 | 0.932125457766195 | 0 | 0 |
BPGLX | 0.725143367035912 | 0.63324195090906 | 0.648799265387428 | 0.643508166949648 | 0.680714289775887 | 0.755174950443771 |
SFHYX | 0.415774822374027 | 0.261221006712594 | 0.249196140559178 | 0.268779772263399 | 0.264541741067252 | 0.2716794694067 |
PMSAX | 0.191723192974004 | 0.229019990525141 | 0.280174338784129 | 0.260865306417959 | 0 | 0 |
AVGRX | 0.140489046404726 | 0.43077563851191 | 0.424912465014215 | 0.436028689254137 | 0.500192105571334 | 0 |
AOR | 0.75842956875338 | 0.69013913051328 | 0.65104888640432 | 0.621618813293199 | 0.627351329642462 | 0 |
AOM | 0.649636080303672 | 0.567809419195367 | 0.499209832603714 | 0.460819999904817 | 0.45107679347521 | 0 |
AOK | 0.596168383615028 | 0.502848952344301 | 0.43432978799047 | 0.387183253513963 | 0.352489307098007 | 0 |
AOA | 0.864584526782928 | 0.816302289951839 | 0.804280524803912 | 0.785280487403203 | 0.835377955507658 | 0 |
FV | 1.43961480397144 | 1.06871449809004 | 1.07510559958139 | 1.08657117673602 | 0 | 0 |
PGX | 0.843413275894752 | 0.641848933913727 | 0.56149894131698 | 0.42457085246251 | 0.361219118346413 | 0 |
PFF | 0.69601750432535 | 0.591990165014524 | 0.596513831710048 | 0.473547720783782 | 0.434184221984073 | 0 |
MDIV | 0.518856102018247 | 0.661434173170695 | 0.892025018723091 | 0.802895877982776 | 0 | 0 |
IYLD | 0.485257207191885 | 0.557833461414348 | 0.628416543562837 | 0.539980854134397 | 0 | 0 |
INKM | 0.649697379823264 | 0.595470843852736 | 0.635714130326962 | 0.56929781829241 | 0 | 0 |
CWB | 0.626716677028763 | 0.662136147420803 | 0.771434049700843 | 0.754011493413834 | 0.73826902114013 | 0 |
CVY | 0.804737844134181 | 0.890861922609674 | 1.08395326170539 | 1.04191645273917 | 0.97739713633035 | 0 |
BKLN | 0.102564470959849 | 0.243570282129264 | 0.255018559752808 | 0.240348676996307 | 0 | 0 |
BRK.A | 0.702909577195264 | 0.858716706441445 | 0.872072567044428 | 0.867048901795408 | 0.732683056945597 | 0.696795997686734 |
SDY | 0.700085612621963 | 0.769048981526047 | 0.851424860615497 | 0.842620229851863 | 0.838285436421146 | 0 |
PID | 0.895438133296904 | 0.850761039537852 | 0.967731614005536 | 0.944110596448377 | 0.953526315618727 | 0 |
IDV | 0.754152252187262 | 0.779313018261679 | 0.898972375091402 | 0.87602310220248 | 0.967022731795991 | 0 |
HDV | 0.394988119742441 | 0.662722701593569 | 0.79542655600101 | 0.780008671957258 | 0 | 0 |
DWX | 0.630252439914763 | 0.657253042444942 | 0.720919169589348 | 0.712950253821058 | 0.844853071062443 | 0 |
DVY | 0.660358349101724 | 0.763171942286419 | 0.872262037406035 | 0.830346538870598 | 0.81134151897376 | 0.846603359412623 |
DLS | 0.878904175929006 | 0.815139900612246 | 0.911054935239032 | 0.880901196114848 | 0.91834594898913 | 0 |
DLN | 0.749201086897542 | 0.79486073737204 | 0.875360131308014 | 0.887315275361279 | 0.870306590928291 | 0 |
DGS | 0.755115067073485 | 0.683737908492376 | 0.806340820645981 | 0.810893560751317 | 0.90420616206625 | 0 |
DEM | 0.710123094211957 | 0.65474576023344 | 0.753879640284368 | 0.782083383556264 | 0.86617266139973 | 0 |
BTAL | -0.816830188774615 | -0.546417247359964 | -0.534378728413791 | -0.57785108071076 | 0 | 0 |
MNA | 0.0982362225656122 | 0.10083875698493 | 0.155182617123156 | 0.127268154586708 | 0 | 0 |
RLY | 0.339614529264356 | 0.571470856357129 | 0.677069026841293 | 0.662689611266865 | 0 | 0 |
CSM | 1.04670019634837 | 1.02067771631831 | 1.03813675711693 | 1.03440567919091 | 1.03580696615803 | 0 |
QAI | 0.33860729452157 | 0.334408909817208 | 0.3110585517375 | 0.301574282874281 | 0.292810654254135 | 0 |
PWC | 0.965423712175329 | 1.03816368735496 | 1.02033114795452 | 1.01169680226942 | 1.04552465840695 | 1.01154924430465 |
PDP | 1.21828099909516 | 1.11728016270761 | 1.05339384579404 | 1.02340729604091 | 1.02457884342355 | 0 |
HDG | 0.249708572361551 | 0.321723381758071 | 0.338164627750531 | 0.340467817939407 | 0 | 0 |
PRPFX | 0.283124161449152 | 0.517572460437141 | 0.56862716091196 | 0.510766530465752 | 0.505753582678885 | 0.489611602274858 |
RSP | 0.995937763837023 | 0.986489372312554 | 1.05369948187396 | 1.0442329229598 | 1.06207699706773 | 1.10573484384555 |
Compare: Correlation
for period ending October 31, 2024
1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
to Global Stocks (ACWI) | ||||||
to S&P500 (SPY) | ||||||
to U.S. Bonds (BND) | ||||||
to Commodities (DBC) | ||||||
to Gold (GLD) |
Disclaimer: This report is provided "as is" for informational purposes only. VizMetrics Inc. is a publisher and none of our content constitutes a recommendation that any particular investment is suitable for any specific person. Neither VizMetrics nor any of its information providers is liable for errors, omissions, or for any actions taken based on this information. This report is subject to the VizMetrics Terms of Service. Contact us if you wish to learn more about this or other VizMetrics reports, please visit www.vizmetrics.com Copyright © 2024, VizMetrics Inc. All rights reserved. Unauthorized reproduction or distribution prohibited.