186.39 Up +0.27 +0.14%
Find returns for:
CALENDAR-YEAR TOTAL RETURNS
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 YTD
4/2014
Total
Return %
10.75 4.79 15.69 5.39 -36.97 26.42 14.93 2.06 15.84 32.21 1.8
% Rank in
Cat
81 61 37 62 56 67 64 35 46 61 46
+/-
Category
-1.8 0.1 0.14 0.99 1.08 -5.84 -2.86 0.38 1.62 0.78 0.14
+/- Index* -0.13 -0.13 -0.11 -0.1 0.03 -0.04 -0.13 -0.05 -0.17 -0.18 -0.01
TRAILING TOTAL RETURNS
  • Fund
  • Category: Large Blend
  TOTAL RETURN % +/- INDEX* +/- CAT % RANK IN CAT
1-Day 0.14 --- 0.14 59.00
1-Week 1.75 --- 1.61 27
1-Month 0.45 --- 0.29 40
3-Month 1.92 -0.01 1.81 46
Year-to-date 1.45 -0.01 1.35 46
1-Year 22.56 -0.05 21.84 52
3-Year Annualized 14.55 -0.03 13.93 39
5-Year Annualized 18.85 -0.03 18.29 53
10-Year Annualized 7.21 0 7.54 82
GROWTH OF 10,000 USD
  • Fund
  • Category: Large Blend
  • Index: S&P 500 TR USD
AVERAGE LOAD ADJUSTED RETURN
PERIOD SPY
1 Year 21.70%
3 Year 14.52%
5 Year 21.02%
10 Year 7.32%
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Financial data in US dollars | Page generated 8:38 AM ET