Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Ticker Fund                                                                              2021
YTD
202020192018
CAHEX Calamos Hedged Equity Income Fund                                                                              9.9%0%0%0%
CCHEX Calamos Hedged Equity Income Fund                                                                              9.5%0%0%0%
CIHEX Calamos Hedged Equity Income Fund                                                                              0%0%0%0%
DIA SPDR Dow Jones Industrial Average ETF Trust                                                                              -3.4%0%0%0%
FBTRX First Investors Total Return Fund                                                                              23.1%0%0%0%
FITRX Delaware Total Return Fund                                                                              9.7%0%0%0%
FITUX Delaware Total Return Fund                                                                              13.1%0%0%0%
FITVX Delaware Total Return Fund                                                                              26.3%0%0%0%
FOBAX Tributary Balanced Fund                                                                              10.5%0%0%0%
FOBPX Tributary Balanced Fund                                                                              23.4%0%0%0%
HEIFX Hennessy Equity and Income Fund                                                                              20.1%0%0%0%
HEIIX Hennessy Equity and Income Fund                                                                              -0.2%0%0%0%
MBEAX AMG Chicago Equity Partners Balanced Fund                                                                              0.9%0%0%0%
MBESX AMG Chicago Equity Partners Balanced Fund                                                                              4.1%0%0%0%
MBEYX AMG Chicago Equity Partners Balanced Fund                                                                              0.9%0%0%0%
MOMAX James Alpha Momentum Portfolio                                                                              0%0%0%0%
MOMCX James Alpha Momentum Portfolio                                                                              16.1%0%0%0%
MOMOX James Alpha Momentum Portfolio                                                                              -2.2%0%0%0%
MOMSX James Alpha Momentum Portfolio                                                                              0%0%0%0%
NSOIX North Star Opportunity Fund                                                                              13.9%0%0%0%
NSOPX North Star Opportunity Fund                                                                              13.3%0%0%0%
OSTVX Osterweis Strategic Investment Fund                                                                              -16%0%0%0%
PLBBX Plumb Balanced Fund                                                                              8.7%286.6%0%0%
VALIX Value Line Capital Appreciation Fund                                                                              18.7%0%0%0%
VILLX Villere Balanced Fund                                                                              1.3%0%0%0%
VLIIX Value Line Capital Appreciation Fund                                                                              22.1%0%0%0%