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Performance By Category
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52 Wk Mutual Funds HL Screen
Category Average Return
3 Years
5 Years
2022
2021
US - Equity - Market-Cap
Large-Cap - Core
-19.39%
15%
Large-Cap - Growth
-30.44%
10.2%
Large-Cap - Value
-11.8%
15.81%
Mid-Cap - Core
-19.36%
14.89%
Mid-Cap - Growth
-30.11%
1.84%
Mid-Cap - Value
-13%
18.25%
Multi-Cap - Core
-21.37%
13%
Multi-Cap - Growth
-30.32%
6.34%
Multi-Cap - Value
-13.65%
18%
Small-Cap - Core
-20.59%
12.47%
Small-Cap - Growth
-31.21%
-2.26%
Small-Cap - Value
-15.12%
20.32%
US - Equity - Sector
Business-Financial Services -
-21.05%
28.26%
Consumer Goods-Services -
-24.25%
6.81%
Health-Biotechnology -
-22.43%
-1.13%
Industrial Goods-Services -
-24.49%
3.81%
MLPs -
12.44%
34.4%
Natural Resources-Materials -
20.83%
36.56%
Real Estate -
-22.95%
31.39%
Science-Technology -
-33.95%
4.59%
Telecommunications -
-23.16%
1.03%
Utilities -
-5.19%
9.42%
International - Equity - Market-Cap
Large-Cap - Core
-19.85%
-0.72%
Large-Cap - Growth
-24.94%
2.4%
Large-Cap - Value
-15.29%
9.23%
Mid-Cap - Core
-22.99%
5.19%
Mid-Cap - Growth
-27.56%
4.7%
Mid-Cap - Value
-13.4%
7.9%
Multi-Cap - Core
-18.99%
6.49%
Multi-Cap - Growth
-27.22%
1.48%
Multi-Cap - Value
-12.36%
8.61%
Small-Cap - Core
-24.11%
6.16%
Small-Cap - Growth
-26.72%
2.87%
Small-Cap - Value
-16%
14.11%
International - Equity - Sector
Real Estate -
-19.42%
7.05%
Global - Equity - Market-Cap
Large-Cap - Core
-21.31%
10.4%
Large-Cap - Growth
-27.34%
8.77%
Large-Cap - Value
-20.91%
7.78%
Mid-Cap - Core
-20.68%
11.49%
Mid-Cap - Growth
-25.24%
7.12%
Mid-Cap - Value
-3.31%
13.44%
Multi-Cap - Core
-20.96%
7.57%
Multi-Cap - Growth
-30.58%
7.1%
Multi-Cap - Value
-10.62%
14.09%
Small-Cap - Core
-28.81%
3.02%
Small-Cap - Value
-21.36%
11.06%
Global - Equity - Sector
Business-Financial Services -
-21.38%
13.43%
Consumer Goods-Services -
-27.7%
1.9%
Health-Biotechnology -
-17.57%
2.09%
Industrial Goods-Services -
-19.15%
11.7%
Infrastructure -
-6.79%
10.62%
Natural Resources-Materials -
10.37%
27.44%
Precious Metals-Minerals -
-7.61%
-11.86%
Real Estate -
-21.92%
20.31%
Science-Technology -
-36.09%
1.82%