Quarterly Returns +
| Year | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | - | -17.9 | 23.1 | 3.2 | 9.9 | -4.1 | 6.5 | -1.4 | 12.7 | 17.4 | - |
| Q2 | - | 35.9 | 10.2 | 6.7 | 5.1 | 5 | 3.1 | 0.3 | 5.8 | -6.2 | - |
| Q3 | - | 8 | -4.8 | 8.1 | 5.4 | 5 | -11.7 | -3.4 | 9.7 | 3.7 | - |
| Q4 | - | - | -6.7 | -19.6 | 5.7 | 1.5 | 1.4 | 5.3 | 7.9 | 0.3 | - |
Monthly Returns +
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | - | - | - | - |
| 2020 | 3.26 | -4.87 | -16.39 | 17.71 | 10.48 | 4.53 | 7.86 | 6.19 | -4.12 | 0.8 | 14.41 | 0.63 |
Annual Returns +
| Year | 2000 | 2001 | 2002 | 2003 | 2004 | 2005 | 2006 | 2007 | 2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WFDAX | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | -43.6% | 38.4% | 34.9% | 0.8% | 15.9% | 42.4% | 0.6% | -1.7% | 7.2% | 29.2% | -7% | 21.7% | 53.3% | 0% |
| ^RAG - Russell 3000? Growth Index | 0% | 0% | 0% | 29.6% | 5.9% | 4.1% | 8.2% | 10.2% | -39.3% | 34.7% | 15.9% | 0.7% | 13.3% | 32.1% | 10.8% | 3.5% | 5.7% | 27.8% | -3.3% | 34.2% | 36.4% | 5.2% |
