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Some Top funds over 10 years with YTD to 3/7/22 returns

equalizer
edited March 2022 in Fund Discussions

Name Ticker "%TR YTD" "% TR 5 Year" "%TR 10 Year"

William Blair Large Cap Growth I LCGFX -21.08 19.62 16.55

Akre Focus Retail AKREX -18.4 16.49 15.23

Jensen Quality Growth J JENSX -12.88 15.57 14.59

Parnassus Core Equity Investor PRBLX -11.95 14.79 14.42

Vanguard 500 Index Investor VFINX -11.65 14.05 14.08

Vanguard Health Care Inv VGHCX -9.13 9.59 13.84

Conestoga Small Cap Investors CCASX -18.81 14.2 13.59

Grandeur Peak Global Opportunities InvGPGOX -22.38 13.17 12.94

Mairs & Power Small Cap MSCFX -10.37 7.86 12.41

T. Rowe Price Capital Appreciation PRWCX -7.79 12.25 12.16

T. Rowe Price Mid-Cap Value TRMCX -1.1 9.49 12.06

Wedgewood Retail RWGFX -19.05 14.82 12.04

Artisan Small Cap Investor ARTSX -26.13 12.73 11.89

AMG Yacktman Focused N YAFFX -5.99 12.17 11.59

AMG Yacktman I YACKX -5.55 12 11.54

Manning & Napier Disciplined Value I MNDFX -5.1 10.6 11.42

Meridian Growth Legacy MERDX -15.53 11.6 11.3

T. Rowe Price Small-Cap Value PRSVX -11.01 9.61 11.11

Amana Income Investor AMANX -11.49 10.97 11.03

Walthausen Small Cap Value WSCVX -7.27 7.06 10.32

Osterweis OSTFX -13.03 11.42 10.31

Fidelity Advisor® Small Cap I FSCIX -16.18 9.97 10.07

FPA Queens Road Small Cap Value QRSVX -6.81 9.64 9.68

Fairholme FAIRX 4.21 10.44 9.44

Vanguard Balanced Index Inv VBINX -9.02 9.39 9.24

Auxier Focus Inv AUXFX -5.04 9.24 9.23

Janus Henderson Small Cap Value T JSCVX -7.67 5.1 8.66

Oakmark Equity And Income Investor OAKBX -6.33 8.2 8.46

Artisan International Value Investor ARTKX -10.86 6.98 8.35

DCM/INNOVA High Eq Inc Innovt TILDX -12.74 7.52 7.98

FPA Crescent FPACX -8.32 6.96 7.96


Comments

  • equalizer
    edited March 2022
    Need to fix formatting.

    Standouts are

    Name Ticker "%TR YTD" "% TR 5 Year" "%TR 10 Year"
    T. Rowe Price Capital Appreciation PRWCX -7.79 12.25 12.16

    T. Rowe Price Mid-Cap Value TRMCX -1.1 9.49 12.06

    Vanguard Health Care Inv VGHCX -9.13 9.59 13.84

    AMG Yacktman Focused N YAFFX -5.99 12.17 11.59

    AMG Yacktman I YACKX -5.55 12 11.54

    Manning & Napier Disciplined Value I MNDFX -5.1 10.6 11.42
  • equalizer
    edited March 2022
    image

    I put this link in src="link" but doesn't work. The link works, so can someone help me out?

    https://ibb.co/DVX5yDM
  • msf
    (To see what I did, "quote" this post; that will show you the HTML.)

    https://ibb.co/DVX5yDM

    image 
    Name				 Ticker	  %TR YTD   %TR 5 Year   %TR 10 Year

    William Blair Large Cap Growth I LCGFX 	  -21.08       19.62	    16.55

    Akre Focus Retail 		 AKREX 	  -18.4        16.49	    15.23

    Jensen Quality Growth J 	 JENSX 	  -12.88       15.57	    14.59

    Parnassus Core Equity Investor 	 PRBLX 	  -11.95       14.79	    14.42

    Vanguard 500 Index Investor 	 VFINX 	  -11.65       14.05	    14.08

    Vanguard Health Care Inv 	 VGHCX 	   -9.13        9.59	    13.84

    Conestoga Small Cap Investors 	 CCASX 	  -18.81       14.2	    13.59

    Grandeur Peak Global Opp Inv 	 GPGOX 	  -22.38       13.17	    12.94

    Mairs & Power Small Cap 	 MSCFX 	  -10.37        7.86	    12.41

    T. Rowe Price Capital App	 PRWCX 	   -7.79       12.25	    12.16

    T. Rowe Price Mid-Cap Value 	 TRMCX 	   -1.1         9.49	    12.06

    Wedgewood Retail 	  	 RWGFX 	  -19.05       14.82	    12.04

    Artisan Small Cap Investor 	 ARTSX 	  -26.13       12.73	    11.89

    AMG Yacktman Focused N 	  	 YAFFX 	   -5.99       12.17	    11.59

    AMG Yacktman I 	  	  	 YACKX 	   -5.55       12	    11.54

    Manning & Napier Disc Value I 	 MNDFX 	   -5.1        10.6	    11.42

    Meridian Growth Legacy 	  	 MERDX 	  -15.53       11.6	    11.3

    T. Rowe Price Small-Cap Value 	 PRSVX 	  -11.01        9.61	    11.11

    Amana Income Investor 	  	 AMANX 	  -11.49       10.97	    11.03

    Walthausen Small Cap Value 	 WSCVX 	   -7.27        7.06	    10.32

    Osterweis 	  	  	 OSTFX 	  -13.03       11.42	    10.31

    Fidelity Advisor® Small Cap I	 FSCIX 	  -16.18        9.97	    10.07

    FPA Queens Road Small Cap Value  QRSVX 	   -6.81        9.64	    9.68

    Fairholme 	  	  	 FAIRX 	    4.21       10.44	    9.44

    Vanguard Balanced Index Inv 	 VBINX 	   -9.02        9.39	    9.24

    Auxier Focus Inv	 	 AUXFX 	   -5.04        9.24	    9.23

    Janus Henderson Small Cap Val T	 JSCVX 	   -7.67        5.1	    8.66

    Oakmark Equity And Income Inv	 OAKBX 	   -6.33        8.2	    8.46

    Artisan International Value Inv	 ARTKX 	  -10.86        6.98	    8.35

    DCM/INNOVA High Eq Inc Innovt	 TILDX 	  -12.74        7.52	    7.98

    FPA Crescent	 	 	 FPACX 	   -8.32        6.96	    7.96
  • Derf
    Thanks @msf

    I'm feeling the pain !
  • JD_co
    FAIRX up + 4% YTD, but it held over 73% allocation to 1 single stock (The St. Joe Co).
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