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Short term: Funds with the best performance in their category for the last 3 months * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| GVOAX | Nationwide Value Opportunities A | 20.98 | 26.02 | -9.37 | -6.63 | 1.24 | | GVOCX | Nationwide Value Opportunities C | 20.92 | 25.40 | -9.99 | -7.27 | 0.58 | | GVORX | Nationwide Value Opportunities R2 | 20.88 | 25.07 | -10.08 | -7.16 | 0.92 | | GVOBX | Nationwide Value Opportunities B | 20.83 | 25.38 | -10.26 | -7.35 | 0.53 | | SWSIX | Schwab Small-Cap Equity Investor | 20.54 | 26.07 | -9.71 | -8.79 | 1.77 | | WMMSX | Wilmington Small-Cap Strategy A | 19.46 | 21.99 | -13.04 | -6.56 | NA | | PSVRX | Pioneer Small Cap Value R | 16.59 | 21.36 | -19.50 | -9.00 | 0.32 | | PIMCX | Pioneer Small Cap Value A | 16.56 | 21.26 | -19.36 | -8.75 | 0.54 | | PMSCX | PMC Small Cap Core | 16.49 | 14.80 | -22.77 | NA | NA | | QSVBX | Quaker Small-Cap Value B | 16.36 | 13.90 | -6.39 | -8.56 | -0.14 |
Long term: Funds with the best performance in their category for the last 3 years * | Symbol | Company | 3-month | YTD | 1-year | 3-year | 5-year |
|---|
| RYSFX | Royce Select I Invmt | 4.82 | 34.71 | 51.25 | 3.87 | 7.53 | | DSCVX | Dreyfus Small Company Value | 1.04 | 51.13 | 84.30 | 2.95 | 5.00 | | EAASX | Eaton Vance Atlanta Capital SMID-Cap A | 4.63 | 30.24 | 53.20 | 2.09 | 5.72 | | CTVAX | Catalyst Value A | 7.90 | 48.62 | 67.50 | 2.08 | NA | | NEJYX | Natixis Vaughan Nelson Small Cap Value Y | 4.99 | 23.51 | 37.89 | 1.53 | NA | | CTVCX | Catalyst Value C | 7.79 | 48.67 | 67.56 | 1.47 | NA | | WEMMX | GAMCO Westwood Mighty Mites AAA | 2.61 | 22.23 | 27.39 | 1.28 | 6.43 | | NEFJX | Natixis Vaughan Nelson Small Cap Value A | 4.94 | 23.25 | 37.54 | 1.22 | 6.78 | | WMMAX | GAMCO Westwood Mighty Mites A | 2.57 | 22.02 | 27.10 | 1.08 | 6.23 | | TFSSX | TFS Small Cap | 2.82 | 56.51 | 81.52 | 0.97 | NA |
* Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors. |