Mutual Fund

Mutual Funds Performance Equity > Market-Cap > Multi-Cap > Core

  • #
    Funds
    342
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    Index Beaters
    2
  • %
    Universe
    342
  • Up Funds
    41
  • Down Funds
    301
Category Average Return
Russell 3000 Index -14.6420.4218.8228.54
Ticker Fund 2022
YTD
2021
2020
2019
ACGCX American Century Disciplined Core Value Fund -10.47%-4.23%-4.21%19.2%
ADGAX AB Core Opportunities Fund, Inc -19.62%7.99%8.31%20.07%
ADGCX AB Core Opportunities Fund, Inc 0%0%6.57%18.17%
ADGIX AB Core Opportunities Fund, Inc -15.7%9.22%8.66%20.46%
ADGKX AB Core Opportunities Fund, Inc -14.88%8.11%8.56%20.15%
ADGRX AB Core Opportunities Fund, Inc -19.06%6.82%8.04%19.81%
ADGYX AB Core Opportunities Fund, Inc -17.95%8.53%8.54%20.4%
ADGZX AB Core Opportunities Fund, Inc -19.53%9.29%8.64%20.48%
ADOAX ACM Dynamic Opportunity Fund -8.38%-1.26%17.24%1.73%
ADOIX ACM Dynamic Opportunity Fund -7.05%-0.96%0%2%
AICGX American Century Disciplined Core Value Fund -10.82%-4.2%-4.11%19.8%
AICRX American Century Disciplined Core Value Fund -8.75%-4%-4.17%19.2%
AMADX American Century Disciplined Core Value Fund -11.05%-4.14%-4.17%19.69%
AMFEX AAMA Equity Fund -14.52%23.15%12.21%23.65%
AMGIX American Century Disciplined Core Value Fund -11.1%-3.96%-4.11%19.23%
AQEIX LKCM Aquinas Catholic Equity Fund -25.53%26.01%16.4%17.66%
ARSKX Archer Stock Fund -19.79%24.02%24%18.83%
AUERX Auer Growth Fund 13.14%44.29%-1.85%27.96%
BASMX iShares Total US Stock Market Index Fund -16.94%23.54%18.69%28.09%
BCAMX Boston Common ESG Impact US Equity Fund -19.46%19.34%19.11%23.26%
BCIFX Blue Chip Investor Fund -13.41%28.73%-6.19%19.43%
BIGRX American Century Disciplined Core Value Fund -10.29%-4%0%19.71%
BIGTX Monteagle Texas Fund -8.17%24.81%12.99%0%
BIMVX iShares Edge MSCI Min Vol USA Index Fund 0%-37.78%0%25.34%
BIRAX BlackRock Advantage ESG U.S. Equity Fund -19.06%20.54%17.7%27.1%
BIRCX BlackRock Advantage ESG U.S. Equity Fund 0%20.81%17.58%0%
BIRIX BlackRock Advantage ESG U.S. Equity Fund 0%20.65%17.79%27.23%
BIRKX BlackRock Advantage ESG U.S. Equity Fund -15.81%21.23%17.78%27.32%
BITSX iShares Total US Stock Market Index Fund -17.53%23.96%18.67%28.15%
BKMVX iShares Edge MSCI Min Vol USA Index Fund 0%-37.78%3.56%25.34%
BKTSX iShares Total US Stock Market Index Fund -17.68%24.18%18.67%28.15%
BMPEX Beck, Mack & Oliver Partners Fund 0%54.84%4.44%31.79%
BOPAX Sterling Capital Special Opportunities Fund -18.82%12.56%11.83%21.66%
BOPCX Sterling Capital Special Opportunities Fund -17.63%8.16%10.65%19.22%
BOPIX Sterling Capital Special Opportunities Fund -15.72%13.72%12.05%22.04%
BRAGX Bridgeway Aggressive Investors 1 Fund 0%9.87%13.18%20.28%
BUNRX Bullfinch Fund Unrestricted Series -10.92%19.15%3.92%22.44%
BUYAX Catalyst Buyback Strategy Fund -31.17%0.35%2.22%16.68%
BUYCX Catalyst Buyback Strategy Fund -31.76%0.09%0%16.27%
BUYIX Catalyst Buyback Strategy Fund -34.94%-0.09%2.11%16.75%
BWNYX Bullfinch Fund Greater Western New York Series -6.17%0%-4.09%18.7%
CAVMX Adaptive Tactical Economic Fund 0%21.03%-0.67%14.94%
CGMFX CGM Focus Fund -2.3%32.08%0%-13.82%
CLPAX Catalyst Exceed Defined Risk Fund -19.7%13.04%0%13.22%
CLPCX Catalyst Exceed Defined Risk Fund -16.61%13.96%3.59%12.81%
CLPFX Catalyst Exceed Defined Risk Fund -19.83%13.3%4.51%13.24%
CMNCX Principal Capital Appreciation Fund -18.56%9.03%8.68%16.59%
CMNWX Principal Capital Appreciation Fund -18.59%16.59%12.33%21.9%
CMSFX Adaptive Tactical Economic Fund 0%21.31%0%15.57%
CMSYX Adaptive Tactical Economic Fund 0%20.34%-1.53%15.41%
CUHAX Victory US 500 Enhanced Volatility Wtd Index Fund -11.37%10.73%6.52%6.31%
CUHCX Victory US 500 Enhanced Volatility Wtd Index Fund -11.52%9.87%5.59%5.67%
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund -10.93%10.65%6.52%6.3%
CZOVX Zacks All-Cap Core Fund -16.9%22.52%9.1%18.19%
DDDAX 13D Activist Fund -10.63%8.67%10.89%22.41%
DDDCX 13D Activist Fund -9.45%7.74%10.76%0%
DDDIX 13D Activist Fund -7.81%9.3%10.99%0%
DEOPX Davenport Equity Opportunities Fund -22.44%0%8.27%33.67%
DFEOX DFA US Core Equity 1 Portfolio -13.77%22.81%14.46%26.18%
DFMAX Davidson Multi-Cap Equity Fund -14.32%18.1%8.75%18.08%
DFMIX Davidson Multi-Cap Equity Fund -14.82%18.42%8.72%18.11%
DFQTX DFA US Core Equity 2 Portfolio -11.78%22.47%13.85%24.82%
DFSIX DFA US Sustainability Core 1 Portfolio -17.39%24.57%19.48%29.74%
DFUEX DFA US Social Core Equity 2 Portfolio -18.84%22.48%14.07%25.48%
DGOCX Davis Opportunity Fund -15.56%9.94%8.34%16.98%
DGOYX Davis Opportunity Fund -12.7%14.72%9.75%19.43%
DHLTX Diamond Hill All Cap Select Fund 0%17.31%13.97%0%
DHTAX Diamond Hill All Cap Select Fund -12.22%16.33%13.98%27.93%
DHTYX Diamond Hill All Cap Select Fund -8.16%16.93%13.99%28.49%
DIEQX Domini Impact Equity Fund -22.62%14.98%26.86%28.81%
DRTCX Dreyfus Sustainable US Equity Fund, Inc -21.42%21.39%20.25%30.47%
DRTHX Dreyfus Sustainable US Equity Fund, Inc -19.57%21.43%20.34%30.86%
DSEFX Domini Impact Equity Fund -21.54%14.94%27.05%28.44%
DSEPX Domini Impact Equity Fund -21.47%14.8%27.03%28.34%
DSFRX Domini Impact Equity Fund -23.76%14.99%26.96%28.27%
DTCAX Dreyfus Sustainable US Equity Fund, Inc -20.38%21.64%20.17%30.34%
DTCCX Dreyfus Sustainable US Equity Fund, Inc -18.35%0%19.55%0%
DTCYX Dreyfus Sustainable US Equity Fund, Inc -20.35%21.94%20.29%31.4%
ESSIX Essential 40 Stock Fund -7.56%11.01%9.45%0%
FBRNX Fidelity Advisor Stock Selector All Cap -17.98%23.45%18.74%25.59%
FCTDX Fidelity Strategic Advisers Fidelity US Total Stock Fund -20.45%21.14%18.92%0%
FDEKX Fidelity Disciplined Equity Fund -25.43%26.65%29.88%31.22%
FDEQX Fidelity Disciplined Equity Fund -25.45%26.56%29.77%31.22%
FDSSX Fidelity Stock Selector All Cap -18.39%22.57%18.66%24.64%
FFILX FormulaFolios US Equity Fund -14.83%23.77%0%15.77%
FFIOX FormulaFolios US Equity Fund 0%23.62%-9.33%15.16%
FHEJX Delaware Hedged US Equity Opportunities Fund -13.4%-1.75%-11.15%0%
FHEKX Delaware Hedged US Equity Opportunities Fund -13.6%-0.81%-10.38%3.75%
FHELX Delaware Hedged US Equity Opportunities Fund -13.92%-1.01%-10.29%3.45%
FLACX Fidelity Advisor Stock Selector All Cap -19.92%21.61%18.51%24.71%
FLCKX Fidelity Leveraged Company Stock Fund -15.77%16.04%26.57%35.57%
FLSAX Fidelity Advisor Leveraged Company Stock Fund -20.76%14.4%24.95%22.81%
FLSCX Fidelity Advisor Leveraged Company Stock Fund -20.99%11.75%23.34%20.9%
FLSTX Fidelity Advisor Leveraged Company Stock Fund -20.15%13.19%24.48%22.23%
FLVCX Fidelity Leveraged Company Stock Fund -20.12%16%26.58%0%
FLVIX Fidelity Advisor Leveraged Company Stock Fund -19.45%14.5%25.4%0%
FMAMX Fidelity Advisor Stock Selector All Cap -13.41%21.44%18.63%24.61%
FMILX Fidelity New Millennium Fund -2.25%14.46%-2.69%20.44%
FMUEX Free Market US Equity Fund -11.61%26.65%0%16.01%
FPCGX Fort Pitt Capital Total Return Fund -14.43%15.39%8.12%17.66%
FSJHX Fidelity Advisor Stock Selector All Cap 0%21.97%18.61%0%
FSKAX Fidelity Total Market Index Fund -15.61%24.78%18.91%28.33%
FSSKX Fidelity Stock Selector All Cap -17.82%21.79%18.69%24.65%
FSUVX Fidelity SAI US Low Volatility Index Fund -8.87%17.58%8.41%22.94%
FZAKX Fidelity Advisor Leveraged Company Stock Fund -18.17%15.08%25.58%23.51%
FZAPX Fidelity Advisor Stock Selector All Cap -14.95%21.43%18.67%24.65%
FZROX Fidelity ZERO Total Market Index Fund -18.3%0%18.96%29.16%
GATAX Gabelli Asset Fund -12.88%7.96%-1.93%11.15%
GGLIX Aberdeen U.S. Sustainable Leaders Fund -23.94%-3.7%12.99%24.7%
GMCQX GMO US Equity Fund -10.13%8.79%2.75%13.95%
GMEQX GMO US Equity Fund 0%0%0%0%
GMRTX GMO US Equity Fund 0%0%0%13.57%
GMUEX GMO US Equity Fund -11.74%8.55%2.88%14.1%
GRINX Victory Diversified Stock Fund -16.09%17.54%10.51%20.55%
GTCEX Glenmede Strategic Equity Portfolio -17.66%13.7%4.61%26.08%
GWILX Glenmede Women in Leadership US Equity Portfolio -14.31%0%6.62%25.63%
GXXAX Aberdeen U.S. Sustainable Leaders Fund -18.4%-6.83%11.59%23.77%
GXXCX Aberdeen U.S. Sustainable Leaders Fund -24.9%-15.38%7.76%20.69%
GXXIX Aberdeen U.S. Sustainable Leaders Fund -24.04%-3.59%12.81%24.7%
HCACX Hartford Capital Appreciation Fund -18.77%0%12.26%21.82%
HCAFX Hartford Capital Appreciation Fund -18.94%-0.21%14.99%24.34%
HCAYX Hartford Capital Appreciation Fund -17.87%0%16.05%25.3%
HEQCX Monteagle Opportunity Equity Fund -8.9%-3.55%11.55%0%
HEQFX Monteagle Opportunity Equity Fund -9.44%-5.72%0%0%
HSUAX Rational Dynamic Brands Fund -28.36%1.13%23.03%26.13%
HSUCX Rational Dynamic Brands Fund -32.5%-1.67%19.41%24.89%
HSUTX Rational Dynamic Brands Fund -32.22%6.14%30.07%0%
IATAX Ivy Accumulative Fund -45.67%-3.2%37.13%20.56%
IATBX Ivy Accumulative Fund 0%9.97%34.03%0%
IATCX Ivy Accumulative Fund -46.15%-7.65%34.45%17.25%
IATIX Ivy Accumulative Fund -33.26%-3.02%37.22%21%
IATNX Ivy Accumulative Fund -36.62%-1.77%37.38%21.03%
IMSCX IMS Capital Value Fund -25.37%9.18%11.47%26.01%
ITHAX Hartford Capital Appreciation Fund -19.22%-0.84%14.92%24.21%
ITHIX Hartford Capital Appreciation Fund -16.38%-0.93%0%24.28%
ITHRX Hartford Capital Appreciation Fund -17.35%0.76%15.52%24.93%
ITHSX Hartford Capital Appreciation Fund -16.67%1.68%15.86%25.21%
ITHTX Hartford Capital Appreciation Fund -18.11%2.34%15.99%0%
ITHVX Hartford Capital Appreciation Fund 0%0%16.05%25.33%
JFACX John Hancock Fundamental All Cap Core Fund -22.34%0%23.56%35.77%
JFAIX John Hancock Fundamental All Cap Core Fund 0%26.2%24.22%36.22%
JFARX John Hancock Fundamental All Cap Core Fund -21.14%25.74%24%36.19%
JFCAX John Hancock Fundamental All Cap Core Fund -19.16%25.66%23.6%35.97%
JFCCX John Hancock Fundamental All Cap Core Fund -20.08%24.22%22.62%35.04%
JFCIX John Hancock Fundamental All Cap Core Fund -21.5%26.12%24.08%36.13%
JHKAX John Hancock ESG All Cap Core Fund 0%-3.34%18.68%0%
JHKCX John Hancock ESG All Cap Core Fund 0%-3.89%18%27.54%
JHKIX John Hancock ESG All Cap Core Fund 0%-3.27%18.81%28.32%
JHKRX John Hancock ESG All Cap Core Fund 0%-3.21%18.81%28.32%
JPFAX JPMorgan Equity Focus Fund -14.24%13.1%9.19%8.87%
JPFCX JPMorgan Equity Focus Fund -9.03%11.38%8.33%0%
JPFRX JPMorgan Equity Focus Fund -10.04%13.15%9.52%9.18%
JPFSX JPMorgan Equity Focus Fund -12.28%13.45%9.53%9.29%
LEVIX Lazard US Equity Concentrated Portfolio -14.72%9.14%7.19%30.64%
LEVOX Lazard US Equity Concentrated Portfolio 0%9.29%7.13%30.72%
LGOAX Miller Opportunity Trust -25.2%-4.35%38.61%33.94%
LMNOX Miller Opportunity Trust -25.48%-4.23%38.91%34.3%
LMOFX Miller Opportunity Trust -29.83%-3.4%38.5%33.84%
LMOPX Miller Opportunity Trust -19.34%-5.31%0%32.94%
LMORX Miller Opportunity Trust -24.41%-4.75%38.22%33.57%
LSLTX Leuthold Select Industries Fund -15.38%22.24%9.08%22.83%
MASPX BlackRock Advantage US Total Market Fund, Inc -16.82%-20.38%14.21%25.31%
MCSPX BlackRock Advantage US Total Market Fund, Inc -18.17%-43.66%12.44%22.9%
MCSSX MainStay MacKay Common Stock Fund -15.86%24.34%13.88%17.48%
MDSPX BlackRock Advantage US Total Market Fund, Inc -14.62%-22.04%0%25.13%
MFQAX AMG FQ Tax-Managed US Equity Fund -14.95%-52.34%6.61%27.38%
MFQTX AMG FQ Tax-Managed US Equity Fund -15.6%-52.41%0%27.43%
MGOCX MainStay MacKay Common Stock Fund -16.69%21.44%13.62%16.91%
MISEX Midas Magic -22.59%38.04%10.55%27.53%
MKSPX BlackRock Advantage US Total Market Fund, Inc 0%-20.66%14.18%25.32%
MLVAX MFS Low Volatility Equity Fund 0%18.56%10%25.56%
MLVBX MFS Low Volatility Equity Fund -11.95%18.46%10.01%25.58%
MLVGX MFS Low Volatility Equity Fund -11.09%18.42%10.05%25.43%
MLVHX MFS Low Volatility Equity Fund -11.07%18.91%9.99%25.61%
MLVMX MFS Low Volatility Equity Fund -11.35%18.8%9.98%25.5%
MLVOX MFS Low Volatility Equity Fund -11.68%18.75%9.95%25.5%
MLVPX MFS Low Volatility Equity Fund -11.09%18.98%9.96%25.54%
MLVRX MFS Low Volatility Equity Fund 0%19.12%9.98%25.59%
MLVTX MFS Low Volatility Equity Fund -12%18.95%9.98%25.67%
MNRMX Manor Investment Funds Manor Fund -15.8%29.63%4.08%30.15%
MOPBX MainStay MacKay Common Stock Fund -17.27%22.2%13.61%16.89%
MRERX MFS Core Equity Fund -17.66%16.44%16.62%30.28%
MRFOX Marshfield Concentrated Opportunity Fund -7.82%10.19%12.12%34.39%
MRGAX MFS Core Equity Fund -12.57%16.95%16.72%30.28%
MRGBX MFS Core Equity Fund -17.87%14.86%16.07%29.65%
MRGCX MFS Core Equity Fund -15.9%14.73%16.02%29.31%
MRGGX MFS Core Equity Fund -15.87%14.74%16.03%0%
MRGHX MFS Core Equity Fund -17.63%16.95%16.69%30.3%
MRGJX MFS Core Equity Fund -17.85%16.91%16.8%30.41%
MRGKX MFS Core Equity Fund -15.53%17.08%16.94%0%
MRGRX MFS Core Equity Fund -16.73%17.52%16.87%0%
MRSPX BlackRock Advantage US Total Market Fund, Inc -17.97%-36.67%11.76%23.73%
MSEFX PartnerSelect Equity Fund -21.86%0.97%6.1%16.84%
MSOAX MainStay MacKay Common Stock Fund -17.28%24.55%13.86%17.51%
MSOIX MainStay MacKay Common Stock Fund -13.73%24.59%0%17.5%
MSOSX MainStay MacKay Common Stock Fund -16.31%24.01%13.87%17.37%
MUHLX Muhlenkamp Fund 2.95%19.71%1.42%12.97%
MVISX Miller Opportunity Trust -25.89%-4.2%39.02%12.45%
MXEBX Great-West Core Strategies US Equity Fund -18.08%0%16.56%27.55%
MXXVX Matthew 25 Fund -18.71%9.3%1.34%39.49%
NBFAX Neuberger Berman Focus Fund -27.28%0.07%17.43%13.86%
NBFCX Neuberger Berman Focus Fund -29.22%0.13%17.65%13.78%
NBSLX Neuberger Berman Sustainable Equity Fund -17.34%11.97%12.21%15.34%
NBSRX Neuberger Berman Sustainable Equity Fund -18.41%11.49%12.23%15.3%
NBSSX Neuberger Berman Focus Fund -29.23%0.24%17.86%13.69%
NBSTX Neuberger Berman Sustainable Equity Fund -16.72%12.03%12.29%15.27%
NFAAX Neuberger Berman Focus Fund -29.38%-0.1%17.62%13.84%
NFACX Neuberger Berman Focus Fund -28.86%-1.03%16.61%13.24%
NFALX Neuberger Berman Focus Fund -27.7%0.44%18.07%13.59%
NMUAX Neuberger Berman Multi-Cap Opportunities Fund -11.5%-6.09%0%6.19%
NMUCX Neuberger Berman Multi-Cap Opportunities Fund -17.8%-7.29%-10.87%0%
NMULX Neuberger Berman Multi-Cap Opportunities Fund -20.31%-6.3%-9.93%0%
NRAAX Neuberger Berman Sustainable Equity Fund -17%12%0%15.21%
NRACX Neuberger Berman Sustainable Equity Fund 0%0%0%14.89%
NRARX Neuberger Berman Sustainable Equity Fund -18.3%11.49%12.26%15.12%
NRSRX Neuberger Berman Sustainable Equity Fund -18.15%11.43%12.21%15.35%
NUESX Northern Northern US Quality ESG Fund -15.86%23.69%17.92%29.15%
NVDAX Wells Fargo Diversified Equity Fund -35.43%1.8%6.47%15.87%
NVDEX Wells Fargo Diversified Equity Fund 0%2.37%6.57%15.95%
OMSCX Invesco Main Street All Cap Fund -17.79%5.65%17.75%31.1%
OMSNX Invesco Main Street All Cap Fund -13.69%7.56%18.38%31.48%
OMSOX Invesco Main Street All Cap Fund -18.58%7.55%18.7%31.8%
OMSYX Invesco Main Street All Cap Fund -19.02%8.82%18.92%32.04%
OSTFX Osterweis Fund -15.99%8.13%16.62%23.83%
OWACX Old Westbury All Cap Core Fund -19.84%18.64%19.71%20.63%
PARNX Parnassus Mid Cap Fund -31.7%5.06%21.74%24.49%
PARWX Parnassus Endeavor Fund -14.66%11.84%26.53%32.25%
PCAMX Principal Capital Appreciation Fund -13.8%16.16%12.39%21.9%
PCAOX Principal Capital Appreciation Fund -15.13%0%12.33%21.96%
PCAPX Principal Capital Appreciation Fund -17.73%16.78%12.43%22.05%
PCAQX Principal Capital Appreciation Fund -18.45%16.86%12.49%22.12%
PFPRX Parnassus Mid Cap Fund -29.06%5.2%21.93%24.46%
PFPWX Parnassus Endeavor Fund -15.77%11.87%26.63%32.19%
PFSEX PFG JP Morgan Tactical Aggressive Strategy Fund -15.1%12.25%11.82%22.25%
PMYAX Putnam Multi-Cap Core Fund -10.89%19.73%14.82%26.14%
PMYBX Putnam Multi-Cap Core Fund -15%18.79%14.75%26.02%
PMYCX Putnam Multi-Cap Core Fund -13.75%19.29%14.7%0%
PMYTX Putnam Multi-Cap Core Fund -13.28%19.62%14.92%26.17%
PMYYX Putnam Multi-Cap Core Fund -7.83%19.83%14.84%26.23%
PMYZX Putnam Multi-Cap Core Fund -13.79%19.47%14.93%0%
POGSX Pin Oak Equity Fund -19.03%10.12%5.7%0%
POMIX T. Rowe Price Total Equity Market Index Fund -17.47%23.49%17.94%28.42%
PWCIX Principal Capital Appreciation Fund 0%17.76%12.6%22.26%
PWGIX Pax ESG Beta Quality Fund -14.45%7.5%11.1%23.02%
PXGAX Pax ESG Beta Quality Fund -16.61%0%11.05%22.84%
PXWGX Pax ESG Beta Quality Fund -16.08%6.73%11.07%22.9%
QAACX Federated Hermes MDT All Cap Core Fund -17.53%11.25%18.15%22.57%
QAGIX Quaker Impact Growth Fund -27.44%25.4%0%30.94%
QCACX Federated Hermes MDT All Cap Core Fund -17.37%8.13%17.47%21.84%
QIACX Federated Hermes MDT All Cap Core Fund -17.64%11.7%18.28%22.72%
QKACX Federated Hermes MDT All Cap Core Fund -13.99%11.48%18.24%0%
QUAGX Quaker Impact Growth Fund -28.7%25.25%17.91%30.49%
QWVPX Clearwater Core Equity Fund -14.46%24.32%14.19%26.42%
REDWX Aspiration Redwood Fund 0%0%15.89%25.84%
REQAX Russell Investments Sustainable Equity Fund -15.76%1.53%-2.69%15.49%
RESGX Glenmede Responsible ESG US Equity Portfolio -12.94%14.79%8.51%0%
RLUEX Lazard US Equity Concentrated Portfolio -14.04%9.07%7.1%30.73%
RPEAX Davis Opportunity Fund -12.78%14.13%0%19.11%
RTDAX Russell Multifactor US Equity Fund -8.35%19.38%0%21.72%
SAALX SA US Core Market Fund 0%16.22%9.8%0%
SAMKX SA US Core Market Fund 0%16.27%9.87%15.66%
SBHAX Segall Bryant & Hamill All Cap Fund -21.2%16.16%24.47%30.17%
SEHAX SEI US Equity Factor Allocation Fund -13.63%7.56%10.96%25.46%
SEQUX Sequoia Fund -26.28%0%7.85%18.96%
SEVIX SEI US Managed Volatility Fund -1.79%-0.23%-3.77%18.46%
SMIFX Sound Mind Investing Fund -37.62%12.2%21.06%18.72%
SOPVX Wells Fargo Opportunity Fund -21.91%11.25%13.63%23.81%
SRVEX Victory Diversified Stock Fund -16.22%18.63%10.62%20.74%
SSVSX Victory Special Value Fund -16.73%15.68%9.39%23.93%
STRSX Sterling Capital Special Opportunities Fund -17.89%14.22%11.67%0%
STVYX SEI Tax-Managed Managed Volatility Fund -5.48%18.04%-1%19.48%
SUSYX SEI US Managed Volatility Fund -2.08%-0.29%-3.72%18.4%
SVOAX SEI US Managed Volatility Fund -2.08%-0.23%0%0%
SVYAX SEI US Managed Volatility Fund -4.63%-0.52%-4.27%16.29%
SWANX Schwab Core Equity Fund -13.22%-1.04%6.86%25.84%
SWEGX Schwab MarketTrack All Equity Portfolio -19.52%22.88%4.04%17.86%
SWTSX Schwab Total Stock Market Index Fund -18.93%24.5%18.76%28.41%
TCCHX TIAA-CREF Social Choice Low Carbon Equity Fund -19.77%19.53%19.71%28.53%
TCEPX TIAA-CREF Equity Index Fund -18.9%23.61%19.06%28.3%
TEIHX TIAA-CREF Equity Index Fund -17.57%23.54%19.19%28.24%
TEWCX TIAA-CREF Social Choice Low Carbon Equity Fund -15.77%0%19.54%0%
TFFCX Touchstone Focused Fund -18.02%18.9%16.28%18.25%
TFFIX Touchstone Focused Fund -18.06%20.82%17.83%19.39%
TFFYX Touchstone Focused Fund -16.65%20.51%17.8%0%
TFOAX Touchstone Focused Fund -15.67%19.45%17.64%19.39%
TICHX TIAA-CREF Social Choice Equity Fund 0%15.37%18.62%25.26%
TICRX TIAA-CREF Social Choice Equity Fund -19.26%13.87%18.39%24.44%
TIEIX TIAA-CREF Equity Index Fund -16.64%23.03%19.07%28.24%
TINRX TIAA-CREF Equity Index Fund 0%23.05%19.03%28.3%
TIQRX TIAA-CREF Equity Index Fund 0%23.48%19.11%28.3%
TISCX TIAA-CREF Social Choice Equity Fund -17.36%15.89%18.66%25.24%
TLWCX TIAA-CREF Social Choice Low Carbon Equity Fund -17.38%18.93%19.6%28.58%
TMMAX SEI Tax-Managed Managed Volatility Fund -5.75%18.38%-1.06%19.47%
TNWCX TIAA-CREF Social Choice Low Carbon Equity Fund -18.16%19.57%19.7%28.62%
TPWCX TIAA-CREF Social Choice Low Carbon Equity Fund -19.37%19.02%19.66%28.55%
TRPSX TIAA-CREF Social Choice Equity Fund -18.3%15.82%0%25.27%
TRSCX TIAA-CREF Social Choice Equity Fund -17.7%15.73%18.67%25.3%
TSGAX Timothy Plan Strategic Growth Fund -11.4%6.56%4.5%14.54%
TSGCX Timothy Plan Strategic Growth Fund -11.28%5.26%3.36%13.24%
VADAX Invesco Equally-Weighted S&P 500 Fund -12.02%17.18%5.66%22.98%
VADCX Invesco Equally-Weighted S&P 500 Fund -13.28%16.76%5.38%22.73%
VADDX Invesco Equally-Weighted S&P 500 Fund -12.29%17.5%5.73%23.06%
VADFX Invesco Equally-Weighted S&P 500 Fund -12.72%17.01%5.76%23.1%
VADRX Invesco Equally-Weighted S&P 500 Fund -10.95%16.93%5.61%22.94%
VAPAX Virtus FORT Trend Fund -4.79%2.46%-8.03%16.35%
VAPCX Virtus FORT Trend Fund -3.35%1.67%-8.73%15.42%
VAPIX Virtus FORT Trend Fund -4.57%2.68%-7.79%16.58%
VDEQX Vanguard Diversified Equity Fund -16.69%14.08%21.86%22.65%
VDSCX Victory Diversified Stock Fund -14.19%15.16%9.67%19.5%
VDSIX Victory Diversified Stock Fund -18.37%18.77%0%20.8%
VDSRX Victory Diversified Stock Fund -17.22%18.55%10.63%0%
VDSYX Victory Diversified Stock Fund -18.65%18.16%10.68%0%
VFMFX Vanguard US Multifactor Fund -9.46%28.9%1.72%20.28%
VFPIX Private Capital Management Value Fund -16.58%0%0.31%-3.55%
VITNX Vanguard Institutional Total Stock Market Index Fund -21.62%19.81%7.73%26.94%
VITPX Vanguard Institutional Total Stock Market Index Fund -19.71%19.24%7.72%26.94%
VITSX Vanguard Total Stock Market Index Fund -18.11%24.66%18.88%28.34%
VRPAX Virtus FORT Trend Fund -5.09%3.4%-7.74%16.79%
VRTTX Vanguard Russell 3000 Index Fund -18.64%23.96%18.78%29.12%
VSMPX Vanguard Total Stock Market Index Fund -18.81%24.09%18.89%0%
VSPIX Victory Special Value Fund -15.72%15.89%9.47%0%
VSTSX Vanguard Total Stock Market Index Fund -15.14%24.66%18.89%28.33%
VSVCX Victory Special Value Fund 0%10.99%7.81%22.75%
VSVGX Victory Special Value Fund -15.66%13.55%8.86%23.7%
VSVYX Victory Special Value Fund -16.34%15.82%9.45%0%
VTCIX Vanguard Tax-Managed Capital Appreciation Fund 0%26.09%19.08%0%
VTCLX Vanguard Tax-Managed Capital Appreciation Fund -17.76%0%19.1%29.34%
VTSAX Vanguard Total Stock Market Index Fund -18.1%0%18.89%29.02%
VTSMX Vanguard Total Stock Market Index Fund -13.32%24.09%18.89%28.96%
WFDEX Wells Fargo Diversified Equity Fund -42.98%-2.6%4.45%14.01%
WFIVX Wilshire 5000 Index Fund 0%18.46%0%23.41%
WFOPX Wells Fargo Opportunity Fund -18.69%9.15%13.58%22.55%
WINDX Wilshire 5000 Index Fund -16.37%17.57%9.68%23.41%
WLVDX Wells Fargo Low Volatility US Equity Fund -20.63%-32.44%4.79%21.32%
WLVJX Wells Fargo Low Volatility US Equity Fund -20.35%0%4.7%0%
WLVKX Wells Fargo Low Volatility US Equity Fund -20.17%-33.36%4.63%21.14%
WLVLX Wells Fargo Low Volatility US Equity Fund -20.37%-32.47%0%21.4%
WLVOX Wells Fargo Low Volatility US Equity Fund -20.61%-32.91%4.77%21.5%
WOFDX Wells Fargo Opportunity Fund 0%12.83%14.44%24.58%
WOFNX Wells Fargo Opportunity Fund -20.98%13.37%14.65%24.74%
WPVIX Weitz Partners Value Fund -18.87%15.96%-3.33%24.33%
WPVLX Weitz Partners Value Fund -18.59%15.98%-3.73%23.87%