Tickerfunds

Mutual Funds

Index Funds Performance

Category Average Return				17.4%	40.0%	-23.9%
Russell 1000 Index				0.0%	0.0%	-19.0%

Ticker	Fund Name	2024	2023	2022
CSXAX	Calvert US Large Cap Core Responsible Index Fund +	19.8%	25.9%	-22.6%
CSXCX	Calvert US Large Cap Core Responsible Index Fund	19%	25.8%	-22.5%
CISIX	Calvert US Large Cap Core Responsible Index Fund	20.4%	26%	-22.5%
CSXRX	Calvert US Large Cap Core Responsible Index Fund	22.1%	25.9%	-22.6%
CECFX	Columbia Large Cap Enhanced Core Fund +	16.9%	20%	-24%
NMIAX	Columbia Large Cap Enhanced Core Fund	16.8%	20.1%	-23.9%
CCERX	Columbia Large Cap Enhanced Core Fund	16.6%	20.1%	-23.9%
CLNCX	Columbia Large Cap Enhanced Core Fund	5.1%	20%	-23.9%
CECYX	Columbia Large Cap Enhanced Core Fund	18.4%	20.1%	-23.9%
NMIMX	Columbia Large Cap Enhanced Core Fund	17%	20.1%	-23.9%
DFELX	DFA Enhanced US Large Company Portfolio	19%	22.7%	-23.7%
FLCEX	Fidelity Large Cap Core Enhanced Index Fund	0%	17.4%	-17.2%
FLCPX	Fidelity SAI US Large Cap Index Fund	20.1%	17.4%	-26.1%
FITLX	Fidelity US Sustainability Index Fund	20.5%	27.6%	-21.4%
GSPFX	Gotham Enhanced S&P 500 Index Fund	20.9%	21.6%	-21.2%
GINDX	Gotham Index Plus Fund +	24.1%	21.4%	-13.2%
GNNDX	Gotham Index Plus Fund	23.8%	21.4%	-13.4%
GCEQX	Green Century Equity Fund +	19%	27.5%	-23.4%
GCEUX	Green Century Equity Fund	21.3%	27.4%	-23.5%
TVDAX	Guggenheim RBP Large-Cap Defensive Fund	14.1%	20.5%	-23.2%
INDEX	Index Funds S&P 500 Equal Weight	22.4%	8.8%	-14.5%
BRGKX	iShares Russell 1000 Large-Cap Index Fund +	19.6%	24.4%	-20.6%
BRGNX	iShares Russell 1000 Large-Cap Index Fund	19.6%	24.5%	-20.5%
BRGAX	iShares Russell 1000 Large-Cap Index Fund	19.6%	24.4%	-20.6%
MWATX	Metropolitan West AlphaTrak 500 Fund	4.9%	21.9%	-24.5%
PQBMX	PGIM QMA US Broad Market Index Fund	0%	-27.1%	-25.2%
PIXPX	PIMCO RAE PLUS Fund +	5.3%	245.7%	-23.3%
PIXAX	PIMCO RAE PLUS Fund	4.7%	244.3%	-24.5%
PIXCX	PIMCO RAE PLUS Fund	3%	241.3%	-27.1%
PXTNX	PIMCO RAE PLUS Fund	5.1%	246.4%	-23.5%
PXTIX	PIMCO RAE PLUS Fund	5.8%	246.3%	-23.1%
BLPIX	ProFunds Bull ProFund +	19.6%	24.1%	-20.6%
BLPSX	ProFunds Bull ProFund	17.1%	22.9%	-21.5%
RYDAX	Rydex Dow Jones Industrial Average Fund +	11.7%	13.5%	-11.7%
RYDKX	Rydex Dow Jones Industrial Average Fund	11%	12.6%	-12.5%
RYDHX	Rydex Dow Jones Industrial Average Fund	11.7%	13.5%	-11.7%
SNXFX	Schwab 1000 Index Fund	20.8%	24.7%	-20.7%
SFLNX	Schwab Fundamental US Large Company Index Fund	16%	15.9%	-8.8%
LCIAX	SEI Large Cap Index Fund +	19.5%	11.5%	-30.7%
SLGFX	SEI Large Cap Index Fund	21.2%	24.6%	-20.4%
SEEKX	Steward Large Cap Enhanced Index Fund +	19.4%	20.9%	-46.5%
SEEBX	Steward Large Cap Enhanced Index Fund	6.3%	18.6%	-51.6%
SEEHX	Steward Large Cap Enhanced Index Fund	20%	19.5%	-50.3%
SEECX	Steward Large Cap Enhanced Index Fund	20%	20.7%	-46.5%
VFTNX	Vanguard FTSE Social Index Fund	20.3%	30.2%	-25.2%
VLCAX	Vanguard Large-Cap Index Fund +	20.2%	25.3%	-21%
VLISX	Vanguard Large-Cap Index Fund	19.8%	25.3%	-21%
VLACX	Vanguard Large-Cap Index Fund	21.3%	25.3%	-20.9%
VMCTX	Vanguard Mega Cap Index Fund	21.7%	27.8%	-21.2%
VRNIX	Vanguard Russell 1000 Index Fund	19.6%	24.6%	-20.4%
EVSYX	Wells Fargo Disciplined US Core Fund +	24.1%	15.4%	-27.9%
EVSAX	Wells Fargo Disciplined US Core Fund	24.4%	15%	-28.3%
EVSTX	Wells Fargo Disciplined US Core Fund	23.6%	13.8%	-29.1%
EVSHX	Wells Fargo Disciplined US Core Fund	0%	15.9%	-28%
EVSRX	Wells Fargo Disciplined US Core Fund	24.5%	15.4%	-28%
EVSIX	Wells Fargo Disciplined US Core Fund	24.8%	15.2%	-28.1%