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52 Wk Mutual Funds HL Screen
Index Funds Performance
3 Years
5 Years
US
>
Equity
>
Market-Cap
>
Large-Cap
>
Value
>
Category Average Return
-2.7%
10.2%
9.1%
Russell 1000 Value Index
0.0%
0.0%
0.0%
Ticker
Fund Name
2025
2024
2023
CFJAX
Calvert US Large Cap Value Responsible Index Fund
+
-4.2%
8%
7.5%
CFJIX
Calvert US Large Cap Value Responsible Index Fund
-0.3%
8.1%
7.6%
DFUSX
DFA US Large Company Portfolio
-1.7%
23.3%
20.9%
DSEEX
DoubleLine Shiller Enhanced CAPE
+
-6.4%
7.3%
20.8%
DSENX
DoubleLine Shiller Enhanced CAPE
1.2%
7.3%
20.8%
FLVEX
Fidelity Large Cap Value Enhanced Index Fund
0%
0%
-0.1%
FLCOX
Fidelity Large Cap Value Index Fund
-3%
12.2%
9.3%
FIOOX
Fidelity Series Large Cap Value Index Fund
1.4%
10.8%
6.7%
TVVAX
Guggenheim RBP Large-Cap Value Fund
0%
8.3%
2.5%
MVIAX
Praxis Value Index Fund
+
-5.1%
0.8%
14.7%
MVIIX
Praxis Value Index Fund
-4.6%
0.8%
14.7%
RYLVX
Rydex S&P 500 Pure Value Fund
+
-0.5%
9.7%
4.6%
RYVVX
Rydex S&P 500 Pure Value Fund
-2.8%
8.7%
3.3%
RYZAX
Rydex S&P 500 Pure Value Fund
-2.6%
9.7%
4.6%
SWLVX
Schwab US Large-Cap Value Index Fund
-4.3%
11.4%
8.5%
THCVX
TIAA-CREF Large-Cap Value Index Fund
+
-1.8%
11.1%
5.9%
TILVX
TIAA-CREF Large-Cap Value Index Fund
-5.8%
11.1%
6%
TRCVX
TIAA-CREF Large-Cap Value Index Fund
2.4%
11.2%
6.1%
VMVLX
Vanguard Mega Cap Value Index Fund
1.1%
14.1%
6.3%
VRVIX
Vanguard Russell 1000 Value Index Fund
-6.2%
12%
9%
VSPVX
Vanguard S&P 500 Value Index Fund
-9.5%
9.6%
20.1%
VVIAX
Vanguard Value Index Fund
+
1%
13.3%
6.4%
VIVIX
Vanguard Value Index Fund
-4.1%
13.3%
6.4%
VIVAX
Vanguard Value Index Fund
-3.2%
13.3%
6.4%