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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%
11.3%
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
+
0.7%
8%
7.5%
CFJIX
Calvert US Large Cap Value Responsible Index Fund
0%
8.4%
7.6%
DFUSX
DFA US Large Company Portfolio
2.8%
23.3%
20.9%
DSEEX
DoubleLine Shiller Enhanced CAPE
+
0%
12.7%
20.8%
DSENX
DoubleLine Shiller Enhanced CAPE
-0.1%
7.3%
20.8%
FLVEX
Fidelity Large Cap Value Enhanced Index Fund
0%
0%
-0.1%
FLCOX
Fidelity Large Cap Value Index Fund
2.1%
12.2%
9.3%
FIOOX
Fidelity Series Large Cap Value Index Fund
0%
14.7%
6.7%
TVVAX
Guggenheim RBP Large-Cap Value Fund
0%
8.3%
2.5%
MVIAX
Praxis Value Index Fund
+
4.2%
0.8%
14.7%
MVIIX
Praxis Value Index Fund
4.2%
0.8%
14.7%
RYLVX
Rydex S&P 500 Pure Value Fund
+
0.8%
9.7%
4.6%
RYVVX
Rydex S&P 500 Pure Value Fund
0%
14.3%
3.3%
RYZAX
Rydex S&P 500 Pure Value Fund
5.3%
9.7%
4.6%
SWLVX
Schwab US Large-Cap Value Index Fund
0%
18.9%
8.5%
THCVX
TIAA-CREF Large-Cap Value Index Fund
+
4.8%
11.1%
5.9%
TILVX
TIAA-CREF Large-Cap Value Index Fund
4.7%
11.1%
6%
TRCVX
TIAA-CREF Large-Cap Value Index Fund
0%
11.2%
6.1%
VMVLX
Vanguard Mega Cap Value Index Fund
4%
14.1%
6.3%
VRVIX
Vanguard Russell 1000 Value Index Fund
0%
13.5%
9%
VSPVX
Vanguard S&P 500 Value Index Fund
0.3%
9.6%
20.1%
VVIAX
Vanguard Value Index Fund
+
4.5%
13.3%
6.4%
VIVIX
Vanguard Value Index Fund
3.2%
13.3%
6.4%
VIVAX
Vanguard Value Index Fund
-0.9%
13.3%
6.4%