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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
13.2%
9.1%
-11.6%
Russell 1000 Value Index
0.0%
0.0%
-13.9%
Ticker
Fund Name
2024
2023
2022
CFJAX
Calvert US Large Cap Value Responsible Index Fund
+
15.8%
7.5%
-13.4%
CFJIX
Calvert US Large Cap Value Responsible Index Fund
15%
7.6%
-13.4%
DFUSX
DFA US Large Company Portfolio
22%
20.9%
-22.8%
DSEEX
DoubleLine Shiller Enhanced CAPE
+
8.2%
20.8%
-33.7%
DSENX
DoubleLine Shiller Enhanced CAPE
6.5%
20.8%
-33.7%
FLVEX
Fidelity Large Cap Value Enhanced Index Fund
0%
-0.1%
-10.6%
FLCOX
Fidelity Large Cap Value Index Fund
15.1%
9.3%
-9.4%
FIOOX
Fidelity Series Large Cap Value Index Fund
15.2%
6.7%
-11.4%
TVVAX
Guggenheim RBP Large-Cap Value Fund
8.3%
2.5%
-10.7%
MVIAX
Praxis Value Index Fund
+
11%
14.7%
-12.4%
MVIIX
Praxis Value Index Fund
12.1%
14.7%
-12.4%
RYLVX
Rydex S&P 500 Pure Value Fund
+
8.6%
4.6%
-4.8%
RYVVX
Rydex S&P 500 Pure Value Fund
7.9%
3.3%
-6%
RYZAX
Rydex S&P 500 Pure Value Fund
8.3%
4.6%
-4.8%
SWLVX
Schwab US Large-Cap Value Index Fund
15.4%
8.5%
-9.7%
THCVX
TIAA-CREF Large-Cap Value Index Fund
+
15.3%
5.9%
-11.3%
TILVX
TIAA-CREF Large-Cap Value Index Fund
15.4%
6%
-11.6%
TRCVX
TIAA-CREF Large-Cap Value Index Fund
15.1%
6.1%
-11.5%
VMVLX
Vanguard Mega Cap Value Index Fund
16.7%
6.3%
-3.7%
VRVIX
Vanguard Russell 1000 Value Index Fund
13.5%
9%
-9.7%
VSPVX
Vanguard S&P 500 Value Index Fund
11.9%
20.1%
-7.5%
VVIAX
Vanguard Value Index Fund
+
15.2%
6.4%
-4.6%
VIVIX
Vanguard Value Index Fund
15.2%
6.4%
-4.5%
VIVAX
Vanguard Value Index Fund
14.9%
6.4%
-4.5%