Tickerfunds

Mutual Funds

Index Funds Performance

Category Average Return				2.6%	18.8%	16.4%
Russell 3000 Index				0.0%	0.0%	0.0%

Ticker	Fund Name	2025	2024	2023
QWVPX	Clearwater Core Equity Fund	0%	26.1%	23.9%
FSUVX	Fidelity SAI US Low Volatility Index Fund	0%	16.1%	12.8%
FSKAX	Fidelity Total Market Index Fund	0%	19.8%	24.3%
FZROX	Fidelity ZERO Total Market Index Fund	3.8%	22.6%	24.5%
VADAX	Invesco Equally-Weighted S&P 500 Fund +	0%	18.5%	8.2%
VADCX	Invesco Equally-Weighted S&P 500 Fund	-1.1%	3.1%	7.9%
VADRX	Invesco Equally-Weighted S&P 500 Fund	3.4%	3.6%	8.1%
VADFX	Invesco Equally-Weighted S&P 500 Fund	0%	4.7%	8.3%
VADDX	Invesco Equally-Weighted S&P 500 Fund	3.6%	3.8%	8.3%
BKTSX	iShares Total US Stock Market Index Fund +	0%	26.6%	24.1%
BITSX	iShares Total US Stock Market Index Fund	2.6%	22.2%	24.1%
BASMX	iShares Total US Stock Market Index Fund	0%	26%	24%
SWEGX	Schwab MarketTrack All Equity Portfolio	3%	5.9%	17.6%
SWTSX	Schwab Total Stock Market Index Fund	0%	20%	24.2%
POMIX	T. Rowe Price Total Equity Market Index Fund	-0.8%	21.4%	24.5%
TEIHX	TIAA-CREF Equity Index Fund +	2.3%	21.8%	24%
TIEIX	TIAA-CREF Equity Index Fund	3%	21.8%	24%
TCEPX	TIAA-CREF Equity Index Fund	2.3%	21.8%	24.1%
TINRX	TIAA-CREF Equity Index Fund	2.3%	21.8%	24.1%
TIQRX	TIAA-CREF Equity Index Fund	0%	19.7%	24%
VITPX	Vanguard Institutional Total Stock Market Index Fund +	0%	23.4%	22.9%
VITNX	Vanguard Institutional Total Stock Market Index Fund	0%	18.5%	22.8%
VRTTX	Vanguard Russell 3000 Index Fund	2.3%	22.2%	23.9%
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund +	0%	26.6%	24.9%
VTCIX	Vanguard Tax-Managed Capital Appreciation Fund	0.6%	22.4%	24.9%
VTSAX	Vanguard Total Stock Market Index Fund +	4.3%	21.6%	24.6%
VITSX	Vanguard Total Stock Market Index Fund	0%	25.9%	24.5%
VSMPX	Vanguard Total Stock Market Index Fund	0%	24.8%	24.6%
VSTSX	Vanguard Total Stock Market Index Fund	0%	24.8%	24.6%
VTSMX	Vanguard Total Stock Market Index Fund	3.8%	21.6%	24.6%
CUHAX	Victory US 500 Enhanced Volatility Wtd Index Fund +	0%	14.2%	-5.7%
CUHCX	Victory US 500 Enhanced Volatility Wtd Index Fund	3.5%	13.2%	-5.8%
CUHIX	Victory US 500 Enhanced Volatility Wtd Index Fund	0%	13.4%	-5.6%
VAPAX	Virtus FORT Trend Fund +	0%	0%	-3.3%
VAPCX	Virtus FORT Trend Fund	0%	0%	-3.7%
VAPIX	Virtus FORT Trend Fund	0%	0%	-3.2%
VRPAX	Virtus FORT Trend Fund	0%	0%	-3.1%
WLVDX	Wells Fargo Low Volatility US Equity Fund +	0%	0%	0%
WLVLX	Wells Fargo Low Volatility US Equity Fund	0%	0%	0%
WLVKX	Wells Fargo Low Volatility US Equity Fund	0%	0%	0%
WLVJX	Wells Fargo Low Volatility US Equity Fund	0%	0%	0%
WLVOX	Wells Fargo Low Volatility US Equity Fund	0%	0%	0%
WINDX	Wilshire 5000 Index Fund +	3.1%	19.4%	20.9%
WFIVX	Wilshire 5000 Index Fund	4%	19.4%	20.9%