Tickerfunds

Mutual Funds

Index Funds Performance

Category Average Return				-5.3%	17.8%	16.4%
Russell 3000 Index				0.0%	0.0%	0.0%

Ticker	Fund Name	2025	2024	2023
QWVPX	Clearwater Core Equity Fund	1.5%	24.3%	23.9%
FSUVX	Fidelity SAI US Low Volatility Index Fund	3.8%	14.9%	12.8%
FSKAX	Fidelity Total Market Index Fund	-10.7%	22.4%	24.3%
FZROX	Fidelity ZERO Total Market Index Fund	-0.8%	22.6%	24.5%
VADAX	Invesco Equally-Weighted S&P 500 Fund +	2.8%	3.6%	8.2%
VADCX	Invesco Equally-Weighted S&P 500 Fund	2.7%	3.1%	7.9%
VADRX	Invesco Equally-Weighted S&P 500 Fund	-7.2%	3.6%	8.1%
VADFX	Invesco Equally-Weighted S&P 500 Fund	0.4%	3.8%	8.3%
VADDX	Invesco Equally-Weighted S&P 500 Fund	-1.4%	3.8%	8.3%
BKTSX	iShares Total US Stock Market Index Fund +	-3.6%	22.2%	24.1%
BITSX	iShares Total US Stock Market Index Fund	-9.4%	22.2%	24.1%
BASMX	iShares Total US Stock Market Index Fund	-11%	22.2%	24%
SWEGX	Schwab MarketTrack All Equity Portfolio	-4.4%	5.9%	17.6%
SWTSX	Schwab Total Stock Market Index Fund	-12.5%	22.4%	24.2%
POMIX	T. Rowe Price Total Equity Market Index Fund	-2.2%	21.4%	24.5%
TEIHX	TIAA-CREF Equity Index Fund +	-6.7%	21.8%	24%
TIEIX	TIAA-CREF Equity Index Fund	-6%	21.8%	24%
TCEPX	TIAA-CREF Equity Index Fund	-8.7%	21.8%	24.1%
TINRX	TIAA-CREF Equity Index Fund	-5.5%	21.8%	24.1%
TIQRX	TIAA-CREF Equity Index Fund	-3.4%	21.8%	24%
VITPX	Vanguard Institutional Total Stock Market Index Fund +	-7%	20.3%	22.9%
VITNX	Vanguard Institutional Total Stock Market Index Fund	-7.1%	20.3%	22.8%
VRTTX	Vanguard Russell 3000 Index Fund	-6.4%	22.2%	23.9%
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund +	-4.2%	22.4%	24.9%
VTCIX	Vanguard Tax-Managed Capital Appreciation Fund	-5.3%	22.4%	24.9%
VTSAX	Vanguard Total Stock Market Index Fund +	-9%	21.6%	24.6%
VITSX	Vanguard Total Stock Market Index Fund	-9.6%	21.6%	24.5%
VSMPX	Vanguard Total Stock Market Index Fund	-7.9%	21.6%	24.6%
VSTSX	Vanguard Total Stock Market Index Fund	-9%	21.6%	24.6%
VTSMX	Vanguard Total Stock Market Index Fund	-7.2%	21.6%	24.6%
CUHAX	Victory US 500 Enhanced Volatility Wtd Index Fund +	-3.8%	13.3%	-5.7%
CUHCX	Victory US 500 Enhanced Volatility Wtd Index Fund	-6.4%	13.2%	-5.8%
CUHIX	Victory US 500 Enhanced Volatility Wtd Index Fund	-3.7%	13.2%	-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 +	-2%	19.4%	20.9%
WFIVX	Wilshire 5000 Index Fund	-14%	19.4%	20.9%