Tickerfunds

Mutual Funds

Index Funds Performance

Category Average Return				17.8%	16.4%	-20.7%
Russell 3000 Index				0.0%	0.0%	-20.9%

Ticker	Fund Name	2024	2023	2022
QWVPX	Clearwater Core Equity Fund	23.5%	23.9%	-17.8%
FSUVX	Fidelity SAI US Low Volatility Index Fund	18.3%	12.8%	-14.4%
FSKAX	Fidelity Total Market Index Fund	19.8%	24.3%	-20.8%
FZROX	Fidelity ZERO Total Market Index Fund	20.3%	24.5%	-20.4%
VADAX	Invesco Equally-Weighted S&P 500 Fund +	12.9%	8.2%	-18.9%
VADCX	Invesco Equally-Weighted S&P 500 Fund	12.3%	7.9%	-19.7%
VADRX	Invesco Equally-Weighted S&P 500 Fund	12.8%	8.1%	-19.1%
VADFX	Invesco Equally-Weighted S&P 500 Fund	13.2%	8.3%	-18.6%
VADDX	Invesco Equally-Weighted S&P 500 Fund	13.1%	8.3%	-18.7%
BKTSX	iShares Total US Stock Market Index Fund +	19.2%	24.1%	-20.3%
BITSX	iShares Total US Stock Market Index Fund	19.2%	24.1%	-20.3%
BASMX	iShares Total US Stock Market Index Fund	19.2%	24%	-20.4%
SWEGX	Schwab MarketTrack All Equity Portfolio	13.6%	17.6%	-20.2%
SWTSX	Schwab Total Stock Market Index Fund	20%	24.2%	-20.8%
POMIX	T. Rowe Price Total Equity Market Index Fund	20%	24.5%	-20.8%
TEIHX	TIAA-CREF Equity Index Fund +	20%	24%	-20.6%
TIEIX	TIAA-CREF Equity Index Fund	20.2%	24%	-20.6%
TCEPX	TIAA-CREF Equity Index Fund	19.8%	24.1%	-20.6%
TINRX	TIAA-CREF Equity Index Fund	19.6%	24.1%	-20.6%
TIQRX	TIAA-CREF Equity Index Fund	19.7%	24%	-20.6%
VITPX	Vanguard Institutional Total Stock Market Index Fund +	18.8%	22.9%	-24%
VITNX	Vanguard Institutional Total Stock Market Index Fund	18.5%	22.8%	-24%
VRTTX	Vanguard Russell 3000 Index Fund	18.8%	23.9%	-20.5%
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund +	19.2%	24.9%	-20.2%
VTCIX	Vanguard Tax-Managed Capital Appreciation Fund	19.2%	24.9%	-20.2%
VTSAX	Vanguard Total Stock Market Index Fund +	18.5%	24.6%	-20.8%
VITSX	Vanguard Total Stock Market Index Fund	18.5%	24.5%	-20.8%
VSMPX	Vanguard Total Stock Market Index Fund	18.5%	24.6%	-20.8%
VSTSX	Vanguard Total Stock Market Index Fund	18.5%	24.6%	-20.8%
VTSMX	Vanguard Total Stock Market Index Fund	18.5%	24.6%	-20.8%
CUHAX	Victory US 500 Enhanced Volatility Wtd Index Fund +	13.5%	-5.7%	-36.9%
CUHCX	Victory US 500 Enhanced Volatility Wtd Index Fund	13.3%	-5.8%	-38.2%
CUHIX	Victory US 500 Enhanced Volatility Wtd Index Fund	13.4%	-5.6%	-36.9%
VAPAX	Virtus FORT Trend Fund +	0%	-3.3%	-11%
VAPCX	Virtus FORT Trend Fund	0%	-3.7%	-11.8%
VAPIX	Virtus FORT Trend Fund	0%	-3.2%	-10.8%
VRPAX	Virtus FORT Trend Fund	0%	-3.1%	-10.8%
WLVDX	Wells Fargo Low Volatility US Equity Fund +	0%	0%	-20.6%
WLVLX	Wells Fargo Low Volatility US Equity Fund	0%	0%	-20.4%
WLVKX	Wells Fargo Low Volatility US Equity Fund	0%	0%	-20.6%
WLVJX	Wells Fargo Low Volatility US Equity Fund	0%	0%	-20.3%
WLVOX	Wells Fargo Low Volatility US Equity Fund	0%	0%	-20.6%
WINDX	Wilshire 5000 Index Fund +	19.5%	20.9%	-22.9%
WFIVX	Wilshire 5000 Index Fund	19%	20.9%	-22.9%