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52 Wk Mutual Funds HL Screen
Index Funds Performance
3 Years
5 Years
US
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Equity
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Market-Cap
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Multi-Cap
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Core
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Category Average Return
-5.5%
17.8%
16.4%
Russell 3000 Index
0.0%
0.0%
0.0%
Ticker
Fund Name
2025
2024
2023
QWVPX
Clearwater Core Equity Fund
-2.4%
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
-3.6%
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
+
-3.5%
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%