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52 Wk Mutual Funds HL Screen
Index Funds Performance
3 Years
5 Years
US
>
Equity
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Market-Cap
>
Small-Cap
>
Category Average Return
8.0%
15.1%
-16.5%
Russell 2000 Growth Index
0.0%
0.0%
-31.6%
Russell 2000 Index
0.0%
0.0%
-25.8%
Russell 2000 Value Index
0.0%
0.0%
-15.3%
Ticker
Fund Name
2024
2023
2022
BRSIX
Bridgeway Ultra-Small Company Market Fund
4.6%
10.3%
-25%
CSPYX
Columbia Small Cap Index Fund
+
2.4%
9.1%
-24.6%
CXXRX
Columbia Small Cap Index Fund
5.3%
9.5%
-24.2%
NMSAX
Columbia Small Cap Index Fund
2.4%
9.3%
-24.5%
NMSCX
Columbia Small Cap Index Fund
2.6%
9.3%
-24.4%
DISIX
Dreyfus Smallcap Stock Index Fund
+
6.7%
5.5%
-26.8%
DISSX
Dreyfus Smallcap Stock Index Fund
6.5%
5.5%
-26.8%
FLXSX
Fidelity Flex Small Cap Index Fund
9.9%
15.3%
-21.3%
FCPEX
Fidelity Small Cap Enhanced Index Fund
0%
6.6%
-22%
FSSNX
Fidelity Small Cap Index Fund
10.6%
15.4%
-21.3%
MXERX
Great-West S&P Small Cap 600 Index Fund
+
4.4%
7.4%
-37%
MXISX
Great-West S&P Small Cap 600 Index Fund
5.1%
11.8%
-21.7%
BDBKX
iShares Russell 2000 Small-Cap Index Fund
+
10.9%
13.5%
-21.7%
MASKX
iShares Russell 2000 Small-Cap Index Fund
9.7%
13.5%
-21.7%
MDSKX
iShares Russell 2000 Small-Cap Index Fund
9.6%
13.5%
-21.7%
BDBPX
iShares Russell 2000 Small-Cap Index Fund
10%
13.5%
-21.7%
IRUAX
Ivy ProShares Russell 2000 Dividend Growers Index Fund
+
0%
0%
-54.8%
IRUEX
Ivy ProShares Russell 2000 Dividend Growers Index Fund
0%
0%
-10.9%
IRUIX
Ivy ProShares Russell 2000 Dividend Growers Index Fund
0%
0%
-54.8%
MCJAX
MM Russell 2000 Small Cap Index Fund
+
0%
0%
-64.3%
MCJFX
MM Russell 2000 Small Cap Index Fund
0%
0%
-65.1%
MCJIX
MM Russell 2000 Small Cap Index Fund
0%
0%
-64.3%
MCJSX
MM Russell 2000 Small Cap Index Fund
0%
0%
-64.1%
MCJTX
MM Russell 2000 Small Cap Index Fund
0%
0%
-65.2%
MCJYX
MM Russell 2000 Small Cap Index Fund
0%
0%
-63.9%
MCJZX
MM Russell 2000 Small Cap Index Fund
0%
0%
-64.9%
GMRCX
Nationwide Small Cap Index Fund
+
-4%
16.6%
-22.3%
NWXRX
Nationwide Small Cap Index Fund
8%
17%
-22%
GMRAX
Nationwide Small Cap Index Fund
7.4%
16.9%
-22%
GMSRX
Nationwide Small Cap Index Fund
7.8%
16.8%
-22.1%
GMRIX
Nationwide Small Cap Index Fund
7.6%
16.9%
-21.9%
NSIDX
Northern Small Cap Index Fund
10.2%
14.5%
-25.2%
PCCPX
PIMCO RAE PLUS Small Fund
+
10.4%
15.6%
212.2%
PCFAX
PIMCO RAE PLUS Small Fund
10.1%
15.4%
211.1%
PCFEX
PIMCO RAE PLUS Small Fund
8.9%
14.6%
206%
PCFIX
PIMCO RAE PLUS Small Fund
10.6%
15.6%
212.9%
MMSCX
Praxis Small Cap Index Fund
+
7.2%
14.8%
-20.9%
MMSIX
Praxis Small Cap Index Fund
7.3%
15.2%
-20.5%
PSAPX
Principal SmallCap S&P 600 Index Fund
+
6.5%
10.7%
-25.1%
PSPIX
Principal SmallCap S&P 600 Index Fund
6.8%
10.8%
-24.9%
PSSIX
Principal SmallCap S&P 600 Index Fund
6.8%
10.8%
-24.9%
PSSJX
Principal SmallCap S&P 600 Index Fund
7.1%
10.4%
-25.6%
PSSMX
Principal SmallCap S&P 600 Index Fund
6.3%
11%
-24.7%
PSSPX
Principal SmallCap S&P 600 Index Fund
6.6%
11.1%
-24.5%
PSSSX
Principal SmallCap S&P 600 Index Fund
6.5%
11.1%
-24.6%
SGPIX
ProFunds Small-Cap Growth ProFund
+
7.8%
14.4%
-25.6%
SGPSX
ProFunds Small-Cap Growth ProFund
6.5%
13%
-27.1%
SLPIX
ProFunds Small-Cap ProFund
+
8.3%
14.6%
-22.3%
SLPSX
ProFunds Small-Cap ProFund
7.8%
13.4%
-23%
SVPSX
ProFunds Small-Cap Value ProFund
2%
11.3%
-15.3%
RYRHX
Rydex Russell 2000 Fund
+
9.2%
15%
-21.7%
RYROX
Rydex Russell 2000 Fund
9.3%
14%
-22.3%
RYRRX
Rydex Russell 2000 Fund
8.8%
14.9%
-21.7%
RYBHX
Rydex S&P MidCap 400 Pure Growth Fund
+
15.2%
14.7%
-30.3%
RYCKX
Rydex S&P MidCap 400 Pure Growth Fund
14.5%
14%
-32.7%
RYMGX
Rydex S&P MidCap 400 Pure Growth Fund
15.2%
14.8%
-30.3%
RYSGX
Rydex S&P SmallCap 600 Pure Growth Fund
+
7.9%
17.9%
-29.8%
RYWAX
Rydex S&P SmallCap 600 Pure Growth Fund
7.8%
17.9%
-29.9%
RYWCX
Rydex S&P SmallCap 600 Pure Growth Fund
7.2%
17%
-30.3%
RYAZX
Rydex S&P SmallCap 600 Pure Value Fund
+
-1.3%
20%
-8.5%
RYSVX
Rydex S&P SmallCap 600 Pure Value Fund
-1.2%
20%
-8.5%
RYYCX
Rydex S&P SmallCap 600 Pure Value Fund
-1.4%
18.9%
-9.2%
SFSNX
Schwab Fundamental US Small Company Index Fund
7.3%
18.4%
-20.3%
SWSSX
Schwab Small-Cap Index Fund
10.3%
15.2%
-21.4%
SMLKX
Shelton S&P SmallCap Index Fund
+
5.5%
11%
-24.3%
SMCIX
Shelton S&P SmallCap Index Fund
8.2%
11.1%
-24%
PEXMX
T. Rowe Price Extended Equity Market Index Fund
12.8%
20.9%
-31.1%
TISBX
TIAA-CREF Small-Cap Blend Index Fund
+
10.7%
13.3%
-21.8%
TRBIX
TIAA-CREF Small-Cap Blend Index Fund
10%
13.3%
-21.8%
TRHBX
TIAA-CREF Small-Cap Blend Index Fund
10.6%
13.2%
-21.8%
USMIX
USAA Extended Market Index Fund
10.3%
20.2%
-30%
VEMPX
Vanguard Extended Market Index Fund
+
10.6%
25.2%
-27.3%
VEXAX
Vanguard Extended Market Index Fund
10.5%
25.2%
-27.3%
VSEMX
Vanguard Extended Market Index Fund
10.6%
25.2%
-27.3%
VIEIX
Vanguard Extended Market Index Fund
11.6%
25.2%
-27.3%
VEXMX
Vanguard Extended Market Index Fund
10.4%
25.2%
-27.3%
VRTGX
Vanguard Russell 2000 Growth Index Fund
12.6%
17.7%
-26.9%
VRTIX
Vanguard Russell 2000 Index Fund
9.3%
15.2%
-21.6%
VRTVX
Vanguard Russell 2000 Value Index Fund
6.2%
12.1%
-16.3%
VSMSX
Vanguard S&P Small-Cap 600 Index Fund
5.4%
15.8%
-17.5%
VSMVX
Vanguard S&P Small-Cap 600 Value Index Fund
3.7%
12.5%
-12.8%
VSGAX
Vanguard Small-Cap Growth Index Fund
+
9.8%
22.2%
-28.8%
VSGIX
Vanguard Small-Cap Growth Index Fund
9.5%
22.2%
-28.8%
VISGX
Vanguard Small-Cap Growth Index Fund
9.8%
22.2%
-28.8%
VSCPX
Vanguard Small-Cap Index Fund
+
9.9%
17.5%
-18.9%
VSMAX
Vanguard Small-Cap Index Fund
9.5%
17.5%
-18.9%
VSCIX
Vanguard Small-Cap Index Fund
10.8%
17.5%
-18.9%
NAESX
Vanguard Small-Cap Index Fund
9.5%
17.5%
-18.8%
VSIAX
Vanguard Small-Cap Value Index Fund
+
9.7%
14.4%
-11.1%
VSIIX
Vanguard Small-Cap Value Index Fund
9.4%
14.4%
-11.2%
VISVX
Vanguard Small-Cap Value Index Fund
9.3%
14.4%
-11.1%
VTMSX
Vanguard Tax-Managed Small-Cap Fund
+
5.6%
14.1%
-17.4%
VTSIX
Vanguard Tax-Managed Small-Cap Fund
5.6%
14.1%
-17.4%
NVSOX
Wells Fargo Disciplined Small Cap Fund
+
10.3%
18%
-16.2%
WSCJX
Wells Fargo Disciplined Small Cap Fund
10.7%
18.2%
-16.1%
WSCOX
Wells Fargo Disciplined Small Cap Fund
10.5%
18.3%
-16.5%
WDSAX
Wells Fargo Disciplined Small Cap Fund
10.7%
18.3%
-16.1%