Monthly Mutual Fund and ETF Performance Update

Widely Held Funds
Jul 23, 2021
U.S. Equity Mutual Funds1 Symbol Category YTD 2020 2019 2018
American Funds Growth Fund of America AGTHX Large-Cap-Growth 12.76 % 32.09 % 19.57 % 12.76 %
Fidelity Contrafund FCNTX Large-Cap-Growth 16.11 % 22.25 % 25.63 % 16.11 %
American Funds Washington Mutual Investors Fund AWSHX Large-Cap-Core 12.44 % 4.2 % 17.21 % 12.44 %
American Funds Fundamental Investors ANCFX Large-Cap-Core 11.97 % 11.5 % 18.95 % 11.97 %
American Funds Investment Company of America AIVSX Large-Cap-Core 14.36 % 12.26 % 16.69 % 14.36 %
Dodge & Cox Stock Fund DODGX Large-Cap-Value 22.91 % 22.91 % 12.12 % 22.91 %
American Funds AMCAP Fund AMCPX Large-Cap-Growth 11.48 % 16.5 % 20.32 % 11.48 %
T. Rowe Price Blue Chip Growth Fund TRBCX Large-Cap-Growth 16.14 % 33.11 % 29.49 % 2 %
American Funds American Mutual Fund AMRMX Large-Cap-Core 13.74 % 2.5 % 16.6 % 13.74 %
T. Rowe Price Growth Stock Fund PRGFX Large-Cap-Growth 20.27 % 32.16 % 28.44 % 20.27 %
MFS Value Fund MEIIX Large-Cap-Value 15.65 % 0.96 % 25.82 % 15.65 %
Vanguard Windsor II Fund VWNAX Large-Cap-Value 19.74 % 6.33 % 17.03 % 19.74 %
Vanguard Equity Income Fund VEIRX NA-NA 14.92 % 14.92 % 20.59 % 14.92 %
Fidelity Low-Priced Stock Fund FLPSX Mid-Cap-Value 18.61 % 18.61 % 15.33 % 18.61 %
Harbor Funds Harbor Capital Appreciation Fund HACAX Large-Cap-Growth 14.9 % 37.58 % 22.26 % 14.9 %
DFA US Large Cap Value Portfolio DFLVX Large-Cap-Value 18.12 % 18.12 % 20.35 % 18.12 %
Fidelity Advisor New Insights Fund FINSX Large-Cap-Growth 15.79 % 14.56 % 21.9 % 15.79 %
DFA US Core Equity 2 Portfolio DFQTX Multi-Cap-Core 18.17 % 13.85 % 24.82 % 18.17 %
Fidelity Blue Chip Growth Fund FBGRX Large-Cap-Growth 16.8 % 51.38 % 28.25 % 1.02 %
Fidelity Strategic Advisers Core Fund FCSAX Large-Cap-Core 11.67 % 11.67 % 24.04 % 11.67 %
T. Rowe Price Value Fund TRVLX Large-Cap-Value 20.77 % 7.91 % 24.08 % 20.77 %
T Rowe Price Equity Income Fund PRFDX NA-NA 16.52 % 16.52 % 17.51 % 16.52 %
T. Rowe Price Large-Cap Growth Fund TRLGX Large-Cap-Growth 21.61 % 38.96 % 23.39 % 4.35 %
DFA US Small Cap Portfolio DFSTX Small-Cap-Core 19.05 % 9.68 % 17.75 % 19.05 %
Vanguard Capital Opportunity Fund VHCAX Multi-Cap-Growth 17.46 % 12.53 % 19.51 % 17.46 %
S&P 500 Index 17.49 % 16.23 % 28.88 % 17.49 %
Funds Beating the Index 8 1 14
1. A selection of U.S. equity mutual funds sorted by estimated assets under management.


U.S. Equity ETFs1 Symbol Category YTD 2020 2019 2018
iShares Edge MSCI Min Vol USA ETF USMV Multi-Cap-Core 0 % 2.79 % 25.31 % 1.34 %
iShares Russell 2000 ETF IWM Small-Cap-Core 0 % 18.34 % 24.06 % -100 %
iShares S&P 500 Growth ETF IVW Large-Cap-Growth 0 % -100 % 28.96 % -100 %
Vanguard High Dividend Yield ETF VYM NA-NA 14.54 % 14.54 % 21.08 % 14.54 %
Vanguard Information Technology ETF VGT Science/Technology- 0 % 44.82 % 46.63 % 2.46 %
Health Care Select Sector SPDR Fund XLV Health/Biotechnology- 0 % 11.37 % 18.18 % 6.28 %
Vanguard Value ETF VTV Large-Cap-Value 0 % -100 % 22.67 % -100 %
Financial Select Sector SPDR Fund XLF Business/Financial Services- 23.67 % 23.67 % 29.46 % 23.67 %
Vanguard Dividend Appreciation ETF VIG NA-NA 0 % 12.66 % 27.69 % -100 %
Vanguard Growth ETF VUG Large-Cap-Growth 0 % 39.07 % 35.99 % -100 %
Invesco QQQ Trust QQQ Large-Cap-Core 17.86 % 46.89 % 38.08 % 17.86 %
Vanguard Mid-Cap ETF VO Mid-Cap-Core 0 % 15.58 % 29.39 % -100 %
Vanguard Total Stock Market ETF VTI Multi-Cap-Core 0 % 18.32 % 28.89 % -100 %
SPDR S&P 500 ETF Trust SPY Large-Cap-Core 0 % 15.49 % 29.35 % -100 %
Vanguard Small-Cap ETF VB Small-Cap-Core 12.82 % 17.41 % 25.89 % 12.82 %
iShares Russell 1000 Growth ETF IWF Large-Cap-Growth 0 % 37.07 % 34.77 % -100 %
Vanguard S&P 500 ETF VOO Large-Cap-Core 0 % 16.19 % 29.44 % -100 %
iShares Core S&P Small-Cap ETF IJR Small-Cap-Core 18.22 % 9.36 % 21.37 % 18.22 %
iShares Russell 1000 Value ETF IWD Large-Cap-Value 0 % -100 % 23.56 % -100 %
iShares Core S&P Mid-Cap ETF IJH Mid-Cap-Core 0 % 11.78 % 24.4 % -100 %
SPDR S&P MidCap 400 ETF Trust MDY Mid-Cap-Core 0 % 10.97 % 24.48 % -100 %
Technology Select Sector SPDR Fund XLK Science/Technology- 18.82 % 41.53 % 48.38 % 18.82 %
Vanguard Real Estate ETF VNQ Real Estate- 0 % -100 % 25.17 % -100 %
SPDR Dow Jones Industrial Average ETF Trust DIA Large-Cap-Core 0 % 7.17 % 22.94 % -100 %
S&P 500 Index 17.49 % 16.23 % 28.88 % 17.49 %
Funds Beating the Index 8 11 16
1. A selection of U.S. equity etf funds sorted by estimated assets under management.