Monthly Mutual Fund and ETF Performance Update

Widely Held Funds
Oct 26, 2021
U.S. Equity Mutual Funds1 Symbol Category YTD 2020 2019 2018
American Funds Growth Fund of America AGTHX Large-Cap-Growth 20 % 32.09 % 19.57 % 20 %
Fidelity Contrafund FCNTX Large-Cap-Growth 18.97 % 22.25 % 25.63 % 18.97 %
American Funds Washington Mutual Investors Fund AWSHX Large-Cap-Core 14.13 % 4.2 % 17.21 % 14.13 %
American Funds Fundamental Investors ANCFX Large-Cap-Core 15.27 % 11.5 % 18.95 % 15.27 %
American Funds Investment Company of America AIVSX Large-Cap-Core 18.91 % 12.26 % 16.69 % 18.91 %
Dodge & Cox Stock Fund DODGX Large-Cap-Value 29.97 % 29.97 % 12.12 % 29.97 %
American Funds AMCAP Fund AMCPX Large-Cap-Growth 18 % 16.5 % 20.32 % 18 %
T. Rowe Price Blue Chip Growth Fund TRBCX Large-Cap-Growth 18.01 % 33.11 % 29.49 % 2 %
American Funds American Mutual Fund AMRMX Large-Cap-Core 18.25 % 2.5 % 16.6 % 18.25 %
T. Rowe Price Growth Stock Fund PRGFX Large-Cap-Growth 19.48 % 32.16 % 28.44 % 19.48 %
MFS Value Fund MEIIX Large-Cap-Value 21.5 % 0.96 % 25.82 % 21.5 %
Vanguard Windsor II Fund VWNAX Large-Cap-Value 25.14 % 6.33 % 17.03 % 25.14 %
Vanguard Equity Income Fund VEIRX NA-NA 19.95 % 19.95 % 20.59 % 19.95 %
Fidelity Low-Priced Stock Fund FLPSX Mid-Cap-Value 12.46 % 12.46 % 15.33 % 12.46 %
Harbor Funds Harbor Capital Appreciation Fund HACAX Large-Cap-Growth 17.21 % 37.58 % 22.26 % 17.21 %
DFA US Large Cap Value Portfolio DFLVX Large-Cap-Value 23.98 % 23.98 % 20.35 % 23.98 %
Fidelity Advisor New Insights Fund FINSX Large-Cap-Growth 18.94 % 14.56 % 21.9 % 18.94 %
DFA US Core Equity 2 Portfolio DFQTX Multi-Cap-Core 22.95 % 13.85 % 24.82 % 22.95 %
Fidelity Blue Chip Growth Fund FBGRX Large-Cap-Growth 11.85 % 51.38 % 28.25 % 1.02 %
Fidelity Strategic Advisers Core Fund FCSAX Large-Cap-Core 11.76 % 11.76 % 24.04 % 11.76 %
T. Rowe Price Value Fund TRVLX Large-Cap-Value 26.58 % 7.91 % 24.08 % 26.58 %
T Rowe Price Equity Income Fund PRFDX NA-NA 21.9 % 21.9 % 17.51 % 21.9 %
T. Rowe Price Large-Cap Growth Fund TRLGX Large-Cap-Growth 20.96 % 38.96 % 23.39 % 4.35 %
DFA US Small Cap Portfolio DFSTX Small-Cap-Core 24.6 % 9.68 % 17.75 % 24.6 %
Vanguard Capital Opportunity Fund VHCAX Multi-Cap-Growth 20.74 % 12.53 % 19.51 % 20.74 %
S&P 500 Index 22.17 % 16.23 % 28.88 % 22.17 %
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 MSCI USA Min Vol Factor ETF USMV Multi-Cap-Core 9.34 % 2.79 % 25.31 % 1.34 %
iShares Russell 2000 ETF IWM Small-Cap-Core 11.57 % 18.34 % 24.06 % 11.57 %
iShares S&P 500 Growth ETF IVW Large-Cap-Growth 16.27 % 16.27 % 28.96 % 16.27 %
Vanguard High Dividend Yield ETF VYM NA-NA 12.94 % 12.94 % 21.08 % 12.94 %
Vanguard Information Technology ETF VGT Science/Technology- 13.61 % 44.82 % 46.63 % 2.46 %
Health Care Select Sector SPDR Fund XLV Health/Biotechnology- 12.91 % 11.37 % 18.18 % 6.28 %
Vanguard Value ETF VTV Large-Cap-Value 15.18 % 15.18 % 22.67 % 15.18 %
Financial Select Sector SPDR Fund XLF Business/Financial Services- 28.26 % 28.26 % 29.46 % 28.26 %
Vanguard Dividend Appreciation ETF VIG NA-NA 9.52 % 12.66 % 27.69 % 9.52 %
Vanguard Growth ETF VUG Large-Cap-Growth 14.54 % 39.07 % 35.99 % 14.54 %
Invesco QQQ Trust QQQ Large-Cap-Core 15.79 % 46.89 % 38.08 % 15.79 %
Vanguard Mid-Cap ETF VO Mid-Cap-Core 14.97 % 15.58 % 29.39 % 14.97 %
Vanguard Total Stock Market ETF VTI Multi-Cap-Core 14.71 % 18.32 % 28.89 % 14.71 %
SPDR S&P 500 ETF Trust SPY Large-Cap-Core 15.44 % 15.49 % 29.35 % 15.44 %
Vanguard Small-Cap ETF VB Small-Cap-Core 12.44 % 17.41 % 25.89 % 12.44 %
iShares Russell 1000 Growth ETF IWF Large-Cap-Growth 14.53 % 37.07 % 34.77 % 14.53 %
Vanguard S&P 500 ETF VOO Large-Cap-Core 21.84 % 16.19 % 29.44 % 21.84 %
iShares Core S&P Small-Cap ETF IJR Small-Cap-Core 19.08 % 9.36 % 21.37 % 19.08 %
iShares Russell 1000 Value ETF IWD Large-Cap-Value 16.1 % 16.1 % 23.56 % 16.1 %
iShares Core S&P Mid-Cap ETF IJH Mid-Cap-Core 14.35 % 11.78 % 24.4 % 14.35 %
SPDR S&P MidCap 400 ETF Trust MDY Mid-Cap-Core 16.17 % 10.97 % 24.48 % 16.17 %
Technology Select Sector SPDR Fund XLK Science/Technology- 15.09 % 41.53 % 48.38 % 15.09 %
Vanguard Real Estate ETF VNQ Real Estate- 20.64 % 20.64 % 25.17 % 20.64 %
SPDR Dow Jones Industrial Average ETF Trust DIA Large-Cap-Core 10.9 % 7.17 % 22.94 % 10.9 %
S&P 500 Index 22.17 % 16.23 % 28.88 % 22.17 %
Funds Beating the Index 8 11 16
1. A selection of U.S. equity etf funds sorted by estimated assets under management.