Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Russell 3000 Index 19.1-718.910.4
Ticker Fund                                                                              2019
YTD
2018
2017
2016
AABUX AllianzGI Best Styles US Equity Fund                                                                              18.2%-6.2%23.7%9%
ABTLX AllianzGI Best Styles US Equity Fund                                                                              18.3%-6%23.9%9.8%
ACBUX AllianzGI Best Styles US Equity Fund                                                                              17.7%-6.9%22.8%8.5%
ACGCX American Century Income & Growth Fund                                                                              14.3%-7.6%19.4%12.5%
ACMEX American Century Adaptive Small Cap Fund                                                                              9.5%-16.1%17%10.4%
ACMFX American Century Adaptive Small Cap Fund                                                                              10.8%-15.6%17.4%10.6%
ACMHX American Century Adaptive Small Cap Fund                                                                              10%-14.8%17.9%11.1%
ACMMX American Century Adaptive Small Cap Fund                                                                              10%-14.5%18.1%2.3%
ACMNX American Century Adaptive Small Cap Fund                                                                              9.8%-15.2%17.7%10.9%
ACMUX American Century Adaptive Small Cap Fund                                                                              10%-14.8%13.6%0%
ADGAX AB Core Opportunities Fund, Inc                                                                              16.6%-2.9%22.5%8%
ADGBX AB Core Opportunities Fund, Inc                                                                              17.2%-3.1%22.3%7.8%
ADGCX AB Core Opportunities Fund, Inc                                                                              16.1%-3.7%21.6%7.2%
ADGIX AB Core Opportunities Fund, Inc                                                                              16.7%-2.7%22.9%8.2%
ADGKX AB Core Opportunities Fund, Inc                                                                              16.5%-2.9%22.4%8%
ADGRX AB Core Opportunities Fund, Inc                                                                              16.4%-3.2%22.2%7.7%
ADGYX AB Core Opportunities Fund, Inc                                                                              16.7%-2.7%22.8%8.2%
ADGZX AB Core Opportunities Fund, Inc                                                                              16.7%-2.6%23%8.3%
ADOAX ACM Dynamic Opportunity Fund                                                                              6.2%-1.2%17.6%-4.9%
ADOIX ACM Dynamic Opportunity Fund                                                                              6.4%-1%17.9%-4.7%
AICGX American Century Income & Growth Fund                                                                              15%-6.7%15.8%0%
AICRX American Century Income & Growth Fund                                                                              14.4%-7%20%13%
ALBPX AllianzGI Best Styles US Equity Fund                                                                              18.3%-6%23.9%9.7%
ALSEX AllianzGI Best Styles US Equity Fund                                                                              19.1%-6%24.1%9.8%
AMADX American Century Income & Growth Fund                                                                              14.8%-6.7%20.3%13.3%
AMFEX AAMA Equity Fund                                                                              15.8%-4.6%10.3%0%
AMGIX American Century Income & Growth Fund                                                                              14.4%-6.2%20.9%13.8%
AMVIX American Century Adaptive Equity Fund                                                                              12.3%-3.4%20.9%13.1%
AQCIX American Beacon Alpha Quant Core Fund                                                                              12.5%-6.5%15.7%0%
AQCPX American Beacon Alpha Quant Core Fund                                                                              11.4%-6.9%15.3%0%
AQCYX American Beacon Alpha Quant Core Fund                                                                              12.5%-6.6%15.6%0%
AQEIX LKCM Aquinas Catholic Equity Fund                                                                              24.3%-8%20.8%9.5%
ARSKX Archer Stock Fund                                                                              16.9%-11.3%19.5%0.9%
ATDAX Invesco Endeavor Fund                                                                              17.4%-17.2%17.4%20.8%
ATDCX Invesco Endeavor Fund                                                                              16.9%-17.8%16.5%19.9%
ATDFX Invesco Endeavor Fund                                                                              17.7%-16.8%17.9%21.4%
ATDIX Invesco Endeavor Fund                                                                              17.7%-16.9%17.9%21.3%
ATDRX Invesco Endeavor Fund                                                                              17.3%-17.4%17.1%20.5%
ATDYX Invesco Endeavor Fund                                                                              17.6%-16.9%17.7%21.1%
AUERX Auer Growth Fund                                                                              13.3%-25.6%28.8%6.6%
AVDAX American Century Adaptive Equity Fund                                                                              12.2%-5%20.7%0.4%
AVDIX American Century Adaptive Equity Fund                                                                              12.5%-2.9%21.2%13.3%
AVDMX American Century Adaptive Equity Fund                                                                              12.6%-4.4%21.5%5.1%
AVDRX American Century Adaptive Equity Fund                                                                              12.1%-5.2%20.3%2.7%
BASMX iShares Total US Stock Market Index Fund                                                                              19.8%-5.6%20.7%12.8%
BCAMX Boston Common ESG Impact US Equity Fund                                                                              18%-8.5%20.6%7.9%
BCIFX Blue Chip Investor Fund                                                                              10.8%-15.1%18.5%18.6%
BHHEX Soundwatch Core Hedged Equity Fund                                                                              10.8%-8.1%18.2%0.8%
BIGRX American Century Income & Growth Fund                                                                              14.9%-6.4%20.6%13.6%
BIGTX Monteagle Texas Fund                                                                              6.8%-11.4%11.6%16.2%
BIMVX iShares Edge MSCI Min Vol USA Index Fund                                                                              21.1%1.3%19%-2.6%
BIRAX BlackRock Impact US Equity Fund                                                                              21.5%-5.7%21.2%13.9%
BIRCX BlackRock Impact US Equity Fund                                                                              21.1%-6.4%20.3%13.2%
BIRIX BlackRock Impact US Equity Fund                                                                              21.8%-5.5%21.6%14.3%
BIRKX BlackRock Impact US Equity Fund                                                                              21%-5.5%21.5%14.5%
BISFX iShares Edge MSCI USA Size Factor Index Fund                                                                              6.8%-5.4%18.9%-0.5%
BITSX iShares Total US Stock Market Index Fund                                                                              19.9%-5.4%21%13.1%
BKMVX iShares Edge MSCI Min Vol USA Index Fund                                                                              21.1%1.3%19%-2.5%
BKSFX iShares Edge MSCI USA Size Factor Index Fund                                                                              6.8%-5.4%18.8%-0.5%
BKTSX iShares Total US Stock Market Index Fund                                                                              20.6%-5.4%21%13.1%
BMPEX Beck, Mack & Oliver Partners Fund                                                                              18.8%-15.1%17.9%10.5%
BNEQX UBS US Sustainable Equity Fund                                                                              24.4%-9.3%18.8%10.9%
BNQCX UBS US Sustainable Equity Fund                                                                              0%1%17.9%10.1%
BOPAX Sterling Capital Special Opportunities Fund                                                                              19.2%-4.8%19.3%5.2%
BOPCX Sterling Capital Special Opportunities Fund                                                                              18.6%-5.4%18.4%4.4%
BOPIX Sterling Capital Special Opportunities Fund                                                                              19.3%-4.5%19.6%5.4%
BOPRX Sterling Capital Special Opportunities Fund                                                                              19%-5%19%4.9%
BPEQX UBS US Sustainable Equity Fund                                                                              25.2%-9.1%19.1%11.1%
BQFIX iShares Edge MSCI USA Quality Factor Index Fund                                                                              6%-6.1%25.1%-1.1%
BQFKX iShares Edge MSCI USA Quality Factor Index Fund                                                                              6%-6.1%25.2%-1.1%
BRAGX Bridgeway Aggressive Investors 1 Fund                                                                              20.1%-22.4%18.4%19.5%
BUNRX Bullfinch Fund Unrestricted Series                                                                              14.1%-7.4%8.1%10.8%
BUYAX Catalyst Buyback Strategy Fund                                                                              14%-7.5%19.8%14.8%
BUYCX Catalyst Buyback Strategy Fund                                                                              13.5%-8.1%18.9%13.9%
BUYIX Catalyst Buyback Strategy Fund                                                                              15.2%-7.2%20%15.1%
BVSIX Baywood SociallyResponsible Fund                                                                              0%0%0%0%
BVSNX Baywood SociallyResponsible Fund                                                                              16.1%-13.1%16.6%13.8%
BWNYX Bullfinch Fund Greater Western New York Series                                                                              14.2%-8.1%5.1%6.5%
CAVMX Cavalier Tactical Economic Fund                                                                              10.3%-1%0%0%
CGMFX CGM Focus Fund                                                                              -12.8%-24.7%24.8%9%
CLPAX Catalyst Exceed Defined Risk Fund                                                                              14%-3.7%8.2%1.3%
CLPCX Catalyst Exceed Defined Risk Fund                                                                              13.6%-4.4%7.4%0.3%
CLPFX Catalyst Exceed Defined Risk Fund                                                                              14.1%-3.4%8.6%1.3%
CMNCX Principal Capital Appreciation Fund                                                                              21.2%-5.2%19.7%8%
CMNWX Principal Capital Appreciation Fund                                                                              21.8%-4.1%20.6%8.9%
CMSFX Cavalier Tactical Economic Fund                                                                              10.9%-1.1%17.2%5.1%
CMSYX Cavalier Tactical Economic Fund                                                                              9.8%-2.2%16.1%4%
CRIGX CRM Large Cap Opportunity Fund                                                                              11.2%-12.6%17.3%13.2%
CRMGX CRM Large Cap Opportunity Fund                                                                              11.2%-12.9%17%12.9%
CUHAX Victory US 500 Enhanced Volatility Wtd Index Fund                                                                              12.1%-9.4%21.5%13.5%
CUHCX Victory US 500 Enhanced Volatility Wtd Index Fund                                                                              12%-10.1%20.7%12.9%
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund                                                                              12.1%-9.2%21.9%13.9%
CZOVX Zacks All-Cap Core Fund                                                                              20.3%-5.3%22%-0.4%
DDDAX 13D Activist Fund                                                                              15%-13.7%23.4%19.3%
DDDCX 13D Activist Fund                                                                              16.6%-14.3%22.5%18.4%
DDDIX 13D Activist Fund                                                                              17.1%-13.4%23.8%19.6%
DEOPX Davenport Equity Opportunities Fund                                                                              27.4%-8%20.8%7.3%
DFCUX DFA CSTG&E US Social Core Equity 2 Portfolio                                                                              -36.8%-10.5%18.7%19.4%
DFEOX DFA US Core Equity 1 Portfolio                                                                              18.4%-7.8%20.9%14.8%
DFMAX Davidson Multi-Cap Equity Fund                                                                              17.8%-4.7%13.2%12.6%
DFMIX Davidson Multi-Cap Equity Fund                                                                              18%-4.5%13.5%12.9%
DFQTX DFA US Core Equity 2 Portfolio                                                                              17.5%-9.6%18.9%16%
DFSIX DFA US Sustainability Core 1 Portfolio                                                                              20.5%-6.7%21.4%13.9%
DFTCX DFA TA US Core Equity 2 Portfolio                                                                              17.9%-9.4%18.8%15.8%
DFUEX DFA US Social Core Equity 2 Portfolio                                                                              18.6%-10%19%17.8%
DGOCX Davis Opportunity Fund                                                                              12.1%-14.1%22.2%14.4%
DGOYX Davis Opportunity Fund                                                                              12.6%-13.2%23.4%15.6%
DHLTX Diamond Hill All Cap Select Fund                                                                              15.7%-12.2%19.9%10%
DHTAX Diamond Hill All Cap Select Fund                                                                              15.6%-12.4%19.6%9.7%
DHTCX Diamond Hill All Cap Select Fund                                                                              15.1%-13.1%18.7%8.9%
DHTYX Diamond Hill All Cap Select Fund                                                                              15.9%-12.1%20.5%9.7%
DIEQX Domini Impact Equity Fund                                                                              20.7%-8.9%15.8%11.7%
DMFJX DWS US Multi-Factor Fund                                                                              20.3%-9%11.9%0%
DMFRX DWS US Multi-Factor Fund                                                                              19.5%-9%11.9%0%
DRTCX Dreyfus Sustainable US Equity Fund, Inc                                                                              22.7%-4.5%15.1%10.2%
DRTHX Dreyfus Sustainable US Equity Fund, Inc                                                                              22.6%-4.5%15%10.1%
DSEFX Domini Impact Equity Fund                                                                              20.1%-14%20.9%11.2%
DSEPX Domini Impact Equity Fund                                                                              20.4%-15.8%-16.1%11.2%
DSFRX Domini Impact Equity Fund                                                                              20.1%40.7%-19.9%11.5%
DTCAX Dreyfus Sustainable US Equity Fund, Inc                                                                              22.4%-4.7%14.8%9.9%
DTCCX Dreyfus Sustainable US Equity Fund, Inc                                                                              22.1%-5.4%13.9%9.1%
DTCYX Dreyfus Sustainable US Equity Fund, Inc                                                                              22.7%-4.5%15.2%-1.8%
DTMEX DFA Tax-Managed US Equity Portfolio                                                                              19.3%-5.4%21.4%12.7%
ESSIX Essential 40 Stock Fund                                                                              15.1%-5.9%11.7%-2.4%
FBRNX Fidelity Advisor Stock Selector All Cap                                                                              21.2%-8.7%25.2%9.6%
FCTDX Fidelity Strategic Advisers Fidelity US Total Stock Fund                                                                              19.2%-8.1%0%0%
FDEKX Fidelity Disciplined Equity Fund                                                                              23%-10.3%21.7%6.3%
FDEQX Fidelity Disciplined Equity Fund                                                                              22.4%-10.4%21.6%6.2%
FDSSX Fidelity Stock Selector All Cap                                                                              21.2%-8.6%25.3%9.6%
FEKAX Federated Equity Advantage Fund                                                                              13.8%-21.2%17.8%28.7%
FEKIX Federated Equity Advantage Fund                                                                              15.4%-21.1%18.1%28.8%
FFILX FormulaFolios US Equity Fund                                                                              13.7%-12.7%14%7.8%
FFIOX FormulaFolios US Equity Fund                                                                              13.1%-13.6%15.4%4.7%
FFSMX Fidelity Total Market Index Fund                                                                              17.8%-5.3%21.2%12.7%
FHEJX First Investors Hedged US Equity Opportunities Fund                                                                              17.1%-3.2%12.3%0%
FHEKX First Investors Hedged US Equity Opportunities Fund                                                                              16.9%-2.9%12.7%0.1%
FHELX First Investors Hedged US Equity Opportunities Fund                                                                              17%-2.8%12.9%0.1%
FLACX Fidelity Advisor Stock Selector All Cap                                                                              20.5%-9.6%23.9%8.4%
FLCKX Fidelity Leveraged Company Stock Fund                                                                              25%-16.3%21.2%7.3%
FLSAX Fidelity Advisor Leveraged Company Stock Fund                                                                              18.2%-16.1%17.4%9%
FLSCX Fidelity Advisor Leveraged Company Stock Fund                                                                              17.7%-16.7%16.5%8.2%
FLSTX Fidelity Advisor Leveraged Company Stock Fund                                                                              18%-16.3%17.1%8.8%
FLVCX Fidelity Leveraged Company Stock Fund                                                                              25%-16.4%21.1%7.2%
FLVIX Fidelity Advisor Leveraged Company Stock Fund                                                                              18.4%-15.8%17.7%9.3%
FMAMX Fidelity Advisor Stock Selector All Cap                                                                              21%-8.9%24.9%9.2%
FMILX Fidelity New Millennium Fund                                                                              18.9%-6.3%20.1%14.9%
FMUEX Free Market US Equity Fund                                                                              12.7%-11.6%12.9%21.8%
FPCGX Fort Pitt Capital Total Return Fund                                                                              18%-5.4%21.9%18.5%
FSJHX Fidelity Advisor Stock Selector All Cap                                                                              21.5%-9.1%24.5%9%
FSKAX Fidelity Total Market Index Fund                                                                              19.8%-5.3%21.2%12.7%
FSKTX Fidelity Total Market Index Fund                                                                              0%3.1%21.2%12.7%
FSSKX Fidelity Stock Selector All Cap                                                                              21.2%-8.5%25.4%9.7%
FSTMX Fidelity Total Market Index Fund                                                                              0%2.7%21.1%12.6%
FSTVX Fidelity Total Market Index Fund                                                                              0%2.7%21.2%12.7%
FSUVX Fidelity SAI US Minimum Volatility Index Fund                                                                              19.9%1.3%19%10.6%
FZAKX Fidelity Advisor Leveraged Company Stock Fund                                                                              18.5%-15.7%17.8%9.5%
FZAPX Fidelity Advisor Stock Selector All Cap                                                                              21.9%-8.5%25.4%9.7%
FZROX Fidelity ZERO Total Market Index Fund                                                                              21.1%-11.9%0%0%
GABAX Gabelli Asset Fund                                                                              15.8%-7.6%20.2%11.5%
GABIX Gabelli Asset Fund                                                                              15.9%-7.4%20.5%11.7%
GALTX Gabelli Asset Fund                                                                              0%7.4%147.2%0%
GATAX Gabelli Asset Fund                                                                              15.8%-7.6%20.2%11.5%
GATCX Gabelli Asset Fund                                                                              15.3%-8.3%19.3%10.6%
GCTAX Goldman Sachs US Tax-Managed Equity Fund                                                                              17.2%-8.2%19.9%9.1%
GCTCX Goldman Sachs US Tax-Managed Equity Fund                                                                              16.7%-8.9%18.9%8.4%
GCTIX Goldman Sachs US Tax-Managed Equity Fund                                                                              17.4%-7.8%20.3%9.6%
GCTRX Goldman Sachs US Tax-Managed Equity Fund                                                                              17.4%-8.7%0%0%
GCTSX Goldman Sachs US Tax-Managed Equity Fund                                                                              17.1%-8.3%19.7%9.1%
GENDX Gotham Enhanced Index Plus Fund                                                                              17.2%-4.4%25.1%6.4%
GGLIX Aberdeen US Multi-Cap Equity Fund                                                                              24%-6.6%21.1%11%
GGLRX Aberdeen US Multi-Cap Equity Fund                                                                              23.6%-7.3%20.3%10.1%
GHTAX Leland Real Asset Opportunities Fund                                                                              10.5%-17.8%1.7%26.6%
GHTCX Leland Real Asset Opportunities Fund                                                                              10.5%-18.4%0.9%25.7%
GHTIX Leland Real Asset Opportunities Fund                                                                              10.6%-17.5%2%26.9%
GMCQX GMO US Equity Fund                                                                              16.2%-9.6%18.5%13.7%
GMEQX GMO US Equity Fund                                                                              13.5%-9.7%18.5%6.4%
GMRTX GMO US Equity Fund                                                                              13.6%-9.7%18.4%13.8%
GMUEX GMO US Equity Fund                                                                              15.4%-9.8%18.5%13.6%
GQIRX Goldman Sachs US Tax-Managed Equity Fund                                                                              18.1%-8%20.1%9.4%
GRINX Victory Diversified Stock Fund                                                                              19.1%-13.8%27%3.5%
GSDPX Goldman Sachs US Tax-Managed Equity Fund                                                                              17.4%-9.7%0%0%
GSELX Goldman Sachs US Equity Insights Fund                                                                              17.5%-6.4%23.9%11.2%
GSEPX Goldman Sachs US Equity Insights Fund                                                                              17.5%-8.4%0%0%
GSESX Goldman Sachs US Equity Insights Fund                                                                              17.2%-6.9%23.3%10.6%
GSEUX Goldman Sachs US Equity Insights Fund                                                                              18.5%-6.4%24%11.2%
GSSQX Goldman Sachs US Equity Insights Fund                                                                              17.2%-6.8%23.5%10.7%
GSURX Goldman Sachs US Equity Insights Fund                                                                              17.1%-7%23.1%10.4%
GSUSX Goldman Sachs US Equity Insights Fund                                                                              16.7%-7.5%22.5%9.9%
GSUTX Goldman Sachs US Equity Insights Fund                                                                              17.4%-6.6%23.8%11%
GTCEX Glenmede Strategic Equity Portfolio                                                                              20.1%-6.8%25.9%12.2%
GWILX Glenmede Women in Leadership US Equity Portfolio                                                                              15.4%-8.6%23.2%13.9%
GXXAX Aberdeen US Multi-Cap Equity Fund                                                                              23.8%-6.9%20.6%10.7%
GXXCX Aberdeen US Multi-Cap Equity Fund                                                                              23.4%-7.6%19.7%9.9%
GXXIX Aberdeen US Multi-Cap Equity Fund                                                                              24%-6.7%21%10.8%
HCACX Hartford Capital Appreciation Fund                                                                              24.2%-6.1%20.6%3.4%
HCAFX Hartford Capital Appreciation Fund                                                                              25.6%-4.9%0%0%
HCAYX Hartford Capital Appreciation Fund                                                                              24.9%-4.8%21.8%4.5%
HEQCX Henssler Equity Fund                                                                              19.5%-11.1%11%14.5%
HEQFX Henssler Equity Fund                                                                              20.2%-11.6%10.5%13.9%
HMSQX Highmore Sustainable All-Cap Equity Fund                                                                              11.7%-9.3%0%0%
HSUAX Rational Dynamic Brands Fund                                                                              16.7%0.6%14.3%7.2%
HSUCX Rational Dynamic Brands Fund                                                                              16.5%-0.1%14%6.5%
HSUTX Rational Dynamic Brands Fund                                                                              16.9%0.7%14.7%7.5%
IATAX Ivy Accumulative Fund                                                                              26.3%-5.7%0%0%
IATBX Ivy Accumulative Fund                                                                              25.5%-6.6%0%0%
IATCX Ivy Accumulative Fund                                                                              25.5%-6.4%0%0%
IATIX Ivy Accumulative Fund                                                                              26.4%-5.5%0%0%
IATLX Ivy Accumulative Fund                                                                              26%-7%0%0%
IATNX Ivy Accumulative Fund                                                                              26.6%-6.5%0%0%
IATYX Ivy Accumulative Fund                                                                              26.2%-6.7%0%0%
IMSCX IMS Capital Value Fund                                                                              22.2%-12%11.9%7.5%
ITHAX Hartford Capital Appreciation Fund                                                                              25.3%-5.2%21.4%4.1%
ITHIX Hartford Capital Appreciation Fund                                                                              24.9%-5%21.8%4.4%
ITHRX Hartford Capital Appreciation Fund                                                                              24.5%-5.5%21%3.8%
ITHSX Hartford Capital Appreciation Fund                                                                              24.7%-5.2%21.4%4.1%
ITHTX Hartford Capital Appreciation Fund                                                                              24.9%-4.9%21.8%4.4%
ITHVX Hartford Capital Appreciation Fund                                                                              24.9%-4.8%21.8%4.5%
JACNX Janus Henderson Contrarian Fund                                                                              27.8%-4.1%5.4%8.1%
JCNAX Janus Henderson Contrarian Fund                                                                              27.6%-4.2%5.1%7.9%
JCNCX Janus Henderson Contrarian Fund                                                                              27.2%-4.9%4.4%7.2%
JCNIX Janus Henderson Contrarian Fund                                                                              27.5%-4.5%5%7.8%
JCNNX Janus Henderson Contrarian Fund                                                                              27.9%-3.9%4.8%0%
JCNRX Janus Henderson Contrarian Fund                                                                              27.9%-4.8%4.7%7.6%
JCONX Janus Henderson Contrarian Fund                                                                              28.5%-4%5.4%8.3%
JFACX John Hancock Fundamental All Cap Core Fund                                                                              24.1%-14.7%27.4%8.1%
JFAIX John Hancock Fundamental All Cap Core Fund                                                                              24.5%-14.3%27.7%8.4%
JFARX John Hancock Fundamental All Cap Core Fund                                                                              24.4%-14.5%27.5%8.2%
JFCAX John Hancock Fundamental All Cap Core Fund                                                                              24.2%-14.6%27.2%8%
JFCCX John Hancock Fundamental All Cap Core Fund                                                                              23.7%-15.2%26.3%7.2%
JFCIX John Hancock Fundamental All Cap Core Fund                                                                              24.4%-14.4%27.6%8.3%
JHKAX John Hancock ESG All Cap Core Fund                                                                              19.3%-3.6%18.2%5.2%
JHKCX John Hancock ESG All Cap Core Fund                                                                              18.8%-4.2%17.2%4.8%
JHKIX John Hancock ESG All Cap Core Fund                                                                              19.5%-3.3%18.5%5.4%
JHKRX John Hancock ESG All Cap Core Fund                                                                              19.5%-3.2%18.6%5.4%
JIAAX JPMorgan Intrepid America Fund                                                                              16.9%-6.7%23%7.7%
JIACX JPMorgan Intrepid America Fund                                                                              16.6%-7.1%22.4%7.2%
JIAPX JPMorgan Intrepid America Fund                                                                              17.2%-6.2%23.6%8.3%
JIARX JPMorgan Intrepid America Fund                                                                              18.1%-6.3%23.5%8.2%
JIAZX JPMorgan Intrepid America Fund                                                                              16.7%-6.9%22.7%7.4%
JPFAX JPMorgan Equity Focus Fund                                                                              21.8%-5%24%8.1%
JPFCX JPMorgan Equity Focus Fund                                                                              20.5%-5.4%23.4%7.5%
JPFRX JPMorgan Equity Focus Fund                                                                              21.2%-13.3%0%0%
JPFSX JPMorgan Equity Focus Fund                                                                              21.1%-4.7%24.3%8.4%
JPIAX JPMorgan Intrepid America Fund                                                                              17.1%-6.4%23.3%8%
JSVAX Janus Henderson Contrarian Fund                                                                              27.7%-4.1%5.3%8.1%
LEVIX Lazard US Equity Concentrated Portfolio                                                                              24.2%-6.2%15.5%7.4%
LEVOX Lazard US Equity Concentrated Portfolio                                                                              24%-6.5%15.2%7%
LGOAX Miller Opportunity Trust                                                                              15.8%-9.8%25.9%-0.3%
LMNOX Miller Opportunity Trust                                                                              15.9%-9.5%26.2%0.1%
LMOFX Miller Opportunity Trust                                                                              15.7%-9.8%25.9%-0.3%
LMOPX Miller Opportunity Trust                                                                              15.3%-10.5%25%-1%
LMORX Miller Opportunity Trust                                                                              15.6%-10.1%25.5%-0.6%
LSLTX Leuthold Select Industries Fund                                                                              18.4%-11.9%21.9%5.3%
MAAAX MainStay Epoch US All Cap Fund                                                                              22.6%-11.1%22.5%8.9%
MALLX Mutual of America All America Fund                                                                              17.5%-8.4%19.6%8.4%
MASPX BlackRock Advantage US Total Market Fund, Inc                                                                              20%-6.5%9.1%23.8%
MATIX MainStay Epoch US All Cap Fund                                                                              22.8%-10.9%22.8%9.2%
MAWBX MainStay Epoch US All Cap Fund                                                                              22%-12%21.3%7.8%
MAWCX MainStay Epoch US All Cap Fund                                                                              22%-12%21.2%7.8%
MAWDX MainStay Epoch US All Cap Fund                                                                              22.8%-12.1%0%0%
MAWNX MainStay Epoch US All Cap Fund                                                                              23.2%-11.4%22.3%8.6%
MCSPX BlackRock Advantage US Total Market Fund, Inc                                                                              19.3%-7.4%8%22.4%
MCSSX MainStay MacKay Common Stock Fund                                                                              16.4%-7.2%23.5%7.3%
MDSPX BlackRock Advantage US Total Market Fund, Inc                                                                              19.8%-6.7%8.8%23.5%
MFQAX AMG FQ Tax-Managed US Equity Fund                                                                              14.9%-3.9%18%9.6%
MFQTX AMG FQ Tax-Managed US Equity Fund                                                                              15.8%-3.7%18.3%9.9%
MGOCX MainStay MacKay Common Stock Fund                                                                              15.9%-7.9%22.6%6.5%
MISEX Midas Magic                                                                              20.8%-11.4%17.9%13.4%
MKSPX BlackRock Advantage US Total Market Fund, Inc                                                                              20%-12.5%0%0%
MLVAX MFS Low Volatility Equity Fund                                                                              20.8%-1.5%16.5%9.8%
MLVBX MFS Low Volatility Equity Fund                                                                              20.2%-2.2%15.6%9%
MLVGX MFS Low Volatility Equity Fund                                                                              20.1%-2.2%15.7%8.9%
MLVHX MFS Low Volatility Equity Fund                                                                              20.3%-1.2%16.8%10.1%
MLVMX MFS Low Volatility Equity Fund                                                                              20.7%-2.1%15.6%8.9%
MLVOX MFS Low Volatility Equity Fund                                                                              20.2%-1.7%16.2%9.5%
MLVPX MFS Low Volatility Equity Fund                                                                              20.2%-1.4%16.5%9.7%
MLVRX MFS Low Volatility Equity Fund                                                                              20.3%-1.2%16.8%10%
MLVTX MFS Low Volatility Equity Fund                                                                              20.3%-1.1%16.9%10.1%
MNRMX Manor Investment Funds Manor Fund                                                                              18.6%-19.4%21.7%7%
MOJAX Power Momentum Index Fund                                                                              7%-3.4%15%-0.2%
MOJCX Power Momentum Index Fund                                                                              6.5%-4%14.2%-0.2%
MOJOX Power Momentum Index Fund                                                                              6.8%-3%15.3%-0.2%
MOPBX MainStay MacKay Common Stock Fund                                                                              15.9%-7.9%22.6%6.5%
MRERX MFS Core Equity Fund                                                                              22.6%-4.4%24.2%10.8%
MRFOX Marshfield Concentrated Opportunity Fund                                                                              27.5%1.9%25.9%14.8%
MRGAX MFS Core Equity Fund                                                                              23.4%-4.1%24.5%11.1%
MRGBX MFS Core Equity Fund                                                                              22.2%-4.9%23.6%10.3%
MRGCX MFS Core Equity Fund                                                                              22.2%-4.9%23.5%10.3%
MRGGX MFS Core Equity Fund                                                                              22.2%-4.9%23.5%10.3%
MRGHX MFS Core Equity Fund                                                                              22.7%-4.1%24.4%11.1%
MRGJX MFS Core Equity Fund                                                                              22.9%-3.9%24.8%11.4%
MRGKX MFS Core Equity Fund                                                                              22.9%-3.8%24.9%11.5%
MRGRX MFS Core Equity Fund                                                                              22.9%-3.9%24.8%11.4%
MRSPX BlackRock Advantage US Total Market Fund, Inc                                                                              20.4%-6.9%8.5%23.1%
MSEFX Litman Gregory Masters Equity Fund                                                                              19.1%-10.1%21.1%11.9%
MSENX Litman Gregory Masters Equity Fund                                                                              20.8%-10.4%20.8%11.7%
MSOAX MainStay MacKay Common Stock Fund                                                                              16.6%-7%23.8%7.6%
MSOIX MainStay MacKay Common Stock Fund                                                                              16.7%-6.8%24.1%7.8%
MSOSX MainStay MacKay Common Stock Fund                                                                              16.3%-7.3%23.4%11.5%
MUHLX Muhlenkamp Fund                                                                              8.3%-13.3%18.8%-3.7%
MVISX Miller Opportunity Trust                                                                              0%-12.6%0%0%
MXEBX Great-West Core Strategies US Equity Fund                                                                              21.7%-11.9%0%0%
MXEHX Great-West Core Strategies US Equity Fund                                                                              20.6%-16.5%0%0%
MXXVX Matthew 25 Fund                                                                              26.7%-19.4%24.7%26.8%
NBFAX Neuberger Berman Focus Fund                                                                              18.4%-9.3%19.3%6.5%
NBFCX Neuberger Berman Focus Fund                                                                              18.5%-9.2%19.3%6.7%
NBSLX Neuberger Berman Sustainable Equity Fund                                                                              15.5%-5.8%18.8%10.3%
NBSRX Neuberger Berman Sustainable Equity Fund                                                                              15.3%-6%18.6%10.1%
NBSSX Neuberger Berman Focus Fund                                                                              18.6%-9%19.4%7%
NBSTX Neuberger Berman Sustainable Equity Fund                                                                              15.2%-6.1%18.4%9.9%
NFAAX Neuberger Berman Focus Fund                                                                              18.5%-9.2%19.2%6.8%
NFACX Neuberger Berman Focus Fund                                                                              18.1%-9.9%18.5%5.8%
NFALX Neuberger Berman Focus Fund                                                                              18.8%-8.9%19.6%7.2%
NMUAX Neuberger Berman Multi-Cap Opportunities Fund                                                                              17.3%-5.2%24.5%12.8%
NMUCX Neuberger Berman Multi-Cap Opportunities Fund                                                                              16.8%-5.8%23.6%11.9%
NMULX Neuberger Berman Multi-Cap Opportunities Fund                                                                              19.1%-4.8%24.9%13.2%
NRAAX Neuberger Berman Sustainable Equity Fund                                                                              15.2%-6.1%18.4%9.9%
NRACX Neuberger Berman Sustainable Equity Fund                                                                              14.7%-6.8%21.5%9.1%
NRARX Neuberger Berman Sustainable Equity Fund                                                                              15.1%-6.4%269.1%9.6%
NRSRX Neuberger Berman Sustainable Equity Fund                                                                              16.8%-5.7%18.8%10.4%
NUESX Northern Northern US Quality ESG Fund                                                                              19.6%-4.8%5%0%
NVDAX Wells Fargo Diversified Equity Fund                                                                              18.9%-7.5%22.7%6.5%
NVDEX Wells Fargo Diversified Equity Fund                                                                              19%-7.3%23%6.7%
OFAAX O'Shaughnessy All Cap Core                                                                              13.3%-9.5%19.4%15.6%
OFACX O'Shaughnessy All Cap Core                                                                              12.9%-9.8%18.5%14.5%
OFAIX O'Shaughnessy All Cap Core                                                                              13.4%-9.2%19.6%15.6%
OMSCX Oppenheimer Main Street All Cap Fund                                                                              22.9%-11%15.2%9%
OMSNX Oppenheimer Main Street All Cap Fund                                                                              23.2%-10.5%15.8%9.6%
OMSOX Oppenheimer Main Street All Cap Fund                                                                              23.4%-10.3%16.1%9.8%
OMSYX Oppenheimer Main Street All Cap Fund                                                                              23.6%-10.1%16.4%10%
OSTFX Osterweis Fund                                                                              21%-7.8%14.8%4.9%
OWACX Old Westbury All Cap Core Fund                                                                              23.6%-4%20.9%7.3%
OWSIX Old Westbury All Cap ESG Fund                                                                              13.8%-8.2%0%0%
PARNX Parnassus Fund                                                                              23.3%-9.8%16.1%13.4%
PARWX Parnassus Endeavor Fund                                                                              20%-13.6%19.9%21.4%
PCAMX Principal Capital Appreciation Fund                                                                              21.5%-4.6%20%8.3%
PCANX Principal Capital Appreciation Fund                                                                              21.6%-4.5%20.2%8.5%
PCAOX Principal Capital Appreciation Fund                                                                              21.7%-4.3%20.4%8.7%
PCAPX Principal Capital Appreciation Fund                                                                              21.8%-4.1%20.6%8.9%
PCAQX Principal Capital Appreciation Fund                                                                              21.9%-4%20.8%9%
PFDEX RiskPro PFG Equity 30+ Fund                                                                              18.2%-6.8%-0.6%0%
PFPRX Parnassus Fund                                                                              23.4%-9.6%16.3%12.2%
PFPWX Parnassus Endeavor Fund                                                                              20.2%-13.3%20.1%21.7%
PFSEX RiskPro 30+ Fund                                                                              15.5%-10.4%0%0%
PLEAX PNC Multi-Factor All Cap Fund                                                                              18.3%-17.3%19.6%6.7%
PLECX PNC Multi-Factor All Cap Fund                                                                              18.9%-17.9%18.7%5.9%
PLEIX PNC Multi-Factor All Cap Fund                                                                              18.4%-17.8%19.9%6.9%
PMYAX Putnam Multi-Cap Core Fund                                                                              18.4%-8.2%23.7%13.3%
PMYBX Putnam Multi-Cap Core Fund                                                                              17.9%-8.8%22.8%12.5%
PMYCX Putnam Multi-Cap Core Fund                                                                              17.9%-8.9%22.8%12.5%
PMYMX Putnam Multi-Cap Core Fund                                                                              18.1%-8.6%23.1%12.8%
PMYTX Putnam Multi-Cap Core Fund                                                                              18.6%-10.4%0%0%
PMYYX Putnam Multi-Cap Core Fund                                                                              18.5%-7.9%24%13.6%
PMYZX Putnam Multi-Cap Core Fund                                                                              18.2%-8.4%23.4%13.1%
POGSX Pin Oak Equity Fund                                                                              16.8%-6.1%15.1%19.2%
POMIX T. Rowe Price Total Equity Market Index Fund                                                                              20.3%-5.6%20.8%12.7%
PWCIX Principal Capital Appreciation Fund                                                                              22%-3.7%21.1%9.3%
PWGIX Pax ESG Beta Quality Fund                                                                              16.3%-4.3%22.2%6.5%
PXGAX Pax ESG Beta Quality Fund                                                                              17%-4.5%22%6.2%
PXWGX Pax ESG Beta Quality Fund                                                                              16.2%-4.5%21.9%6.2%
QAACX Federated MDT All Cap Core Fund                                                                              22.2%-0.6%20.7%12.1%
QACAX Quantified All-Cap Equity Fund                                                                              4.7%-11.8%18%12.9%
QACFX Quantified All-Cap Equity Fund                                                                              5.1%-11.3%18.8%10.8%
QAGCX Quaker Impact Growth Fund                                                                              0%9.4%15.4%1.9%
QAGIX Quaker Impact Growth Fund                                                                              22.4%-6.8%16.6%2.9%
QCACX Federated MDT All Cap Core Fund                                                                              21.8%-3.6%19.9%11.2%
QIACX Federated MDT All Cap Core Fund                                                                              22.5%-0.3%21.1%12.4%
QKACX Federated MDT All Cap Core Fund                                                                              22.5%-0.3%21.2%11.8%
QUAGX Quaker Impact Growth Fund                                                                              22.2%-7%16.3%2.6%
QWVPX Clearwater Core Equity Fund                                                                              18.7%-12.1%14.9%5.7%
REDWX Aspiration Redwood Fund                                                                              24.4%-8.6%22.5%17.1%
REQAX Russell US Defensive Equity Fund                                                                              19.3%-2.8%17.5%10.5%
REQCX Russell US Defensive Equity Fund                                                                              19%-3.5%16.6%9.6%
REQEX Russell US Defensive Equity Fund                                                                              19.3%-2.9%17.5%10.4%
REQTX Russell US Defensive Equity Fund                                                                              19.3%-2.5%17.8%10.7%
RESGX Glenmede Responsible ESG US Equity Portfolio                                                                              13.7%-6.5%22.8%17.7%
REUYX Russell US Defensive Equity Fund                                                                              19.3%-2.6%18%10.9%
RLUEX Lazard US Equity Concentrated Portfolio                                                                              24.6%-6.2%15.5%-4%
RMUIX Royce Special Equity Multi-Cap Fund                                                                              -0.3%-10.3%15.9%14%
RPEAX Davis Opportunity Fund                                                                              12.5%-13.4%23.1%15.3%
RSEMX Royce Special Equity Multi-Cap Fund                                                                              -0.3%-10.5%15.4%13.7%
RSGAX Russell US Dynamic Equity Fund                                                                              20.9%-13.5%20.4%14.1%
RSGCX Russell US Dynamic Equity Fund                                                                              20.4%-14.4%19%20.7%
RSGEX Russell US Dynamic Equity Fund                                                                              21%-13.5%19.8%14.5%
RSGSX Russell US Dynamic Equity Fund                                                                              21%-13.3%20.2%14.8%
RSGTX Russell US Dynamic Equity Fund                                                                              20.9%-13%20.8%14.5%
RSMCX Royce Special Equity Multi-Cap Fund                                                                              -0.3%-10.3%15.8%13.9%
RSMLX Royce Special Equity Multi-Cap Fund                                                                              -0.3%-11.1%14.5%12.9%
RTDAX Russell Multifactor US Equity Fund                                                                              18.3%-8.4%0%0%
RTDCX Russell Multifactor US Equity Fund                                                                              18.6%-8.9%0%0%
RTDRX Russell Multifactor US Equity Fund                                                                              18.4%-7.2%21.5%16.7%
RTDSX Russell Multifactor US Equity Fund                                                                              18.4%-7.3%21.3%13.1%
RTDTX Russell Multifactor US Equity Fund                                                                              19.3%-7.2%21.5%13.4%
RTDYX Russell Multifactor US Equity Fund                                                                              18.5%-7.1%21.6%13.3%
RWLIX Redwood Activist Leaders Fund                                                                              13.3%-17.4%55.7%0%
RWLNX Redwood Activist Leaders Fund                                                                              12.9%-17.6%-24.7%0%
RWTIX Redwood AlphaFactor Tactical Core Fund                                                                              2.5%-4.2%14.8%0%
RWTNX Redwood AlphaFactor Tactical Core Fund                                                                              3.2%-4.4%14.8%0%
SAALX SA US Core Market Fund                                                                              20.3%-4.5%93%0%
SAMKX SA US Core Market Fund                                                                              21%-4.7%22.2%11.4%
SBHAX Segall Bryant & Hamill All Cap Fund                                                                              23%-5.6%18.7%6.2%
SEHAX SEI US Equity Factor Allocation Fund                                                                              18.9%-5.8%0%0%
SEQUX Sequoia Fund                                                                              19.3%-3.1%20%-7%
SEVIX SEI US Managed Volatility Fund                                                                              15.4%-3%13.7%11.8%
SMIFX Sound Mind Investing Fund                                                                              15%-8.5%17.2%7.9%
SOPVX Wells Fargo Opportunity Fund                                                                              22.3%-7.3%20%11.9%
SRFAX MFS Equity Opportunities Fund                                                                              18.3%-13.8%18%10.8%
SRFBX MFS Equity Opportunities Fund                                                                              17%-14.5%17.1%9.9%
SRFCX MFS Equity Opportunities Fund                                                                              17%-14.4%17.1%9.9%
SRFDX MFS Equity Opportunities Fund                                                                              16.9%-14.4%17.1%9.9%
SRFEX MFS Equity Opportunities Fund                                                                              17.3%-14%17.7%10.5%
SRFFX MFS Equity Opportunities Fund                                                                              18.3%-13.8%18%10.8%
SRFGX MFS Equity Opportunities Fund                                                                              17.6%-13.6%18.3%11.1%
SRFHX MFS Equity Opportunities Fund                                                                              17.7%-13.5%18.4%11.2%
SRFIX MFS Equity Opportunities Fund                                                                              17.6%-13.6%18.3%11.1%
SRIAX Gabelli ESG Fund, Inc                                                                              18.5%-15.7%13.3%10.4%
SRICX Gabelli ESG Fund, Inc                                                                              18%-16.4%12.5%9.6%
SRIDX Gabelli ESG Fund, Inc                                                                              18.7%-15.6%13.6%10.7%
SRIGX Gabelli ESG Fund, Inc                                                                              18.5%-15.7%13.4%10.4%
SRIWX Gabelli ESG Fund, Inc                                                                              0%0.9%46.7%0%
SRVEX Victory Diversified Stock Fund                                                                              19.2%-13.5%27.4%3.7%
SSVSX Victory Special Value Fund                                                                              17.5%-13.5%26.1%3.8%
STRSX Sterling Capital Special Opportunities Fund                                                                              20.4%-9.9%0%0%
STVYX SEI Tax-Managed Managed Volatility Fund                                                                              15.8%-2.6%15.5%12%
SUSYX SEI US Managed Volatility Fund                                                                              15.4%-2.5%14.3%12.3%
SVOAX SEI US Managed Volatility Fund                                                                              15.4%-2.8%14%12%
SVYAX SEI US Managed Volatility Fund                                                                              14.2%-2.4%15.3%13.8%
SWANX Schwab Core Equity Fund                                                                              20.2%-9.5%24.3%6.9%
SWEGX Schwab MarketTrack All Equity Portfolio                                                                              15.9%-9.5%19.8%13.5%
SWTSX Schwab Total Stock Market Index Fund                                                                              20.4%-5.3%21.1%12.6%
TARKX Tarkio Fund                                                                              23.1%-23.3%29%28.5%
TCCHX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              19.8%-6.1%20.8%12.9%
TCEPX TIAA-CREF Equity Index Fund                                                                              20.3%-5.5%20.9%12.6%
TEIHX TIAA-CREF Equity Index Fund                                                                              20.3%-5.4%21%12.8%
TEWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              19.7%-6.2%20.6%12.7%
TFFCX Touchstone Focused Fund                                                                              15.8%-8.4%13%10.8%
TFFIX Touchstone Focused Fund                                                                              16.5%-7.4%14.3%12%
TFFYX Touchstone Focused Fund                                                                              16.5%-7.4%14.2%11.9%
TFOAX Touchstone Focused Fund                                                                              16.3%-7.8%13.9%11.6%
TICHX TIAA-CREF Social Choice Equity Fund                                                                              19.8%-5.8%20.9%13.6%
TICRX TIAA-CREF Social Choice Equity Fund                                                                              19.7%-6%20.6%13.3%
TIEIX TIAA-CREF Equity Index Fund                                                                              20.3%-5.3%21.1%12.8%
TINRX TIAA-CREF Equity Index Fund                                                                              20.1%-5.5%20.8%12.4%
TIQRX TIAA-CREF Equity Index Fund                                                                              20.2%-5.6%20.9%12.5%
TISCX TIAA-CREF Social Choice Equity Fund                                                                              19.9%-5.7%21%13.5%
TLWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              19.7%-6.3%20.5%12.7%
TMMAX SEI Tax-Managed Managed Volatility Fund                                                                              15.8%-2.8%15.2%11.8%
TNWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              19.8%-6%20.9%12.9%
TORLX Toreador Core Fund                                                                              18.3%-12.5%26.3%12.5%
TORZX Toreador Core Fund                                                                              17.6%-11%25.7%12.8%
TPWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              19.8%-6.1%20.6%12.8%
TRPSX TIAA-CREF Social Choice Equity Fund                                                                              20.7%-5.9%20.8%13.4%
TRSCX TIAA-CREF Social Choice Equity Fund                                                                              19.7%-6%20.7%13.3%
TSGAX Timothy Plan Strategic Growth Fund                                                                              13.4%-12.3%11.5%4.7%
TSGCX Timothy Plan Strategic Growth Fund                                                                              13%-13%10.7%3.9%
VADAX Invesco Equally-Weighted S&P 500 Fund                                                                              19.7%-8.2%18.3%14.1%
VADCX Invesco Equally-Weighted S&P 500 Fund                                                                              20.2%-8.8%17.4%13.4%
VADDX Invesco Equally-Weighted S&P 500 Fund                                                                              19.8%-8%18.6%14.4%
VADFX Invesco Equally-Weighted S&P 500 Fund                                                                              19.9%-7.9%18.7%14.5%
VADRX Invesco Equally-Weighted S&P 500 Fund                                                                              20.5%-8.4%18%13.8%
VAPAX Virtus Rampart Equity Trend Fund                                                                              11.8%-6.8%20.6%-0.9%
VAPCX Virtus Rampart Equity Trend Fund                                                                              11.3%-7.4%19.7%-1.5%
VAPIX Virtus Rampart Equity Trend Fund                                                                              11.9%-6.5%20.9%-0.7%
VDEQX Vanguard Diversified Equity Fund                                                                              22.2%-5.4%22.7%8.4%
VDSCX Victory Diversified Stock Fund                                                                              17.8%-14.3%26.3%2.9%
VDSIX Victory Diversified Stock Fund                                                                              18.2%-13.3%27.7%4%
VDSRX Victory Diversified Stock Fund                                                                              18.1%-13.3%27.7%4.1%
VDSYX Victory Diversified Stock Fund                                                                              18.1%-13.4%27.6%3.6%
VFMFX Vanguard US Multifactor Fund                                                                              12.5%-11.4%0%0%
VFPAX Private Capital Management Value Fund                                                                              13.4%-9.6%15.2%11.6%
VFPIX Private Capital Management Value Fund                                                                              13.5%-9.4%15.5%11.9%
VIDSX Victory Institutional Diversified Stock Fund                                                                              17.5%-14.4%27.8%4.2%
VITNX Vanguard Institutional Total Stock Market Index Fund                                                                              19%-5.2%21.1%12.8%
VITPX Vanguard Institutional Total Stock Market Index Fund                                                                              18.9%-5.2%21.1%12.8%
VITSX Vanguard Total Stock Market Index Fund                                                                              19.3%-5.2%21.2%12.7%
VRPAX Virtus Rampart Equity Trend Fund                                                                              12.1%-6.4%21%-0.6%
VRTTX Vanguard Russell 3000 Index Fund                                                                              20.5%-5.3%21%12%
VSMPX Vanguard Total Stock Market Index Fund                                                                              19.9%-5.2%21.2%12.7%
VSPIX Victory Special Value Fund                                                                              17.6%-13.4%26.1%4%
VSTSX Vanguard Total Stock Market Index Fund                                                                              20%-5.1%21.2%11.6%
VSVCX Victory Special Value Fund                                                                              16.9%-14.3%25%2.9%
VSVGX Victory Special Value Fund                                                                              17.3%-13.8%25.8%3.5%
VSVYX Victory Special Value Fund                                                                              17.6%-13.3%26.4%4.1%
VTCIX Vanguard Tax-Managed Capital Appreciation Fund                                                                              20%-5%22.4%12.1%
VTCLX Vanguard Tax-Managed Capital Appreciation Fund                                                                              20%-5%22.4%12%
VTSAX Vanguard Total Stock Market Index Fund                                                                              19.9%-5.2%21.2%12.7%
VTSMX Vanguard Total Stock Market Index Fund                                                                              20.6%-5.3%21%12.5%
VWMAX Virtus Horizon Wealth Masters Fund                                                                              17.4%-15%18%15.4%
VWMCX Virtus Horizon Wealth Masters Fund                                                                              16.9%-15.7%17.3%14.5%
VWMIX Virtus Horizon Wealth Masters Fund                                                                              18.8%-14.7%18.3%15.7%
WFDEX Wells Fargo Diversified Equity Fund                                                                              18.4%-8.2%21.8%5.7%
WFIVX Wilshire 5000 Index Fund                                                                              19.5%-5.7%20.3%12.5%
WFOPX Wells Fargo Opportunity Fund                                                                              21.8%-8%19.1%11.1%
WINDX Wilshire 5000 Index Fund                                                                              19.6%-5.4%20.7%12.8%
WLVDX Wells Fargo Low Volatility US Equity Fund                                                                              21.8%0.4%12.3%4.7%
WLVJX Wells Fargo Low Volatility US Equity Fund                                                                              21.8%-4.9%12.7%4.7%
WLVKX Wells Fargo Low Volatility US Equity Fund                                                                              20.9%-0.3%11.4%4.7%
WLVLX Wells Fargo Low Volatility US Equity Fund                                                                              21.5%0.3%12.3%4.7%
WLVOX Wells Fargo Low Volatility US Equity Fund                                                                              21.7%0.7%12.6%4.7%
WOFDX Wells Fargo Opportunity Fund                                                                              22.4%-7.2%20.2%12.1%
WOFNX Wells Fargo Opportunity Fund                                                                              22.6%-6.9%20.5%12.4%
WPVIX Weitz Partners Value Fund                                                                              18.9%-11.2%11.7%6.5%
WPVLX Weitz Partners Value Fund                                                                              18.6%-11.5%11.4%6.2%