Mutual Funds Performance

Years 3 5 10 All

Category Average Return
Russell 3000 Index 16.618.828.5-7
Ticker Fund                                                                              2021
YTD
202020192018
AABUX AllianzGI Best Styles US Equity Fund                                                                              0%-36.2%-1.9%-6.2%
ABTLX AllianzGI Best Styles US Equity Fund                                                                              0%-36.6%-2%-6%
ACBUX AllianzGI Best Styles US Equity Fund                                                                              0%-37.3%-2.1%-6.9%
ACGCX American Century Income & Growth Fund                                                                              16.8%-4.2%19.2%-7.6%
ADGAX AB Core Opportunities Fund, Inc                                                                              18.6%8.3%20.1%-2.9%
ADGCX AB Core Opportunities Fund, Inc                                                                              18.1%6.6%18.2%-3.7%
ADGIX AB Core Opportunities Fund, Inc                                                                              18.8%8.7%20.5%-2.7%
ADGKX AB Core Opportunities Fund, Inc                                                                              18.6%8.6%20.2%-2.9%
ADGRX AB Core Opportunities Fund, Inc                                                                              18.5%8%19.8%-3.2%
ADGYX AB Core Opportunities Fund, Inc                                                                              18.8%8.5%20.4%-2.7%
ADGZX AB Core Opportunities Fund, Inc                                                                              18.9%8.6%20.5%-2.6%
ADOAX ACM Dynamic Opportunity Fund                                                                              6.4%17.2%1.7%-1.2%
ADOIX ACM Dynamic Opportunity Fund                                                                              6.5%17.4%2%-1%
AICGX American Century Income & Growth Fund                                                                              16.9%-4.1%19.8%-6.7%
AICRX American Century Income & Growth Fund                                                                              16.8%-4.2%19.2%-7%
ALBPX AllianzGI Best Styles US Equity Fund                                                                              0%-35.8%-2.1%-6%
ALSEX AllianzGI Best Styles US Equity Fund                                                                              0%-35.9%-1.2%-6%
AMADX American Century Income & Growth Fund                                                                              16.9%-4.2%19.7%-6.7%
AMFEX AAMA Equity Fund                                                                              15.5%12.2%23.7%-4.6%
AMGIX American Century Income & Growth Fund                                                                              16.9%-4.1%19.2%-6.2%
AQCIX American Beacon Alpha Quant Core Fund                                                                              0%0%20%-6.5%
AQCPX American Beacon Alpha Quant Core Fund                                                                              0%0%19.7%-6.9%
AQCYX American Beacon Alpha Quant Core Fund                                                                              0%0%20%-6.6%
AQEIX LKCM Aquinas Catholic Equity Fund                                                                              17.3%16.4%17.7%-8%
ARSKX Archer Stock Fund                                                                              17.1%24%18.8%-11.3%
ATDAX Invesco Endeavor Fund                                                                              0.1%-6.6%14.8%-17.2%
ATDCX Invesco Endeavor Fund                                                                              -3.2%-8.5%12.9%-17.8%
ATDFX Invesco Endeavor Fund                                                                              1.1%-5.7%15.3%-16.8%
ATDIX Invesco Endeavor Fund                                                                              0.9%-5.7%15.3%-16.9%
ATDRX Invesco Endeavor Fund                                                                              -0.6%-7.1%14.4%-17.4%
ATDYX Invesco Endeavor Fund                                                                              0.5%-6.1%15%-16.9%
AUERX Auer Growth Fund                                                                              24.1%-1.8%28%-25.6%
BASMX iShares Total US Stock Market Index Fund                                                                              17.1%18.7%28.1%-5.6%
BCAMX Boston Common ESG Impact US Equity Fund                                                                              16.6%19.1%23.3%-8.5%
BCIFX Blue Chip Investor Fund                                                                              25.8%-6.2%19.4%-15.1%
BHHEX Soundwatch Core Hedged Equity Fund                                                                              13.8%10.5%14.6%-8.1%
BIGRX American Century Income & Growth Fund                                                                              16.9%-4.1%19.7%-6.4%
BIGTX Monteagle Texas Fund                                                                              20.6%13%9.5%-11.4%
BIMVX iShares Edge MSCI Min Vol USA Index Fund                                                                              -37.8%3.6%25.3%1.3%
BIRAX BlackRock Impact US Equity Fund                                                                              13.9%17.7%27.1%-5.7%
BIRCX BlackRock Impact US Equity Fund                                                                              13.4%17.6%27%-6.4%
BIRIX BlackRock Impact US Equity Fund                                                                              14%17.8%27.2%-5.5%
BIRKX BlackRock Impact US Equity Fund                                                                              14%17.8%27.3%-5.5%
BITSX iShares Total US Stock Market Index Fund                                                                              17.1%18.7%28.1%-5.4%
BKMVX iShares Edge MSCI Min Vol USA Index Fund                                                                              -37.8%3.6%25.3%1.3%
BKTSX iShares Total US Stock Market Index Fund                                                                              16.8%18.7%28.1%-5.4%
BMPEX Beck, Mack & Oliver Partners Fund                                                                              43.7%4.4%31.8%-15.1%
BNEQX UBS US Sustainable Equity Fund                                                                              5.3%21.8%31.1%-9.3%
BOPAX Sterling Capital Special Opportunities Fund                                                                              22.2%11.8%21.7%-4.8%
BOPCX Sterling Capital Special Opportunities Fund                                                                              21.7%10.7%19.2%-5.4%
BOPIX Sterling Capital Special Opportunities Fund                                                                              22.3%12.1%22%-4.5%
BOPRX Sterling Capital Special Opportunities Fund                                                                              22.1%11.5%21.4%-5%
BPEQX UBS US Sustainable Equity Fund                                                                              5.4%21.9%31.2%-9.1%
BRAGX Bridgeway Aggressive Investors 1 Fund                                                                              16.7%13.2%20.3%-22.4%
BUNRX Bullfinch Fund Unrestricted Series                                                                              13.2%3.9%22.4%-7.4%
BUYAX Catalyst Buyback Strategy Fund                                                                              17.7%2.2%16.7%-7.5%
BUYCX Catalyst Buyback Strategy Fund                                                                              17.6%1.4%16.3%-8.1%
BUYIX Catalyst Buyback Strategy Fund                                                                              17.8%2.1%16.8%-7.2%
BWNYX Bullfinch Fund Greater Western New York Series                                                                              13.1%-4.1%18.7%-8.1%
CAVMX Cavalier Tactical Economic Fund                                                                              14%-0.7%14.9%-1%
CGMFX CGM Focus Fund                                                                              23.3%-4.4%-13.8%-24.7%
CLPAX Catalyst Exceed Defined Risk Fund                                                                              9.1%4.4%13.2%-3.7%
CLPCX Catalyst Exceed Defined Risk Fund                                                                              8.6%3.6%12.8%-4.4%
CLPFX Catalyst Exceed Defined Risk Fund                                                                              8.9%4.5%13.2%-3.4%
CMNCX Principal Capital Appreciation Fund                                                                              17.4%8.7%16.6%-5.2%
CMNWX Principal Capital Appreciation Fund                                                                              18%12.3%21.9%-4.1%
CMSFX Cavalier Tactical Economic Fund                                                                              14.1%-0.5%15.6%-1.1%
CMSYX Cavalier Tactical Economic Fund                                                                              13.3%-1.5%15.4%-2.2%
CUHAX Victory US 500 Enhanced Volatility Wtd Index Fund                                                                              16.5%6.5%6.3%-9.4%
CUHCX Victory US 500 Enhanced Volatility Wtd Index Fund                                                                              16.2%5.6%5.7%-10.1%
CUHIX Victory US 500 Enhanced Volatility Wtd Index Fund                                                                              16.6%6.5%6.3%-9.2%
CZOVX Zacks All-Cap Core Fund                                                                              19.3%9.1%18.2%-5.3%
DDDAX 13D Activist Fund                                                                              17.4%10.9%22.4%-13.7%
DDDCX 13D Activist Fund                                                                              16.9%10.8%21.4%-14.3%
DDDIX 13D Activist Fund                                                                              17.5%11%22.8%-13.4%
DEOPX Davenport Equity Opportunities Fund                                                                              10.6%8.3%33.7%-8%
DFEOX DFA US Core Equity 1 Portfolio                                                                              17.5%14.5%26.2%-7.8%
DFMAX Davidson Multi-Cap Equity Fund                                                                              20.9%8.7%18.1%-4.7%
DFMIX Davidson Multi-Cap Equity Fund                                                                              21.2%8.7%18.1%-4.5%
DFQTX DFA US Core Equity 2 Portfolio                                                                              18.2%13.8%24.8%-9.6%
DFSIX DFA US Sustainability Core 1 Portfolio                                                                              18.3%19.5%29.7%-6.7%
DFTCX DFA TA US Core Equity 2 Portfolio                                                                              16.5%14%25.5%-9.4%
DFUEX DFA US Social Core Equity 2 Portfolio                                                                              18.5%14.1%25.5%-10%
DGOCX Davis Opportunity Fund                                                                              21.4%8.3%17%-14.1%
DGOYX Davis Opportunity Fund                                                                              22.1%9.8%19.4%-13.2%
DHLTX Diamond Hill All Cap Select Fund                                                                              23.1%14%28.3%-12.2%
DHTAX Diamond Hill All Cap Select Fund                                                                              22.8%14%27.9%-12.4%
DHTCX Diamond Hill All Cap Select Fund                                                                              8.5%13.4%26.7%-13.1%
DHTYX Diamond Hill All Cap Select Fund                                                                              23.2%14%28.5%-12.1%
DIEQX Domini Impact Equity Fund                                                                              14.4%26.9%28.8%-8.9%
DRTCX Dreyfus Sustainable US Equity Fund, Inc                                                                              18%20.3%30.5%-4.5%
DRTHX Dreyfus Sustainable US Equity Fund, Inc                                                                              18%20.3%30.9%-4.5%
DSEFX Domini Impact Equity Fund                                                                              14.3%27%28.4%-14%
DSEPX Domini Impact Equity Fund                                                                              14.3%27%28.3%-15.8%
DSFRX Domini Impact Equity Fund                                                                              14.3%27%28.3%40.7%
DTCAX Dreyfus Sustainable US Equity Fund, Inc                                                                              17.7%20.2%30.3%-4.7%
DTCCX Dreyfus Sustainable US Equity Fund, Inc                                                                              17.3%19.6%30.4%-5.4%
DTCYX Dreyfus Sustainable US Equity Fund, Inc                                                                              18%20.3%31.4%-4.5%
DTMEX DFA Tax-Managed US Equity Portfolio                                                                              13.1%18.7%28.8%-5.4%
ESSIX Essential 40 Stock Fund                                                                              17.8%9.4%20.2%-5.9%
FBRNX Fidelity Advisor Stock Selector All Cap                                                                              16.9%18.7%25.6%-8.7%
FCTDX Fidelity Strategic Advisers Fidelity US Total Stock Fund                                                                              13.8%18.9%26.3%-8.1%
FDEKX Fidelity Disciplined Equity Fund                                                                              18.7%29.9%31.2%-10.3%
FDEQX Fidelity Disciplined Equity Fund                                                                              18.6%29.8%31.2%-10.4%
FDSSX Fidelity Stock Selector All Cap                                                                              16.9%18.7%24.6%-8.6%
FEKAX Federated Equity Advantage Fund                                                                              0%-21.1%24.7%-21.2%
FEKIX Federated Equity Advantage Fund                                                                              0%-20.9%24.6%-21.1%
FFILX FormulaFolios US Equity Fund                                                                              18.7%-8.7%15.8%-12.7%
FFIOX FormulaFolios US Equity Fund                                                                              18.1%-9.3%15.2%-13.6%
FHEJX First Investors Hedged US Equity Opportunities Fund                                                                              7%-11.2%3.2%-3.2%
FHEKX First Investors Hedged US Equity Opportunities Fund                                                                              7.3%-10.4%3.7%-2.9%
FHELX First Investors Hedged US Equity Opportunities Fund                                                                              7.4%-10.3%3.5%-2.8%
FLACX Fidelity Advisor Stock Selector All Cap                                                                              16.1%18.5%24.7%-9.6%
FLCKX Fidelity Leveraged Company Stock Fund                                                                              18.6%26.6%35.6%-16.3%
FLSAX Fidelity Advisor Leveraged Company Stock Fund                                                                              17.8%24.9%22.8%-16.1%
FLSCX Fidelity Advisor Leveraged Company Stock Fund                                                                              17.6%23.3%20.9%-16.7%
FLSTX Fidelity Advisor Leveraged Company Stock Fund                                                                              17.9%24.5%22.2%-16.3%
FLVCX Fidelity Leveraged Company Stock Fund                                                                              18.5%26.6%35.5%-16.4%
FLVIX Fidelity Advisor Leveraged Company Stock Fund                                                                              17.9%25.4%23.3%-15.8%
FMAMX Fidelity Advisor Stock Selector All Cap                                                                              16.7%18.6%24.6%-8.9%
FMILX Fidelity New Millennium Fund                                                                              20%-2.7%20.4%-6.3%
FMUEX Free Market US Equity Fund                                                                              21.8%4%16%-11.6%
FPCGX Fort Pitt Capital Total Return Fund                                                                              11.5%8.1%17.7%-5.4%
FSJHX Fidelity Advisor Stock Selector All Cap                                                                              16.5%18.6%24.6%-9.1%
FSKAX Fidelity Total Market Index Fund                                                                              17.7%18.9%28.3%-5.3%
FSSKX Fidelity Stock Selector All Cap                                                                              16.9%18.7%24.6%-8.5%
FSUVX Fidelity SAI US Minimum Volatility Index Fund                                                                              14.1%8.4%22.9%1.3%
FZAKX Fidelity Advisor Leveraged Company Stock Fund                                                                              18.4%25.6%23.5%-15.7%
FZAPX Fidelity Advisor Stock Selector All Cap                                                                              16.9%18.7%24.7%-8.5%
FZROX Fidelity ZERO Total Market Index Fund                                                                              17.9%19%29.2%-11.9%
GABAX Gabelli Asset Fund                                                                              15.2%-1.8%11.3%-7.6%
GABIX Gabelli Asset Fund                                                                              15.3%-1.8%11.3%-7.4%
GATAX Gabelli Asset Fund                                                                              14.9%-1.9%11.1%-7.6%
GATCX Gabelli Asset Fund                                                                              14.7%-3.8%9.8%-8.3%
GCTAX Goldman Sachs US Tax-Managed Equity Fund                                                                              20%16.6%25%-8.2%
GCTCX Goldman Sachs US Tax-Managed Equity Fund                                                                              19.4%16.3%24.5%-8.9%
GCTIX Goldman Sachs US Tax-Managed Equity Fund                                                                              20.2%16.7%25%-7.8%
GCTRX Goldman Sachs US Tax-Managed Equity Fund                                                                              20.3%16.7%25.1%-8.7%
GCTSX Goldman Sachs US Tax-Managed Equity Fund                                                                              19.9%16.6%24.9%-8.3%
GENDX Gotham Enhanced Index Plus Fund                                                                              0%-10.6%17.5%-4.4%
GGLIX Aberdeen US Multi-Cap Equity Fund                                                                              14.5%13%24.7%-6.6%
GGLRX Aberdeen US Multi-Cap Equity Fund                                                                              0%-16.6%22.4%-7.3%
GHTAX Leland Real Asset Opportunities Fund                                                                              0%-25.7%10.2%-17.8%
GHTCX Leland Real Asset Opportunities Fund                                                                              0%-26%9.9%-18.4%
GHTIX Leland Real Asset Opportunities Fund                                                                              0%-25.7%10.2%-17.5%
GMCQX GMO US Equity Fund                                                                              14.3%2.8%13.9%-9.6%
GMEQX GMO US Equity Fund                                                                              0%0%13.5%-9.7%
GMRTX GMO US Equity Fund                                                                              0%0%13.6%-9.7%
GMUEX GMO US Equity Fund                                                                              14.7%2.9%14.1%-9.8%
GQIRX Goldman Sachs US Tax-Managed Equity Fund                                                                              20.1%16.7%25.1%-8%
GRINX Victory Diversified Stock Fund                                                                              18.6%10.5%20.5%-13.8%
GSDPX Goldman Sachs US Tax-Managed Equity Fund                                                                              20.3%16.7%25.1%-9.7%
GSELX Goldman Sachs US Equity Insights Fund                                                                              20.4%13.1%23.8%-6.4%
GSEPX Goldman Sachs US Equity Insights Fund                                                                              20.4%13.1%23.7%-8.4%
GSESX Goldman Sachs US Equity Insights Fund                                                                              20.1%12.8%23.6%-6.9%
GSEUX Goldman Sachs US Equity Insights Fund                                                                              20.4%13.1%23.8%-6.4%
GSSQX Goldman Sachs US Equity Insights Fund                                                                              20.2%12.8%23.7%-6.8%
GSURX Goldman Sachs US Equity Insights Fund                                                                              20%12.7%23.7%-7%
GSUSX Goldman Sachs US Equity Insights Fund                                                                              19.7%12%23.4%-7.5%
GSUTX Goldman Sachs US Equity Insights Fund                                                                              20.3%12.8%23.7%-6.6%
GTCEX Glenmede Strategic Equity Portfolio                                                                              19.5%4.6%26.1%-6.8%
GWILX Glenmede Women in Leadership US Equity Portfolio                                                                              21%6.6%25.6%-8.6%
GXXAX Aberdeen US Multi-Cap Equity Fund                                                                              14.9%11.6%23.8%-6.9%
GXXCX Aberdeen US Multi-Cap Equity Fund                                                                              13.8%7.8%20.7%-7.6%
GXXIX Aberdeen US Multi-Cap Equity Fund                                                                              15%12.8%24.7%-6.7%
HCACX Hartford Capital Appreciation Fund                                                                              11.3%12.3%21.8%-6.1%
HCAFX Hartford Capital Appreciation Fund                                                                              12%15%24.3%-4.9%
HCAYX Hartford Capital Appreciation Fund                                                                              11.9%16.1%25.3%-4.8%
HEQCX Henssler Equity Fund                                                                              13.8%11.6%17%-11.1%
HEQFX Henssler Equity Fund                                                                              13.7%11.5%16.3%-11.6%
HSUAX Rational Dynamic Brands Fund                                                                              16.9%23%26.1%0.6%
HSUCX Rational Dynamic Brands Fund                                                                              16.4%19.4%24.9%-0.1%
HSUTX Rational Dynamic Brands Fund                                                                              17.1%30.1%26.6%0.7%
IATAX Ivy Accumulative Fund                                                                              11.9%37.1%20.6%-5.7%
IATBX Ivy Accumulative Fund                                                                              11.3%34%16.6%-6.6%
IATCX Ivy Accumulative Fund                                                                              11.4%34.4%17.3%-6.4%
IATIX Ivy Accumulative Fund                                                                              12.2%37.2%21%-5.5%
IATLX Ivy Accumulative Fund                                                                              0%0%20%-7%
IATNX Ivy Accumulative Fund                                                                              12.2%37.4%21%-6.5%
IATYX Ivy Accumulative Fund                                                                              0%0%20.4%-6.7%
IMSCX IMS Capital Value Fund                                                                              15.1%11.5%26%-12%
ITHAX Hartford Capital Appreciation Fund                                                                              11.8%14.9%24.2%-5.2%
ITHIX Hartford Capital Appreciation Fund                                                                              12%15%24.3%-5%
ITHRX Hartford Capital Appreciation Fund                                                                              11.6%15.5%24.9%-5.5%
ITHSX Hartford Capital Appreciation Fund                                                                              11.8%15.9%25.2%-5.2%
ITHTX Hartford Capital Appreciation Fund                                                                              11.9%16%25.3%-4.9%
ITHVX Hartford Capital Appreciation Fund                                                                              12%16%25.3%-4.8%
JACNX Janus Henderson Contrarian Fund                                                                              19.4%25.7%28%-4.1%
JCNAX Janus Henderson Contrarian Fund                                                                              19.3%25.6%27.8%-4.2%
JCNCX Janus Henderson Contrarian Fund                                                                              18.8%25.1%26.7%-4.9%
JCNIX Janus Henderson Contrarian Fund                                                                              19.1%25.8%28.1%-4.5%
JCNNX Janus Henderson Contrarian Fund                                                                              19.5%25.8%27.9%-3.9%
JCNRX Janus Henderson Contrarian Fund                                                                              17.9%25.3%27.4%-4.8%
JCONX Janus Henderson Contrarian Fund                                                                              19.4%25.7%27.9%-4%
JFACX John Hancock Fundamental All Cap Core Fund                                                                              22.2%23.6%35.8%-14.7%
JFAIX John Hancock Fundamental All Cap Core Fund                                                                              22.6%24.2%36.2%-14.3%
JFARX John Hancock Fundamental All Cap Core Fund                                                                              22.1%24%36.2%-14.5%
JFCAX John Hancock Fundamental All Cap Core Fund                                                                              22.3%23.6%36%-14.6%
JFCCX John Hancock Fundamental All Cap Core Fund                                                                              21.8%22.6%35%-15.2%
JFCIX John Hancock Fundamental All Cap Core Fund                                                                              22.5%24.1%36.1%-14.4%
JHKAX John Hancock ESG All Cap Core Fund                                                                              -3.3%18.7%28.3%-3.6%
JHKCX John Hancock ESG All Cap Core Fund                                                                              -3.9%18%27.5%-4.2%
JHKIX John Hancock ESG All Cap Core Fund                                                                              -3.3%18.8%28.3%-3.3%
JHKRX John Hancock ESG All Cap Core Fund                                                                              -3.2%18.8%28.3%-3.2%
JPFAX JPMorgan Equity Focus Fund                                                                              18.7%9.2%8.9%-5%
JPFCX JPMorgan Equity Focus Fund                                                                              18.4%8.3%7.9%-5.4%
JPFRX JPMorgan Equity Focus Fund                                                                              19.1%9.5%9.2%-13.3%
JPFSX JPMorgan Equity Focus Fund                                                                              18.5%9.5%9.3%-4.7%
JSVAX Janus Henderson Contrarian Fund                                                                              19.4%25.7%28%-4.1%
LEVIX Lazard US Equity Concentrated Portfolio                                                                              18.3%7.2%30.6%-6.2%
LEVOX Lazard US Equity Concentrated Portfolio                                                                              18.1%7.1%30.7%-6.5%
LGOAX Miller Opportunity Trust                                                                              15.6%38.6%33.9%-9.8%
LMNOX Miller Opportunity Trust                                                                              15.8%38.9%34.3%-9.5%
LMOFX Miller Opportunity Trust                                                                              15.6%38.5%33.8%-9.8%
LMOPX Miller Opportunity Trust                                                                              15.2%37.6%32.9%-10.5%
LMORX Miller Opportunity Trust                                                                              15.5%38.2%33.6%-10.1%
LSLTX Leuthold Select Industries Fund                                                                              21.8%9.1%22.8%-11.9%
MAAAX MainStay Epoch US All Cap Fund                                                                              -40.5%9.3%16.3%-11.1%
MALLX Mutual of America All America Fund                                                                              0%-26.8%2.9%-8.4%
MASPX BlackRock Advantage US Total Market Fund, Inc                                                                              -18.6%14.2%25.3%-6.5%
MATIX MainStay Epoch US All Cap Fund                                                                              -32.8%9.4%18%-10.9%
MAWBX MainStay Epoch US All Cap Fund                                                                              -56.6%8.2%12.5%-12%
MAWCX MainStay Epoch US All Cap Fund                                                                              -56.6%8.2%12.5%-12%
MAWDX MainStay Epoch US All Cap Fund                                                                              -32.8%9.4%18.1%-12.1%
MAWNX MainStay Epoch US All Cap Fund                                                                              -42.3%9%15.9%-11.4%
MCSPX BlackRock Advantage US Total Market Fund, Inc                                                                              -38.4%12.4%22.9%-7.4%
MCSSX MainStay MacKay Common Stock Fund                                                                              19.8%13.9%17.5%-7.2%
MDSPX BlackRock Advantage US Total Market Fund, Inc                                                                              -20.2%13.9%25.1%-6.7%
MFQAX AMG FQ Tax-Managed US Equity Fund                                                                              -49.7%6.6%27.4%-3.9%
MFQTX AMG FQ Tax-Managed US Equity Fund                                                                              -49.8%6.6%27.4%-3.7%
MGOCX MainStay MacKay Common Stock Fund                                                                              19.3%13.6%16.9%-7.9%
MISEX Midas Magic                                                                              28.7%10.5%27.5%-11.4%
MKSPX BlackRock Advantage US Total Market Fund, Inc                                                                              -18.6%14.2%25.3%-12.5%
MLVAX MFS Low Volatility Equity Fund                                                                              17%10%25.6%-1.5%
MLVBX MFS Low Volatility Equity Fund                                                                              16.9%10%25.6%-2.2%
MLVGX MFS Low Volatility Equity Fund                                                                              16.9%10%25.4%-2.2%
MLVHX MFS Low Volatility Equity Fund                                                                              17%10%25.6%-1.2%
MLVMX MFS Low Volatility Equity Fund                                                                              16.8%10%25.5%-2.1%
MLVOX MFS Low Volatility Equity Fund                                                                              17%10%25.5%-1.7%
MLVPX MFS Low Volatility Equity Fund                                                                              16.9%10%25.5%-1.4%
MLVRX MFS Low Volatility Equity Fund                                                                              17%10%25.6%-1.2%
MLVTX MFS Low Volatility Equity Fund                                                                              17%10%25.7%-1.1%
MNRMX Manor Investment Funds Manor Fund                                                                              19.8%4.1%30.2%-19.4%
MOJAX Power Momentum Index Fund                                                                              25.4%-2.2%2.8%-3.4%
MOJCX Power Momentum Index Fund                                                                              24.6%-3%2%-4%
MOJOX Power Momentum Index Fund                                                                              25.5%-2%2.9%-3%
MOPBX MainStay MacKay Common Stock Fund                                                                              19.3%13.6%16.9%-7.9%
MRERX MFS Core Equity Fund                                                                              17.8%16.6%30.3%-4.4%
MRFOX Marshfield Concentrated Opportunity Fund                                                                              14.2%12.1%34.4%1.9%
MRGAX MFS Core Equity Fund                                                                              18%16.7%30.3%-4.1%
MRGBX MFS Core Equity Fund                                                                              17.3%16.1%29.7%-4.9%
MRGCX MFS Core Equity Fund                                                                              17.5%16%29.3%-4.9%
MRGGX MFS Core Equity Fund                                                                              17.5%16%29.6%-4.9%
MRGHX MFS Core Equity Fund                                                                              18%16.7%30.3%-4.1%
MRGJX MFS Core Equity Fund                                                                              18.1%16.8%30.4%-3.9%
MRGKX MFS Core Equity Fund                                                                              18%16.9%30.6%-3.8%
MRGRX MFS Core Equity Fund                                                                              18.1%16.9%30.6%-3.9%
MRSPX BlackRock Advantage US Total Market Fund, Inc                                                                              -32.4%11.8%23.7%-6.9%
MSEFX Litman Gregory Masters Equity Fund                                                                              16.9%6.1%16.8%-10.1%
MSENX Litman Gregory Masters Equity Fund                                                                              0%0%20.8%-10.4%
MSOAX MainStay MacKay Common Stock Fund                                                                              20%13.9%17.5%-7%
MSOIX MainStay MacKay Common Stock Fund                                                                              20.7%14%17.5%-6.8%
MSOSX MainStay MacKay Common Stock Fund                                                                              19.8%13.9%17.4%-7.3%
MUHLX Muhlenkamp Fund                                                                              18.7%1.4%13%-13.3%
MVISX Miller Opportunity Trust                                                                              15.8%39%12.5%-12.6%
MXEBX Great-West Core Strategies US Equity Fund                                                                              17.5%16.6%27.6%-11.9%
MXEHX Great-West Core Strategies US Equity Fund                                                                              0%2.8%25.9%-16.5%
MXXVX Matthew 25 Fund                                                                              17.8%1.3%39.5%-19.4%
NBFAX Neuberger Berman Focus Fund                                                                              16.6%17.4%13.9%-9.3%
NBFCX Neuberger Berman Focus Fund                                                                              16.7%17.6%13.8%-9.2%
NBSLX Neuberger Berman Sustainable Equity Fund                                                                              16.4%12.2%15.3%-5.8%
NBSRX Neuberger Berman Sustainable Equity Fund                                                                              16.3%12.2%15.3%-6%
NBSSX Neuberger Berman Focus Fund                                                                              16.8%17.9%13.7%-9%
NBSTX Neuberger Berman Sustainable Equity Fund                                                                              16.1%12.3%15.3%-6.1%
NFAAX Neuberger Berman Focus Fund                                                                              16.7%17.6%13.8%-9.2%
NFACX Neuberger Berman Focus Fund                                                                              16.2%16.6%13.2%-9.9%
NFALX Neuberger Berman Focus Fund                                                                              16.9%18.1%13.6%-8.9%
NMUAX Neuberger Berman Multi-Cap Opportunities Fund                                                                              17.3%-10%6.2%-5.2%
NMUCX Neuberger Berman Multi-Cap Opportunities Fund                                                                              16.9%-10.9%5.7%-5.8%
NMULX Neuberger Berman Multi-Cap Opportunities Fund                                                                              17.6%-9.9%6.1%-4.8%
NRAAX Neuberger Berman Sustainable Equity Fund                                                                              16.2%12.2%15.2%-6.1%
NRACX Neuberger Berman Sustainable Equity Fund                                                                              15.7%11.8%14.9%-6.8%
NRARX Neuberger Berman Sustainable Equity Fund                                                                              16%12.3%15.1%-6.4%
NRSRX Neuberger Berman Sustainable Equity Fund                                                                              16.4%12.2%15.3%-5.7%
NUESX Northern Northern US Quality ESG Fund                                                                              20.5%17.9%29.2%-4.8%
NVDAX Wells Fargo Diversified Equity Fund                                                                              16.7%6.5%15.9%-7.5%
NVDEX Wells Fargo Diversified Equity Fund                                                                              16.7%6.6%16%-7.3%
OMSCX Oppenheimer Main Street All Cap Fund                                                                              19.4%17.7%31.1%-11%
OMSNX Oppenheimer Main Street All Cap Fund                                                                              19.7%18.4%31.5%-10.5%
OMSOX Oppenheimer Main Street All Cap Fund                                                                              19.9%18.7%31.8%-10.3%
OMSYX Oppenheimer Main Street All Cap Fund                                                                              20.1%18.9%32%-10.1%
OSTFX Osterweis Fund                                                                              13.9%16.6%23.8%-7.8%
OWACX Old Westbury All Cap Core Fund                                                                              18.1%19.7%20.6%-4%
OWSIX Old Westbury All Cap ESG Fund                                                                              -14.1%5.1%18.9%-8.2%
PARNX Parnassus Fund                                                                              10%21.7%24.5%-9.8%
PARWX Parnassus Endeavor Fund                                                                              25.8%26.5%32.2%-13.6%
PCAMX Principal Capital Appreciation Fund                                                                              17.7%12.4%21.9%-4.6%
PCANX Principal Capital Appreciation Fund                                                                              2.9%12.4%22.3%-4.5%
PCAOX Principal Capital Appreciation Fund                                                                              17.9%12.3%22%-4.3%
PCAPX Principal Capital Appreciation Fund                                                                              18%12.4%22%-4.1%
PCAQX Principal Capital Appreciation Fund                                                                              18%12.5%22.1%-4%
PFDEX RiskPro PFG Equity 30+ Fund                                                                              16.6%2.3%22%-6.8%
PFPRX Parnassus Fund                                                                              9.6%21.9%24.5%-9.6%
PFPWX Parnassus Endeavor Fund                                                                              25.9%26.6%32.2%-13.3%
PFSEX RiskPro 30+ Fund                                                                              13.8%11.8%22.2%-10.4%
PMYAX Putnam Multi-Cap Core Fund                                                                              23.7%14.8%26.1%-8.2%
PMYBX Putnam Multi-Cap Core Fund                                                                              23.2%14.7%26%-8.8%
PMYCX Putnam Multi-Cap Core Fund                                                                              23.2%14.7%26%-8.9%
PMYTX Putnam Multi-Cap Core Fund                                                                              23.9%14.9%26.2%-10.4%
PMYYX Putnam Multi-Cap Core Fund                                                                              23.9%14.8%26.2%-7.9%
PMYZX Putnam Multi-Cap Core Fund                                                                              23.5%14.9%26.2%-8.4%
POGSX Pin Oak Equity Fund                                                                              21.2%5.7%23.7%-6.1%
POMIX T. Rowe Price Total Equity Market Index Fund                                                                              17.6%17.9%28.4%-5.6%
PWCIX Principal Capital Appreciation Fund                                                                              18.2%12.6%22.3%-3.7%
PWGIX Pax ESG Beta Quality Fund                                                                              19.4%11.1%23%-4.3%
PXGAX Pax ESG Beta Quality Fund                                                                              19.4%11.1%22.8%-4.5%
PXWGX Pax ESG Beta Quality Fund                                                                              19.3%11.1%22.9%-4.5%
QAACX Federated MDT All Cap Core Fund                                                                              20.1%18.1%22.6%-0.6%
QACAX Quantified All-Cap Equity Fund                                                                              0%0%7.9%-11.8%
QACFX Quantified All-Cap Equity Fund                                                                              0%0%7.5%-11.3%
QAGIX Quaker Impact Growth Fund                                                                              18.6%18.3%30.9%-6.8%
QCACX Federated MDT All Cap Core Fund                                                                              19.4%17.5%21.8%-3.6%
QIACX Federated MDT All Cap Core Fund                                                                              20.1%18.3%22.7%-0.3%
QKACX Federated MDT All Cap Core Fund                                                                              20.3%18.2%22.6%-0.3%
QUAGX Quaker Impact Growth Fund                                                                              18.4%17.9%30.5%-7%
QWVPX Clearwater Core Equity Fund                                                                              19.5%14.2%26.4%-12.1%
REDWX Aspiration Redwood Fund                                                                              15.4%15.9%25.8%-8.6%
REQAX Russell US Defensive Equity Fund                                                                              16%-2.7%15.5%-2.8%
REQCX Russell US Defensive Equity Fund                                                                              15.6%-3.3%15%-3.5%
REQEX Russell US Defensive Equity Fund                                                                              0%0%15.5%-2.9%
REQTX Russell US Defensive Equity Fund                                                                              16.1%-2.7%15.5%-2.5%
RESGX Glenmede Responsible ESG US Equity Portfolio                                                                              20.4%8.5%21.8%-6.5%
REUYX Russell US Defensive Equity Fund                                                                              16.1%-2.7%15.5%-2.6%
RLUEX Lazard US Equity Concentrated Portfolio                                                                              18.5%7.1%30.7%-6.2%
RPEAX Davis Opportunity Fund                                                                              22%9.6%19.1%-13.4%
RSGAX Russell US Dynamic Equity Fund                                                                              -38.1%18%25.9%-13.5%
RSGCX Russell US Dynamic Equity Fund                                                                              -68.6%15.1%23.1%-14.4%
RSGEX Russell US Dynamic Equity Fund                                                                              0%0%25.9%-13.5%
RSGSX Russell US Dynamic Equity Fund                                                                              -33.3%18.5%26.2%-13.3%
RSGTX Russell US Dynamic Equity Fund                                                                              -32.1%18.6%26.3%-13%
RTDAX Russell Multifactor US Equity Fund                                                                              17.5%9.6%21.7%-8.4%
RTDCX Russell Multifactor US Equity Fund                                                                              17.3%10%22.5%-8.9%
RTDRX Russell Multifactor US Equity Fund                                                                              17.3%9.7%21.9%-7.2%
RTDSX Russell Multifactor US Equity Fund                                                                              17.6%9.7%21.9%-7.3%
RTDTX Russell Multifactor US Equity Fund                                                                              17.6%9.7%21.9%-7.2%
RTDYX Russell Multifactor US Equity Fund                                                                              17.6%9.7%22%-7.1%
RWLIX Redwood Activist Leaders Fund                                                                              0%-18.3%27%-17.4%
RWLNX Redwood Activist Leaders Fund                                                                              0%-18.3%26.6%-17.6%
RWTIX Redwood AlphaFactor Tactical Core Fund                                                                              0%-30.7%10.6%-4.2%
RWTNX Redwood AlphaFactor Tactical Core Fund                                                                              0%-30.6%10.6%-4.4%
SAALX SA US Core Market Fund                                                                              17%9.8%15.5%-4.5%
SAMKX SA US Core Market Fund                                                                              16.8%9.9%15.7%-4.7%
SBHAX Segall Bryant & Hamill All Cap Fund                                                                              19%24.5%30.2%-5.6%
SEHAX SEI US Equity Factor Allocation Fund                                                                              22.6%11%25.5%-5.8%
SEQUX Sequoia Fund                                                                              14.4%7.9%19%-3.1%
SEVIX SEI US Managed Volatility Fund                                                                              4.8%-3.8%18.5%-3%
SMIFX Sound Mind Investing Fund                                                                              7.7%21.1%18.7%-8.5%
SOPVX Wells Fargo Opportunity Fund                                                                              18.1%13.6%23.8%-7.3%
SRFAX MFS Equity Opportunities Fund                                                                              0%0%15.6%-13.8%
SRFBX MFS Equity Opportunities Fund                                                                              0%0%15.6%-14.5%
SRFCX MFS Equity Opportunities Fund                                                                              0%0%15.6%-14.4%
SRFDX MFS Equity Opportunities Fund                                                                              0%0%15.4%-14.4%
SRFEX MFS Equity Opportunities Fund                                                                              0%0%15.5%-14%
SRFFX MFS Equity Opportunities Fund                                                                              0%0%15.6%-13.8%
SRFGX MFS Equity Opportunities Fund                                                                              0%0%15.6%-13.6%
SRFHX MFS Equity Opportunities Fund                                                                              0%0%15.6%-13.5%
SRFIX MFS Equity Opportunities Fund                                                                              0%0%15.6%-13.6%
SRVEX Victory Diversified Stock Fund                                                                              18.9%10.6%20.7%-13.5%
SSVSX Victory Special Value Fund                                                                              18.5%9.4%23.9%-13.5%
STRSX Sterling Capital Special Opportunities Fund                                                                              22.4%11.7%22.1%-9.9%
STVYX SEI Tax-Managed Managed Volatility Fund                                                                              13.2%-1%19.5%-2.6%
SUSYX SEI US Managed Volatility Fund                                                                              4.8%-3.7%18.4%-2.5%
SVOAX SEI US Managed Volatility Fund                                                                              4.7%-3.8%18.5%-2.8%
SVYAX SEI US Managed Volatility Fund                                                                              13.6%-4.3%16.3%-2.4%
SWANX Schwab Core Equity Fund                                                                              18.3%6.9%25.8%-9.5%
SWEGX Schwab MarketTrack All Equity Portfolio                                                                              16.2%4%17.9%-9.5%
SWTSX Schwab Total Stock Market Index Fund                                                                              17.8%18.8%28.4%-5.3%
TCCHX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              18.3%19.7%28.5%-6.1%
TCEPX TIAA-CREF Equity Index Fund                                                                              17.6%19.1%28.3%-5.5%
TEIHX TIAA-CREF Equity Index Fund                                                                              17.5%19.2%28.2%-5.4%
TEWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              18.3%19.5%28.5%-6.2%
TFFCX Touchstone Focused Fund                                                                              20.1%16.3%18.3%-8.4%
TFFIX Touchstone Focused Fund                                                                              20.9%17.8%19.4%-7.4%
TFFYX Touchstone Focused Fund                                                                              20.9%17.8%19.3%-7.4%
TFOAX Touchstone Focused Fund                                                                              20.7%17.6%19.4%-7.8%
TICHX TIAA-CREF Social Choice Equity Fund                                                                              17.9%18.6%25.3%-5.8%
TICRX TIAA-CREF Social Choice Equity Fund                                                                              17.7%18.4%24.4%-6%
TIEIX TIAA-CREF Equity Index Fund                                                                              17.7%19.1%28.2%-5.3%
TINRX TIAA-CREF Equity Index Fund                                                                              17.5%19%28.3%-5.5%
TIQRX TIAA-CREF Equity Index Fund                                                                              17.2%19.1%28.3%-5.6%
TISCX TIAA-CREF Social Choice Equity Fund                                                                              17.9%18.7%25.2%-5.7%
TLWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              18.2%19.6%28.6%-6.3%
TMMAX SEI Tax-Managed Managed Volatility Fund                                                                              13.2%-1.1%19.5%-2.8%
TNWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              18.4%19.7%28.6%-6%
TPWCX TIAA-CREF Social Choice Low Carbon Equity Fund                                                                              18.3%19.7%28.5%-6.1%
TRPSX TIAA-CREF Social Choice Equity Fund                                                                              17.8%18.7%25.3%-5.9%
TRSCX TIAA-CREF Social Choice Equity Fund                                                                              17.7%18.7%25.3%-6%
TSGAX Timothy Plan Strategic Growth Fund                                                                              8.6%4.5%14.5%-12.3%
TSGCX Timothy Plan Strategic Growth Fund                                                                              8.3%3.4%13.2%-13%
VADAX Invesco Equally-Weighted S&P 500 Fund                                                                              19.9%5.7%23%-8.2%
VADCX Invesco Equally-Weighted S&P 500 Fund                                                                              19.5%5.4%22.7%-8.8%
VADDX Invesco Equally-Weighted S&P 500 Fund                                                                              20.1%5.7%23.1%-8%
VADFX Invesco Equally-Weighted S&P 500 Fund                                                                              19.8%5.8%23.1%-7.9%
VADRX Invesco Equally-Weighted S&P 500 Fund                                                                              19.4%5.6%22.9%-8.4%
VAPAX Virtus Rampart Equity Trend Fund                                                                              1.6%-8%16.4%-6.8%
VAPCX Virtus Rampart Equity Trend Fund                                                                              1.2%-8.7%15.4%-7.4%
VAPIX Virtus Rampart Equity Trend Fund                                                                              1.7%-7.8%16.6%-6.5%
VDEQX Vanguard Diversified Equity Fund                                                                              17.3%21.9%22.7%-5.4%
VDSCX Victory Diversified Stock Fund                                                                              18.2%9.7%19.5%-14.3%
VDSIX Victory Diversified Stock Fund                                                                              19%10.6%20.8%-13.3%
VDSRX Victory Diversified Stock Fund                                                                              19%10.6%20.8%-13.3%
VDSYX Victory Diversified Stock Fund                                                                              18.9%10.7%20.8%-13.4%
VFMFX Vanguard US Multifactor Fund                                                                              19%1.7%20.3%-11.4%
VFPAX Private Capital Management Value Fund                                                                              0%-23.5%-4.2%-9.6%
VFPIX Private Capital Management Value Fund                                                                              26%0.3%-3.5%-9.4%
VITNX Vanguard Institutional Total Stock Market Index Fund                                                                              17.1%7.7%26.9%-5.2%
VITPX Vanguard Institutional Total Stock Market Index Fund                                                                              17.1%7.7%26.9%-5.2%
VITSX Vanguard Total Stock Market Index Fund                                                                              17.1%18.9%28.3%-5.2%
VRPAX Virtus Rampart Equity Trend Fund                                                                              1.8%-7.7%16.8%-6.4%
VRTTX Vanguard Russell 3000 Index Fund                                                                              16.7%18.8%29.1%-5.3%
VSMPX Vanguard Total Stock Market Index Fund                                                                              17.1%18.9%29%-5.2%
VSPIX Victory Special Value Fund                                                                              18.7%9.5%23.9%-13.4%
VSTSX Vanguard Total Stock Market Index Fund                                                                              17.1%18.9%28.3%-5.1%
VSVCX Victory Special Value Fund                                                                              18%7.8%22.7%-14.3%
VSVGX Victory Special Value Fund                                                                              18.3%8.9%23.7%-13.8%
VSVYX Victory Special Value Fund                                                                              18.7%9.5%23.9%-13.3%
VTCIX Vanguard Tax-Managed Capital Appreciation Fund                                                                              17.5%19.1%29.3%-5%
VTCLX Vanguard Tax-Managed Capital Appreciation Fund                                                                              17.5%19.1%29.3%-5%
VTSAX Vanguard Total Stock Market Index Fund                                                                              17.1%18.9%29%-5.2%
VTSMX Vanguard Total Stock Market Index Fund                                                                              17.1%18.9%29%-5.3%
VWMAX Virtus Horizon Wealth Masters Fund                                                                              0%0%19%-15%
VWMCX Virtus Horizon Wealth Masters Fund                                                                              0%0%18.2%-15.7%
VWMIX Virtus Horizon Wealth Masters Fund                                                                              0%0%18.9%-14.7%
WFDEX Wells Fargo Diversified Equity Fund                                                                              16%4.4%14%-8.2%
WFIVX Wilshire 5000 Index Fund                                                                              17.5%9.6%23.4%-5.7%
WFOPX Wells Fargo Opportunity Fund                                                                              17.6%13.6%22.5%-8%
WINDX Wilshire 5000 Index Fund                                                                              17.7%9.7%23.4%-5.4%
WLVDX Wells Fargo Low Volatility US Equity Fund                                                                              10.1%4.8%21.3%0.4%
WLVJX Wells Fargo Low Volatility US Equity Fund                                                                              10.3%4.7%21.4%-4.9%
WLVKX Wells Fargo Low Volatility US Equity Fund                                                                              9.7%4.6%21.1%-0.3%
WLVLX Wells Fargo Low Volatility US Equity Fund                                                                              10.1%4.8%21.4%0.3%
WLVOX Wells Fargo Low Volatility US Equity Fund                                                                              10.2%4.8%21.5%0.7%
WOFDX Wells Fargo Opportunity Fund                                                                              18.1%14.4%24.6%-7.2%
WOFNX Wells Fargo Opportunity Fund                                                                              18.4%14.6%24.7%-6.9%
WPVIX Weitz Partners Value Fund                                                                              19.3%-3.3%24.3%-11.2%
WPVLX Weitz Partners Value Fund                                                                              18.9%-3.7%23.9%-11.5%