📊 KCM Mutual Fund Performance Dashboard (updates daily at 6:00am CT)

RS Score = (1D×0.10) + (1W×0.20) + (1M×0.30) + (3M×0.40)  |  Rank 1 = strongest relative strength
RISK INDICATOR --
Regime ETFs VIX Info
Flags: Above avg At avg Below avg  |  1Mth = 21-day SMA   3Mth = 63-day SMA  |  Fund Types: Equity Bond Target Date Balanced  |  Symbol = Morningstar link
Optional columns: >Last TTM update: 05/09/2026
â—€ Performance % â–¶ 3-Yr Range TTM Yield RS Score Z-Score OB/OS â—€ Flags â–¶
Rank Symbol Fund Name 8-Mth Sparkline Fund Type 1D 1W 1M 3M 6M YTD 1Y 3-Yr Lo â–¸ Last â–¸ Hi TTM % RS Score Z-Score OB / OS 1Mth 3Mth
1 JSVUX JPMorgan Small Cap Value EQUITY - Small Cap Value US +0.6% -0.9% +0.3% +11.1% +15.8% +15.7% +38.1%
$17.81
$33.48
Last $33.07  (97.4% of range)
 0.83% 4.397 1.70 —
2 VEXRX Vanguard Explorer Admiral EQUITY - Small Cap Growth US +0.4% -2.1% +0.4% +11.2% +11.3% +11.6% +24.5%
$69.49
$123.29
Last $120.46  (94.7% of range)
 0.49% 4.217 1.89 —
3 VSMAX Vanguard Small-Cap Index EQUITY - Small Cap Index US +0.7% -1.3% +1.1% +9.7% +13.3% +11.8% +26.4%
$80.96
$141.55
Last $139.63  (96.8% of range)
 1.19% 4.030 1.87 —
4 DFREX DFA Real Estate Securities EQUITY - Real Estate US +2.2% +3.4% +1.5% +6.5% +16.0% +15.1% +14.5%
$29.69
$45.57
Last $45.57  (100.0% of range)
 2.56% 3.962 2.44 Overbought
5 VMVAX Vanguard Mid-Cap Value Index EQUITY - Mid Cap Value US +0.8% +0.4% +2.5% +6.2% +12.3% +10.4% +23.5%
$60.8
$102.11
Last $101.8  (99.2% of range)
 1.88% 3.385 1.74 —
6 VIMAX Vanguard Mid-Cap Index EQUITY - Mid Cap Core US +0.4% -1.3% +2.2% +7.2% +9.1% +8.2% +17.1%
$232.81
$397.14
Last $390.57  (96.0% of range)
 1.36% 3.311 2.15 Overbought
7 VFIAX Vanguard 500 Index Fund EQUITY - Large Cap Track S&P500 -0.2% -2.9% -0.0% +9.2% +8.6% +8.2% +24.4%
$368.04
$703.5
Last $683.16  (93.9% of range)
 1.02% 3.080 1.82 —
8 HFMVX Hartford Midcap Fund EQUITY - Mid Cap Growth +0.0% -3.6% -0.1% +8.6% +3.6% +4.6% +4.6%
$23.1
$32.48
Last $31.27  (87.1% of range)
 — 2.678 1.04 —
9 RLLGX American Funds SmallCaps World EQUITY - US + INTL Small Cap +0.5% -2.0% -1.8% +8.1% +11.2% +9.7% +21.2%
$53.23
$86.6
Last $84.45  (93.6% of range)
 0.91% 2.373 1.67 —
10 RNWGX American Funds New World EQUITY - Emerging Large Cap +1.4% -4.4% -1.5% +8.7% +14.2% +10.8% +28.7%
$59.86
$109.57
Last $104.79  (90.4% of range)
 1.24% 2.289 1.65 —
11 RERGX American EuroPacific Growth EQUITY - Intl Large Cap Growth +0.5% -3.7% -0.8% +7.0% +11.0% +6.6% +22.6%
$39.59
$68.05
Last $65.51  (91.1% of range)
 2.69% 1.887 1.47 —
12 RWMGX American Funds Washington EQUITY - Large Cap Core +0.6% -0.9% +0.8% +4.3% +5.5% +4.4% +16.6%
$40.41
$68.89
Last $68.25  (97.8% of range)
 1.45% 1.849 1.59 —
13 JLGMX JPMorgan Large Cap Growth EQUITY - Large Cap Growth US -0.8% -4.8% -1.2% +8.1% +0.7% +2.8% +15.1%
$46.92
$93.32
Last $88.85  (90.4% of range)
 0.22% 1.830 1.02 —
14 TRRNX 2055 T.R. Price Retirement Target Date Fund - 2055 +0.2% -2.6% -0.6% +6.2% +5.6% +8.1% +17.2%
$15.08
$25.44
Last $24.77  (93.5% of range)
 1.15% 1.790 1.62 —
15 TRRMX 2050 T.R. Price Retirement Target Date Fund - 2050 +0.2% -2.6% -0.6% +6.1% +5.5% +7.9% +17.1%
$14.38
$24.17
Last $23.54  (93.6% of range)
 1.09% 1.752 1.62 —
16 TRRLX 2060 T.R. Price Retirement Target Date Fund - 2060 +0.1% -2.7% -0.6% +6.1% +5.7% +8.0% +17.3%
$12.57
$21.24
Last $20.67  (93.4% of range)
 1.11% 1.734 1.61 —
17 TRRKX 2045 T.R. Price Retirement Target Date Fund - 2045 +0.2% -2.5% -0.6% +5.9% +5.5% +7.7% +16.8%
$16.95
$28.31
Last $27.59  (93.7% of range)
 1.19% 1.701 1.61 —
18 TRRDX 2040 T.R. Price Retirement Target Date Fund - 2040 +0.2% -2.3% -0.5% +5.4% +4.2% +7.2% +14.8%
$23.55
$38.0
Last $37.11  (93.8% of range)
 1.41% 1.556 1.58 —
19 TRRJX 2035 T.R. Price Retirement Target Date Fund - 2035 +0.2% -2.1% -0.5% +4.8% +3.1% +6.4% +12.8%
$16.5
$25.56
Last $25.03  (94.2% of range)
 1.70% 1.371 1.54 —
20 VTIAX Vanguard Total Intl Stock EQUITY INTL - Large Cap Core +0.3% -3.7% -1.6% +5.8% +13.8% +9.8% +26.7%
$25.3
$46.73
Last $45.02  (92.0% of range)
 2.63% 1.138 1.46 —
21 TRRCX 2030 T.R. Price Retirement Target Date Fund - 2030 +0.1% -1.8% -0.4% +4.0% +1.0% +5.5% +9.4%
$20.53
$29.95
Last $29.41  (94.3% of range)
 2.12% 1.119 1.34 —
22 TRRHX 2025 T.R. Price Retirement Target Date Fund - 2025 +0.1% -1.6% -0.4% +3.5% -0.1% +4.8% +7.4%
$13.54
$18.86
Last $18.56  (94.4% of range)
 2.55% 0.962 1.12 —
23 TRRBX 2020 T.R. Price Retirement Target Date Fund - 2020 +0.1% -1.5% -0.4% +3.3% -0.5% +4.6% +6.8%
$15.41
$21.04
Last $20.72  (94.3% of range)
 2.75% 0.911 1.03 —
24 TRRGX 2015 T.R. Price Retirement Target Date Fund - 2015 +0.1% -1.4% -0.4% +3.1% -0.4% +4.4% +6.6%
$10.47
$14.17
Last $13.97  (94.6% of range)
 2.81% 0.865 1.06 —
25 HBLVX Hartford Balanced Income Balanced - 45% Equity / 55% Bond +0.5% +0.1% +1.1% +1.1% +3.6% +2.5% +10.2%
$11.04
$15.38
Last $15.19  (95.6% of range)
 3.44% 0.811 1.29 —
26 TRRAX 2010 T.R. Price Retirement Target Date Fund - 2010 +0.1% -1.4% -0.4% +2.9% +5.1% +4.2% +12.3%
$12.0
$16.95
Last $16.72  (95.4% of range)
 3.00% 0.790 1.52 —
27 TRRFX 2005 T.R. Price Retirement Target Date Fund - 2005 +0.1% -1.2% -0.3% +2.7% -0.8% +4.0% +5.7%
$10.1
$13.33
Last $13.15  (94.4% of range)
 3.14% 0.778 0.90 —
28 MPHZX MassMutual High Yield BONDS - Corporate 0.00% -0.4% +0.2% +1.2% +2.8% +1.9% +7.7%
$6.29
$8.12
Last $8.09  (98.4% of range)
 6.85% 0.454 1.51 —
29 MCZZX MML Barings Core Bond I BONDS - Intermediate Core +0.2% -0.4% -0.3% -0.1% +1.2% +0.7% +6.4%
$7.57
$9.25
Last $9.15  (94.0% of range)
 4.57% -0.178 0.87 —
30 PRRIX PIMCO Real Return Fund BONDS - Intermediate Term +0.2% -0.8% -0.5% -0.1% +1.1% +0.9% +5.6%
$8.67
$10.35
Last $10.26  (94.6% of range)
 4.13% -0.319 0.81 —
31 PIMIX PIMCO Income Fund BONDS - Multi Sector +0.2% -0.7% -0.5% -0.2% +1.3% +0.3% +7.7%
$8.53
$10.95
Last $10.78  (93.0% of range)
 5.83% -0.348 0.86 —
32 NOBOX Northern Bond Index Fund BONDS - Intermediate Term +0.2% -0.4% -0.5% -1.1% +0.2% -0.2% +4.7%
$7.88
$9.37
Last $9.17  (86.6% of range)
 4.05% -0.666 0.34 —
33 GCCUX Goldman Sachs Commodity Strategy EQUITY - Commodities -1.2% -3.7% -3.9% +1.3% +15.6% +14.9% +23.8%
$6.71
$10.27
Last $9.55  (79.8% of range)
 13.62% -1.538 1.25 —
34 FBNRX Templeton Global Bond Fnd BONDS - International +0.1% -1.5% -2.3% -1.7% +1.9% +0.6% +5.3%
$6.0
$7.3
Last $7.02  (78.5% of range)
 5.90% -1.663 0.40 —
35 COSYX Columbia Overseas Value EQUITY - Intl Large Value -0.1% -2.6% -3.8% -0.6% +7.8% +3.8% +23.7%
$8.22
$15.9
Last $14.79  (85.5% of range)
 3.12% -1.901 0.79 —