📊 KCM Mutual Fund Performance Dashboard (updates daily at 10:00pm CT)

RS Score = (1D×0.10) + (1W×0.20) + (1M×0.30) + (3M×0.40)  |  Rank 1 = strongest relative strength
RISK INDICATOR --
Regime VIX OCC GEX
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 as of 04/17/2026
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 RLLGX American Funds SmallCaps World EQUITY - US + INTL Small Cap +2.3% +5.0% +11.5% +5.4% +14.1% +9.8% +39.3%
$53.23
$84.55
Last $84.55  (100.0% of range)
 0.95% 6.809 2.16 Overbought
2 JSVUX JPMorgan Small Cap Value EQUITY - Small Cap Value US +2.1% +3.7% +11.5% +5.8% +19.2% +13.1% +48.8%
$17.81
$32.32
Last $32.32  (100.0% of range)
 0.92% 6.720 1.93 —
3 VEXRX Vanguard Explorer Admiral EQUITY - Small Cap Growth US +2.1% +5.7% +10.9% +3.6% +13.0% +9.1% +38.5%
$69.49
$117.76
Last $117.76  (100.0% of range)
 0.56% 6.063 2.08 —
4 DFREX DFA Real Estate Securities EQUITY - Real Estate US +1.5% +3.6% +6.3% +7.9% +10.0% +12.6% +15.9%
$29.69
$44.58
Last $44.58  (100.0% of range)
 2.80% 5.925 3.41 Overbought
5 RNWGX American Funds New World EQUITY - Emerging Large Cap +0.7% +3.7% +9.0% +5.6% +13.6% +8.4% +43.3%
$59.86
$102.83
Last $102.45  (99.1% of range)
 1.03% 5.744 1.86 —
6 VTIAX Vanguard Total Intl Stock EQUITY INTL - Large Cap Core +1.2% +2.9% +8.1% +6.4% +14.9% +9.5% +40.7%
$25.3
$45.18
Last $44.9  (98.6% of range)
 2.95% 5.684 1.92 —
7 VSMAX Vanguard Small-Cap Index EQUITY - Small Cap Index US +1.8% +4.6% +8.8% +3.7% +13.2% +9.2% +39.3%
$80.96
$136.38
Last $136.38  (100.0% of range)
 1.33% 5.234 1.93 —
8 TRRLX 2060 T.R. Price Retirement Target Date Fund - 2060 +1.2% +3.5% +7.7% +3.9% +6.6% +6.6% +28.7%
$12.57
$20.4
Last $20.4  (100.0% of range)
 1.25% 4.706 1.69 —
9 TRRNX 2055 T.R. Price Retirement Target Date Fund - 2055 +1.2% +3.5% +7.7% +3.9% +6.5% +6.6% +28.4%
$15.08
$24.43
Last $24.43  (100.0% of range)
 1.28% 4.699 1.68 —
10 TRRMX 2050 T.R. Price Retirement Target Date Fund - 2050 +1.3% +3.4% +7.7% +3.9% +6.4% +6.5% +28.2%
$14.38
$23.23
Last $23.23  (100.0% of range)
 1.22% 4.662 1.68 —
11 COSYX Columbia Overseas Value EQUITY - Intl Large Value +0.5% +1.0% +6.8% +5.7% +17.7% +8.3% +42.2%
$8.13
$15.9
Last $15.44  (94.1% of range)
 3.24% 4.554 1.62 —
12 TRRKX 2045 T.R. Price Retirement Target Date Fund - 2045 +1.2% +3.3% +7.5% +3.8% +6.4% +6.4% +27.8%
$16.95
$27.24
Last $27.24  (100.0% of range)
 1.33% 4.551 1.68 —
13 VFIAX Vanguard 500 Index Fund EQUITY - Large Cap Track S&P500 +1.2% +4.5% +7.7% +3.0% +7.6% +4.2% +36.5%
$359.75
$657.92
Last $657.92  (100.0% of range)
 1.18% 4.516 1.53 —
14 TRRDX 2040 T.R. Price Retirement Target Date Fund - 2040 +1.2% +3.1% +6.9% +3.6% +5.0% +6.0% +24.8%
$23.55
$36.69
Last $36.69  (100.0% of range)
 1.56% 4.240 1.60 —
15 RERGX American EuroPacific Growth EQUITY - Intl Large Cap Growth +0.8% +3.0% +8.4% +1.9% +9.9% +5.0% +37.5%
$39.59
$65.48
Last $64.53  (96.3% of range)
 3.05% 3.961 1.60 —
16 VMVAX Vanguard Mid-Cap Value Index EQUITY - Mid Cap Value US +1.0% +1.9% +5.5% +4.5% +13.3% +8.1% +29.9%
$60.8
$100.19
Last $99.75  (98.9% of range)
 1.99% 3.950 1.82 —
17 TRRJX 2035 T.R. Price Retirement Target Date Fund - 2035 +1.1% +2.9% +6.2% +3.2% +3.9% +5.4% +21.6%
$16.5
$24.79
Last $24.79  (100.0% of range)
 1.86% 3.832 1.52 —
18 VIMAX Vanguard Mid-Cap Index EQUITY - Mid Cap Core US +1.4% +3.5% +6.3% +2.6% +7.0% +5.3% +26.9%
$232.81
$380.25
Last $380.25  (100.0% of range)
 1.50% 3.768 1.70 —
19 JLGMX JPMorgan Large Cap Growth EQUITY - Large Cap Growth US +1.6% +4.4% +7.8% +0.2% -0.9% +0.1% +30.1%
$43.81
$91.79
Last $86.53  (89.0% of range)
 0.25% 3.468 0.75 —
20 TRRCX 2030 T.R. Price Retirement Target Date Fund - 2030 +0.9% +2.5% +5.3% +2.9% +1.6% +4.7% +16.7%
$20.53
$29.38
Last $29.18  (97.7% of range)
 2.29% 3.314 1.26 —
21 GCCUX Goldman Sachs Commodity Strategy EQUITY - Commodities -1.8% -0.2% -1.8% +10.1% +18.5% +13.7% +24.5%
$6.59
$9.68
Last $9.45  (92.6% of range)
 14.06% 3.307 1.94 —
22 TRRHX 2025 T.R. Price Retirement Target Date Fund - 2025 +0.8% +2.2% +4.6% +2.6% +0.4% +4.1% +13.5%
$13.54
$18.72
Last $18.44  (94.6% of range)
 2.73% 2.950 1.05 —
23 TRRBX 2020 T.R. Price Retirement Target Date Fund - 2020 +0.8% +2.1% +4.3% +2.5% -0.1% +3.9% +12.4%
$15.41
$20.96
Last $20.59  (93.3% of range)
 2.93% 2.782 0.96 —
24 RWMGX American Funds Washington EQUITY - Large Cap Core +1.0% +3.0% +5.9% +0.8% +6.2% +2.9% +27.5%
$39.66
$67.28
Last $67.28  (100.0% of range)
 1.57% 2.763 1.40 —
25 TRRGX 2015 T.R. Price Retirement Target Date Fund - 2015 +0.8% +2.0% +4.1% +2.4% +0.1% +3.8% +12.0%
$10.47
$14.11
Last $13.89  (94.0% of range)
 2.98% 2.687 1.00 —
26 TRRAX 2010 T.R. Price Retirement Target Date Fund - 2010 +0.7% +1.8% +3.9% +2.3% +5.5% +3.6% +17.6%
$12.0
$16.63
Last $16.63  (100.0% of range)
 3.18% 2.531 1.73 —
27 TRRFX 2005 T.R. Price Retirement Target Date Fund - 2005 +0.7% +1.8% +3.6% +2.3% -0.4% +3.5% +10.4%
$10.1
$13.33
Last $13.09  (92.6% of range)
 3.32% 2.426 0.88 —
28 FBNRX Templeton Global Bond Fnd BONDS - International +0.7% +1.3% +2.5% +2.5% +3.2% +2.7% +11.9%
$6.06
$7.37
Last $7.24  (90.1% of range)
 6.12% 2.065 1.46 —
29 MPHZX MassMutual High Yield BONDS - Corporate +0.4% +0.6% +1.7% +1.2% +3.6% +1.7% +11.4%
$6.36
$8.16
Last $8.16  (100.0% of range)
 6.92% 1.155 1.56 —
30 HBLVX Hartford Balanced Income Balanced - 45% Equity / 55% Bond +0.7% +1.3% +1.8% +0.3% +4.0% +1.8% +13.4%
$11.04
$15.38
Last $15.09  (93.3% of range)
 3.56% 0.975 1.23 —
31 MCZZX MML Barings Core Bond I BONDS - Intermediate Core +0.3% +0.5% +1.2% +0.9% +1.3% +1.0% +8.1%
$7.63
$9.32
Last $9.25  (95.9% of range)
 4.62% 0.852 1.18 —
32 HFMVX Hartford Midcap Fund EQUITY - Mid Cap Growth -0.2% +2.4% +4.7% -3.7% -1.2% 0.00% +17.2%
$23.1
$32.48
Last $29.89  (72.4% of range)
 — 0.395 0.04 —
33 PIMIX PIMCO Income Fund BONDS - Multi Sector -0.2% +0.2% +0.6% +0.3% +2.3% +0.6% +9.5%
$8.6
$11.05
Last $10.9  (93.9% of range)
 5.99% 0.321 1.13 —
34 PRRIX PIMCO Real Return Fund BONDS - Intermediate Term -0.2% +0.2% -0.2% +0.3% +0.3% +0.8% +6.4%
$8.81
$10.51
Last $10.42  (94.7% of range)
 3.39% 0.082 0.96 —
35 NOBOX Northern Bond Index Fund BONDS - Intermediate Term -0.2% -0.1% -0.0% +0.2% +0.3% +0.5% +5.4%
$7.91
$9.41
Last $9.27  (90.7% of range)
 3.97% 0.028 0.92 —