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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1169 | 1029 | 1304 | 1177 | 1594 | 2227 |
Fund Return | 16.88% | 2.93% | 30.36% | 5.58% | 9.77% | 8.34% |
Place in category | 16 | 77 | 16 | 25 | 52 | 53 |
% in Category | 4 | 12 | 3 | 6 | 11 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert VP SRI Balanced Portfolio | 418.9M | 16.99 | 5.59 | 8.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.4B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 100.41B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.87B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.77B | 12.51 | 3.69 | 8.16 | ||
Fidelity Advisor Balanced A | 42.26B | 13.59 | 4.45 | 9.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.80 | 427.58 | +0.56% | |
Apple | US0378331005 | 4.22 | 227.02 | +0.84% | |
NVIDIA | US67066G1040 | 3.79 | 147.98 | +1.17% | |
Alphabet C | US02079K1079 | 2.89 | 176.30 | -2.32% | |
Amazon.com | US0231351067 | 2.64 | 212.84 | -0.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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