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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1012 | 995 | 1149 | 1275 | 1639 | 2218 |
Fund Return | 1.23% | -0.48% | 14.92% | 8.43% | 10.38% | 8.29% |
Place in category | 657 | 372 | 29 | 26 | 56 | 49 |
% in Category | 88 | 50 | 6 | 6 | 12 | 13 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert VP SRI Balanced Portfolio | 423.06M | 1.82 | 8.35 | 8.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 108.36B | 2.65 | 7.48 | 8.19 | ||
Vanguard Wellington Admiral | 99.51B | 2.03 | 7.26 | 8.46 | ||
American Funds American Balanced R6 | 54.19B | 2.71 | 7.83 | 8.52 | ||
Vanguard Balanced Index Adm | 46.71B | 1.75 | 6.77 | 8.12 | ||
Fidelity Balanced K | 42.26B | 1.39 | 7.80 | 9.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.49 | 380.45 | +0.08% | |
Apple | US0378331005 | 4.39 | 220.84 | -2.92% | |
NVIDIA | US67066G1040 | 4.22 | 108.76 | +1.66% | |
Federal National Mortgage Association 5.5% | - | 3.85 | - | - | |
Amazon.com | US0231351067 | 3.14 | 196.59 | +1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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