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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1161 | 1031 | 1218 | 1176 | 1543 | 2185 |
Fund Return | 16.09% | 3.1% | 21.79% | 5.56% | 9.06% | 8.13% |
Place in category | - | - | - | - | - | - |
% in Category | - | - | - | - | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 20.88B | 2.19 | 2.04 | 1.96 | ||
The Vanguard Retirement Savings Tr4 | 20.88B | 2.29 | 2.14 | 2.05 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 12.84 | 3.78 | 6.58 | ||
IA College Savings Iowa 529 Conserv | 512.94M | 9.57 | 1.93 | 4.90 | ||
IA College Savings Iowa 529 Income | 473M | 6.43 | 0.19 | 3.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 15.28 | 5.20 | 8.02 | ||
KS Schwab Moderately Aggressive Ind | 1.06B | 12.54 | 4.47 | 8.36 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 15.26 | 5.26 | 7.85 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 15.08 | 5.06 | 7.83 | ||
CA ScholarShare Passive Growth | 396.62M | 15.23 | 5.28 | 7.85 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 48.76 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 31.45 | - | - | |
Vanguard Total Bond Market II Idx I | - | 13.76 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 6.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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